jared @_jaredstevens_
i pick stocks and watch msu hoops Joined December 2021-
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My local grocery store should give me a stake in their company in exchange for all of my future grocery demand
I have seen so many portfolio screenshots today. I fear that we may have triggerred the screenshot curse. Be vigilant my friends. Happy for ya'll.
Costco has Kirkland ... Amazon now has Amazon Grocery Amazon $AMZN just announced the launch of Amazon Grocery: "a new private label brand featuring more than 1,000 high-quality food items rated 4 stars or above."
how is $AMZN not up 10% on this, this might be the greatest development in the history of humanity x.com/LegionHoops/st…
how is $AMZN not up 10% on this, this might be the greatest development in the history of humanity x.com/LegionHoops/st…
$SOFI credit situation has gotten better, not worse. Yet noobs will sell their shares. Dumb money will always lose b/c they’re easily manipulated by headlines.
trillions in capex to numb your brain with zero marginal cost content so they can feed you ads for shit you don't need
trillions in capex to numb your brain with zero marginal cost content so they can feed you ads for shit you don't need
Somewhat uncomfortable level of hyper-speculative stocks with unproven business models & no profits going parabolic recently. I guess if these firms can’t sell any useful goods or services they can just keep selling retail more stock.
I’m sorry but if you manage money and want semi annual reporting instead of hearing from your positions quarterly, I think it reflects very poorly upon you.
I’m sorry but if you manage money and want semi annual reporting instead of hearing from your positions quarterly, I think it reflects very poorly upon you.
Currency is being debased. Own assets or be left behind in a permanent underclass.
Currency is being debased. Own assets or be left behind in a permanent underclass.
$SOFI "It's just a bank!" Well, no. But even if it was, that growth rate is worth a significant premium. Tailwinds + execution + rate cuts = flirting with ATHs.
This is the way it should be. Respect.
The idea that reporting numbers on a quarterly basis makes the company short-term focused is nonsense. US companies are committing record levels of long-term capital investment. Companies like Costco, which report sales numbers on a *monthly* basis, are some of the most…
$PLTR It is quite embarrassing for Marc @Benioff not to realize this this makes his company appear weak and without pricing power. This recent ”smear” campaign of his is actually an ad for Palantir, software that dominates.
$PLTR It is quite embarrassing for Marc @Benioff not to realize this this makes his company appear weak and without pricing power. This recent ”smear” campaign of his is actually an ad for Palantir, software that dominates.
This is a wake-up call for all our leaders who are targets of the left. I would put Alex Karp and Elon in tbis category. Take your security seriously. Secure venues only. No outdoor venues. Armed security when in public. We can't lose our best and brightest to our worst and most…
In case you missed it, on a GS Conference the CEO of $GOOGL Cloud just shared a big stat: - $GOOGL Cloud saw a 28% QoQ growth in new customers. Given the size of GCP already, this is beyond impressive.
GOOGLE $GOOGL CLOUD FORECASTS $58 BILLION REVENUE BOOST BY 2027 Google cloud computing division has up to $106 billion in commitments from existing customer contracts that it has yet to fulfill, according to Thomas Kurian - Bloomberg
$GOOGL ‘s GCP with its TPUs was made for the AI age. “About 55% of the $106 billion backlog should convert into revenue within two years”
$GOOGL Google's move to give students AI access is smart. Capturing users early ensures long-term monetization and high ROI. Excel's school presence made me a super user, now the "Excel Guy" at work.
Good to see Sergey having a seat at the table again. Google is back in Founder mode.
Why I'm not selling $PLTR - exhibit 2264763
Why I'm not selling $PLTR - exhibit 2264763
ardrertou @ardrertou56915
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30K Followers 481 Following $8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Short fiat, long btc. e/acc
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