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2024 thesis

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  • 2024 thesis

    short any stock thats the opposite of wandering around a grassy field then pausing to watch the sunset.

    eg

    FB

    there is a core sentiment shift in the overwhelming majority of ad revenue generators. they are starting to articulate that the internet is quite literally robbing them of their lives and giving them worse than nothing in return.

    i think by end of 2026 facebook will be trading under $20 a share. extrapolate similar losses to anyone in direct proportion to ad revenue reliance.

    example; goog is going to take a hit but goog has other tech it can fall back on.

    but like look at this list and wait for a break down through support and go to fucking work with puts;

    https://finance.yahoo.com/news/12-be...205220445.html

    like its not that we are kicking money lenders out of the temple, we will just no longer be going to the temple at all.

    the internet as we know it will be boomers and the absolute most toxic and insane trash people on earth fighting with each other. hard fucking pass boys. im going to head back to the PNW, wake up before dawn, scalp a few points, and then you can find me fly fishing for steelhead in a national park.

    internet / sosh / advertising = vampiric nonsense.

    money, grass, sunsets, chubby goth girls = literal heaven on earth.


    choose wisely mates.
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