Raj

I invest in companies. Its an art, not a science so be careful what you're quantifying and who you're listening to. Do the work. Avoid the noise.

[Raj @TheMontclairDad]

@jbulltard1 That’s really special man esp w family

[Raj @TheMontclairDad]

@JaredKubin I live in montclair , nj and the Exxon and Shell a half mile apart on the main ave have the SAME price today as they did one week ago so good call out. These guys gauged prices up immediately same day in Feb-May. Absolute fuckery.

[Raj @TheMontclairDad]

@cperruna One other major diff is $CSCO was not buying back its stock in 2000, rather it was in acquisition mode using the stock and even di a 2:1 split. $NVDA has $110b in autho repo still on the table and eps have grown into the valuation. $CSCO valuation was dreiven by spec/pe expansion

[Raj @TheMontclairDad]

@Mr_Derivatives positioning still feels offsides having been the funding short of choice for other AI semis to date. Room to run into the print.

[Raj @TheMontclairDad]

@Mayhem4Markets Susan trying to make a save each opportunity she gets lol

[Raj @TheMontclairDad]

@firstadopter Thats because they never read The Nvidia Way, Tae!

[Raj @TheMontclairDad]

@firstadopter I've been wondering same for years, Tae.

[Raj @TheMontclairDad]

@_SeanDavid This is extremely interesting. Never who’ve guessed this. Big $NOW bull long term and long time shareholder. Thanks for posting.

[Raj @TheMontclairDad]

@RedDogT3 @jimcramer Agree, Scott. It appears Cramer owns a lot of BTC

[Raj @TheMontclairDad]

@stats_feed Crypto hodlers

[Raj @TheMontclairDad]

@firstadopter Well played on that explanation brother.

[Raj @TheMontclairDad]

@plantmath1 💯

[Raj @TheMontclairDad]

@SpecialSitsNews Exactly. It’s absolutely a Trump move to float a trial balloon like this

[Raj @TheMontclairDad]

@StockMarketNerd $NOW isn’t sticky bc of code; it’s sticky bc it’s embedded into governance, security, compliance, and cross-department workflows built thru decades of trust.That’s why renewals stay high.The ‘undergrad can build it’ argument applies to thin, single-purpose SaaS and AI wrappers..

[Raj @TheMontclairDad]

@_SeanDavid @fiscal_ai What a call by McDermott. Exactly what you wanted to hear for the long term

[Raj @TheMontclairDad]

@PatrickMoorhead McDermott knocked it out of the park 👌🏽

[Raj @TheMontclairDad]

@StockOptions888 Stock market

[Raj @TheMontclairDad]

@SullyCNBC Weather channel app I find the most accurate here in north jersey (for free apps anyway )

[Raj @TheMontclairDad]

@JohnJHarwood @ResearchQf Still suffering from TDS I see !

[Raj @TheMontclairDad]

@RoKhanna Thought you of all people
In Washington understood how this all works without slowing down the pace of innovation / investment