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Value Trap Capital™

@ValueTrapCapLP

L/S TMT

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🚨 BREAKING NEWS 🚨 IN NVIDIA’S 10-K FORM FROM FEBRUARY THEY STATED THAT THEY ARE USING FUTURE EXPECTED GAINS INTO THEIR CURRENT INCOME FORMS THIS IS EXACTLY WHAT #ENRON DID WHICH IS CALLED MARK-TO-MARKET ACCOUNTING $NVDA COULD BE NEXT TO COLLAPSE LIKE $SMCI & $CSCO DID…

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I started doing this at 27 after moving to the west coast for work and wouldnt trade it for anything

At 71 years old, Druckenmiller wakes up at 4:00 AM and goes to sleep at 8:30 PM.



Value Trap Capital™ Reposted

How are things going at $APP?: - Q2 Y-o-Y: Software Platform revenue grew 75% to $711 million. - Q3 Y-o-Y: Software Platform revenue grew 66% to $835 million - Released our eCommerce BETA, the fastest growth we've ever seen in a product. Our CEO's reaction:

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Value Trap Capital™ Reposted

When @cboe introduces a new way to short some form of convexity again

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This is my quant

$apps is the better buy at these levels



What a crazy pump fake it would be if software shits the bed again next week


Value Trap Capital™ Reposted

“So you’re saying they’re capital efficient and I can have delta equivalent stock exposure but with a fraction of the downside risk and unlimited upside.”

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banger of a take

22 X NTM EV/Revenue with Fed Funds Rate > 5%!!!???



now do guidance

Snowflake quarter. @RamaswmySridhar becoming CEO, Frank to chairman - $775m rev (+32% YoY) vs $757m consensus (2% beat) - $748m next Q product rev guidance vs $770m consensus (3% miss) - Guided full year to 22% growth. Consensus 29% - 131% NRR - 39 months GM adj. CAC payback -…



the juice is loose!

I was semi-bullish coming into 2024 and felt good about my portfolio but I certainly wasn’t expecting to be up +52.7% YTD on February 8th. This is why I’ll always be a stock picker and I’ll never settle for index funds. I hope there’s more upside over the next 10+ months but…

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Where is gary and who hacked Franklin

In crypto, speculation is a feature, not a bug



Dangerous to be comparing income from selling volatility on indices to dividends. Dividend “guys” are top 3 worst guys in the free world

Yearly dividend income with $1,000,000 invested: - QQQ: $5,700 - VOO: $14,600 - SCHD: $35,300 - JEPI: $86,500 - QYLD: $117,100 - JEPQ: $103,400 If you could only buy 1 of these ETFs forever, which one are you buying?



Value Trap Capital™ Reposted

its unamerican for the rally to end without an SPX ATH


Hahahahahahahahahahahahahahaha

Good one, Donald.



The king does not miss

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Shut up about blackrock

Blackrock & Vanguard together own 10% of Coinbase. The action today against Binance was all planned. Just like the Bitcoin ETF is planned.



This guy can vote

#JustDarioDaily 🚨 $NVDA (PONZI) “LIES” UNDER $NVDA NOSE 🚨 I know a couple of things here and there about running a company, from work and direct experience. One thing is how easy it is to "grow" your revenues when your clients aren't going to pay for the goods you deliver.…

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Killed

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Nikesh condescension reaching all time highs


Value Trap Capital™ Reposted

“Hey dude. Listen to me man, it’s fucking uranium. On a fucking blockchain dude, gonna be the next big thing. Fucking awesome, uh, yeah, fuck it. Yeah, let’s tokenize that shit.”

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