Investing visuals
Three names I believe are still reasonably valued in today's expensive market:

• $MELI at $2171
• $DLO at $15.60
• $RBRK at $78

I like to put my money where my mouth is: I bought each of these in the past month🙂

(Screenshot from the Savvy community, link in bio) https://t.co/rAHMZoWyEM
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Ahmad
electricity bill’s due

x payouts drop today

your engagement keeps a GPU running https://t.co/ZIurbfvpes

My house has 33 GPUs.

> 21x RTX 3090s
> 4x RTX 4090s
> 4x RTX 5090s
> 4x Tenstorrent Blackhole p150a

Before AGI arrives:

Acquire GPUs.

Go into debt if you must.

But whatever you do, secure the GPUs. https://t.co/8U89OStknt - Ahmad
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 1):
@Jonathan_Keith2 - $RXO (short)
@SFarringtonBKC - $VIRC
@Jave_t23 - $LYGRD.ST (watchlist)
@Unclestocknotes - $ISRG (earnings)
@RaasGroup - $SHG.AX
@divfinsanalyst (earnings updates) - $CME, $NDAQ https://t.co/r4bNrqTpSH
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: At 26x Earnings & a 4.16% FCF Yield, $SPGI appears to be one of the better risk/reward long-term opportunities in today’s market

*(NTM) https://t.co/17nSo9cLlK
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 2):
@LongYield - $NFLX (earnings)
@dustpenny - $AIRO (short)
@nitinkinvests - $3560.T
@felix__archive - $7735.T
@dcurras1 - $ISRG (earnings), $CYBT.CN
@thexcapitalist - $AMZN, $INPST.AS, $HIPO, $FLNC, $NVO https://t.co/C8VNy93B5t
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Ahmad
if you’re at Meta and still not running Claude Code

in YOLO mode (--dangerously-skip-permissions)

you’re ngmi

literally https://t.co/PPBPIn2dTY
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