lucas

[lucas @xabearg]

@steve2bacon Yes it does. 2k shares is still a nice position

[lucas @xabearg]

@JEFETRADES So the most crowded trades over the last decade aren’t working anymore?

[lucas @xabearg]

@MrTinvests the lidar theme is interesting. I started looking into $OUST today

[lucas @xabearg]

@Mr_Derivatives It’s time to ask some hard questions regarding $NVDA

[Kalshi @Kalshi]

JUST IN: Nvidia is now worth more than India

[lucas @xabearg]

@MrTinvests That CPI report better not be hot tomorrow

[lucas @xabearg]

@Rayan_sarah22 Hopefully the thesis is durable enough to withstand higher interest rates

[Bitmund Freud @BitmundFreud]

I started talking to my wife like Claude

[lucas @xabearg]

@michaeljburry Everyone load up on $LULU calls tomorrow - the king has spoken

[lucas @xabearg]

When Jim Cramer calls the top - you listen

[Jim Cramer @jimcramer]

There is only so much money....

[Silicon Salvage @SiliconSalvage]

There is a graveyard in American tech right now and nobody is walking through it. Companies down 70, 80, 90% from the highs. Still profitable. Still growing. Still the leader in their category. Just unloved. The Trade Desk at 9x earnings. PayPal at 12x with $6 billion in free cash flow. Adobe at 17x and people are talking about it like it’s Kodak. Etsy at 8x EBITDA running a marketplace that two billion people have heard of. Roku trading below its own balance sheet liquidation value if you squint. Match Group, Zoom, Pinterest — each of these would have been a hedge fund’s top pick at this multiple in 2017. Now they’re orphans. Everyone is buying the Mag 7 because the Mag 7 is the trade. The Mag 7 IS already the trade. The trade is over. The next trade is in the rubble pile. You don’t get rich buying what worked. You get rich buying what stopped working for reasons that turn out to be temporary. Every name on that list was a market darling 36 months ago. The fundamentals didn’t fall 80%. The narrative did. Narratives come back. Earnings compound. I’m not buying NVDA at 45x. I’m buying the names CNBC won’t say out loud anymore

[lucas @xabearg]

@Mike_Hunt_Sr Even worse. Didn’t raise guidance

[Neet @neet_sol]

Mom: "Move out"

Boss: "Work harder"

Blackjack dealer: "Welcome back sir"

[Will @WClemente]

Taxes generated from Samsung and SK Hynix are set to pay off half of Korea’s public debt

Everything is computer

[lucas @xabearg]

@WatcherGuru

[lucas @xabearg]

@bdinvestingg Not yet