@MavsMuse Breaking news! Mahomes traded for Matt Stafford and a first round pick in 2030.

@NotJackKemp Born on home plate and thinks he hit a walk off grand slam. SMH.

@AmsterdamStock What is the CSU connection here? Thanks!

@stockgeekTV $DLX victory lap. You're welcome. I should start a substack and charge for my short ideas 😂

@Seawolfcap The gift that keeps on giving. Have successfully shorted $CALM at least 3 times in 15 years. About time again!

@peter_mantas @Bullishbearz69 Makes US acquisition even cheaper 😆

@peter_mantas Short the Loonie! Loonie Tunes!

@EvilElko Is the goal to turn a profit or win games? 8-5 little brother!

@ZamBR18 what else ya got?!

4/Best short on the back of this DeepSeek development? Still trades for 21x P/E for an (over-earning?) construction company. ~6x book value vs. ~1-2x historically and $MTZ at 3.7x. Lots insider selling since beg of '24. Look out below!!!!!

I get $NVDA and $TSM sell off. $META should be up massively on this development.

Hi! I’m not a software engineer. Why isn’t DeepSeek super bearish for $NVDA volumes?

Crowdsourcing FinTwit...anyone done work on $COF / $DFS? They are moving debit volumes to DFS, makes sense to move some or all credit. How do you model that upside? This should look like $AXP in 5 years (20x NTM), not an issuer (~10x)? Feels juicy. Fairbanks (CEO) is a legend too

@ClarkSquareCap How does this work? If you hold an ETF and the underlying portfolio has capital gains, you don’t pay? You only capital gains when you sell your ETF?

do you know hard it is to compound at only 4% for 10 years? That must be like 10th percentile or something. Monkeys throwing darts must be better.

@StockCompil Super fragile business imo. Rolex relationship is basically the bull case. Why wouldn’t Rolex recut this deal over time if so much value is accruing to an otherwise undifferentiated retailer? 🧐