A dummy that's learning
Joined July 2023
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youtube.com/watch?v=x8uZQTT8…
Midterm Elections Trade - Video published yesterday.
Called for long solar/cannabis and short palantir.
1 Day Later:
$TAN up 6% 🔺
$MSOS up 8% 🔺
$PLTR down 6% 🔻
My overall northstar is to minimize my future regrets.
I don't want to end up where I'm older and telling myself "I regret NOT doing XYZ".
It's one of the deepest pains we will experience.
We naturally I think sedate this with copium/excuses. But deep down know the truth.
98% of posts on r/wallstreetbets are noise.
This =/= noise
Solar is also interesting.
I need to do more DD over the weekend 🤓
Today:
The other side to swinging big with size and concentration.
My worst drawdown in $ terms, feels SOOOO gross 🤮🤮 🤮🤮🤮🤮
Mostly $RDDT but combination of other AI/high beta names that got crushed recently as well.
I deserve it for getting overconfident. Humbled 🫡🫡
Fool's Edge retweeted
$RDDT Summary and Thoughts on Q3'2026
The user news
- US DAU down 4.7% sequentially
- DAU could fall around 10-12% (low double digit) in Q4 from Google traffic
- Around 80% of monetization comes from direct/logged-in traffic.
If logged-out traffic drives roughly 20% of revenue, a 10% decline in that traffic would mean roughly 2% less revenue.
Numbers for Q3 are:
- Revenue up 53% YoY
- Net income up 74% YoY
- P/E of 21.8
- Q4 user headwind would be about 2% less revenue
A 2% revenue headwind against 53% growth is relatively small.
The question the market has is: Does Reddit keep its direct user base with less referral traffic?
For Reddit, it's an unknown. We don't get that answer except one quarterly report at a time.
It's up to each investor to decide how much of a risk penalty to assign to less referral traffic. From a revenue/net income perspective, there is minimal penalty this year, next, or the year after. They also have all that time to find new ways to generate more revenue/users/etc... or for DAU to find a base with referral and direct.
I'd be a hypocrite if I only showed off the gains and not losses.
Yeeeeah this is 🤮🤮🤮🤮
Will be even more red tmrw as my calls will be worthless.
Humbled big time.
This shit Fkn hurts.
NO CRYING IN THE CASINO
-cries
😂😭😭
No one to blame but myself. Totally deserved
Un-ironically I JUST learned the meaning of White Pill.
That's actually hilarious! The timing and coincidence of it given I had no idea what it meant when writing the tweet below!
Wow 🤯
Talk about trippy SHEEEEESH
(Yes still listening non stop. Something really magical about it 😳)
Man, I've been playing this on repeat all weekend non stop.
Feels like an inflection point.
Visual/Audio/Lyric is 🔥, but it's the implication of the possibilities of the future.
Hard to describe my feeling. Awe, wonder, curiosity, optimism, excitement.
Like genuine kid-like excitement.
I just know it's going to get so much better, given the compute limitations we're faced with right now.
Can't even begin to imagine the possibilities and abundance we'll have.
For someone that's had a doomer/defeatist mindset for a long time (ex. never going to afford my own house), the contrast feels like I'm high on the most powerful drug on the planet.
What a feeling. What an experience. Can't put into words.
I genuinely think we live on the best timeline rn in the history of the planet.
What a blessing 🙏 it is to be alive ♥️
TY algo for discounted $rddt shares ahead of earnings.
Yes pls keep trading these names in tandem with each other! 🤣
Makes so much sense I love an efficient market 🥰
Added to $KEEL commons and calls just now. Will hold thru earnings.
This thing moves mega, up and down. Entire sector has been brutalized recently. And I love getting punched in the face (aka catching knives) 😂
Speaking of earnings, it's pretty sus they moved up their earnings. Reading the tea leaves, but that's a pretty positive sign 🕵️🕵️
Especially in light of Ben's comments on the difficulties of lining up deal announcement with earnings 🤔🤔🤔
(not smol and not large position)
Man, I've been playing this on repeat all weekend non stop.
Feels like an inflection point.
Visual/Audio/Lyric is 🔥, but it's the implication of the possibilities of the future.
Hard to describe my feeling. Awe, wonder, curiosity, optimism, excitement.
Like genuine kid-like excitement.
I just know it's going to get so much better, given the compute limitations we're faced with right now.
Can't even begin to imagine the possibilities and abundance we'll have.
For someone that's had a doomer/defeatist mindset for a long time (ex. never going to afford my own house), the contrast feels like I'm high on the most powerful drug on the planet.
What a feeling. What an experience. Can't put into words.
I genuinely think we live on the best timeline rn in the history of the planet.
What a blessing 🙏 it is to be alive ♥️
Noticed this as well based on personal experience.
Less about politics and Dario specifically, but on a broader level.
Cope and self preservation are stronger drivers of human behavior than I imagined.
Used to cause me a great deal of confusion and sometimes frustration. Realized it's not really others that were weird and the outcast, but rather myself.
(I'm not immune to copium and biases)
The older you get the more you realize that politics are psychology: the vast majority of people believe what they do as an extension of their ingrained personalities.
They don’t reason from first principles, or adjust policy based on data: they’re woke lefties or tradcons or AI doomers or accelerationists because the political shoe fits the mental foot. Few ever change sides, and if so only after contact with the results of their politics (and usually not even then).
Because to do so wouldn’t be updating an opinion, but changing their entire self, and nobody intentionally casts themselves into that confusing abyss.