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@fallacyalarm "🔎Cal-Maine Foods $CALM: We need eggs. Protein is our supernutrient which makes eggs a superfood. Egg prices are volatile due to supply shocks such as the current bird flu. Cal-Maine can take advantage of that via operating leverage. - Protein is the most satiating of all three macronutrients. It stimulates hormones which reduce appetite and make meals feel more filling. It stabilizes blood sugar by slowing digestion. Its literally a GLP-1 drug. From gym rats to couch potatoes everyone is hyped up about it. - That makes eggs a superfood. They are the highest quality natural protein source out"
X Link @fallacyalarm 2025-10-24T13:51Z 9605 followers, 4028 engagements

"might $ww be to $hims what $spot was to napster"
X Link @fallacyalarm 2025-10-26T18:40Z 9523 followers, 9285 engagements

"If QE & ZIRP create asset bubbles why was $SPX fwd P/E XX% below its LT average in 2010-13 when various QE programs quadrupled the Fed's balance sheet to $2.5tn Is it possible that low rates signal low growth which discourages risk taking rather than encouraging borrowing"
X Link @fallacyalarm 2025-10-27T14:13Z 9517 followers, 11K engagements

"Overnight policy rates primarily follow bond yields. Everything else is mostly political show. The weakness of the bond market was the main reason the Fed paused cuts this year. It's a concession to the strong economic growth from the AI capex boom. This means that falling interest rates coincide with falling growth and therefore don't necessarily raise the present value of future cash flows. PV = CF today / (r-g) Yes corporations enjoy lower interest expenses. But they also get lower revenue growth. To the argument that rate cuts encourage risk taking in a broad search for yield there is not"
X Link @fallacyalarm 2025-10-27T14:42Z 9518 followers, 1553 engagements

"Imagine being afraid of a CDS of XX. That's XXXX% for those who don't know. Or in other words that's nothing.🙄 For $ORCL to default some of the most powerful companies in the world have to accept enormous losses. It is senior in the capital structure of the AI industry"
X Link @fallacyalarm 2025-10-28T12:15Z 9529 followers, 1586 engagements

"I am looking forward to $LMND's crash. Because then I will load up massively on $ROOT. Both will report tomorrow by the way"
X Link @fallacyalarm 2025-11-04T18:44Z 9604 followers, 2463 engagements

"think about people's reactions to the animals jumping on trampolines. all fake. never happened. yet people shared it BECAUSE they thought it was authentic. and sam altman responded to that in an interview comparing it to a filter arguing that reality and fiction will just merge. this was not a merge of reality and fiction. it was fiction dressed up as reality. and we have absolutely zero leverage against the acceleration of mass psychosis from AI. nobody with power is discussing appropriate regulation. regulation is good when it protects vulnerable minds. even the firmest libertarian would"
X Link @fallacyalarm 2025-10-31T12:05Z 9605 followers, 1566 engagements

"I am just baffled how many high profile stocks are at or near their pandemic lows while the $SPX is closing in on 7000. $NKE $UPS $TGT $DG $PYPL $INTC $VZ $AMT $PFE $DOW $DIS $MDT $CL $LUV and many more"
X Link @fallacyalarm 2025-11-03T17:15Z 9605 followers, 2992 engagements

"This is the DAX Kursindex i.e. the German stock market index without reinvested dividends which is more comparable to the $SPX than the official DAX. It took more than XX years to decisively reclaim the 2000 high. Something the American mind can't comprehend"
X Link @fallacyalarm 2025-11-03T17:46Z 9605 followers, XXX engagements

"Big Tech is uninvestable here. $GOOG generated $18bn in post-SBC FCF in 3Q25 that's $72bn annualized 47x FCF multiple. (Absurd considering that ChatGPT completely dried up its biggest moat ever.) $META generated $6bn implying a 71x annualized multiple. $AMZN generated no positive FCF in 3Q25. Even its 9M25 FCF is -$5bn. It's trading at a $1.6tn market cap. $MSFT generated FCF of $23bn in its latest quarter implying a 42x annualized multiple. And what do investors get in return for paying those multiples They get the most powerful companies in history fair enough. But they also get companies"
X Link @fallacyalarm 2025-11-04T17:37Z 9604 followers, 56.1K engagements

"The main purpose of ChatGPT is to find information in a tailored way. It's primarily an improved version of Google Search. This greatly impaired the value of Google's algorithm. Even if they can compete with their own chatbot they will have difficulty monetizing that in the same way"
X Link @fallacyalarm 2025-11-04T19:01Z 9605 followers, 1841 engagements

"At some point the hottest growth stocks are so expensive that you can stack the earnings of value stocks into them and compound them faster than buying them outright"
X Link @fallacyalarm 2025-11-05T00:06Z 9604 followers, 1651 engagements

"@AustinsStocks do you really believe these investments are one and done these are recurring investments"
X Link @fallacyalarm 2025-11-05T11:54Z 9598 followers, XX engagements

"@slacknoise they can confiscate your bitcoin just like they can confiscate your gold. you can then choose to hide your bitcoin just like you can hide your gold"
X Link @fallacyalarm 2025-11-05T12:30Z 9604 followers, XX engagements