@zenithquae Avatar @zenithquae Z

Z posts on X about $spce, $snap, snap, $pltr the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks finance technology brands automotive brands countries social networks fashion brands us election celebrities cryptocurrencies

Social topic influence $spce, $snap #10, snap #328, $pltr, $blde, investment, business, spce, $tsla, tesla

Top accounts mentioned or mentioned by @amitisinvesting @qualityinvest5 @alc2022 @logicalthesis @ronjonbsaas @anonmoneyguru @thesonofwalkley @qualitystocksa @mmmtwealth @virgingalactic @mcdonnachris @patientinvestt @joecarlsonshow @dividenddudex @ashton1nvests @indianabraden @greatmartis @theoootrr @gabrelyanov @investmenttalkk

Top assets mentioned Snap, Inc. (SNAP) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) Joby Aviation, Inc. (JOBY) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Robot Consulting Co., Ltd. (LAWR) Robinhood Markets, Inc. (HOOD) Snowflake Inc. (SNOW) Eli Lilly and Company (LLY) Costco Hot Dog (COST) Rocket Lab USA, Inc. Common Stock (RKLB) Apple, Inc. (AAPL) Archer Aviation Inc. (ACHR) PayPal Holdings Inc (PYPL) Spotify Technology (SPOT) Super Micro Computer, Inc. Common Stock (SMCI) ??Holder (BNBHOLDER)

Top Social Posts

Top posts by engagements in the last [--] hours

"@amitisinvesting Even assuming none leave though does $HOOD make more than 3% in cash flow on their assets I highly doubt it so I dont see how this isnt money losing"
X Link 2024-01-18T18:29Z [--] followers, [--] engagements

"@privateinequity This may seem like a dumb question (I dont have a PE background) but why the relentless focus on EBITDA over less subjective metrics like cash flow"
X Link 2024-01-28T09:35Z [--] followers, [--] engagements

"Notice how people say things like this right at market peaks It seems so obvious why bubbles happen in hindsight @amitisinvesting You ever step back and think about how insane it is that we're here I remember calibrating my brain in early [----] to anticipate a climb from [--] back to [--] within [--] years or so. The longer you're in this game the more you realize you've just gotta ignore price and buy the best @amitisinvesting You ever step back and think about how insane it is that we're here I remember calibrating my brain in early [----] to anticipate a climb from [--] back to [--] within [--] years or so."
X Link 2024-02-16T18:32Z [--] followers, [---] engagements

"Truly awful management at $GOOGL Every. Single. New. Google. Product. https://t.co/7XAaKknrOQ Every. Single. New. Google. Product. https://t.co/7XAaKknrOQ"
X Link 2024-02-24T08:47Z [--] followers, [--] engagements

"@ronjonbSaaS @amitisinvesting I'm a massive fan of $PLTR but agree this is a really important question to ask. I don't know the answer myself"
X Link 2024-03-02T11:49Z [--] followers, [---] engagements

"This entire conversation over price movements on $SMCI or $PLTR making or not making the S&P500 only shows how much of a farce indexes have become in a fair market stocks shouldnt be up 10% on something unrelated to the cash flow of the business Active investors will have a good time when this craziness is fully realised. $PLTR doesn't enter the S&P500 this time 🥲 $SMCI did it. See you in [--] months. https://t.co/dBlPRKq4tj $PLTR doesn't enter the S&P500 this time 🥲 $SMCI did it. See you in [--] months. https://t.co/dBlPRKq4tj"
X Link 2024-03-02T16:02Z [--] followers, [---] engagements

"By no means meant to question Amits DD - hes by far the most thorough $PLTR investor on X and far better than most sell-side analysts who get paid [--] figures to do this. Im saying that its a really important point and Ive yet to find a detailed and technical breakdown of exactly what makes Foundry Gotham etc better than what $SNOW can offer AND unable to be copied. My bad if this has already been done"
X Link 2024-03-02T17:55Z [--] followers, [---] engagements

"@McdonnaChris @amitisinvesting @ronjonbSaaS Happy to. It would be in our best interest as a $PLTR community to make this info as accessible as possible"
X Link 2024-03-02T18:15Z [--] followers, [---] engagements

"I really respect everything you do on $PLTR I don't think this is the best attitude for our community to have though. We should be reaching out to these people and explaining what makes $PLTR great even if it seems like talking to a brick wall at times there's never anything to be lost by doing this"
X Link 2024-03-02T18:26Z [--] followers, [---] engagements

"@McdonnaChris @amitisinvesting @ronjonbSaaS Not on Palantir unfortunately but always keen to learn more"
X Link 2024-03-02T18:33Z [--] followers, [--] engagements

"@McdonnaChris @amitisinvesting @ronjonbSaaS Dont worry Ill always be keen to keep learning :)"
X Link 2024-03-02T18:40Z [--] followers, [--] engagements

"I'd like to think I do understand Palantir My original post was about the technical differences between $PLTR and $SNOW more directed at the fact I really don't understand what it is $SNOW do"
X Link 2024-03-02T19:20Z [--] followers, [---] engagements

"My X account is still relatively new but I've been a holder since [----] and doubled down at around $8 last year. I sold at $20 a few months ago purely on valuation concerns my conviction in the business remains rock-solid and they are going to change the world. If I'm honest I'm dying for a macro shock that would give me a good entry point to get back into $PLTR 😂. I really want to own the stock but I don't see how I can justify it at these levels. Would love to hear opposing points of view on valuation though"
X Link 2024-03-02T19:23Z [--] followers, [---] engagements

"@McdonnaChris @amitisinvesting @ronjonbSaaS At its peak $PLTR was about 35% of my entire portfolio"
X Link 2024-03-02T19:24Z [--] followers, [--] engagements

"I feel like this exchange isn't moving in a productive direction so this will be my last reply. I never meant to question @amitisinvesting's DD nor whether he understands Palantir. He is second to none in knowledge about the stock and could easily be charging [--] figures to institutions for his research. He's also one of the primary reasons I put so much money in $PLTR. I don't understand what it is $SNOW do however and would love to hear any input on the technical differences between the two software offerings. I'm more than happy to do my own research on this though. I have serious conviction"
X Link 2024-03-02T19:34Z [--] followers, [--] engagements

"WHY I LIKE $TSLA AT THESE LEVELS Tesla stock is now down almost 20% YTD and at price levels last seen over [---] years ago despite revenue up over 3x and EPS up over 10x in the same period The stock was outrageously overvalued in [----] so this alone shouldn't necessitate buying although the below should: 1) There are so many opportunities for growth that aren't being recognised at the moment. Each of these alone could add another $10-100b in revenue: - Tesla Energy - Compact Car - Semi Truck - Roadster - Licensing charging infrastructure - Licensing FSD tech/Dojo - Optimus - Any manner of wild"
X Link 2024-03-03T12:45Z [--] followers, [--] engagements

"@concodanomics I dont see whats wrong with this She is clearly explaining FX in a way thats easy to understand and knows her stuff (at least 99% of people) why mock this"
X Link 2024-03-17T17:24Z [--] followers, [---] engagements

"@amitisinvesting One of your best calls so far imo $HOOD has made me a lot Halved my position size at $20 though"
X Link 2024-03-28T19:28Z [--] followers, [---] engagements

"Who knew that the best UX designers in the world know what they are doing Giving more design options makes the design worse After much deliberation Ive decided on Flashlight and Camera https://t.co/ptJsFiFfTh After much deliberation Ive decided on Flashlight and Camera https://t.co/ptJsFiFfTh"
X Link 2024-06-11T17:56Z [---] followers, [--] engagements

"Allowing customisation on the scale of IOS [--] is going to ruin $AAPL strongest moat: their aesthetics. Its like if Louis Vuitton let people deface their bags and advertised it"
X Link 2024-06-11T18:00Z [---] followers, [--] engagements

"PART 1: THE BUSINESS AS IT IS NOW 🚁 Blade's revenue has soared from $26m in [----] to almost $240m in the past four quarters achieving an annual growth rate of over 60% in that time. How (3/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"Half of this has come from their acquisition of Trinity Air Medical in [----] which now makes up half of revenues and is growing at over 50% YoY. This shows management is excellent in both timing and execution of acquisitions and pivoting the business to growth areas. (4/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"Having grown into such a powerful brand management is now laser-focused on profitability and achieved their first positive Q2 Adjusted EBITDA as a public company a few weeks ago. The stock was up 17% immediately after the news. (6/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"@TheSonOfWalkley Have you looked at $BLDE I think this could recover your losses on $TSLA https://x.com/zenithquae/status/1824872451970666504 WHY I THINK BLADE AIR MOBILITY $BLDE IS ONE OF THE BEST OPPORTUNITIES IN SMALL CAPS RIGHT NOW. 🚁🧵 Blade provides organ transport and logistical services to hospitals and offers helicopter taxi services to consumers mainly in NYC. (1/17). https://t.co/gUtErYc00N https://x.com/zenithquae/status/1824872451970666504 WHY I THINK BLADE AIR MOBILITY $BLDE IS ONE OF THE BEST OPPORTUNITIES IN SMALL CAPS RIGHT NOW. 🚁🧵 Blade provides organ transport and"
X Link 2024-08-17T18:18Z [---] followers, [---] engagements

"Tesla is the largest electric vehicle (EV) manufacturer in the world and has multiple business lines as follows that I will analyse in turn: (2/35) - Electric Vehicles (EVs) 🚗 - Robotaxis 🚕 - Self-Driving Technology 🚘 - Tesla Energy 🔋 - Tesla Insurance 💵 - Tesla Optimus 🤖"
X Link 2024-08-27T13:41Z [---] followers, [--] engagements

"The core thesis is that the market is (mostly) only valuing the EV part of the business. On this basis alone $TSLA is likely overvalued which is why most "sensible" investors will tell you not to touch this stock. But there is so much more to $TSLA than this. (3/35)"
X Link 2024-08-27T13:41Z [---] followers, [---] engagements

"PART 1: EVs Before looking at those other parts let's focus on what $TSLA is best known for EVs. Tesla currently sells [--] models of EV and the Tesla Model Y was the best-selling car of any category worldwide in [----]. (4/35)"
X Link 2024-08-27T13:41Z [---] followers, [---] engagements

"Tesla has historically grown revenues here by 20-30%+ although growth and margins have been hit hard by increasing interest rates and competition and the share price has followed suit down 46% from ATH in Nov [----]. Both of these are temporary though and will reverse. (5/35)"
X Link 2024-08-27T13:41Z [---] followers, [--] engagements

"We already know interest rates are coming down allowing $TSLA to put prices back up and recover margins. As car loans become cheaper we should see more people buying new cars and growth here should pick up. (6/35) https://x.com/elonmusk/status/1693953358149615628 @stevenmarkryan It is unfortunately trending that way for many automakers. Some companies do understand but their pace of change is nonetheless slow. Tesla is trying to be as helpful to other carmakers as possible with the transition to autonomous electric vehicles: we open source our patents"
X Link 2024-08-27T13:41Z [---] followers, [---] engagements

"Tesla Semi Already in production and in trials with some distributors allowing huge carbon reduction in supply chains and move to autonomous distribution with FSD. Given huge efficiency gains vs gas trucks companies will save $$$ by moving to electric. (12/35)"
X Link 2024-08-27T13:41Z [---] followers, [--] engagements

"Roadster There have already been various versions of this sold before but the latest looks to be insane. This will add hugely to Tesla's brand profile and should be nicely accretive to earnings if this really is the fastest car on earth. (13/35) https://x.com/elonmusk/status/1762716007913652650 Tonight we radically increased the design goals for the new Tesla Roadster. There will never be another car like this if you could even call it a car. https://x.com/elonmusk/status/1762716007913652650 Tonight we radically increased the design goals for the new Tesla Roadster. There will never be"
X Link 2024-08-27T13:41Z [---] followers, [--] engagements

"Thats what $TSLA has on offer just on EVs and we should see really nice growth here short and long-term as EV adoption grows. Is this alone worth paying 70-80x forward earnings Maybe. Maybe not. It doesn't really matter Now for the really exciting stuff. (14/35)"
X Link 2024-08-27T13:41Z [---] followers, [--] engagements

"@QualityInvest5 Why $ADBE"
X Link 2024-08-27T18:19Z [---] followers, [---] engagements

"@LogicalThesis I would agree but I think were seeing much more reasonable valuations in the past few weeks across market cap spectrum - Ive been adding"
X Link 2024-08-28T15:50Z [---] followers, [--] engagements

"@LogicalThesis $AMZN now trading at its lowest earnings multiple ever $GOOGL trading under 20x. Samsung now at 10x next years earnings. $TSM now just over 20x"
X Link 2024-08-28T16:04Z [---] followers, [--] engagements

"@LogicalThesis Fair enough. I like Samsung as chip making capabilities on par with $TSM for a cheaper valuation much less china risk and a suite of cash generating businesses alongside it all for a much cheaper valuation"
X Link 2024-08-28T16:10Z [---] followers, [--] engagements

"@BusinessFamous I think its always good to avoid stocks that run up so fast. Maybe you are missing a huge growth opportunity but chances are you arent and there are always more opportunities to find out there"
X Link 2024-08-28T19:18Z [---] followers, [--] engagements

"@great_martis That 1st target would make $GOOGL trade at around 10x earnings what makes you think thats remotely likely"
X Link 2024-08-29T09:52Z [---] followers, [---] engagements

"@QCompounding Tell that to everyone who bought $AAPL $AMZN $MSFT and $NVIDIA in 2002"
X Link 2024-08-29T09:53Z [---] followers, [---] engagements

"@Quality_stocksA Probably $TSM"
X Link 2024-08-29T13:33Z [---] followers, [---] engagements

"@Quality_stocksA TSMC is much more important to the world and cheaper valuation than $LLY"
X Link 2024-08-29T13:42Z [---] followers, [---] engagements

"@converse__tech If I told you that you could lease a Tesla for $1000 a month with no downpayment and that it would generate for you $2000/month from doing rides how many would you try to get"
X Link 2024-08-30T13:55Z [---] followers, [--] engagements

"@converse__tech You are right which is why I think $TSLA is a good asymmetric bet long-term but in the short term these things are still just dreams in Elons head"
X Link 2024-08-30T15:45Z [---] followers, [--] engagements

"@Quality_stocksA Is $PYPL quality"
X Link 2024-08-31T08:34Z [---] followers, [---] engagements

"@patientinvestt I initiated a position in $LULU at $237"
X Link 2024-08-31T08:35Z [---] followers, [---] engagements

"@Quality_stocksA I think the product offering is fundamentally broken and no longer required. Assessing that should come before looking at the balance sheet or roic or whatever quality criteria you judge it on"
X Link 2024-08-31T09:24Z [---] followers, [---] engagements

"@MMMTwealth Fair enough just comparing trailing revenue growth implies that though"
X Link 2024-08-31T15:36Z [---] followers, [---] engagements

"@alc2022 I dont think its wise to assume the same growth rate given the law of large numbers"
X Link 2024-09-01T16:43Z [---] followers, [---] engagements

"@AndersReiche @alc2022 True but I constantly hear $HIMS bulls switch from saying GLP-1 doesnt matter too much for revenues when faced with competition/quality concerns and then saying GLP-1s are $HIMS next big source of growth"
X Link 2024-09-02T18:16Z [---] followers, [---] engagements

"@Invest_Brandon Relax the S&P is down 1.6% lol"
X Link 2024-09-03T17:06Z [---] followers, [---] engagements

"@amitisinvesting This is open market manipulation shouldnt be allowed imo"
X Link 2024-09-06T16:21Z [---] followers, [---] engagements

"@QualityInvest5 I used to think so but not sure. I liken it to the $HOOD of telehealth. In a conventional sense $HOOD doesnt really have a moat but its superior UX plays the same role. If big pharma can replicate $HIMS UX then no it doesnt but I dont know if they can"
X Link 2024-09-06T19:18Z [---] followers, [---] engagements

"@QualityInvest5 You would think Yet $HOOD and $HIMS continue to take market share in what is really a commoditised market. If its so easy why havent these hundred billion dollar companies done it A good q I dont have the answer to. @amitisinvesting has a lot more on $HOOD moat"
X Link 2024-09-06T19:29Z [---] followers, [---] engagements

"@amitisinvesting @arny_trezzi Where do you see upside to $PLTR from here"
X Link 2024-09-07T17:29Z [---] followers, [---] engagements

"@joecarlsonshow What do you think is the likely outcome of big tech capex Meaningful ROI or get burnt by investors and stop"
X Link 2024-09-08T16:18Z [---] followers, [----] engagements

"Zero innovation at #AppleEvent sell $AAPL"
X Link 2024-09-09T18:57Z [---] followers, [---] engagements

"@Dividend_Dollar $AMZN"
X Link 2024-09-09T20:38Z [---] followers, [---] engagements

"@patientinvestt What do you see as their moat Surely if big pharma/amazon did the same thing and undercut on pricing $HIMS is ruined"
X Link 2024-09-10T18:38Z [---] followers, [---] engagements

"@QualityInvest5 Re-releasing a colour from two years ago 📈📈"
X Link 2024-09-10T18:38Z [---] followers, [--] engagements

"@joecarlsonshow What do you think a fair valuation for $COST is though Surely we cant keep seeing this share price growth outstripping fundamentals forever"
X Link 2024-09-13T18:38Z [---] followers, [---] engagements

"@joecarlsonshow Hurts. Why buy [--] photoshop licenses for [--] designers when one person with one license can do the job of 50"
X Link 2024-09-13T18:47Z [---] followers, [---] engagements

"Not sure where this focus on the average consumer doesnt care comes from. The average consumer doesnt care about most innovations until they exist. Were people screaming for $AAPL to invent the iPhone in the first place No. Does it mean $AAPL shouldnt have done it Obviously not Does the average consumer care about 120hz - No. But should we keep bashing and pushing Apple anyway cos this tech is now old and even available on $200 phones and the AvG ConSuMer deserves better - Yes. https://t.co/N194h33Gbg Does the average consumer care about 120hz - No. But should we keep bashing and pushing"
X Link 2024-09-13T19:29Z [---] followers, [---] engagements

"@QualityInvest5 What are the secular tailwinds for Adobe"
X Link 2024-09-14T06:04Z [---] followers, [--] engagements

"@BrianFeroldi True but ironically those lessons are worst applied directly after bear markets. Thats when you want to be taking the most risk and the biggest moonshots. Most people get burnt by then forgetting these lessons about valuation etc after a few years once a bull market comes back"
X Link 2024-09-15T15:05Z [---] followers, [--] engagements

"@amitisinvesting Amit do you own $TSLA WHY I THINK TESLA $TSLA IS ONE OF THE BEST LONG-TERM INVESTMENT OPPORTUNITIES RIGHT NOW. 🤖🧵(1/35) https://t.co/v04qZ0YFuA WHY I THINK TESLA $TSLA IS ONE OF THE BEST LONG-TERM INVESTMENT OPPORTUNITIES RIGHT NOW. 🤖🧵(1/35) https://t.co/v04qZ0YFuA"
X Link 2024-09-19T17:51Z [---] followers, [---] engagements

"@amitisinvesting Amit do you not think $HOOD could be spending too much on attracting new customers and advertising at this point This is all great but surely cash flows are going to be hit meaningfully"
X Link 2024-09-19T18:22Z [---] followers, [---] engagements

"@apecan77 @Tesla @cybertruck @Tesla_Optimus @TheSonOfWalkley Maybe but Im not interested in trying to predict short term price movements I think its nearly impossible. Trying to think about where the stock could be in 5-10 years is more doable"
X Link 2024-09-20T16:56Z [---] followers, [--] engagements

"@ChrisCamillo At what PE ratio would you be What if palantir stock price 100x tomorrow"
X Link 2024-09-20T18:46Z [---] followers, [----] engagements

"@QualityInvest5 I think the biggest problem with Visa is the tech seems unnecessary from a first principles perspective. Why should we need payment monopolies taking a % of every transaction when alternatives exist Could easily go to [--] in the long run"
X Link 2024-09-20T18:47Z [---] followers, [--] engagements

"The amount of lives that could be saved by humanoid robots is incredible. Investing in the companies that are developing them should be a moral imperative. A wanted man in Texas was captured after a gun standoff aided by a robot that deployed tear gas and pinned him to the ground. Humanoid robots will be much better at this saving lives and preventing escalations where officers might need to use lethal force for self-protection. https://t.co/cTjAUFwBLk A wanted man in Texas was captured after a gun standoff aided by a robot that deployed tear gas and pinned him to the ground. Humanoid robots"
X Link 2024-09-20T18:53Z [---] followers, [---] engagements

"@Dr_Singularity Most institutional investors who employ thousands of people paid $$$ to try and understand the direction of economies are completely clueless about the scale of change these will bring about. Huge opportunity to make money"
X Link 2024-09-20T19:03Z [---] followers, [--] engagements

"@GauchoRico Why do you still hold $NVDA"
X Link 2024-09-21T12:39Z [---] followers, [---] engagements

"@amitisinvesting Buffet will never buy $PLTR"
X Link 2024-09-24T18:37Z [---] followers, [--] engagements

"@KyleAdamsStocks Have you looked at $BLDE WHY I THINK BLADE AIR MOBILITY $BLDE IS ONE OF THE BEST OPPORTUNITIES IN SMALL CAPS RIGHT NOW. 🚁🧵 Blade provides organ transport and logistical services to hospitals and offers helicopter taxi services to consumers mainly in NYC. (1/17). https://t.co/gUtErYc00N WHY I THINK BLADE AIR MOBILITY $BLDE IS ONE OF THE BEST OPPORTUNITIES IN SMALL CAPS RIGHT NOW. 🚁🧵 Blade provides organ transport and logistical services to hospitals and offers helicopter taxi services to consumers mainly in NYC. (1/17). https://t.co/gUtErYc00N"
X Link 2024-09-25T17:50Z [---] followers, [---] engagements

"@alc2022 If Im reading correctly your justification for $COST valuation going through the roof is that their gross margin has DECREASED how is this a good thing"
X Link 2024-10-01T06:46Z [---] followers, [---] engagements

"@amitisinvesting Their product is fundamentally the same thing as many others; Grok Gemini LLama Claude etc. how can they sustainability charge premium prices this way"
X Link 2024-10-02T17:43Z [---] followers, [---] engagements

"@BryanBerg2000 @amitisinvesting Not that being first mover should necessarily mean much anyway. Superior integration and use cases trumps model intelligence imo"
X Link 2024-10-02T19:08Z [---] followers, [--] engagements

"$SNAP looking very nice at these levels might write up a thesis"
X Link 2024-10-05T14:09Z [---] followers, [---] engagements

"@StockSavvyShay How have you got to that number on $PLTR"
X Link 2024-10-05T21:23Z [---] followers, [----] engagements

"@QualityInvest5 $NKE has far too many problems at the moment. It might do well but there are far better opportunities you could go for"
X Link 2024-10-06T07:28Z [---] followers, [---] engagements

"@QualityInvest5 Theyre getting beaten up in China they ruined relationships with wholesalers and might never get that shelf space back and they purposely tanked some of their most successful product lines for unknown future product. $LULU a better bet imo. Also has issues but not as severe"
X Link 2024-10-06T14:19Z [---] followers, [--] engagements

"@QualityInvest5 True. Youll probably do ok buying at these levels. No brand is invincible though"
X Link 2024-10-06T15:18Z [---] followers, [--] engagements

"@AbdrazakAlmas @flybladenow I assume you mean Transmedics $TMDX. Blade already charter some jets for Transmedics although $TMDX are increasingly doing this all by themselves which is probably the biggest concern in the short-term"
X Link 2024-10-06T16:45Z [---] followers, [---] engagements

"@QualityInvest5 No $AMZN is a very solid buy at these levels"
X Link 2024-10-06T17:14Z [---] followers, [---] engagements

"@TheValueFind3rr What makes you think $HIMS would ever reach the market cap of the giants They do different things"
X Link 2024-10-11T18:18Z [---] followers, [---] engagements

"Not gonna lie if they added a horse to this it would sell like hot cakes $TSLA I'm not gonna lie. If $TSLA added a steering and pedals to the Cybercab it will sell like hot cakes. https://t.co/FpaJ439mO4 I'm not gonna lie. If $TSLA added a steering and pedals to the Cybercab it will sell like hot cakes. https://t.co/FpaJ439mO4"
X Link 2024-10-12T12:59Z [---] followers, [--] engagements

"@ramez Truly baffling levels of doublespeak. How is there no evidence that they can achieve an autonomous robotaxi network yet waymo proves autonomous robotaxis are possible"
X Link 2024-10-12T13:22Z [---] followers, [--] engagements

"@baggythebaghead @peruvian_bull It might have worked well in the 80s when the US stock market was mainly US railroads oil or domestic companies but not in a world with hyper-profitable tech companies and foreign companies listing on US exchanges"
X Link 2024-10-22T05:53Z [---] followers, [--] engagements

"@Theo_OOTRR @amitisinvesting I think some are probably not $PLTR though"
X Link 2024-10-22T18:59Z [---] followers, [---] engagements

"@KlNG4444 @Theo_OOTRR @amitisinvesting Can you elaborate"
X Link 2024-10-22T19:14Z [---] followers, [--] engagements

"@BruceMcNau41981 @hamptonism US companies sell outside the US too foreign companies also list on US markets companies are converting much more of their sales into earnings now youre comparing static market caps with annual gdp etc"
X Link 2024-10-23T05:34Z [---] followers, [--] engagements

"@box131119 @amitisinvesting Other stock went up so this stock must go up too"
X Link 2024-10-23T05:35Z [---] followers, [--] engagements

"@jessecapo @Theo_OOTRR @amitisinvesting I owned $PLTR from $6 to $20 I love the business"
X Link 2024-10-23T07:04Z [---] followers, [---] engagements

"@Quality_stocksA $AMZN"
X Link 2024-11-03T09:38Z [---] followers, [---] engagements

"@amitisinvesting Is it fair to assume this is all money that would go into equities if rates were lower"
X Link 2024-11-08T19:12Z [---] followers, [---] engagements

"@DividendDude_X RFK hates the kinds of treatment that $HIMS provides. I think if he has a lot of influence it is bad for $HIMS"
X Link 2024-11-11T20:18Z [---] followers, [---] engagements

"@aggregategains @DividendDude_X $HIMS doesnt do TRT"
X Link 2024-11-11T20:39Z [---] followers, [---] engagements

"@patientinvestt Why do you assume $HIMS should trade at the same multiple as a random set of stocks"
X Link 2024-11-20T06:47Z [---] followers, [---] engagements

"@amitisinvesting Amit should you not be telling people not to buy $PLTR if they care about losing money in the short term if you think its expensive You have a huge following and not making this clearer feels irresponsible imo"
X Link 2024-11-22T17:34Z [---] followers, [----] engagements

"@amitisinvesting Thanks reassuring to know"
X Link 2024-11-22T17:42Z [---] followers, [---] engagements

"@BillyCeltics26 @MMMTwealth Yep. I really cannot understand the huge valuation difference it has to $ACRH and $JOBY. It makes zero sense"
X Link 2024-12-01T15:04Z [---] followers, [---] engagements

"@BillyCeltics26 @MMMTwealth I very much hope so. It is certainly my highest conviction idea at the moment. Im up 55% so far and wont consider selling a penny until $BLDE market cap surpasses that of $JOBY so another 18x to go"
X Link 2024-12-01T15:10Z [---] followers, [---] engagements

"@LogicalThesis I dont think its fair to say $BLDE is getting meme stock flows. They are a serious profitable company that is trading on a significantly cheaper valuation than other EVTOL names"
X Link 2024-12-03T08:55Z [---] followers, [---] engagements

"@LogicalThesis Recent performance is bc the market is starting to see them more as an EVTOL play but $BLDE trades on 1x EV/Sales $JOBY trades on 44000x so I think its difficult to group them together"
X Link 2024-12-03T17:51Z [---] followers, [---] engagements

"@mvcinvesting How will $RKLB outperform"
X Link 2024-12-06T19:39Z [---] followers, [----] engagements

"@elwalvador Do you have a good overview of $IONQ anywhere Struggling to wrap my head around the investment case"
X Link 2024-12-07T09:24Z [---] followers, [----] engagements

"@patientinvestt How will $LVMH outperform if China consumer confidence continues to be weak"
X Link 2024-12-09T18:25Z [---] followers, [---] engagements

"@Ashton_1nvests Buy $AMZN hold $TSLA sell $GOOGL"
X Link 2024-12-10T17:31Z [---] followers, [---] engagements

"@QualityInvest5 Why does it matter if robotaxis arent profitable to start with though Most disruptors are never profitable when they first start"
X Link 2024-12-13T21:50Z [---] followers, [---] engagements

"@QualityInvest5 Why would $TSLA robotaxis be loss making though"
X Link 2024-12-13T22:13Z [---] followers, [---] engagements

"@enoughbllst @growthrapidly Yep I think its very irresponsible how many people are pumping $PLTR at these levels"
X Link 2024-12-15T14:58Z [---] followers, [--] engagements

"@alc2022 Would you still be comfortable with this if the $PLTR share price fell by 80% in 2025"
X Link 2024-12-26T17:48Z [---] followers, [---] engagements

"What makes you think larger valuations (on a multiples basis) will come along There are many examples of what you talk about but I can point to just as many examples of fantastic businesses that execute amazingly yet the stock price can move sideways for [--] years bc of valuation"
X Link 2024-12-27T18:06Z [---] followers, [----] engagements

"@alc2022 I agree with you on that but it might be [--] years out I dont want to wait [--] years to make any more money"
X Link 2024-12-27T18:17Z [---] followers, [---] engagements

"@danielisdizzy My top holding is $AMZN"
X Link 2024-12-27T19:20Z [---] followers, [--] engagements

"@SpaceInvestor_D You should look at $SPCE"
X Link 2024-12-31T14:00Z [---] followers, [---] engagements

"@LogicalThesis Fair enough I wouldnt want that sort of volatility in my hedge but just personal preference I guess"
X Link 2024-12-31T15:14Z [---] followers, [--] engagements

"@QualityInvest5 @finchat_io This is awesome congrats"
X Link 2025-01-03T21:33Z [---] followers, [---] engagements

"@LayDownLazyGuy @levelsio I think that passive investing is becoming far too crowded. We're now seeing huge amounts of money going into stocks that don't deserve it purely because they are a large part of an index. This is irrational and the more this happens the more active investors can outperform"
X Link 2025-03-30T16:26Z [---] followers, [---] engagements

"@Ashton_1nvests Why $NKE"
X Link 2025-04-11T06:44Z [---] followers, [---] engagements

"@LogicalThesis Why short big tech Other than cyclical semis and Tesla what is expensive in big tech rn"
X Link 2025-04-21T15:10Z [---] followers, [---] engagements

"@IterIntellectus $AXON"
X Link 2025-06-09T16:07Z [---] followers, [--] engagements

"@Martin195993331 @Snap Agree on governance Id like to think this will change at some point though"
X Link 2025-06-21T14:19Z [---] followers, [--] engagements

"@alc2022 Antonio have you looked at $SES WHY I THINK SES AI $SES IS ONE OF THE BEST WAYS TO PLAY CLEAN TECH AND HUMANOID ROBOTS 🔋🤖 SES AI develops manufactures and sells advanced batteries specifically for EV UAM and eventually humanoid robot applications. They also sell software related to this. The business WHY I THINK SES AI $SES IS ONE OF THE BEST WAYS TO PLAY CLEAN TECH AND HUMANOID ROBOTS 🔋🤖 SES AI develops manufactures and sells advanced batteries specifically for EV UAM and eventually humanoid robot applications. They also sell software related to this. The business"
X Link 2025-07-06T09:34Z [---] followers, [---] engagements

"@LogicalThesis Have you looked at $SES WHY I THINK SES AI $SES IS ONE OF THE BEST WAYS TO PLAY CLEAN TECH AND HUMANOID ROBOTS 🔋🤖 SES AI develops manufactures and sells advanced batteries specifically for EV UAM and eventually humanoid robot applications. They also sell software related to this. The business WHY I THINK SES AI $SES IS ONE OF THE BEST WAYS TO PLAY CLEAN TECH AND HUMANOID ROBOTS 🔋🤖 SES AI develops manufactures and sells advanced batteries specifically for EV UAM and eventually humanoid robot applications. They also sell software related to this. The business"
X Link 2025-07-06T09:35Z [---] followers, [---] engagements

"@StockMKTNewz Has anyone ever computed a real S&P [---] I.e purely the largest [---] by market cap and seen whether S&P add any value with their rules"
X Link 2025-07-06T14:00Z [---] followers, [---] engagements

"@valet2021 We have seen absolutely no evidence that they might not be able to. I think the fact they have gone to space and sold flights before is a huge indication that Delta will be ok. Job postings updates supplier relationships etc show nothing out of the ordinary"
X Link 2025-07-10T05:33Z [---] followers, [--] engagements

"@valet2021 I can imagine that if the stock hadnt fallen so much and we were flat at $20/share for [----] and [----] there would be little doubt in anyones minds that Delta will go ahead. Price has driven sentiment to an extreme degree here"
X Link 2025-07-10T05:38Z [---] followers, [--] engagements

"$SNAP move today is the @alc2022 effect"
X Link 2025-07-14T17:42Z [---] followers, [---] engagements

"@BARcnk77 Why would you hope I am wrong It is mostly speculation on my end but there has been huge selling pressure seen recently and a market cap move/share price move analysis shows a lot of dilution recently so Im of the view that the ATM program is done/nearly done"
X Link 2025-07-15T15:46Z [---] followers, [---] engagements

"@LogicalThesis The way I see it if Ive identified a 10x opportunity I dont care about having to wait a few years for the rest of the market to notice it"
X Link 2025-07-16T05:41Z [---] followers, [--] engagements

"@RTelford_invest You looked at $SES Lots of momentum recently: WHY I THINK SES AI $SES IS ONE OF THE BEST WAYS TO PLAY CLEAN TECH AND HUMANOID ROBOTS 🔋🤖 SES AI develops manufactures and sells advanced batteries specifically for EV UAM and eventually humanoid robot applications. They also sell software related to this. The business WHY I THINK SES AI $SES IS ONE OF THE BEST WAYS TO PLAY CLEAN TECH AND HUMANOID ROBOTS 🔋🤖 SES AI develops manufactures and sells advanced batteries specifically for EV UAM and eventually humanoid robot applications. They also sell software related to this. The"
X Link 2025-07-18T19:29Z [---] followers, [---] engagements

"@amitisinvesting Amit have you looked at $SPCE"
X Link 2025-07-21T19:37Z [---] followers, [----] engagements

"$SES up 71% since this post WHY I THINK SES AI $SES IS ONE OF THE BEST WAYS TO PLAY CLEAN TECH AND HUMANOID ROBOTS 🔋🤖 SES AI develops manufactures and sells advanced batteries specifically for EV UAM and eventually humanoid robot applications. They also sell software related to this. The business WHY I THINK SES AI $SES IS ONE OF THE BEST WAYS TO PLAY CLEAN TECH AND HUMANOID ROBOTS 🔋🤖 SES AI develops manufactures and sells advanced batteries specifically for EV UAM and eventually humanoid robot applications. They also sell software related to this. The business"
X Link 2025-07-28T16:32Z [---] followers, [---] engagements

"Lets hope Virgin Galactic spaceships will be in this collection soon $SPCE I saw someone on this website refer to America as an 'Aerospace Republic' and I'm very inclined to agree https://t.co/4aL7rL4P9F I saw someone on this website refer to America as an 'Aerospace Republic' and I'm very inclined to agree https://t.co/4aL7rL4P9F"
X Link 2025-07-28T19:36Z [---] followers, [---] engagements

"@motherlymother I think it lowers the chance of 100x your money but raises the chance of 5-10x"
X Link 2025-08-06T04:45Z [---] followers, [---] engagements

"@SPCEinvestor100 Yep. What matters 100x more than anything else is if the ships fly. And that update gave me a lot more confidence that the ships will fly"
X Link 2025-08-10T08:04Z [---] followers, [--] engagements

"@great_martis When margins return on investment and growth is higher now why does comparing price to book matter"
X Link 2025-08-16T08:18Z [---] followers, [---] engagements

"@dukie1993jh @SteveRattner Why is that inherently something that isnt sustainable though. Are companies not allowed to be bigger than other companies On an earnings multiple basis lots of these stocks dont look insanely expensive"
X Link 2025-08-18T20:27Z [---] followers, [--] engagements

"Strata Critical Medical $SRTA is about to start flagging on a lot of screeners from tomorrow. If they can execute M&A well I reckon this is the start of a serious valuation re-rating $JOBY 🤝 $BLDE 🤝 $SRTA See you soon Strata Critical Medical https://t.co/MnqMNkrWdL https://t.co/EgD63vOzso $JOBY 🤝 $BLDE 🤝 $SRTA See you soon Strata Critical Medical https://t.co/MnqMNkrWdL https://t.co/EgD63vOzso"
X Link 2025-08-27T18:51Z [---] followers, [---] engagements

"This company is still effectively priced for imminent liquidation and now they are signing NASA contracts. Why are you still bearish $SPCE We are thrilled to partner with @NASA to fly student led experiments to space in our suborbital science lab Our team is excited to inspire the next generation of innovators advance STEM education and push the boundaries of human spaceflight together. We are thrilled to partner with @NASA to fly student led experiments to space in our suborbital science lab Our team is excited to inspire the next generation of innovators advance STEM education and push the"
X Link 2025-09-05T06:55Z [---] followers, [----] engagements

"@24ELECTIONS @amitisinvesting $NVDA is only at 40x earnings which is still steep tbf. The problem with that is how cyclical $NVDAs earnings are and their competitive edge wont last forever. This could mean earnings fall meaningfully so Id say $NVDA is overvalued but not because of its multiple"
X Link 2024-10-23T05:33Z [---] followers, [--] engagements

"@QualityInvest5 Its because so many index funds are forced to buy. The more people go passive the more mispricings like this well see"
X Link 2024-11-10T14:47Z [---] followers, [---] engagements

"@QualityInvest5 Dont always do that Im sure people said the same about $TTD"
X Link 2025-02-13T14:02Z [---] followers, [---] engagements

"@RTelford_invest Trading at an outrageously cheap valuation (-$100m EV) for huge revenue growth expected in just a years time. Should be a really clear growth runway after that. Doesnt have any momentum at the moment but will move quick if it gets any WHY I THINK VIRGIN GALACTIC $SPCE IS ONE OF THE GREATEST MOONSHOT OPPORTUNITIES AVAILABLE IN THE MARKET RIGHT NOW. 🚀🌌🪐 Before I go on it's important to note that this is a very risky investment. You should not invest in this stock if you are not comfortable with the idea https://t.co/X94GDLtJqg WHY I THINK VIRGIN GALACTIC $SPCE IS ONE OF THE"
X Link 2025-02-19T18:33Z [---] followers, [--] engagements

"@atelicinvest Fair point but are you really suggesting the optimal capital allocation policy of anything anywhere is 7% $NVDA 7% $AAPL 6% $MSFT etc"
X Link 2025-04-18T15:53Z [---] followers, [--] engagements

"@jimmyrunsmoney $BLDE never had a good multiple"
X Link 2025-08-04T17:26Z [---] followers, [---] engagements

"Nice move from $BLDE today. Market maybe realising that just because the deal didnt triple the price overnight doesnt mean its a bad deal"
X Link 2025-08-11T16:50Z [---] followers, [---] engagements

"Why have we received no Galactic [--] update video for $SPCE These normally come on the morning of earnings. I'm reading this as a good sign - it shows whatever is in the update is likely very material so being saved for earnings. Pictures/videos of the ship being built"
X Link 2025-11-13T18:53Z [---] followers, [---] engagements

"$SPCE double beat + schedule reiterated. Looking forward to detailed development updates on the call"
X Link 2025-11-13T21:11Z [---] followers, [---] engagements

"Hard to believe that $SRTA stock is down so much today after the quality of updates at the investor day. Very concrete financial guidance given for high-teens growth rate mopping up a fragmented industry. This is a proven operator. I'm bullish"
X Link 2025-11-17T20:16Z [---] followers, [---] engagements

"The biggest barrier to investors in $SRTA has been not knowing how the business works and no clarity on guidance. That has all changed after today and we should see meaningful investor base growth in the next few months. I can't believe the stock is down today I see this as a huge opportunity"
X Link 2025-11-17T20:19Z [---] followers, [---] engagements

"2026 could be the year of space investing. Bullish $SPCE $ASTS $RKLB BREAKING: Elon Musk's SpaceX is reportedly preparing for an IPO in [----] that would raise $30 billion and value the company at $1.5 trillion. This would make SpaceX the largest IPO in history. https://t.co/3WyT5l5lVH BREAKING: Elon Musk's SpaceX is reportedly preparing for an IPO in [----] that would raise $30 billion and value the company at $1.5 trillion. This would make SpaceX the largest IPO in history. https://t.co/3WyT5l5lVH"
X Link 2025-12-09T21:51Z [---] followers, [---] engagements

"Lots of people dunking on this for assuming 80% adoption rates. Obviously thats not realistic but 5% is. Has there been any move in the stock on this obviously positive development No Other than it going down even more. Bullish $SNAP Holy crap I just crunched some numbers on $SNAP and I think they could be a literal gold mine hear me out. Right now $SNAP has 943M MAUs. They just announced they are charging people for storage space for those who opt in. Lets take an assumed adoption rate of 80% at https://t.co/j4e9wBF9Y3 Holy crap I just crunched some numbers on $SNAP and I think they could be"
X Link 2025-12-15T18:48Z [---] followers, [---] engagements

"@moninvestor Look at $SPCE and $SRTA"
X Link 2025-12-21T12:54Z [---] followers, [---] engagements

"WHY $SNAP IS ONE OF MY TOP IDEAS GOING INTO [----] I've been wrong on $SNAP so far. Since my original post on the stock it's gone nowhere -2%. But what has happened to the fundamentals in that time The forward P/E ratio has gone from 25x to 17x revenue continues to grow at 10%+ YoY and monthly active users MAUs is closing in on [--] billion. Every other company with 1b MAUs has a market cap over [--] times that of $SNAP. Aside from the recent move of charging users for storage (which could easily add 50-100% to revenues in a quarter) we're now at the most critical point of profit inflection for"
X Link 2026-01-13T15:59Z [---] followers, [----] engagements

"@SPCEinvestor100 What makes you think they won't fly this year As for updates on the assembly process they now do bi-weekly videos going in-depth on a different part of the process. This is a huge development yet the stock is still down c.50% since they started doing this"
X Link 2026-01-14T09:13Z [---] followers, [--] engagements

"The majority of $SPCE haters simply look at the share price chart and from there have 90% of their opinion made for them. Obviously a ridiculous way to invest thank you for making the shares cheaper for me"
X Link 2026-01-17T14:01Z [---] followers, [---] engagements

"@anonmoneyguru 100x implies a c.$20bn market cap. For something with the earnings power of $SPCE thats not particularly high"
X Link 2026-01-17T14:17Z [---] followers, [---] engagements

"@gabrelyanov You are trying to pump your stock with very little due diligence"
X Link 2026-01-25T16:36Z [---] followers, [--] engagements

"@lukematthws X is far more authentic and less corporate than LinkedIn youll never find any real debate or novel value add on LinkedIn that youll always get on X"
X Link 2024-01-21T15:30Z [---] followers, [--] engagements

"@paulswaney3 I always tell people that wfh as a junior is the easiest way to let senior people know you dont take your career prospects seriously"
X Link 2024-02-18T16:28Z [---] followers, [----] engagements

"@amitisinvesting @ronjonbSaaS Amit I love $PLTR just as much as you but I think this is a really important question to nail down the answer to and I dont have one myself. Its not enough due diligence to just assume a company has a good moat because demand is high and its how investors get badly burnt"
X Link 2024-03-02T15:05Z [---] followers, [----] engagements

"@vinceisbullish @ronjonbSaaS @arny_trezzi @amitisinvesting The more I think about it I think trust and reputation is the biggest source of moat. Palantir seem to be leading here and sensitive gov contracts will only snowball from that"
X Link 2024-03-02T19:55Z [---] followers, [----] engagements

"@MartinSLewis Why should companies price their shirts below what they can expect because some people cant afford them I dont understand this logic nobody needs a Nike promotional shirt who cares what they cost"
X Link 2024-03-22T10:16Z [---] followers, [----] engagements

"@amitisinvesting Why would you buy $CRWD They have lost all trust with users and the stock isnt even that cheap it is still up YTD"
X Link 2024-07-22T16:51Z [---] followers, [---] engagements

"WHY I THINK BLADE AIR MOBILITY $BLDE IS ONE OF THE BEST OPPORTUNITIES IN SMALL CAPS RIGHT NOW. 🚁🧵 Blade provides organ transport and logistical services to hospitals and offers helicopter taxi services to consumers mainly in NYC. (1/17)"
X Link 2024-08-17T18:14Z [---] followers, 20.1K engagements

"Blade is not only a hugely undervalued business in its own right but represents the best value and safest option on a stratospheric growth opportunity that the market is completely ignoring. (2/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"Alongside this their helicopter taxi service is a no-brainer in many markets they operate in (airport shuttles city-to-city travel). Check it out for yourself and see the amount of positive feedback from customers: (5/17) https://x.com/khushkhushkhush/status/1802415498358899140 [--] min uber or [--] min helicopter ride - literally a $30 difference @flybladenow https://t.co/wOZyOjjR9w https://x.com/khushkhushkhush/status/1802415498358899140 [--] min uber or [--] min helicopter ride - literally a $30 difference @flybladenow https://t.co/wOZyOjjR9w"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"The business has achieved such great results while the stock price has moved in the other direction down 84% since going public via SPAC but revenue is up 630% in that time. The current market cap of $BLDE is $236m making them valued at just 1x sales. (7/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"The company has zero debt and $190m of cash account receivables and short-term investments giving an EV/Sales of just 0.2x almost unheard of for such a fast-growing quality business. Given small caps look to come back in favour as rates fall the only way looks up. (8/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"Blade currently lease around 90% of their helicopters making it much easier to pivot to new technology and they will have the optionality of going to the cheapest best quality manufacturer as opposed to pure E-VTOL plays which are a riskier bet on specific tech. (12/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"Speaking of those pure-play E-VTOL names we've seen crazy valuations from these. $JOBY is valued at $3.7b on $1.3m of revenue. $ACHR is valued at 1.4b on zero revenue. When $BLDE pivots tech likely in the next 12-24 months we should see similar valuations. (13/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"If $BLDE were valued at the same EV/Sales as $JOBY investors would make a 15773x (YES REALLY) return on their investment today despite $BLDE being much closer to profitability having less tech-specific risk and a stronger brand/infrastructure base. (14/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"Obviously those numbers are insane and I am not suggesting investors will make 15000x their money on $BLDE but gives an idea of the scale of the upside we are talking about here and current crazy valuations in the E-VTOL space. (15/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"Thank you for reading if you've made it this far and this thread was inspired by @LastBearStandng's article on $BLDE that you can read here if you'd like a deeper dive on the business today (16/17): https://www.thelastbearstanding.com/p/blade-and-the-trough-of-disillusion https://www.thelastbearstanding.com/p/blade-and-the-trough-of-disillusion"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"None of this should be taken as investment advice and you should all do your own research. Please follow if you enjoyed this thread as there is more to come (17/17)"
X Link 2024-08-17T18:14Z [---] followers, [---] engagements

"@amitisinvesting The business just isn't growing or innovating like they used to and hasn't for the past [--] years. Most of the reason the stock has gone up really is the multiple has gone from 15x to 30x not business growth"
X Link 2024-08-18T18:31Z [---] followers, [---] engagements

"WHY I THINK TESLA $TSLA IS ONE OF THE BEST LONG-TERM INVESTMENT OPPORTUNITIES RIGHT NOW. 🤖🧵(1/35)"
X Link 2024-08-27T13:41Z [---] followers, [----] engagements

"@great_martis Why should this metric matter American companies sell outside America too"
X Link 2024-08-28T10:59Z [---] followers, [---] engagements

"@MMMTwealth Why do you assume $CELH will continue to grow revenues in the future like it has in the past Once market share reaches saturation like $MNST it will naturally slow"
X Link 2024-08-31T14:18Z [---] followers, [---] engagements

"@alc2022 Nice thesis but what makes you think there will be decades of innovation required to advance ontologies and what makes you think $PLTR has the best"
X Link 2024-08-31T16:06Z [---] followers, [----] engagements

"@TheSonOfWalkley Innovation never moves in a straight line"
X Link 2024-09-07T17:10Z [---] followers, [----] engagements

"@TheSonOfWalkley Desperate to minimise his accomplishments why do we treat our greatest innovators this way"
X Link 2024-09-08T16:15Z [---] followers, [---] engagements

"@joecarlsonshow My point is surely there are two outcomes: meaningful ROI in which case revenues up or capex comes down materially in which case FCF up. Either way is good in the long run"
X Link 2024-09-08T16:20Z [---] followers, [---] engagements

"@QualityInvest5 How have you got to those numbers on $TSLA"
X Link 2024-09-22T09:38Z [---] followers, [---] engagements

"@spacanpanman @LastBearStandng $BLDE is the best way to play EVTOLS given zero tech specific risk + superior infrastructure. You also get little to no downside if EVTOLs dont work out unlike any other name in the urban air mobility space"
X Link 2024-10-02T18:47Z [---] followers, [---] engagements

"@alc2022 Admittedly the valuation in [----] was absolutely ridiculous but I think this is nearing fair value now if youre holding on a 5+ year view"
X Link 2024-10-12T11:33Z [---] followers, [----] engagements

"The reason $TSLA sold off after the robotaxi event was not because it was bad but they didnt give short-term timelines and numbers. I dont know why the market expected this the event was a product demo not an investor day. Most of the media then took this as the product demo itself being weak again proof that the market isnt viewing $TSLA rationally. Most analysts arent modelling any earnings from autonomy as none will come in the short-term but they will be huge in the long-term. Wall Street isnt incentivised for long-term thinking. Price targets are generally focused on the next [--] months"
X Link 2024-10-12T11:53Z [---] followers, [---] engagements

"@DecadeInvestor Incredible numbers congrats"
X Link 2024-10-18T19:12Z [---] followers, [---] engagements

"@InvestwithValue Depends where youre looking. $AMZN and $GOOGL are some of the biggest companies in the market and are definitely not overheated. $LLY $AAPL $NVDA might be"
X Link 2024-10-20T17:38Z [---] followers, [---] engagements

"@peruvian_bull Meaningless numbers. $NVDA might be overvalued but comparing to US gdp has no relevance"
X Link 2024-10-21T18:36Z [---] followers, [----] engagements

"@hamptonism Meaningless numbers. $NVDA might be overvalued but comparing to US gdp has no relevance"
X Link 2024-10-22T07:23Z [---] followers, [----] engagements

"@amitisinvesting 100x earnings is not consolidation. $PLTR is a great business but the stock is a bubble right now"
X Link 2024-10-22T17:44Z [---] followers, [----] engagements

"@DividendTalks This data is [--] months old lots of these companies you would have made money on. Investing in the next big thing is usually a good idea if you know what you are doing"
X Link 2024-10-27T17:25Z [---] followers, [---] engagements

"@DividendDude_X I think lots of this is now succession planning he wants to leave next in charge with a clean slate"
X Link 2024-11-03T08:19Z [---] followers, [----] engagements

"@adamkhootrader True but not everyone has a time horizon of [---] years On this chart there are many drawdowns that take 10+ years to recover from. That is just too long for most people"
X Link 2024-11-03T09:05Z [---] followers, [----] engagements

"@wiesenthal When will $BLDE start marketing themselves more aggressively as an EVTOL company"
X Link 2024-11-10T17:08Z [---] followers, [---] engagements

"@everydaystocksx Why should we assume $HIMS should trade at the same valuation as a random basket of stocks"
X Link 2024-11-11T21:13Z [---] followers, [----] engagements

"@NotAdvising @amitisinvesting You are right palantir is valued for earnings in [----]. Meaning that you should get no price growth from now until [----] even if the business executes well. Doesnt sound like an attractive investment to me"
X Link 2024-11-22T18:22Z [---] followers, [---] engagements

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