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Exiting a Stock? ~ By RAKESH JHUNJHUNWALA Exit when EPS growth expectations becomes unsustainable (e.g. Infosys in 2000, where the market assumed 100 % growth forever) Exit when P/E becomes absurd Do listen, lots of wisdom⏬ Src ~ FLAME University

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Mr. Rakesh Jhunjhunwala on when you should exit a stock 📉 Few reasons to sell- 1) Relative Opportunity 2) Review of critical factors (business model weakened, slowdown in growth, impairment of margins) 3) EPS or EPS expectation peak 4) Absurd valuation/PE Credit: A clip taken from FLAME University YouTube channel

Mr. Rakesh Jhunjhunwala on when you should exit a stock 📉 Few reasons to sell- 1) Relative Opportunity 2) Review of critical factors (business model weakened, slowdown in growth, impairment of margins) 3) EPS or EPS expectation peak 4) Absurd valuation/PE Credit: A clip taken from FLAME University YouTube channel

Intrinsic Compounding

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Christoph Waltz shares a life-changing quote from Voltaire that hits deep "Change is annoying. But certainty is absurd." When we cling to absolute certainty — about ourselves, our views, our opinions — we kill curiosity and growth. Embrace the uncertainty. Let go of the need to be right. That's where life becomes truly worth living — rich, free, and alive. 0:53 clip inside — pure inspiration.

Christoph Waltz shares a life-changing quote from Voltaire that hits deep "Change is annoying. But certainty is absurd." When we cling to absolute certainty — about ourselves, our views, our opinions — we kill curiosity and growth. Embrace the uncertainty. Let go of the need to be right. That's where life becomes truly worth living — rich, free, and alive. 0:53 clip inside — pure inspiration.

Camus

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Amnis is entering a defining chapter in our journey. AMI Buyback Proposal is not just a governance event; it represents a strategic move to reinforce the protocol’s foundation before stepping into its next phase of growth. A buyback shows long-term confidence and a commitment to strengthening token value by optimizing supply and aligning with the community. By consolidating its structure, Amnis is better prepared for broader market exposure, deeper liquidity, and the next stage of growth. This is part of a deliberate sequence. Buyback comes first. Structure becomes stronger. Momentum builds. And when the foundation is ready, expansion follows. A new listing is not a matter of if, but when? AMI is approaching the spotlight moment! 🌐

Amnis is entering a defining chapter in our journey. AMI Buyback Proposal is not just a governance event; it represents a strategic move to reinforce the protocol’s foundation before stepping into its next phase of growth. A buyback shows long-term confidence and a commitment to strengthening token value by optimizing supply and aligning with the community. By consolidating its structure, Amnis is better prepared for broader market exposure, deeper liquidity, and the next stage of growth. This is part of a deliberate sequence. Buyback comes first. Structure becomes stronger. Momentum builds. And when the foundation is ready, expansion follows. A new listing is not a matter of if, but when? AMI is approaching the spotlight moment! 🌐

Amnis Finance

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Mark Leonard almost never speaks publicly. When he does, you listen. In this clip he tells you exactly what happens next for $CSU. Acquisitions slow. Returns compress. And organic growth becomes the new engine. "As the acquisition opportunity tails off, and it will inevitably tail off at some point, I think we will shift some of our efforts towards organic growth." Inevitably. His word, not mine. The bears say this is a warning. The bulls say this is the blueprint. Which is it?

Mark Leonard almost never speaks publicly. When he does, you listen. In this clip he tells you exactly what happens next for $CSU. Acquisitions slow. Returns compress. And organic growth becomes the new engine. "As the acquisition opportunity tails off, and it will inevitably tail off at some point, I think we will shift some of our efforts towards organic growth." Inevitably. His word, not mine. The bears say this is a warning. The bulls say this is the blueprint. Which is it?

Varun Malhotra

58,835 Aufrufe • vor 6 Monaten

🚨 STOP AND LOOK AT THIS CHART 🚨 White candles are the dot-com bubble The colored candles are right now Do you see where I'm going with this? We're hanging by a thread, on the verge of collapse, but some people still believe in endless growth In 2000 the narrative was "the internet changes everything" In 2026 the narrative is "AI changes everything" Both times the market priced in decades of growth in months Both times the green support line held - until it didn't We're sitting at the peak of the right side right now Do you believe this overlay is a coincidence? I don't Just a reminder that I perfectly predicted the moves on S&P 500 and GOLD Turn on notifications so you don't miss future updates

🚨 STOP AND LOOK AT THIS CHART 🚨 White candles are the dot-com bubble The colored candles are right now Do you see where I'm going with this? We're hanging by a thread, on the verge of collapse, but some people still believe in endless growth In 2000 the narrative was "the internet changes everything" In 2026 the narrative is "AI changes everything" Both times the market priced in decades of growth in months Both times the green support line held - until it didn't We're sitting at the peak of the right side right now Do you believe this overlay is a coincidence? I don't Just a reminder that I perfectly predicted the moves on S&P 500 and GOLD Turn on notifications so you don't miss future updates

NoName

41,004 Aufrufe • vor 1 Monat

Growth ETFs are perfect if you want higher potential returns and can handle the ups and downs that come with it. Vanguard Growth ETF (VUG) is my primary growth pick. VUG owns 185 large-cap growth companies—businesses growing earnings faster than the overall market. Their expense ratio is 0.04% (meaning if you invest $10,000, you pay only $4 per year in fees—extremely cheap). Their top holdings are Apple, Microsoft, Nvidia, Meta, Google, Tesla (which makes sense). The key difference between them and the S&P 100 is they don't include the other 94 stocks like Coca-Cola, Procter & Gamble, and Walmart (which provide more stability but slower growth). In VUG, you're overweighting specifically the growth companies. You're saying "I believe in technology and innovation, and I want concentrated exposure to that theme." So here's the trade-off: VUG is more volatile. When markets rally, it outperforms. When markets crash, it drops harder than the S&P 100. That's why you don't put 100% of your portfolio into VUG. It's your growth sleeve, not your whole strategy. Here's what I'd recommend: - Under 35: Up to 50% in growth - Over 50: Maybe 20-30% VUG gives you growth across multiple sectors—tech, consumer (Amazon), healthcare, communication. Another great growth ETF is VGT, which is the Vanguard Information Technology ETF. It has a 0.09% expense ratio and focuses purely on tech companies—more concentrated, more risk. I prefer VUG because it gives you growth across multiple sectors, not just tech. — This is just one of the ETFs I covered in my 22-minute video on ETFs that beats the S&P 500. I also covered how the S&P 500 is dangerously concentrated in 10 companies, which growth ETFs outperform during rate cuts, and why dividend ETFs exclude the best-performing stocks. Just comment "ETF" and I'll DM it into your inbox in the next few minutes.

Growth ETFs are perfect if you want higher potential returns and can handle the ups and downs that come with it. Vanguard Growth ETF (VUG) is my primary growth pick. VUG owns 185 large-cap growth companies—businesses growing earnings faster than the overall market. Their expense ratio is 0.04% (meaning if you invest $10,000, you pay only $4 per year in fees—extremely cheap). Their top holdings are Apple, Microsoft, Nvidia, Meta, Google, Tesla (which makes sense). The key difference between them and the S&P 100 is they don't include the other 94 stocks like Coca-Cola, Procter & Gamble, and Walmart (which provide more stability but slower growth). In VUG, you're overweighting specifically the growth companies. You're saying "I believe in technology and innovation, and I want concentrated exposure to that theme." So here's the trade-off: VUG is more volatile. When markets rally, it outperforms. When markets crash, it drops harder than the S&P 100. That's why you don't put 100% of your portfolio into VUG. It's your growth sleeve, not your whole strategy. Here's what I'd recommend: - Under 35: Up to 50% in growth - Over 50: Maybe 20-30% VUG gives you growth across multiple sectors—tech, consumer (Amazon), healthcare, communication. Another great growth ETF is VGT, which is the Vanguard Information Technology ETF. It has a 0.09% expense ratio and focuses purely on tech companies—more concentrated, more risk. I prefer VUG because it gives you growth across multiple sectors, not just tech. — This is just one of the ETFs I covered in my 22-minute video on ETFs that beats the S&P 500. I also covered how the S&P 500 is dangerously concentrated in 10 companies, which growth ETFs outperform during rate cuts, and why dividend ETFs exclude the best-performing stocks. Just comment "ETF" and I'll DM it into your inbox in the next few minutes.

Felix Prehn 🐶

20,926 Aufrufe • vor 7 Monaten

The S&P100 (OEF) has outperformed the S&P500 this year: 21% compared to 17%. Here's why: It tracks only the largest 100 profitable American companies that survived recessions, crashes, and technological shifts. Average market cap: $135 billion. When you buy an S&P 500 fund, 61% of your money already goes into these top 100 stocks anyway. The other 400 contribute minimal returns. The advantages: - Lower volatility during market chaos. - Better management teams and stronger balance sheets. - Many companies pay dividends with solid growth rates. The tradeoffs: - Higher fees (0.22% vs typical 0.03% for S&P 500 funds). - More concentrated positioning. - Limited growth potential compared to smaller companies. When it makes sense: Use as your core defensive position (40% of portfolio) when market concentration is high and you want quality over quantity. How to buy: Purchase OEF ticker through any brokerage. — This is just one of the ETFs I covered in my 22-minute video on building a simple portfolio that beats the S&P 500. I also covered S&P 500's dangerous concentration in 10 companies, which growth ETFs outperform during rate cuts, and why dividend ETFs exclude the best-performing stocks. Just comment "ETF" and I'll DM it into your inbox in the next few minutes.

The S&P100 (OEF) has outperformed the S&P500 this year: 21% compared to 17%. Here's why: It tracks only the largest 100 profitable American companies that survived recessions, crashes, and technological shifts. Average market cap: $135 billion. When you buy an S&P 500 fund, 61% of your money already goes into these top 100 stocks anyway. The other 400 contribute minimal returns. The advantages: - Lower volatility during market chaos. - Better management teams and stronger balance sheets. - Many companies pay dividends with solid growth rates. The tradeoffs: - Higher fees (0.22% vs typical 0.03% for S&P 500 funds). - More concentrated positioning. - Limited growth potential compared to smaller companies. When it makes sense: Use as your core defensive position (40% of portfolio) when market concentration is high and you want quality over quantity. How to buy: Purchase OEF ticker through any brokerage. — This is just one of the ETFs I covered in my 22-minute video on building a simple portfolio that beats the S&P 500. I also covered S&P 500's dangerous concentration in 10 companies, which growth ETFs outperform during rate cuts, and why dividend ETFs exclude the best-performing stocks. Just comment "ETF" and I'll DM it into your inbox in the next few minutes.

Felix Prehn 🐶

16,517 Aufrufe • vor 7 Monaten

I've been saying it for months: The AI hype will die. And I'm watching it happen in real time. Let me tell you something about market cycles after 45 years on Wall Strett: When everyone believes the same story, when valuations price in perfection, when "this time is different" becomes consensus... That's when the trade is OVER. The Mag 7 spent $380 billion on AI infrastructure in 2025. CFOs across America can't point to measurable returns. No productivity gains. No labor savings. No revenue acceleration. Just massive capex and promises of transformation "coming soon." I've seen this play out before. Dotcom 2000. Everyone knew the internet would change everything. They were RIGHT about the technology. They were WRONG about the timing and the valuations. The companies that survived took 15 years to make new highs. Here's what's happening now: The Mag 7 has already started underperforming. Since October 2025, the S&P 493 is outperforming the Magnificent 7. Small caps are waking up. The Russell 2000 is finally showing signs of life after years of underperformance. This is the rotation I predicted. And it's just getting started. Why small caps now? Because they're trading at decade-low valuations relative to Big Tech. The P/E spread is 10+ points. But earnings growth is only 5 points lower. You're getting 95% of the growth at 50% of the valuation. The Mag 7 is priced for AI transformation happening NOW. But Goldman says measurable GDP impact doesn't start until 2027. That's a 2-3 year gap between expectations and reality. Markets don't wait politely when they realize they're wrong. I ran the #1 mutual fund in the country at Fidelity and worked under Peter Lynch. And I'm telling you: This is what a market top in a narrow leadership group looks like. Not a crash. Not a crisis. Just a slow realization that the future takes longer to arrive than the stock price assumed. Meanwhile, small and mid-caps are trading like it's 2008. Except we're not in a financial crisis. We're in a market where everyone is crowded into seven stocks and ignoring 2,500 others. That doesn't last. The AI infrastructure build is real. But infrastructure builders get paid first. Productivity beneficiaries get paid later. Much later. And the market is finally starting to figure that out.

I've been saying it for months: The AI hype will die. And I'm watching it happen in real time. Let me tell you something about market cycles after 45 years on Wall Strett: When everyone believes the same story, when valuations price in perfection, when "this time is different" becomes consensus... That's when the trade is OVER. The Mag 7 spent $380 billion on AI infrastructure in 2025. CFOs across America can't point to measurable returns. No productivity gains. No labor savings. No revenue acceleration. Just massive capex and promises of transformation "coming soon." I've seen this play out before. Dotcom 2000. Everyone knew the internet would change everything. They were RIGHT about the technology. They were WRONG about the timing and the valuations. The companies that survived took 15 years to make new highs. Here's what's happening now: The Mag 7 has already started underperforming. Since October 2025, the S&P 493 is outperforming the Magnificent 7. Small caps are waking up. The Russell 2000 is finally showing signs of life after years of underperformance. This is the rotation I predicted. And it's just getting started. Why small caps now? Because they're trading at decade-low valuations relative to Big Tech. The P/E spread is 10+ points. But earnings growth is only 5 points lower. You're getting 95% of the growth at 50% of the valuation. The Mag 7 is priced for AI transformation happening NOW. But Goldman says measurable GDP impact doesn't start until 2027. That's a 2-3 year gap between expectations and reality. Markets don't wait politely when they realize they're wrong. I ran the #1 mutual fund in the country at Fidelity and worked under Peter Lynch. And I'm telling you: This is what a market top in a narrow leadership group looks like. Not a crash. Not a crisis. Just a slow realization that the future takes longer to arrive than the stock price assumed. Meanwhile, small and mid-caps are trading like it's 2008. Except we're not in a financial crisis. We're in a market where everyone is crowded into seven stocks and ignoring 2,500 others. That doesn't last. The AI infrastructure build is real. But infrastructure builders get paid first. Productivity beneficiaries get paid later. Much later. And the market is finally starting to figure that out.

George Noble

109,071 Aufrufe • vor 6 Monaten

$AMD Valuation at $70-$100B Revenue in 2026🧵 As of December 4, 2025, AMD's stock trades at approximately $220, with a market cap of $355billion. Revised Valuation with $70B Revenue Earnings Per Share (EPS): Assuming a 40% operating margin (consistent with historical trends, probably higher), $70 billion in revenue translates to $28 billion in operating income. After taxes and interest, net income could be $20 billion, or $12.50 EPS Forward P/E: At 50x-60x (a premium due to growth), the stock price could reach $650-$750 EV/EBITDA: With $28 billion EBITDA, at 40x, EV is $1.12 trillion. Subtracting $5 billion net debt, equity value is $1.115 trillion, or $697 per share. Revised Valuation with $100B Revenue EPS: $100 billion revenue at 45% margin yields $45 billion operating income, $35 billion net income, or $22 EPS. Forward P/E: At 50x-70x, the stock price could reach $1,100-$1,540 EV/EBITDA: $40 billion EBITDA at 45x EV/EBITDA yields $1.8 trillion EV. Subtracting $5 billion net debt, equity value is $1.795 trillion, or $1,122 per share. The market's willingness to assign a high P/E multiple to AMD will be based on the anticipation that these partnerships will translate into substantial revenue and earnings growth. The P/E ratio for the semiconductor industry is approximately 58.57, a significant increase from previous years because of AI CapEx Growth and we are only 2nd year of 10 years cycle. Hence, if $AMD grew to $70B-$100B revenue in 2026, 50x-70x P/E is justified. AMD's existing partnerships with OpenAI , $Meta, $MSFT, $AMZN, $GOOGL, $DELL, $HPE, $SMCI,xAI , Oracle, Vulture combined with new collaborations with international 40+ countries like Saudi,UAE form a solid foundation for revenue growth. The OpenAI deal alone could contribute $25 billion to $28 billion(2026), while Meta's expanded allocation and Oracle's increased orders with the rest add substantial upside of 1m+ GPUs(FY2026) . Technological Leadership: The MI450 GPU, with its superior inference and training capabilities, positions AMD to disrupt Nvidia's market dominance. Benchmarks show 1.5-2x performance advantages at 35-50% lower TCO, making it an attractive choice for hyperscalers. The ROCm platform's maturity, supporting day-zero integration for major AI models, closes the software gap with CUDA, enhancing AMD's competitiveness. In conclusion, AMD's combination of strategic partnerships, technological leadership, and favorable market dynamics positions it to achieve $70 billion to $100 billion in revenue by 2026. This growth is not merely aspirational but grounded in real demand signals and execution capabilities. While risks remain, the upside potential is significant, making AMD a the best AI Name in this AI Supercycle trading at extreme cheap valuation. Not Financial Advice!

$AMD Valuation at $70-$100B Revenue in 2026🧵 As of December 4, 2025, AMD's stock trades at approximately $220, with a market cap of $355billion. Revised Valuation with $70B Revenue Earnings Per Share (EPS): Assuming a 40% operating margin (consistent with historical trends, probably higher), $70 billion in revenue translates to $28 billion in operating income. After taxes and interest, net income could be $20 billion, or $12.50 EPS Forward P/E: At 50x-60x (a premium due to growth), the stock price could reach $650-$750 EV/EBITDA: With $28 billion EBITDA, at 40x, EV is $1.12 trillion. Subtracting $5 billion net debt, equity value is $1.115 trillion, or $697 per share. Revised Valuation with $100B Revenue EPS: $100 billion revenue at 45% margin yields $45 billion operating income, $35 billion net income, or $22 EPS. Forward P/E: At 50x-70x, the stock price could reach $1,100-$1,540 EV/EBITDA: $40 billion EBITDA at 45x EV/EBITDA yields $1.8 trillion EV. Subtracting $5 billion net debt, equity value is $1.795 trillion, or $1,122 per share. The market's willingness to assign a high P/E multiple to AMD will be based on the anticipation that these partnerships will translate into substantial revenue and earnings growth. The P/E ratio for the semiconductor industry is approximately 58.57, a significant increase from previous years because of AI CapEx Growth and we are only 2nd year of 10 years cycle. Hence, if $AMD grew to $70B-$100B revenue in 2026, 50x-70x P/E is justified. AMD's existing partnerships with OpenAI , $Meta, $MSFT, $AMZN, $GOOGL, $DELL, $HPE, $SMCI,xAI , Oracle, Vulture combined with new collaborations with international 40+ countries like Saudi,UAE form a solid foundation for revenue growth. The OpenAI deal alone could contribute $25 billion to $28 billion(2026), while Meta's expanded allocation and Oracle's increased orders with the rest add substantial upside of 1m+ GPUs(FY2026) . Technological Leadership: The MI450 GPU, with its superior inference and training capabilities, positions AMD to disrupt Nvidia's market dominance. Benchmarks show 1.5-2x performance advantages at 35-50% lower TCO, making it an attractive choice for hyperscalers. The ROCm platform's maturity, supporting day-zero integration for major AI models, closes the software gap with CUDA, enhancing AMD's competitiveness. In conclusion, AMD's combination of strategic partnerships, technological leadership, and favorable market dynamics positions it to achieve $70 billion to $100 billion in revenue by 2026. This growth is not merely aspirational but grounded in real demand signals and execution capabilities. While risks remain, the upside potential is significant, making AMD a the best AI Name in this AI Supercycle trading at extreme cheap valuation. Not Financial Advice!

Mike

187,491 Aufrufe • vor 8 Monaten

$Patrick Collison on what he wishes he did differently when scaling Stripe “I think one of the most pernicious mental models you can have is that you are on some growth curve… I think a much better mental model to have is that you’re serving some market, and then there’s the percentage of the market that you’re serving. And whatever percentage you are not serving, you just haven’t built the go-to-market functions and organization that’s brought the product to those market segments.” In the early days of Stripe, they assumed they were on some growth curve, but Patrick believes they could’ve accelerated their growth by viewing growth as a function of their go-to-market apparatus: “What we did not do, but what I wish we did, is six months after launch, we should’ve mapped out the concentric circles of our market.” As he suggests, Stripe should’ve started with very early stage startups then mapped out the larger set of all technical startups - not necessarily very early stage. Then continue this process in successive increments until they got to all companies handling online payments. Each step along the way, figuring out the size of each market, the fraction Stripe was currently serving, what it would take to serve more, and so on. And then work backwards from there: “What would the organization look like that was serving the entire market? Let’s just start building that organization, because the growth curve is under my control. Of course, it’s not 100% under your control, but I think it’s much more under your control than people tend to think.” Video source: Y Combinator (2018)$

Patrick Collison on what he wishes he did differently when scaling Stripe “I think one of the most pernicious mental models you can have is that you are on some growth curve… I think a much better mental model to have is that you’re serving some market, and then there’s the percentage of the market that you’re serving. And whatever percentage you are not serving, you just haven’t built the go-to-market functions and organization that’s brought the product to those market segments.” In the early days of Stripe, they assumed they were on some growth curve, but Patrick believes they could’ve accelerated their growth by viewing growth as a function of their go-to-market apparatus: “What we did not do, but what I wish we did, is six months after launch, we should’ve mapped out the concentric circles of our market.” As he suggests, Stripe should’ve started with very early stage startups then mapped out the larger set of all technical startups - not necessarily very early stage. Then continue this process in successive increments until they got to all companies handling online payments. Each step along the way, figuring out the size of each market, the fraction Stripe was currently serving, what it would take to serve more, and so on. And then work backwards from there: “What would the organization look like that was serving the entire market? Let’s just start building that organization, because the growth curve is under my control. Of course, it’s not 100% under your control, but I think it’s much more under your control than people tend to think.” Video source: Y Combinator (2018)

Startup Archive

64,296 Aufrufe • vor 5 Monaten

🚨 THE S&P 500 IS MORE DANGEROUS RIGHT NOW THAN IT LOOKS The illusion of safety is what makes people poor. I keep seeing people say the same thing: “It probably won’t crash. It always goes up. Just buy the index.” That is exactly what concerns me. When you buy an individual stock, you understand you can lose money. But with the S&P 500, it is different. Most people do not even consider the possibility of a real crash anymore. Just look at the Dot-Com Bubble: Back then, everyone also thought everything was fine. The internet was real. The companies were real. The index kept climbing, and people convinced themselves it would keep climbing for years. But the final stage of every bubble begins when prices become absurd and fear disappears. And prices right now are absurd again. The S&P 500 is printing new highs with barely any meaningful pullbacks. AI-related stocks are carrying the index. Capital is concentrated in a small group of companies. And retail confidence is once again moving into extreme territory. That is where we are now. People are not buying because the setup is cheap. They are buying because they believe the S&P 500 cannot fail. Remember: the market becomes most vulnerable when the majority stops seeing any risk. For the record: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 THE S&P 500 IS MORE DANGEROUS RIGHT NOW THAN IT LOOKS The illusion of safety is what makes people poor. I keep seeing people say the same thing: “It probably won’t crash. It always goes up. Just buy the index.” That is exactly what concerns me. When you buy an individual stock, you understand you can lose money. But with the S&P 500, it is different. Most people do not even consider the possibility of a real crash anymore. Just look at the Dot-Com Bubble: Back then, everyone also thought everything was fine. The internet was real. The companies were real. The index kept climbing, and people convinced themselves it would keep climbing for years. But the final stage of every bubble begins when prices become absurd and fear disappears. And prices right now are absurd again. The S&P 500 is printing new highs with barely any meaningful pullbacks. AI-related stocks are carrying the index. Capital is concentrated in a small group of companies. And retail confidence is once again moving into extreme territory. That is where we are now. People are not buying because the setup is cheap. They are buying because they believe the S&P 500 cannot fail. Remember: the market becomes most vulnerable when the majority stops seeing any risk. For the record: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

92,005 Aufrufe • vor 2 Monaten

🚨 THIS COULD BE THE WORST MONDAY OF 2026 FOR THE STOCK MARKET Markets are facing pressure from every direction. → The US–Iran peace deal is showing signs of falling apart. → Traders are now pricing in the possibility of Fed rate hikes in 2026. → Investors are rotating out of high-risk growth stocks as risk sentiment weakens. → AI stocks remain heavily overvalued as concerns over an AI bubble continue to grow. The Nasdaq, S&P 500, and NVIDIA could all open with red candles. If you hold any positions, read this carefully. When markets open this week, this won't be just another dip. Stocks will dump. Bonds will dump. Gold and Silver will dump. Bitcoin will collapse. Keep in mind: I called BTC at $16K and the top at $126K When I exit, you'll see it here first. Turn notifications on.

🚨 THIS COULD BE THE WORST MONDAY OF 2026 FOR THE STOCK MARKET Markets are facing pressure from every direction. → The US–Iran peace deal is showing signs of falling apart. → Traders are now pricing in the possibility of Fed rate hikes in 2026. → Investors are rotating out of high-risk growth stocks as risk sentiment weakens. → AI stocks remain heavily overvalued as concerns over an AI bubble continue to grow. The Nasdaq, S&P 500, and NVIDIA could all open with red candles. If you hold any positions, read this carefully. When markets open this week, this won't be just another dip. Stocks will dump. Bonds will dump. Gold and Silver will dump. Bitcoin will collapse. Keep in mind: I called BTC at $16K and the top at $126K When I exit, you'll see it here first. Turn notifications on.

winkle.

24,167 Aufrufe • vor 1 Monat

Qullamaggie on Track and Trade Stocks With Triple Digit EPS and Revenue Growth “This EXPI has triple-digit EPS and revenue, bro. It’s going straight up. This is what happens, guys. This is why you should keep track of all of these high-growth stocks with momentum, okay? They need to be in a watchlist. You need to keep track of this. This thing is up 1000% in like eight months or something. Another one is FUTU, okay? Another one, triple-digit EPS and revenue growth. Look at this thing; it’s up like what? Also, 1000% in like eight, nine months, ten months. If you’re looking for an edge, one place to start is tracking stocks that have triple-digit EPS and revenue growth. Just a hint. TIGR too, another one. China brokerage, yeah. Triple digit since March lows. This thing is up 600%. I mean, earnings are fuel, okay? I mean, you have these random pump stocks that can make big moves with no reason really other than, you know, chat rooms and forums are pumping these. But earnings that’s fuel, okay? It’s like rocket fuel—triple-digit EPS and revenue growth. It’s like rocket fuel; it gives stocks a reason to go up. One way to trade - you don’t even need to do any scans. Just build a watch list of the fifty or thirty fastest-growing stocks in the stock market, like everything just, you know everything. They don’t necessarily have to be like triple-digit EPS and revenue growth, but everything is that say fifty percent like mid-high double-digit EPS. Revenue growth or higher, keep them in a watch list. The top say 50 ones, and just look for setups on those stocks, and you’re gonna outperform the market by a wide margin. Year after year, you don’t need to do any scans at all. You just keep track of that one watchlist with fifty stocks and just look for good setups on those among those. That’s all you need to do to get a big edge. Now you’re not gonna outperform like every market rally because in some markets cyclicals lead or beaten down stocks lead. But if you only trade the fastest growing stocks, you probably gonna do very well year after year after year. No rocket science involved; you don’t need any fancy indicators. You don’t need someone on TV to tell you this or that because you already know what works in the stock market.”

Qullamaggie on Track and Trade Stocks With Triple Digit EPS and Revenue Growth “This EXPI has triple-digit EPS and revenue, bro. It’s going straight up. This is what happens, guys. This is why you should keep track of all of these high-growth stocks with momentum, okay? They need to be in a watchlist. You need to keep track of this. This thing is up 1000% in like eight months or something. Another one is FUTU, okay? Another one, triple-digit EPS and revenue growth. Look at this thing; it’s up like what? Also, 1000% in like eight, nine months, ten months. If you’re looking for an edge, one place to start is tracking stocks that have triple-digit EPS and revenue growth. Just a hint. TIGR too, another one. China brokerage, yeah. Triple digit since March lows. This thing is up 600%. I mean, earnings are fuel, okay? I mean, you have these random pump stocks that can make big moves with no reason really other than, you know, chat rooms and forums are pumping these. But earnings that’s fuel, okay? It’s like rocket fuel—triple-digit EPS and revenue growth. It’s like rocket fuel; it gives stocks a reason to go up. One way to trade - you don’t even need to do any scans. Just build a watch list of the fifty or thirty fastest-growing stocks in the stock market, like everything just, you know everything. They don’t necessarily have to be like triple-digit EPS and revenue growth, but everything is that say fifty percent like mid-high double-digit EPS. Revenue growth or higher, keep them in a watch list. The top say 50 ones, and just look for setups on those stocks, and you’re gonna outperform the market by a wide margin. Year after year, you don’t need to do any scans at all. You just keep track of that one watchlist with fifty stocks and just look for good setups on those among those. That’s all you need to do to get a big edge. Now you’re not gonna outperform like every market rally because in some markets cyclicals lead or beaten down stocks lead. But if you only trade the fastest growing stocks, you probably gonna do very well year after year after year. No rocket science involved; you don’t need any fancy indicators. You don’t need someone on TV to tell you this or that because you already know what works in the stock market.”

Lone

13,857 Aufrufe • vor 5 Monaten

My biggest investing mistake has always been selling too early. Here’s what I tell people instead. Buy the S&P 500. Sit on it. Don’t think about it. Standard & Poor’s is already doing the work for you — tracking the 500 best companies by market cap, earnings growth, dividends, business quality. When a stock stops deserving to be on the list, they remove it. Let them do that work. You just hold. I bought my first S&P 500 index 30 years ago and I am still holding it. The formula is simple: Buy something of very high quality. Don’t sell it. My mistakes have always come in the selling.

My biggest investing mistake has always been selling too early. Here’s what I tell people instead. Buy the S&P 500. Sit on it. Don’t think about it. Standard & Poor’s is already doing the work for you — tracking the 500 best companies by market cap, earnings growth, dividends, business quality. When a stock stops deserving to be on the list, they remove it. Let them do that work. You just hold. I bought my first S&P 500 index 30 years ago and I am still holding it. The formula is simple: Buy something of very high quality. Don’t sell it. My mistakes have always come in the selling.

Anthony Scaramucci

61,818 Aufrufe • vor 3 Monaten

The most overvalued market in 100 years. Retail is still buying like nothing is wrong. 100 out of 100 years have proved one thing: This pattern has never failed. And the S&P 500 is following it again. - Dot-com bubble (1999) - Housing bubble (2007) - AI bubble (2026) You are not ready for what's coming. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

The most overvalued market in 100 years. Retail is still buying like nothing is wrong. 100 out of 100 years have proved one thing: This pattern has never failed. And the S&P 500 is following it again. - Dot-com bubble (1999) - Housing bubble (2007) - AI bubble (2026) You are not ready for what's coming. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

553,716 Aufrufe • vor 19 Tagen

This speech is less about celebration and more about signaling a shift in how the business will operate going forward. The numbers already show a clear pattern 16 years for the first 100 MMT, and now every 100 MMT coming in ~2 years. That kind of acceleration usually happens when systems, not just assets, start scaling. What’s interesting is the emphasis on decentralisation and last-mile execution. When leadership starts talking about pushing decisions closer to the ground and reducing hierarchy, it typically means the organisation has reached a size where speed becomes the biggest constraint. The focus on workers and partners isn’t just emotional framing. In large infrastructure networks, reliability depends heavily on execution consistency and ecosystem strength, not just ownership of assets. This looks like a transition phase from expansion-led growth to efficiency- and system-led scaling. If executed well, that’s what sustains high growth at this level. If not, complexity can slow things down.

This speech is less about celebration and more about signaling a shift in how the business will operate going forward. The numbers already show a clear pattern 16 years for the first 100 MMT, and now every 100 MMT coming in ~2 years. That kind of acceleration usually happens when systems, not just assets, start scaling. What’s interesting is the emphasis on decentralisation and last-mile execution. When leadership starts talking about pushing decisions closer to the ground and reducing hierarchy, it typically means the organisation has reached a size where speed becomes the biggest constraint. The focus on workers and partners isn’t just emotional framing. In large infrastructure networks, reliability depends heavily on execution consistency and ecosystem strength, not just ownership of assets. This looks like a transition phase from expansion-led growth to efficiency- and system-led scaling. If executed well, that’s what sustains high growth at this level. If not, complexity can slow things down.

Rishi Bagree

196,091 Aufrufe • vor 4 Monaten

The biggest IPO warning in 100 years. This pattern has NEVER failed. 1928 → Goldman Sachs 1971 → Intel 2000 → AT&T Wireless 2026 → Anthropic Each mega IPO arrived exactly on the peak of a major market bubble. Then the S&P 500 crashed. → 1929 crash: 86% → 1973 crash: 53% → 2000 crash: 51% → 2026 crash: **% And Anthropic is the final liquidity event before the AI bubble breaks. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

The biggest IPO warning in 100 years. This pattern has NEVER failed. 1928 → Goldman Sachs 1971 → Intel 2000 → AT&T Wireless 2026 → Anthropic Each mega IPO arrived exactly on the peak of a major market bubble. Then the S&P 500 crashed. → 1929 crash: 86% → 1973 crash: 53% → 2000 crash: 51% → 2026 crash: **% And Anthropic is the final liquidity event before the AI bubble breaks. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

208,515 Aufrufe • vor 4 Tagen

Want to know the one indicator that signals a market crash? Most people think it's by unemployment or interest rates. But the market doesn't move based on those things - it moves on corporate profits. That’s why the indicator that matters the most is S&P 500 Real Earnings Growth - and it works like a binary signal: Above zero = Earnings are growing → Enter/Hold Below zero = Earnings are falling → Exit This indicator has predicted every major crash: • 1989: Earnings went negative → Market collapsed • 2000: Earnings went negative → Market halved • 2007: Earnings went negative → 60% crash • 2020: Earnings dipped → Market dropped It's the clearest market crash signal you'll find. Want to understand this indicator in more detail? I cover how to track it for free and how to interpret the signals in a 9-minute tutorial. Like + comment "CRASH" and I'll DM it to you.

Want to know the one indicator that signals a market crash? Most people think it's by unemployment or interest rates. But the market doesn't move based on those things - it moves on corporate profits. That’s why the indicator that matters the most is S&P 500 Real Earnings Growth - and it works like a binary signal: Above zero = Earnings are growing → Enter/Hold Below zero = Earnings are falling → Exit This indicator has predicted every major crash: • 1989: Earnings went negative → Market collapsed • 2000: Earnings went negative → Market halved • 2007: Earnings went negative → 60% crash • 2020: Earnings dipped → Market dropped It's the clearest market crash signal you'll find. Want to understand this indicator in more detail? I cover how to track it for free and how to interpret the signals in a 9-minute tutorial. Like + comment "CRASH" and I'll DM it to you.

Felix Prehn 🐶

134,765 Aufrufe • vor 8 Monaten

Death of Europe? High taxes, Regulation, Stagnation. Is being a worker in Europe better? Is quality of life better? "You don't want to live in Sweden.” Economist Sven Larsson lives in Kansas now, but he was born in Sweden where unemployment's now 10%. “What do you do if you get fired? There's no job out there for you.” “Years ago, America's economy grew neck and neck with the European unions. But about 15 years ago, Europe's growth stagnated. “Today, America is 50% richer, even though the EU has 100 million more people. Europe has experienced stagnant economic growth. When we don't have growth, we can't make life better for people." "Europe's become kind of a wine and cheese museum."

Death of Europe? High taxes, Regulation, Stagnation. Is being a worker in Europe better? Is quality of life better? "You don't want to live in Sweden.” Economist Sven Larsson lives in Kansas now, but he was born in Sweden where unemployment's now 10%. “What do you do if you get fired? There's no job out there for you.” “Years ago, America's economy grew neck and neck with the European unions. But about 15 years ago, Europe's growth stagnated. “Today, America is 50% richer, even though the EU has 100 million more people. Europe has experienced stagnant economic growth. When we don't have growth, we can't make life better for people." "Europe's become kind of a wine and cheese museum."

Based Jessica

119,149 Aufrufe • vor 7 Monaten