cashflow guy
@cashedflow9
Everyone’s ignoring $WBD. But it’s quietly printing $4B+ free cash flow, crushing debt, and growing profitable streaming. Trades at ~6× EBITDA while owning HBO, Warner Bros, DC, Harry Potter, CNN, Discovery, and more. This is the 2025 version of buying $META at $90. NFA.
$REMX contra opinion but don’t get the hype around rare earths. Anytime commodity plays rely on a temporary dislocation rather than a sustained supply / demand imbalance, the outcome never comes out to what’s intended. NFA.
There is a real possibility that China's anti-competitive policies are part of their broader plan to have the stock market replace real estate as the main engine of wealth creation. Nobody positioned for this. NFA.
Things you like to see as a China bull
Can’t touch china… ADR’s are fake.. too much govt involvement.. none of our funds will even look at a Chinese equity.. Speaking of food/delivery foreign equities I’ve been kicking tires on GRAB… initial preliminary research has me long, but need to dig deeper before fully…
Those discounts are only in the food delivery / same day delivery markets domestically. $BABA is head and shoulders above all other non-US players in cloud which is a totally different segment. Important that I said non-US...i.e. anyone who doesn't want to go with US guys (i.e.…
Not bearish $WBD. NFA.
THE SYMBOL OF HOPE. TRUTH. JUSTICE. THE AMERICAN WAY. SUPERMAN TRUMP. 🇺🇸
Deepseek was just the beginning. Wait til people see how quickly $BABA cloud scales globally. NFA. wsj.com/tech/ai/artifi…
Bullish for $PPLT
[NEWS] The Senate just advanced Trump’s “Big, Beautiful Bill”: A move that would kill the $7,500 new EV credit, and the $4,000 used EV credit after September 30. That would give dealers three months to move EV inventory while buyers can still claim the subsidy. House approval…
$baba has become a large position for me as of tonight. NFA
$baba has become a large position for me as of tonight. NFA
Now let’s compare ROI on cloud biz vs shitty cars. NFA.
Microsoft is now spending 47% of its Operating Cash Flow on CapEx. To put that in perspective, automotive giant GM spends less at 43%. The capital requirements of big tech have shifted drastically. $MSFT $GM
Max long tech. NFA.
Somehow we’ve gotten back to peak 2021 ZIRP vibes Without actually having zero interest rates We learned nothing from that ordeal. Short the entire tech space LMAO
Posts like this is what you like to see when entering $BABA. NFA.
Did anyone check on that dude who went all-in on $BABA ? Looks like it's not working out very well. I generally don't like to invest in China, too many uncertainties.
That’s cute. NYC still on top regardless of who’s the mayor. NFA.
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…
You have been warned bulls! #OOTT #COM $65WTI already!!!!
You have been warned bulls! #OOTT #COM $65WTI already!!!!
Pretty good FA.
Imagine trying to trade energy based on headlines and awful takes from armchair geopolitical analysts on X. Just go bet on the NBA playoffs, you’ll lose less money. NFA.
Calling it now: The swing away from optimization culture is going to be one of the bigger trends of the next decade
“China will invade Taiwan” is likely a narrative promoted by the US defense industry to create a common enemy and drum up defense spending dollars. NFA.
Just another evening of FUD….queue the shitty geopolitical takes from “experts” on X
Imagine trying to trade energy based on headlines and awful takes from armchair geopolitical analysts on X. Just go bet on the NBA playoffs, you’ll lose less money. NFA.