Wise Guy ROI

helping regular people understand the games they’re already forced to play—and showing where the edges are hiding.

Documenting what I do with my own money

[Wise Guy ROI @wiseguyroi]

People see the winners.

They don’t see the process.

Before buying a stock I ask:

Is the business getting stronger?
Is the market underestimating it?
Am I willing to hold through a 30-50% drawdown?

That framework led me to positions like:

• HOOD ~$20
• PLTR ~$34
• TSM ~$165
• GOOGL ~$192
• TSLA ~$189

One thing I’ve learned from studying great investors:

You don’t need to be right on every stock.

Even Warren Buffett’s fortune came from a relatively small number of massive winners.

A few great decisions can outweigh dozens of average ones.

The stock picks matter less than the process.

Find the edge. Keep your money.

[Wise Guy ROI @wiseguyroi]

Tonight I’m on the Spurs ML +114 for 1 unit

The Knicks have won 13 straight playoff games.

They’ve already won the first two games of this series on the road in San Antonio.

Now the series shifts to Madison Square Garden.

Despite all of that, New York is only a 1.5-2 point favorite.

That got my attention.

The public sees:
• 13 straight wins
• 2-0 series lead
• Home court

And concludes:

“San Antonio has no chance.”

The sportsbook sees the exact same information and still won’t move the number much further.

That’s often where the edge hides.

I don’t need the Spurs to be the better team.

I just need the market to be slightly wrong on price.

Process > outcome.

Find the edge. Keep the money.

[Wise Guy ROI @wiseguyroi]

@StockSavvyShay @FuturumEquities This is why I spend more time studying the business than the P/E ratio.

A 25x multiple can be cheap if earnings compound. A 10x multiple can be expensive if they don’t

[Wise Guy ROI @wiseguyroi]

The problem is people treat this like a religion.

Renting and buying are both financial tools.

The better option depends heavily on the price, the interest rate, and what you do with the money you save

Someone buying a house a decade or two ago has a ton of equity, someone buying today might be a completely different story

[Wise Guy ROI @wiseguyroi]

@Cryptoboyy_Aji The biggest difference isn’t the 10%.

It’s that previous generations often had 3 retirement legs:

Pension + Social Security + personal savings.

Today, for many people, the 401(k) became all three.

[Wise Guy ROI @wiseguyroi]

Current Scorecard:

Venture X: Approved ✅

Extra spending required: $0

Goal: Route spending we were already planning to make through the card and use the rewards to offset vacation costs.

Next update when the spending requirement is complete.

[Wise Guy ROI @wiseguyroi]

My wife and I were already planning a vacation.

So before we booked anything, I looked for an edge.

Yesterday I applied for the Capital One Venture X and was approved.

The vacation was happening either way.

The card didn’t create the spending.

[Wise Guy ROI @wiseguyroi]

• Approved ✅
• Spending requirement ⏳
• Bonus earned ⏳
• Vacation booked ⏳
• Final value received ⏳

We’ll keep score.

Find the edge. Keep the money.

[Wise Guy ROI @wiseguyroi]

@darrelltalksfi Great info, Funny how people will spend 100 hours researching stocks but 0 hours researching how those stocks are taxed

[Wise Guy ROI @wiseguyroi]

Most people love a sale until it’s stocks.

Picked up:

$META
$CEG
$ASML
$TSM
$TSLA

I have no idea what happens next week, but when businesses I want to own get marked down, I buy the discount

[Ian Rapoport @RapSheet]

🚨 🚨 🚨

Bombshell: The #Browns are finalizing a trade of Defensive Player of the Year Myles Garrett to the #Rams in a shocker, sources tell me, @TomPelissero & @AdamSchefter.

Cleveland would send Garrett to LA in exchange for star edge Jared Verse, a first-rounder, and more.

[Todd Fuhrman @ToddFuhrman]

Big court ruling today in the sports betting/prediction market space via @Reuters

https://t.co/ciHPBi0bdG

[Barstool Sports @barstoolsports]

High Point’s win over Wisconsin called by Student Radio.

This is why we love March

[Mindset for Money @Mindset4Money_X]

How I imagine P/E boys operate in the wild:

[Wise Guy ROI @wiseguyroi]

Insane

[Underdog NBA @UnderdogNBA]

Bam Adebayo. 83 points.

Passes Kobe Bryant for second-most in a game in NBA history.

[Bodhi- Local SEO @irentdumpsters]

If I launched an AC repair company tomorrow…

I'd own the residential and commercial HVAC markets in under 12 months.

And I'd do it in the most competitive, weather-dependent, recession-proof trade in America.

Here's my full Marketing, Sales & Operations Playbook 👇

[Milwaukee Brewers @Brewers]

Would you let The Miz throw a fastball at your head?

[Dustin @r0ck3t23]

Elon Musk just identified the next crisis in AI. It’s not a shortage. It’s an unusable surplus.

Musk: “By the end of this year, chip production will outpace the ability to turn chips on.”

For three years the world was starved for silicon. Every lab, every government, every company racing to secure the chips that determine who wins the AI era.

That bottleneck is ending. A new one is replacing it.

Musk: “The chips are going to be piling up and not be able to be turned on.”

Billions of dollars of the most advanced AI hardware ever built. Sitting dark. Not because the chips don’t work.

Because there isn’t enough electricity to run them.

You can’t print a power plant the way you print a chip.

The fabrication plants scaled. The grid didn’t. And now the most valuable hardware in history is about to hit a wall that no amount of capital can instantly solve.

Compute is about to become abundant. Electricity is about to become the most valuable commodity on earth.

Three years obsessing over silicon yields. Physics doesn’t care about your chip architecture if your data center can’t pull enough megawatts.

The war isn’t about who can manufacture the most silicon anymore.

It’s about who has the raw power to plug it in.

Whoever solves energy first doesn’t just win. They own the infrastructure everyone else needs to compete.

The losers stack useless chips in warehouses waiting for power that never arrives.

We built a trillion dollar engine and forgot the fuel.

That’s the AI race right now.

[Rohan Paul @rohanpaul_ai]

Mark Cuban on the next job wave.

Customized AI integration for small to mid-sized companies.

"Software is dead because everything's gonna be customized to your unique utilization. Who's gonna do it for them... And there are 33 mn companies in the US."