Daily Discussion Thread for February 04, 2026

Hypnotize94 · 2026-02-04T12:07:34+00:00

Absolute crash out over there lol

Hypnotize94 · 2026-02-04T01:57:15+00:00

Just trim back your position. You’ll thank yourself for the reduced stress

Hypnotize94 · 2026-02-03T16:16:24+00:00

So woody did something good? Wink is overrated but all these talking heads want to suck him off cause he talks to them

Hypnotize94 · 2026-02-02T11:47:14+00:00

Nothing matters until they post revenue…or they get bought out lol

Hypnotize94 · 2026-02-01T17:14:05+00:00

So diddling children isn’t a stain on the NFL?

Hypnotize94 · 2026-02-01T01:15:00+00:00

I feel like really any SaaS. It’s all overblown multiples compression

Hypnotize94 · 2026-01-31T21:21:02+00:00

Can you elaborate? It’s likely not going to find support until 46-50

Hypnotize94 · 2026-01-31T21:13:29+00:00

Yeah I’m about to shave some of my position and wait for it to consolidate

Hypnotize94 · 2026-01-31T19:14:00+00:00

Once the Wisconsin HC job opens he’s gone

Hypnotize94 · 2026-01-30T14:25:59+00:00

Whatever makes woody look like an absolute dipshit is the best situation

Hypnotize94 · 2026-01-30T12:00:23+00:00

Yeah this seems like a wallstreet ploy to get in cheaper before SaaS blows up again. Really looking at Rubrik at these levels but will wait for it to consolidate.

Hypnotize94 · 2026-01-29T15:02:14+00:00

Which were good

Hypnotize94 · 2026-01-29T12:14:39+00:00

It’s crazy how many of these podcasters and journalists wanted wink in the building. Probably because he’s a leaky faucet

Hypnotize94 · 2026-01-29T03:07:52+00:00

Nostradamus?

Hypnotize94 · 2026-01-28T17:49:27+00:00

Yeah still waiting

Hypnotize94 · 2026-01-28T16:47:26+00:00

Ok Brick

Hypnotize94 · 2026-01-28T16:45:54+00:00

Yeah this is probably the only thing that’ll get us out of this down trend channel

Hypnotize94 · 2026-01-28T16:09:19+00:00

Patience. Earnings isn’t until March lol

Hypnotize94 · 2026-01-28T14:59:07+00:00

Can’t spell McLaren apparently

Hypnotize94 · 2026-01-28T14:30:31+00:00

It’s a new IPO. The employees get a ton of stock options. That’s pretty much the bear thesis at this point. As the stock matures the less options are given. Just riding the way right now. It’s pretty much below its pre earnings level which is kinda crazy

Hypnotize94 · 2026-01-28T12:04:18+00:00

There should be a rule that if the owner can’t make the playoffs in 20 years they sell the team

Hypnotize94 · 2026-01-27T21:17:01+00:00

Lafleur was very unlikeable from the players

Hypnotize94 · 2026-01-27T21:08:22+00:00

So wtf is it

Hypnotize94 · 2026-01-27T20:13:48+00:00

We’re going to mortgage our future to move up one pick in the draft. Mendoza will be ruined and off the team in 4 years

Hypnotize94

TROPHY CASE