How boomers feel after they:
- Bought a house for $15K
- Sold it for $2 million
- Got a job with a firm handshake
- Paid for college with a summer job
- Told Gen Z to stop buying $7 coffees
- Retired before AI could replace them
- Told us investing is easy if we’re patient
I don’t care if you’re 18 or 40.
These are my buy zones for the next decade:
$NVDA under $200 is a steal.
$GOOG under $300 is a steal.
$AVGO under $300 is a steal.
$META under $600 is a bargain.
$AMZN under $220 is a steal.
$UBER under $65 is a steal.
$CEG under $250 is a bargain.
I’m not buying them for the next 6 months.
I’m buying them for the next 10 years.
Which one would you buy first?
Dumb investor:
Year 1: Buys stocks at all-time highs.
Year 2: Panics and sells at -30%.
Year 3: Waits for the perfect entry.
Year 4: FOMO buys after a huge rally.
Year 5: Still trying to beat the market.
Smart investor:
Everybody wants to be rich investing until the crash comes…
Then you start questioning your investing strategy.
Why is that?
$APP IS ABSOLUTELY FLYING.
Up more than 50% this week after phenomenal earnings.
And the numbers are INSANE.
Q3 2026:
• Revenue: $2.18B (+55%)
• Net income: $1.44B (+72%)
• Adjusted EBITDA margin: 84%
• Free cash flow: $1.4B
But here’s what caught my attention.
AppLovin has only PARTIALLY rolled out its next-generation AI advertising models.
If advertisers continue getting better returns, they could keep increasing their spending.
That’s a potentially powerful growth engine.
But after such an enormous rally, expectations are rising too.
I think the BUSINESS has room to keep growing.
I’m less certain the STOCK can continue at this pace.
Would you buy $APP after this rally or wait for a pullback?
One advantage of investing at 20 is having decades ahead of you.
But time alone won’t build wealth if you keep making emotional decisions.
What’s ONE investing mistake you wish you’d avoided in your 20s?
$IREN JUST REPORTED SOME INSANE NUMBERS.
AI Cloud revenue surged 182% QoQ to $200M, while contracted revenue backlog reached $20.3B
But there’s a catch: its $4B+ annual recurring revenue target has moved from year-end 2026 to January 2027, potentially February.
I’m impressed by the demand, but I’m more interested in how efficiently IREN can turn its contracts into cash flow.
Would you consider $IREN a high-conviction AI investment or a risky infrastructure bet?
Slava | $10k to $100k retweeted
Hey @grok
Is this how the MARKET CRASH looks like?
Should I buy/hold/sell?
