JLP retweeted
I have suffered gut wrenching heartache in my life - but watching the country I love be taken over by goat fucking savages and socialist retards is a pain I never thought I’d have to endure. It is slow. Methodical. Ruthless. And absolutely horrifying.
I hate it. I hate everyone who voted for it. I detest everyone who helped them win. I am overcome with furious anger and righteous rage.
I will get over it. I will find the strength to fight on. But for now I am going to steep in the hatred and fury….
JLP retweeted
They really expect us to believe Iowa shifted 24.19 POINTS to the left in EVERY SINGLE COUNTY in 2 years?
🤣🤣🤣🤣🤣🤣🤣
Grok: No, a 24-point statewide shift is not normal in U.S. midterm elections. It is unusually large.
JLP retweeted
If you think we are going to have a fair election in 2028. You are literally as insane as liberals.
JLP retweeted
This is a stolen election.
These numbers make no sense.
It’s time for an immediate, full investigation before the new Congress begins.
JLP retweeted
On my way to vote for a bunch of Republicans I don't necessarily like. To stick it to a bunch of Communists I can't stand.
JLP retweeted
A vote for @jamestalarico is a vote to destroy Texas.
JLP retweeted
It’s shocking to know that I live in a country filled with imbeciles who will vote for men and women who don’t even know what men and women are.
The ones who continue to make murdering babies at birth legal in their states.
The asinine moronic feminists who think Islam loves them and Jews who will vote for men like Mamdani, thinking he’s not the spawn of Hitler, who wants him and all Jews dead.
Republicans must vote to stop these lunatics from having any say in what happens to our land.
VOTE RED!!
JLP retweeted
To justify a $28.2B market cap (~$31.60/share on 893M shares), AMC would need metrics far beyond peers:
- Sustained annual net income of ~$1.4B+ (at 20x P/E)
- Or ~$2.5-3B EBITDA (at 12x EV/EBITDA, after its ~$7B net debt)
- Or revenue scaling to $15B+ at 2x P/S (current TTM ~$5.2B at peer ~1.3x)
Current EV/EBITDA is already elevated vs Cinemark’s ~11x on stronger profits. Record quarterly revenue alone does not get there without major debt reduction and multi-year profit expansion.
JLP retweeted
I'm just trying to introduce a dose of reality to the #AMCARMY. I'm trying to make them understand when they post stuff like, "WE WILL WIN", they're full of crap because of dilution. The company may be okay in the future, but the long-term holders of $AMC's shares will not be. The math won't math. Now, go cry somewhere else.
JLP retweeted
The S&P 500 fell 0.3% today, but the equal-weight RSP gained 1.2%.
Alphabet fell 13% on AI spend, while Amazon and Intel slid after hours.
That 1.5% gap proves the selloff was concentrated in mega-caps, not the broader market.
Which concerns you more: Big Tech concentration or inflation?
JLP retweeted
Today on a long drive I worked through a four-part series on the life and martyrdom of William Tyndale. The more I listened, the heavier it got.
Tyndale was hunted, exiled, and betrayed for the “crime” of translating the Bible into English so ordinary people could read it. He was eventually strangled and burned at the stake in 1536. His dying prayer was, “Lord, open the King of England’s eyes.” He never lived to see the English Bible widely available. Yet his work shaped the language of the King James Bible and countless translations that followed.
A few hours later we pulled into a Pilot station. I’ve seen the Bible racks in those stores a hundred times, but after hearing what Tyndale endured, it stopped me cold. There, in a truck stop in America, sat copies of the Word of God that anyone could buy for a few dollars. No stake. No exile. No threat of death. Just a shelf by the coffee and the donuts.
We are still living off the blood and courage of that man. The same Book he died to give us is so common in our culture that it can sit unnoticed next to the jerky and the sunglasses. That should not go unnoticed.
Do not treat lightly what others paid for with their lives. Open it. Read it. Obey it. And do not let the ease of access breed indifference. The English Bible is not an accident of history. It is the fruit of a martyr’s obedience. Honor it.
JLP retweeted
Anthropic
2025 revenue: $4.6 billion
2025 net loss: -$42 billion
IPO valuation: $2 trillion
JLP retweeted
Margin Debt
While many market participants are attempting to "buy the dip," perhaps the better action should be on "selling the rip."
This is arguably the most overvalued market in U.S. history across all standard valuation metrics—excluding Forward P/E ratios, which serve as an inadequate measurement in this context. Furthermore, the market is currently experiencing record levels of leverage. When margin calls inevitably commence, the subsequent deleveraging process will be significant, catching many unprepared. Please note that this analysis is not intended to incite anxiety, but rather to provide a necessary opportunity for prudent preparation for the volatility ahead.
Source: VettaFi, Advisors Perspective
