Noah
@antibearthesis
❌🐻
Turning falling knives into multibaggers.
Not financial advice.
2.3K Following 25.4K Followers
Apple’s roadmap to $5T:
• Miss cloud
• Miss AI
• Announce the same iPhone every year
• ???
• $5 trillion
The market is handing out something we haven’t seen in a while.
Forward P/E:
• $NVDA ≈ 20x
• $AMZN ≈ 27x
• $MSFT ≈ 20x
• $META ≈ 17x
Why wouldn’t an equal-weight portfolio of these 4 beat the S&P 500 over the next 5 years?
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Can someone explain to me like i’m 9 years old why $SPCX is crashing right now?
The first thing Burry sees 0.0000001 seconds after shorting SpaceX
JUST IN: Michael Burry says he wants to short SpaceX
“CLAUDE I ASKED YOU 3 TIMES AND YOU KEEP GETTING IT WRONG, FIND ME THE NEXT $NVDA AT $11 THINK LIKE NANCY PELOSI AND FIX THIS NO MISTAKES”
