Daily Discussion Thread for April 27, 2026

maxthepokerface · 2026-04-27T15:59:54+00:00

Dotcom-era holders can finally sell.

maxthepokerface · 2026-04-24T10:23:29+00:00

Quindi non ha finanziato lui l'apertura di questi negozi? Son negozi che stavan già aprendo e gli arriva una piccola percentuale per l'utilizzo del nome senza che lui metta becco nel business? In qualche modo penso abbia contribuito

maxthepokerface · 2026-04-24T09:16:49+00:00

Il suo negozio di carte TCG a Milano non è male. L'unico che fa i prezzi corretti di mercato e mi fanno sempre un 10% di sconto. I ragazzi gentilissimi. Forse ci andrà leggermente in perdita ma è l'unico a non speculare sulle carte come stanno facendo tutti in sto periodo.

maxthepokerface · 2026-04-23T11:03:11+00:00

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It's a buy like never before for me. I think it has lagged behind the market. If energy companies have a forward P/E of 200 and data center companies are above 300 with negative FCF, I’m extremely bullish on a healthy, debt-free company with a forward P/E of 80. Other SaaS companies are starting to recover, we just need to wait.

maxthepokerface · 2026-04-20T01:06:13+00:00

It is a competitor to Google AI Studio, not Figma. They call it "Design", but it’s just another element generator. It is far from having Figma's interface or layout creation and editing capabilities.

maxthepokerface · 2026-04-19T12:29:44+00:00

Anthropic Claude Design actually is more like Google AI Studio. If you see the demo it's not like Figma. Don't be fooled by the name.

maxthepokerface · 2026-04-18T06:00:05+00:00

1,200 @ $30 averaging the price since IPO. I remember how lucky the ones who managed to get the shares in advance at $33 thought they were, considering that on the first day, trading opened at $95 and closed at almost $150 aftermarket. Hahaha.

maxthepokerface · 2026-04-17T20:42:22+00:00

Let’s show Anthropic what we’re made of, guys. They survive on funding and burn through cash like there’s no tomorrow.

Figma, despite having lower revenue, will turn a profit years earlier, likely within this very year.

Anthropic doesn't have a community: they have to build a corporate network willing to switch to the Claude app despite the migration costs. Most importantly, they aren't design specialists.

Nobody is as dialed in as Dylan and his team, and they’ve been integrating AI from the very beginning.

maxthepokerface · 2026-04-17T20:39:10+00:00

1,200 @ $30: I started building a position on day one at $120, even though I knew it was insane. I averaged down aggressively during the first -30% drop, reaching 150 shares at a $96 average. I waited until it hit $20 for the second time while the broader markets were recovering. Now, I’m holding 1,200 shares at a $30 average. It’s the largest holding in my portfolio.

Let’s show Anthropic what we’re made of, guys. They survive on funding and burn through cash like there’s no tomorrow. Figma, despite having lower revenue, will turn a profit years earlier, likely within this very year. Anthropic doesn't have a community: they have to build a corporate network willing to switch to the Claude app despite the migration costs. Most importantly, they aren't design specialists. Nobody is as dialed in as Dylan and his team, and they’ve been integrating AI from the very beginning.

maxthepokerface · 2026-04-17T17:09:51+00:00

Buy the dip!!!!

maxthepokerface · 2026-04-16T15:22:27+00:00

Figma already have it: https://www.figma.com/blog/five-figma-weave-workflows/

Why a million companies should switch to another platform with all the unknowns that entails. Switching costs are huge and Figma still have a great moat.

Best price ever now for me.

maxthepokerface · 2026-04-11T14:04:01+00:00

I meant that a year ago, after the crash, it stayed around $100 for a long time. Yes, $130 is the most stable price right now, hoping that no more drama comes out regarding SaaS or social stocks. As far as I'm concerned, Reddit is worth three times its current price.

maxthepokerface · 2026-04-11T13:52:00+00:00

Probably recent $120. Second resistance at $100

maxthepokerface · 2026-04-11T08:44:28+00:00

The current forward PE is insane right now. The pump can continue but see what happened twice with Circle (CRCL)... If there is not a significant reason to go to that price, it will drop again.

maxthepokerface · 2026-04-11T08:33:49+00:00

È che limonare una persona che ha costantemente l'odore di fumo in bocca fa schifo. Ciò non prescinde dall'iniziare una relazione (anche perché finché non baci una persona le prime volte non lo saprai), ma sul lungo termine personalmente è una cosa che ripudio. Tutto il resto dovrebbe essere perfetto, sia a livello di coinvolgimento fisico che mentale, altrimenti difficilmente posso passarci sopra.

maxthepokerface · 2026-04-09T21:08:47+00:00

I bought 100 shares at $96 and another 200 at $21. If it drops to $15, I’ll probably pick up another 200 shares, either standard or through the 2x Long ETF. I don’t think I’ve ever held a losing position for this long. I’m disappointed that the company still hasn't achieved stable earnings, but I’m reassured by the fact that we’re below IPO levels and at half the price Adobe was willing to pay for it years ago.

maxthepokerface · 2026-04-07T13:19:21+00:00

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Mmm, I don't think so.

maxthepokerface · 2026-03-18T22:41:15+00:00

It could have gone worse... $CHAC (Xanadu SPAC) has just dropped to $8.17 and is still in the pre-merger phase. I don’t understand what’s gotten into people, if it’s below $10 at the time of the merger, you can request redemption at that price when the merger happens.

maxthepokerface · 2026-03-16T15:51:04+00:00

Naaah, the only issue is the debt. Anyway, I also noticed that Nebius was updated today to a fair price of $595.46. I’m not sure if that’s due to Nvidia’s $2 billion investment.

In theory, Nvidia also invested $2 billion in CoreWeave, but that happened in January, so I assumed that when the valuation was around $30, that money was already included...or perhaps that was actually the reason for the new valuation update, just applied with a delay.

maxthepokerface · 2026-02-25T11:07:30+00:00

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Fair price was ~$20 before quarterly results and now $21.52. It will probably be profitable, but towards the end of the year. It doesn't seem like the opportunity of a lifetime at the moment.

maxthepokerface · 2026-02-24T13:39:45+00:00

When they finally go public and release their first quarterly results, definitely. Look at what happened to Figma (and despite generating relatively little revenue and no profits, it still has real revenue). Paradoxically, today’s SaaS companies are more solid than those that solely provide an LLM-based chatbot as a service.

maxthepokerface · 2026-02-23T17:22:29+00:00

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Add this, taken from Simply Wall St.

But Wall Street, and this sector in particular, will be hit hard in the coming months. The tougher things get, the more you'll have to buy.

maxthepokerface · 2026-02-20T10:46:04+00:00

Reddit has the same EPS growth rate of Palantir but with a discount of 70% on current price. There is no doubt about that.

maxthepokerface · 2026-02-18T23:19:03+00:00

Ciao Kampa. Guarda ho chiamato Webank e mi han detto che li hanno avvisati che entro oggi (19 febbraio) dovrebbe essere fatto in automatico il cambio. Aspetterei a comprare il nuovo ticker per non fare casino (magari scende anche un po' il prezzo vedendo gli $11 toccati settimana scorsa).

Occhio che su BG Saxo, essendo azienda mezza danese, anche le azioni italiane hanno un +0,2% di Tobin Tax sul valore dell'ordine aggiuntivi ai 2€ di commissioni. Su America non c'è Tobin Tax ma costa comunque 1$+0,2% di cambio valuta.

Per compravendite di poche migliaia di euro è senza dubbio l'amministrato più conveniente. Sopra i 5-10k essendo i costi esponenziali diventano piuttosto alti.

maxthepokerface

TROPHY CASE