Stop using P/E to value growth companies.

I don’t hold any $DUOL, but how is it possible that the whole market is green today and this one is red?

There’s now an 83% probability of a 25 bps rate cut in December. Just three days ago, the odds were only 22% I guess this explains why the markets are green today.

$RKLB: Peter Beck’s exact words on the Neutron delay.

$ETH previous ATH was $4,870 in late 2021. If you adjust that number for inflation, the equivalent value today would be around $5,820. So even if $ETH hits $5,000 next year, it still wouldn’t be a true new high in real terms.

@mvcinvesting I think the big difference is that in April everyone knew the drop was driven by the tariff situation. People had something concrete to point to, and many expected the market to bounce back once that issue was resolved. Today, there isn’t a single clear cause. There’s no obvious

Extreme fear while the $SPY is at ATHs. I don’t think we have ever seen this before in history.

$NVDA beats earnings again, and the stock still drops. Classic.

If space based data centers become a reality, $RKLB will benefit far more from its Space Systems division than from Neutron.

Everyone is too focused on Neutron right now, but don’t sleep on Space Systems. $RKLB

$ZEC is looking really attractive now.

I really like Chinese companies, and honestly, I think China will just keep growing and expanding from where they are today. But even with that, I don’t think I’ll ever feel fully comfortable investing in Chinese stocks. It doesn’t matter how advanced their tech is or how cheap

It’s honestly sad seeing what crypto has become. There was a time when this space was full of brilliant minds, people driven by the desire to build something new, to challenge TradFi, to create products with real purpose and utility. You could have deep conversations about

$PRME is the kind of stock you buy a small position in and don’t touch for the next 10 years.

I was wrong. So wrong. But from the mistakes, we learn. $ZEC

$RKLB just hit a new all-time high in institutional ownership and this quarter marks one of the largest institutional accumulation jumps in the company’s history.

Even with the recent volatility in $PRME, institutional ownership is now at its highest level ever. 👀 Also, $GOOGL remains the largest institutional holder with +16 million shares.

Maybe I just should’ve bought and forget. It’s insane what is going on with $ZEC.