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@LoveAndMoney15
"Salesforce $CRM is trading higher on strong guidance. This news about partnering with Anthropic and OpenAI to improve Salesforce's chatbots strikes me as a huge deal. Agentic chatbots once they're actually intelligent will produce massive headcount savings"
X Link @LoveAndMoney15 2025-10-16T01:24Z XXX followers, XXX engagements
"@DividendTalks An equal-weight portfolio of the following is likely to beat $SPY next year on a total return basis: $RACE $CRM $STZ $KMB $DEO $TGT $KO $BMY $SNAP"
X Link @LoveAndMoney15 2025-10-13T01:14Z XXX followers, XXX engagements
"Active managers badly lagging the market is the primary reason many believe there will be a "chase" into year-end that will drive the market higher. $SPY A junky credit default cycle may have something to say about that.😵"
X Link @LoveAndMoney15 2025-10-17T01:23Z XXX followers, XX engagements
"I've been adding to my Apollo $APO position recently because the stock looks cheap and Marc Rowan is one smart mf'er"
X Link @LoveAndMoney15 2025-10-10T13:39Z XXX followers, XXX engagements
"Investing in British companies seems like a nonstarter at this point. A society circling the drain. For now I still own a couple of old British multinational stalwarts like $DEO and $SHEL. That may change. Zero innovation coming from Britain. No reason for long term optimism"
X Link @LoveAndMoney15 2025-09-07T13:23Z XXX followers, XXX engagements
"@adamkhootrader Not a bad strategy but it assumes today's markets will behave as they did in the dotcom era. What if instead correlations go to X on all asset classes as the global momentum trade runs desperately to cash I'm not at all certain non-tech will be a safe haven"
X Link @LoveAndMoney15 2025-10-08T12:24Z XXX followers, 3538 engagements
"My pick in this space is Apollo $APO. Very smart guys. (They somehow managed to short First Brands' credit prior to the bankruptcy.)"
X Link @LoveAndMoney15 2025-10-15T00:55Z XXX followers, XXX engagements
"@KennedyJodyJ I don't know why but the mere existence of royalty offends me. I suppose it's a very American attitude. The Constitution forbids royal titles. We fought a bloody war to shut down these royal a$$holes and boot them out of our affairs. Good riddance Andrew"
X Link @LoveAndMoney15 2025-10-18T00:13Z XXX followers, X engagements
"I started a position in $CMCSA today. Comcast is a strong steady business. Currently yields almost 4.5%. Plenty of room for upside after a XX% decline over the past XX months. Classic value play. Would love to hear the bear case from naysayers"
X Link @LoveAndMoney15 2025-10-16T17:19Z XXX followers, XX engagements
"@TonyNashNerd I loaded up on $SMCI and $DELL when they were cheap because this was freakin' inevitable"
X Link @LoveAndMoney15 2025-10-16T00:57Z XXX followers, XXX engagements
"@HayekAndKeynes @Grok what is a "fenty lean""
X Link @LoveAndMoney15 2025-10-15T00:39Z XXX followers, XXX engagements
"When it comes to stupid a bag of rocks ain't got nothin' on AOC"
X Link @LoveAndMoney15 2025-10-17T01:31Z XXX followers, XX engagements
"An equal-weight portfolio of the following is likely to beat $SPY next year on a total return basis: $RACE $CRM $STZ $KMB $DEO $TGT $KO $BMY $SNAP Those stocks are all significantly undervalued with management moving in the right direction. Several pay great dividends"
X Link @LoveAndMoney15 2025-10-13T01:15Z XXX followers, XXX engagements