Everyone’s chasing $NBIS right now 🤑 300% YTD Still on time… or is it too late? Time will tell ⏳

Today I saw this and it’s crazy how ChatGPT and AI changed everything. There are a handful of possible reasons why job openings are down and the S&P keeps rising, but we can’t deny AI has something to do with it! Can’t say how excited and frightened I am at the same time.

The shorter your holding period, the more important the price we pay matters. The longer we hold a company, the more important capital returns (ROIC/ROE) become along with the growth rate of these metrics. Said simply, the longer you hold, the less price matters.

$PYPL stock dropped 83% from its 2021 peak. Not because the business collapsed, but due to a sharp reset in expectations and strategic missteps. 📉 P/E compressed from 75 to 16, accounting for 78% of the total decline of 83%. 🔥Lesson: Even great businesses can't escape the

Stocks I added on the Friday dip: $DLO - one of the best opportunities in market right now. $PYPL - 10% FCF yield and 8% buyback yield