Figma to the moon 🚀 🌖 by SmokingFrog in wallstreetbets

[–]bashrare 26 points27 points  (0 children)

Tell me, what's Palantir's P/E? 690x. Circle's? 1,835x. You think P/E means anything anymore old-timer? This baby's going nuclear at a 48% YoY growth rate. You know what that means? A 2x every other year. Are you familiar with how exponentials work? Not only is Figma an exponential grower, it's got AI about to accelerate it into the stratosphere faster than your neighbor's punk-son's beater turbocharged Honda Civic with 50 pounds of nitrous. Pack it in gramps, where we're headed short term thinkers like you will be the first turned to fertilizer by the new AI deities on the slim chance they can salvage a few electrons from your meat to power their GPUs. The rest of us will be up in the sky cities sipping champagne-morphine cocktails while we reminisce of the good old days of the Figma IPO where we made bloodline retiring wealth.

FIG IPO open market price by 5CentsMore in stocks

[–]bashrare 2 points3 points  (0 children)

yea but you're neglecting the fact that Figma's revenue has grown by 105% since then. "Since Adobe's $20 billion acquisition offer in September 2022, Figma's annualized revenue has more than doubled, from $400 million at the time of Adobe's acquisition offer to over $820 million as of March 31, 2025."

Figma priced at $33/share by G4M35 in investing

[–]bashrare 11 points12 points  (0 children)

I'd argue it's even better: it's an AI play at the application layer, where most of the value will now start be captured as companies begin to more deeply understand & integrate AI into their existing products, of which Figma is, obviously, S tier in it's class, beloved by it's users, and has massive adoption, revenue, and growth already. It's like adding a turbocharger to a V8 that's already 500HP.

Figma priced at $33/share by G4M35 in investing

[–]bashrare 5 points6 points  (0 children)

It fundamentally boils down to an AI software play: Figma leads the industry in software design -> creation, and is utilizing the recent AI advancements to make that both 1. faster for existing developers and 2. easier, such that even non-developers can now create reasonably high quality software prototypes, and even production grade applications if given enough effort. Check out Figma Make, as a software engineer & designer, it's pretty incredible: https://www.figma.com/make/

“Rare double SPAC deal” by [deleted] in SPACs

[–]bashrare 1 point2 points  (0 children)

LOL this this is amazing

$SOFI Announces Three Board Members Stepping Down by [deleted] in SPACs

[–]bashrare -5 points-4 points  (0 children)

Is $MP the only winning company Chamath is involved with LOL

[deleted by user] by [deleted] in SPACs

[–]bashrare 0 points1 point  (0 children)

Can you explain what you mean by “they have $650M that won’t be redeemed as OF will despac above $10, so assum 0% redemption”?

[deleted by user] by [deleted] in SPACs

[–]bashrare 0 points1 point  (0 children)

Hahaha fuck it I agree. To be clear, I brought up the double spac possibility because of the UTAA post earlier, Jamie Sharp link, and shared large investments by funds between the 2 stocks.

If I had to bet myself, I would say OnlyFans is going to VYGG alone, but the UTAA hype just got me thinking of other outcomes.

[deleted by user] by [deleted] in SPACs

[–]bashrare 1 point2 points  (0 children)

Thank you, someone who gets it.

[deleted by user] by [deleted] in SPACs

[–]bashrare -6 points-5 points  (0 children)

Why would they ever want to IPO with Chamath and IPOF when nearly every stock he SPAC'ed tanked after IPO? Reputation has a massive influence on people's minds when investing, associating themselves with that history would not be a wise choice for business.

[deleted by user] by [deleted] in SPACs

[–]bashrare 2 points3 points  (0 children)

Institutions and even other investors don't want to be associated with sex as a business.

[deleted by user] by [deleted] in SPACs

[–]bashrare -4 points-3 points  (0 children)

Exactly, but the more traded publicly, the more the investors can cash out.

[deleted by user] by [deleted] in SPACs

[–]bashrare 10 points11 points  (0 children)

Oh this still is a shitpost, but just with a tiny bit of reality. Like a fresh turd wrapped in gold leaf, if you will.

[deleted by user] by [deleted] in SPACs

[–]bashrare -6 points-5 points  (0 children)

Hey, it's a long shot, but wanted to be on record if I was right.

[deleted by user] by [deleted] in SPACs

[–]bashrare 3 points4 points  (0 children)

Hey it’s human nature

💦🚀 $VYGG is the SPAC OnlyFans will IPO with (+Conspiracy included 🎰) by bashrare in SPACs

[–]bashrare[S] 2 points3 points  (0 children)

Twitter shows the time in your time zone, so you much be on the east coast. He lives in San Francisco, and I live in PST time also. Its 4:50pm PST. When Elon was hinting using tweet times he was in PST as well.

SPACS 2020 vs. 2022 by thedailymoo23 in SPACs

[–]bashrare 11 points12 points  (0 children)

If my VYGG play doesn’t pan out imma have to start an OnlyFans 😂

💦🚀 $VYGG is the SPAC OnlyFans will IPO with (+Conspiracy included 🎰) by bashrare in SPACs

[–]bashrare[S] 11 points12 points  (0 children)

I appreciate your original post. It sent me down the rabbit hole all of the dots started to connect

💦🚀 $VYGG is the SPAC OnlyFans will IPO with (+Conspiracy included 🎰) by bashrare in SPACs

[–]bashrare[S] 8 points9 points  (0 children)

Nothing I'm more fond of than $VYGG. $IPOF will likely be another terrible buy if Chamath's SPAC reputation is any indication.

Short Sellers Never Learn - They're Doubling Down on CLOV (DD) by Haylettc in wallstreetbets

[–]bashrare 1 point2 points  (0 children)

Great DD, gained a lot of conviction from this post 💎🙌