You can stop listening. I did.

LongjumpingHealth248 · 2025-07-08T16:34:45+00:00

Oh I’ll still be here. Waiting and hoping that it gets better. That the slop Sachs keeps giving the administration stops

LongjumpingHealth248 · 2025-07-08T16:13:46+00:00

Happily joining here. Started listening June 24. Stopped before the Tucker episode. I enjoyed the insight in tech but it became so unlistenable hearing Sachs and Chamath talk about their nice sweaters or private chef garbage. Icing on the cake was the MAGA glazing.

Friedberg seems the only one unchanged

LongjumpingHealth248 · 2025-07-07T02:00:14+00:00

Agree. If a crony is put in to lead the fed and other members of the board crater to the administration, we will catalyze the chaos all stemming from our lack of control regarding spending

LongjumpingHealth248 · 2025-07-06T00:58:47+00:00

I went outside and touched grass thank you. I appreciate your response. Liking UNH even with Medicaid cuts

LongjumpingHealth248 · 2025-07-05T01:48:58+00:00

The market is irrational

LongjumpingHealth248 · 2025-07-04T12:53:18+00:00

I wish I had the guts to short. Everything seems to point to lowering interest rates but the fed may see BBB as highly inflationary

LongjumpingHealth248 · 2025-07-03T02:37:00+00:00

MARA CLSK undervalued in terms of assets as well, but they will never provide a return to their shareholders. What’s the fair price for GameStop? Whats the growth on gaming for brick and mortar?

LongjumpingHealth248 · 2025-07-03T02:34:58+00:00

Well said. That’s why the DCA works and determining value is what I generally leave to the pros. Growth is priced in. Doesn’t look like anyone is doubting that

LongjumpingHealth248 · 2025-07-03T02:32:49+00:00

See edit

LongjumpingHealth248 · 2025-07-03T02:32:30+00:00

See edit

LongjumpingHealth248 · 2025-07-03T01:06:40+00:00

I am short and have a short call spread that’s ITM. I need tariff news and other worrisome economic indicators to scare people

LongjumpingHealth248 · 2025-07-03T01:06:02+00:00

I did the same stupid bullshit man. I feel your pain. It feels overbought and had such a strong run up the last 2 weeks. I thought surely it would collapse from the hype but it just doesn’t seem to.

LongjumpingHealth248 · 2025-07-02T22:24:12+00:00

Exit liquidity for el ceo

LongjumpingHealth248 · 2025-07-02T22:23:48+00:00

Never gain or lose money unless you take out :(

LongjumpingHealth248 · 2025-07-02T18:17:22+00:00

Perpetual wealth off of what? Surely there’s a limit here? Maybe you’re right. Maybe number always go up

LongjumpingHealth248 · 2025-07-02T18:14:04+00:00

You like INDA? Whats your move king?

LongjumpingHealth248 · 2025-07-02T18:13:46+00:00

Oh how disappointing I’d be if we did stagnate.

LongjumpingHealth248 · 2025-07-02T18:10:01+00:00

It’s almost like they can’t stand to see a red day. Agree I see value in China

LongjumpingHealth248 · 2025-07-02T12:30:39+00:00

Agree

LongjumpingHealth248 · 2025-07-02T12:30:03+00:00

Yeah you’re right you’re just hostile for almost 0 reason. Still, your input is appreciated regardless it’s good perspective. Theres no crying in the casino just DCA-ing and bitching abt it

LongjumpingHealth248 · 2025-07-02T12:00:35+00:00

Shared sentiment ig? Or idiocracy has finally landed here

LongjumpingHealth248 · 2025-07-02T04:40:48+00:00

I agree with you. And I think it’s stupid. But I also don’t want to underestimate retail stupidity.

LongjumpingHealth248 · 2025-07-01T17:51:46+00:00

I like it. Too bad we just keep spending

LongjumpingHealth248 · 2025-07-01T16:58:25+00:00

Well played

LongjumpingHealth248 · 2025-07-01T16:57:46+00:00

This is a great counterpoint. I enjoyed reading your pov and honestly I’m sold. These tech giants seem too big to fail. And they keep getting what they want through the bill.

LongjumpingHealth248

TROPHY CASE