The Long Investor
$AFRM just reported earnings, up 4.5% in the PM after a double beat.

Hope you enjoyed that freebie. https://t.co/ZJxyrCWEDw

$AFRM ok here is a freebie.

$AFRM reports their earnings before the market opens on Weds.

Bullish set up leading to its report release:
- Held and bounce on the 200 Day MA
- Broke out above the 50 Day MA
- Broke out of the falling bullish wedge
- In Wave 5.

Positive report and there is a route back to the previous high above $51.

If it misses, back down to the 200 Day MA at $31. - The Long Investor
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Giuliano
Freud on what to do in his sessions of dream-interpretation. https://t.co/SFCwMVg7pa
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The Long Investor
$SHOP a reminder where the support levels are for $SHOP

$SHOP 5 YEAR PROJECTION.

$SHOP is a strong contender to be added to our Top 20 List this summer.

If you want to see more of these, I would appreciate that you share this. https://t.co/v80xdVSzvU - The Long Investor
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Antonio Linares
$PLTR won't execute perfectly every quarter, but an in depth understanding of the company suggests that so long as the following drivers persist, the company will do very well over the long term:

1. $PLTR remains the best company in the West at operationalizing digital twins.
2. Over time, $PLTR productizes its digital twins so that deployment becomes quicker/cheaper and margins go up.
3. Past a certain level of productization, $PLTR becomes a platform that others can easily set up at any point in the customer company's life cycle.

With productization increasing, the thesis is evolving well.

Much like is the case with chips with $AMD and $NVDA, analysts often lack a first principles basis understanding of the technology in question.

It comes down to the following:

No digital twin, no AI. $PLTR provides the best digital twins, $PLTR wins AI market.
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The Long Investor
$UBER yes we were prepared for the $UBER post earnings decline

Chart uploaded on the 22nd of April https://t.co/Rqf02EO4Nj
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Giuliano
I’m starting to see it much clearer.

Freud may help me inquire into how the subconscious works, what mental models actually consist of, and how we can force and facilitate deep work.
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Hidden Value Gems
RT @turtlebay_io: How Warren Buffett earns 50% on small sums:

Bayuk Cigars

In 1982, Buffett bought 6% of Bayuk for his private account. His $572,907 investment produced a 50% IRR with "virtually no risk."

Here's the story… https://t.co/wOYHxYkh04
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Antonio Linares
$SPOT is a large % of my portfolio.
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Giuliano
Follow this guy.

Financial leverage does not interest me.

Decision leverage does.

How can I make a small number of correct decisions that pay off for the longest time?

Partnering with exceptional operators is the best way I know of. - Sidecar Investor
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Brandon Beylo
What happens when everyone races to one side of a canoe?

You get wet.

Investors are all short China $FIX at the bottom.

Remember ... Fade, don't trade.

Chart via @MacroCharts https://t.co/m88VSG6pfJ
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