Be The Guy On TheLeft, CVA
@RizzCapital_
Equities and Digital Commodities. CVA (Chartered Vibes Analyst). Avoiding the mid curve at all costs. NFA
Ok… but what is the EV/Vibes??
$ARM appears to be trading at just 55x sales, 111x earnings, 163x FCF, and 99x EBIT
No position but this train of thought will get you rekt
$TSLA is $330/share and had an EPS of 40c, as a car maker, with rev *down* YoY. At a 10 PE (no growth, automaker, loses money after subsidies go away) it's $16/share.
Birthdays are for women and children unless you’re worth over 300 million. Few.
Why are men always okay with doing nothing for their birthday?????please be honest.
it’s not the top until chamath does a crypto treasury company
Would you look at that
$LION seems like a good candidate, small cap pure studio biz. Streaming platforms need content. Skydance merger going thru adds another potential buyer
Money does not make you rich.
43 yrs old, no kids, best dressed, crypto millionaire. Does it get any better than this?
Lowering your IQ is the path to superior returns… watch more reels… become stupider
I can't even begin to explain how much more money I've made personally and how much quicker my career has progressed when I finally gave in to the being lucid about the charade the markets have become. You need to be a retard - and I mean that in the kindest way possible
“AI is gonna take your job….” I’d like to see this “excel agent” REF out the whole model in under a minute
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You could’ve used this logic when $META was 90 bucks a share in 2022. Don’t let anyone tell you there is no alpha is mega caps because “everyone follows them”
People keep saying $GOOG (and $AMZN) are cheap, they’re not. The market isn’t dumb, it’s not severely undervaluing two of the best run, most followed companies on earth. Stop looking at earnings! They’re noisy, full of accounting fluff, and totally useless for valuing these…
Things you don’t see at the top
Really weird sentiment check by the FT Weekend front page, titled “Meltdown” … given we just had a Meltup 🧐
A lot of people have asked me if I will get involved in the NYC mayor race by supporting a candidate that can defeat Zohran Mamdani. TBH, I’m torn and undecided. Like every other city run by democrats, NYC is a broken kleptocracy. Taxes are astronomical and services are pathetic…
Dividend accounts are saying valuations is too high and you’re bearish??
These valuations are a joke. But no one’s laughing. Magnificent 7 P/E ratios: $GOOGL 17x $AAPL 25x $META 28x $MSFT 32x $AMZN 33x $NVDA 33x $TSLA 175x This isn’t priced for perfection - it’s priced for fantasy. And yet people keep buying. What am I missing?
Imagine being bearish
JUST IN 🚨: Nasdaq $QQQ forms a Golden Cross for the first time since March 2023 📈 The last one sent prices soaring 82% over the next 23 months 🥳🤑🫂
Everyone in nyc cowering under awnings at the sight of a little rain… walk in the rain with no umbrella #BeAMan
This means long $PLTR in case you were wondering
I would not be surprised to see a domestic terrorist attack in the next 6 months So many people have entered this country and the unknowns are so high The bigger risk is if a terrorist attack is overlapped with and amplified by informational warfare on social media
Ah yes… everyone knows oil prices are what causes the 2008 GFC… 🤦♂️
For those in the back, Japan imports 100% of their oil. It’s priced in $USD. When it spikes massively in price it unwinds the yen carry trade in a hurry. The last major unwind was in the summer of 2008 when oil spiked to $147. The S&P immediately fell 30% after. The war itself…
I will be voting for mamdani. He is the last thing we need to destroy this city so we can finally elect a Giuliani-esque mayor again.
Honestly, if Zohran wins, it’s whatever. Everyone who has followed me for a bit knows I’ve had my heart set on getting out of Manhattan. I for one like clean streets, actual housing space, nicer, down to earth people, and not getting threatened on the subway
$LULU psychological short printing... too many competitors here to generate excess returns and plastic garbage shouldnt be so expensive!!