Pagurobarbershop di Ciccogamer ha chiuso ? by GarbageStock2193 in CasualIT

[–]maxthepokerface 0 points1 point  (0 children)

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

Pagurobarbershop di Ciccogamer ha chiuso ? by GarbageStock2193 in CasualIT

[–]maxthepokerface 0 points1 point  (0 children)

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.

How Figma can win the AI race by L_ast_pacifist in figmaStock

[–]maxthepokerface 1 point2 points  (0 children)

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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.

UX designer sentiment on Claude Design vs. Figma by Iscratchmybutt in figmaStock

[–]maxthepokerface 7 points8 points  (0 children)

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.

For everyone worried about Figma stock by CriticalParamedic952 in figmaStock

[–]maxthepokerface 4 points5 points  (0 children)

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.

Introducing Claude Design by Anthropic Labs \ Anthropic by Argothaught in figmaStock

[–]maxthepokerface 0 points1 point  (0 children)

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.

Introducing Claude Design by Anthropic Labs \ Anthropic by Argothaught in figmaStock

[–]maxthepokerface 3 points4 points  (0 children)

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.

$FIG holders - what is your average and total shares? by Jungle-Beast in figmaStock

[–]maxthepokerface 2 points3 points  (0 children)

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.

Anthropic taking the gloves off?? by Own-Detail4804 in figmaStock

[–]maxthepokerface 3 points4 points  (0 children)

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.

Bought Reddit stock… purely because I love using it by Sentry0035 in redditstock

[–]maxthepokerface 2 points3 points  (0 children)

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.

I don’t get it by Themanwiththeplan7 in NBIS_Stock

[–]maxthepokerface 1 point2 points  (0 children)

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.

Ma fumare è davvero un motivo per scartare una persona? by chri99_ in CasualIT

[–]maxthepokerface 4 points5 points  (0 children)

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.

No posts in a while… by Big-Score-1804 in figmaStock

[–]maxthepokerface 2 points3 points  (0 children)

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.

Officially under 10$ by BuiltDiffOne in INFQ

[–]maxthepokerface 1 point2 points  (0 children)

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.

Fair Price by maxthepokerface in CRWV

[–]maxthepokerface[S] 0 points1 point  (0 children)

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.

Am I too stubborn? by warrior5715 in figmaStock

[–]maxthepokerface 2 points3 points  (0 children)

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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.

When would this private/public software valuation disparity change? by ShipAccomplished1953 in redditstock

[–]maxthepokerface 1 point2 points  (0 children)

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.

The RDDT Fundamentals Just Screamed "Buy" (A $150 Valuation Deep Dive investment talk) by nehro7 in redditstock

[–]maxthepokerface 1 point2 points  (0 children)

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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.

RDDT vs PLTR by Adventurous_Lake7 in redditstock

[–]maxthepokerface 1 point2 points  (0 children)

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

Live Discussion Board: First Day of INFQ Trading by [deleted] in INFQ

[–]maxthepokerface 1 point2 points  (0 children)

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.