both of us might be right or wrong who knows
#Ramp (NYC) vs Figma (SF)
cerulean flint
dull iron
it's quite easy to see what they do and who they're run by, then make a completely valid assessment that palantir is not making the world safer
cerulean flint
it's quite easy to see what they do and who they're run by, then make a complete...
do you side with hamas?
how else would we eliminate terrorists
nobody is going to be 100 percent accurate
at eliminating them
dull iron
ill tell ya that i don't side with israel whatsoever
cerulean flint
ok but do you support hamas?
cerulean flint
ill tell ya that i don't side with israel whatsoever
that is fine
do you support hamas actions when they attacked israel?
i’m not defending israel
i am claiming hamas is far worse
dull iron
is this supposed to be a gotcha into tricking me to change my opinion on the fact that palantir has been to blame for civilian deaths, both in gaza and through ICE
im not answering because i dont think it's relevant
cerulean flint
is this supposed to be a gotcha into tricking me to change my opinion on the fac...
a company ran slaughterhouse in israel
us is an ally
if you don’t support your allies you will inherently lose
dull iron
a company ran slaughterhouse in israel
description of palantir?
cerulean flint
when someone strikes you
forest hamlet
description of palantir?
Ifl what palantir does is very boring
dull iron
yeah, quite boring when their technology is being used to profile and murder civilians
just look at peter thiel lol the guy basically admitted the world is better off with only the billionares left
cerulean flint
description of palantir?
hamas attacked first
imagine someone murdering your whole family would you sit silent back?
dull iron
again, your rage bait will not work on me so idk why you keep trying
bronze raven
Ramp vs Figma thread getting interesting
cerulean flint
there is an issue
you are not ready to accept that hamas is wrong
while i can concede israel is wrong in scenarios
you can’t call it rage bait and back off
cerulean flint
yeah, quite boring when their technology is being used to profile and murder civ...
a lot of them are terroists
you can say israel is bad that is fine
but if you don’t acknowledge hamas is equally bad then there is an issue in your thinking
dull iron
i have not given an inkling as to what i think about hamas
forest hamlet
the way I see it Palantirs product itself is very boring
theyre just willing to work with whatever 40 year old outdated slop the government is still using
ifl other companies do what palantir does
dull iron
i am simply saying that what palantir is being used for is wrong. and the person who runs it is a pos.
if you can't concede that, then there is a problem with your thinking too
cerulean flint
i am simply saying that what palantir is being used for is wrong. and the person...
i don’t like terrorists
cerulean flint
alex karp is an oddball
to be fair most tech companies founders are odd balls
they all view the world in a difference perception
dull iron
i don’t like terrorists
super controversial bro
cerulean flint
only way you can create a revolutionary idea
forest hamlet
only way you can create a revolutionary idea
palantir is not a revolutionary idea tho
cerulean flint
palantir is not a revolutionary idea tho
how so
they reached 400 billion valuation
they are doing something right lol
dull iron
because george orwell wrote about it decades ago
forest hamlet
how so
they just do data analytics and stuff
they just aim their product for the military
while salesforce aims it for companies
forest hamlet
they are doing something right lol
not rly
id hate to meet a palantir investor in person
they call him daddy karp on reddit bro its so weird
oddballs
palantir does not deserve to be $400b
cerulean flint
palantir does not deserve to be $400b
you can claim this
but to say a company worth that much is not revolutionary is inane
if it was so simple why didn’t someone else do it
forest hamlet
if it was so simple why didn’t someone else do it
a bunch of companies do it
bronze raven
but if you don’t acknowledge hamas is equally bad then there is an issue in your...
how are they equally bad?
forest hamlet
just palantir aims for military contracts
cerulean flint
how are they equally bad?
they attacked first
forest hamlet
with their "forward deployed" shit
forest hamlet
like the government data is all there already
cerulean flint
a bunch of companies do it
only one is actively winning the government market
bronze raven
doesnt idf kill innocents at a much higher scale
forest hamlet
palantir just provides analytics for it
cerulean flint
doesnt idf kill innocents at a much higher scale
i believe in right to self defense
forest hamlet
and has their "forward deployed" ppl manually set it up
cerulean flint
palantir just provides analytics for it
if it’s so simple there has to be a reason why no one can overtake them right
forest hamlet
only one is actively winning the government market
is there really that much money in it tho
cerulean flint
is there really that much money in it tho
government contracts = safety
government backing is huge in any field
why do you think intel stock skyrocketed
forest hamlet
government contracts = safety
sure but lockheed, raytheon, etc, dont trade at nearly the multiple of palantir
forest hamlet
why do you think intel stock skyrocketed
hope
forest hamlet
prices aren’t rising just on vibes
they kinda are
forest hamlet
ever since 2020 its been a very different market
cerulean flint
they are playing with billions
forest hamlet
this past year especially
cerulean flint
ever since 2020 its been a very different market
they are printing lol
all tech is printing so much money
forest hamlet
institutions have analysis
institutions rarely beat the market
theyre not even trying to tbh theyre just trying to make consistent gains
cerulean flint
institutions rarely beat the market
yes they do
look at citadel
they have doubled s and p last 20 years
forest hamlet
yes they do
their flagship fund underperformed considerably
cerulean flint
one. year
look at since 1990
19 percent a year
wellington
that is insane LMFAO
forest hamlet
idk anything about citadels specific funds
cerulean flint
that is the best fund
forest hamlet
I just saw flagship and assumed theyd want that to perform the best
cerulean flint
their flagship over last 36 years is 19 percent per year
cerulean flint
institutions have a business to run
forest hamlet
but still they dont attach themselves to stocks
I really dont think Palantir should be at $400B, maybe $200B with optimistic outlook
cerulean flint
but still they dont attach themselves to stocks
but everything is a market
every price is correlated
cerulean flint
I really dont think Palantir should be at $400B, maybe $200B with optimistic out...
opinion hard to say anything
forest hamlet
idt theres enough hope to keep it up there
compared to tsla which is constantly being injected with hope
cerulean flint
what we can see is it is priced there
forest hamlet
with the optimus thing
cerulean flint
everything else is opinion
forest hamlet
but everything is a market
yes but they dont buy palantir because they think palantir is a great business
or maybe they do idk how they work internally
but my point is they dont trade on belief in specific companies, its just whatever their analysis says is best for now
so a particular stock rising or falling doesnt mean the business should realistically be there
cerulean flint
but my point is they dont trade on belief in specific companies, its just whatev...
Yes
But if a stock is overpriced
Their analysis will cause them not to buy it
The current price is the right price for the stock
You may think it is a bubble hype or overvalued based on earnings
But all of that is factored into it to create the price
heady horizon
The current price is the right price for the stock
Ru saying this for all stocks?
cerulean flint
Ru saying this for all stocks?
Yes
cerulean flint
You can only make decisions based on current information though
The everyday news changes is what causes fluctuations in price
If it were not priced correctly
Far more people would beat the s&p
heady horizon
Well sure I agree that the normal person cannot find edge
cerulean flint
Only stocks you can claim misprcied are penny stocks
cerulean flint
Well sure I agree that the normal person cannot find edge
Most instituions fail also
I am not saying they are perfect
But you cant say the market trades on belief
Or that palantir should be 200B
heady horizon
Or that palantir should be 200B
U can tho If u give an actual argument
cerulean flint
You can believe in anything
But too many people think all these companies are fully valued on air and hype
And the market is going to crash LOL
There is a lot of analysis that goes to pricing each thing
heady horizon
But too many people think all these companies are fully valued on air and hype
They’re mostly exaggerating but the main point is there
That the market is pricing a future which is low probability
cerulean flint
I agree with that
forest hamlet
Far more people would beat the s&p
Not really
I think if the market was more rational it would be easier
More predictable
forest hamlet
Their analysis will cause them not to buy it
Not rly
We have no idea how they make decisions
Well maybe u do but I don't 🥀
cerulean flint
I dont either that in depth
forest hamlet
The current price is the right price for the stock
If this was true there wouldn't be any opportunity
cerulean flint
If this was true there wouldn't be any opportunity
It is the best estimated price
Not perfect
But the closest they can get
forest hamlet
All investing would be just be predicting the news which is impossible
cerulean flint
All investing would be just be predicting the news which is impossible
If you are investing like that then you are just gambling
heady horizon
All investing would be just be predicting the news which is impossible
That’s not the point
cerulean flint
@forest hamlet do you think market is mispriced enough for you to have edge?
forest hamlet
<@391092266640343044> do you think market is mispriced enough for you to have ed...
Wdym by edge
cerulean flint
Wdym by edge
Like beat the market consistently
forest hamlet
I just buy stocks I think are undervalued and it works sometimes and it doesn't work other times
cerulean flint
Based on the fact you are smarter
cerulean flint
I just buy stocks I think are undervalued and it works sometimes and it doesn't ...
So vibe investing 💀
forest hamlet
Like beat the market consistently
in 2025 I comfortably beat the market
But mostly due to amd and google
I didn't do anything smart
forest hamlet
I mean
cerulean flint
I think a lot of people beat just because of google crushing the s&p
heady horizon
I just buy stocks I think are undervalued and it works sometimes and it doesn't ...
Undervalued relative to what
forest hamlet
I don't see how me saying stocks aren't perfectly priced means that I think I'm good enough to exploit that
Clearly quants are good enough to exploit it
cerulean flint
Clearly quants are good enough to exploit it
Also another reason why there used to be so many more market makers before
forest hamlet
Undervalued relative to what
Idk I just invest on vibes
cerulean flint
And the number has reduced fast
cerulean flint
Idk I just invest on vibes
You should stop
heady horizon
Idk I just invest on vibes
I recommend investing in etfs
forest hamlet
You should stop
Why
cerulean flint
You are gambling
heady horizon
Anything you’ve made is through sheer luck
forest hamlet
You will inherently lose money in the long run
So
cerulean flint
But if you like the adrenaline boost then ig it is good LMFAO
forest hamlet
But if you like the adrenaline boost then ig it is good LMFAO
Yeah
heady horizon
😭
cerulean flint
What % of portfolio do you gamble
forest hamlet
I'm not doing this to make 15% a year consistently on my internship savings bro
forest hamlet
But 20 years down you will.
Probably
When I start underpeformng the market I'll buy etfs
forest hamlet
Are you atleast employed at a big tech place
Hopefully
Idk if I'll get ro or not lol
forest hamlet
You dont have an offer??
Not a fulltime offer
cerulean flint
Oh but like big tech intern?
forest hamlet
In case you lose it all
Bro I'm not s degenerate
cerulean flint
Bro I'm not s degenerate
Everyone says this inititally
And then when you lose some money you take more risk to win it back
It is human instinct
forest hamlet
And then when you lose some money you take more risk to win it back
Nah I just sell it
heady horizon
U should listen to @cerulean flint ngl
forest hamlet
U should listen to <@837090149716066396> ngl
Nah
rugged saddle
is ts even about ramp vs figma anymore
forest hamlet
is ts even about ramp vs figma anymore
Hasn't been for a long time
cerulean flint
is ts even about ramp vs figma anymore
no LOL
heady horizon
Everything he’s saying is spot on
rugged saddle
😂 fair
forest hamlet
Everything he’s saying is spot on
Bro if I stop beating the market I will just buy etfs
cerulean flint
Bro if I stop beating the market I will just buy etfs
If you can control yourself to hold yourself to it
Then it is fine
Most cant
That is the problem
You seem decently smart
You will probably be fine
forest hamlet
If I go below I'll just buy spy or smthn
heady horizon
Bro if I stop beating the market I will just buy etfs
Then u just start investing with less capital
If u don’t care then sure
forest hamlet
If u don’t care then sure
Yea if I don't take risks now when will I
Stakes are still low
forest hamlet
There’s no point ur just throwing away money
It's working so far idk
heady horizon
lol
forest hamlet
Do you play poker
Nah
heady horizon
If u have the opportunity I recommend interning / working at a trading firm for a bit
forest hamlet
If u have the opportunity I recommend interning / working at a trading firm for ...
I would like the opportunity but idt they want me 🥀
heady horizon
Then I’d recommend taking a probability / stochastic processes class
forest hamlet
Then I’d recommend taking a probability / stochastic processes class
Crodie
heady horizon
Just tryna help b4 u become homeless fam
forest hamlet
Just tryna help b4 u become homeless fam
My portfolio isn't even unreasonable bruh 😭
Like chillax
forest hamlet
Do u think Im all in on GameStop or smthn bro
heady horizon
U literally said u vibe invest
forest hamlet
U literally said u vibe invest
Yea on companies like Google and Microsoft not penny stocks
Like idt I'm in danger of losing everything
heady horizon
Whatever brings u joy bro
dark wyvern
frank stone
<@837090149716066396> thoughts?
Zoom out rq
forest hamlet
Zoom out rq
Chill crodie 😭
Point is that he thinks all stocks are perfectly priced based on all available news
Yet no news --> +$1B to market cap
frank stone
Point is that he thinks all stocks are perfectly priced based on all available n...
Yeah I read this thread 😭 bro thinks he’s can be a hedge fund manager
Figured it all out
forest hamlet
I’m a bag holder
💀i averaged down
frank stone
I averaged down too soon 😭
somber prism
bc it went to the stock market bc someone was saying every stock a perfectly priced
Which makes no sense bc then nothing would change
snow crest
When I start underpeformng the market I'll buy etfs
you. ur the yapper
forest hamlet
Chill crodie 🥀
somber prism
i agree u arent the person i was talking abt
cerulean flint
<@837090149716066396> thoughts?
The biggest US banks claim it was oversold
Causing a rebound
That was the news
cerulean flint
bc it went to the stock market bc someone was saying every stock a perfectly pri...
Never said perfect
I said near perfect
forest hamlet
The biggest US banks claim it was oversold
someone sharing their opinion isnt news bro
cerulean flint
someone sharing their opinion isnt news bro
It is not just someone
forest hamlet
anyone with eyes could see it was oversold
cerulean flint
These are the biggest players in the financial industry
cerulean flint
anyone with eyes could see it was oversold
Hindsight bias LOL
forest hamlet
Hindsight bias LOL
not rly, I averaged down and now im at breakeven
cerulean flint
not rly, I averaged down and now im at breakeven
Congrats LMFAO
forest hamlet
and ive been arguing with you about this for a while now
cerulean flint
You are gambling
cerulean flint
Issue is you are vibing all of this out
cerulean flint
You have no statistical or fundamental backing
cerulean flint
whats your margin of error bro
No?
forest hamlet
You have no statistical or fundamental backing
whats your backing for the "near perfect" thing
cerulean flint
Stocks are accuratelty priced based on CURRENT news
cerulean flint
whats your backing for the "near perfect" thing
Look at why nobody beats SPY
You have your answer
forest hamlet
Stocks are accuratelty priced based on CURRENT news
bro the bank saying its oversold isnt news
cerulean flint
I think any logical person can understand what I am saying
forest hamlet
they just brought attention to the fact its oversold
forest hamlet
Look at why nobody beats SPY
Citadel beat spy for 30 years bro
cerulean flint
Citadel has satellites in space to track parking lots
forest hamlet
renaissance did
forest hamlet
warren buffett beat spy for half a century
forest hamlet
They are far far smarter than you
if the market was perfectly priced on all current news this wouldnt mean anything
cerulean flint
The everyday joe is not beating the market
forest hamlet
theyd be gambling just as much as me
forest hamlet
Near perfect
whats your margin of error bruh
cerulean flint
They have so much more information than you
forest hamlet
How would i know?
tf bro youre the one saying this 💀
forest hamlet
like ur the one making the claim
forest hamlet
You will not beat the market
what does this have to do with your "perfectly priced" claim
cerulean flint
what does this have to do with your "perfectly priced" claim
If things are not perfectly priced it is easier to beat the market
warm thicket
Would go ramp personally
forest hamlet
not impossible tho
investment bankers cant really take risks
if they lose money they lose their job
prop firms
actually they make money in other ways tbh
sup crodie
hows toronto
W
also
a number of quant firms beat the market
and investment bankers are just trying not to lose money, theyre not trying to beat the market
they do still beat the market by exploiting inefficiency in it
nah
warren buffett does beat the market pretty consistently and his portfolio is like Apple, Coke, heinz, etc
hedge funds arent trying to make as many gains as possible
theyre trying to consistently grow with a low risk of losing investors money
they cant take the same risks a regular person can
he still beat the market past 5 years
probably
still the larger a firm the less risk it can afford to take
if these companies lose like 5% in a quarter its disastrous
if a regular person does its not rly a big deal
thats the main advantage individuals have over firms
theyd have to justify it to clients, shareholders, etc
I mean these companies are made up of people whose jobs rely on their returns
its easier to make a bit less than SPY consistently and keep your job than to risk getting fired
these are tech companies not hedge funds tho
theyd rather burn $100billion than lose the AI race
microsoft is also not doing that well
nvidia went back on their word to buy $100B openai
fair but theyre still very small investments compared to their total portfolio
like some hedge funds do VC stuff but its still a very small part of their total investments
idk
like theyre still not taking nearly as much of a risk
as an individual investor could
cause 5% of a big hedge funds portfolio is billions of dollars
I think this applies more to HFT
like u said markets are efficient and stocks follow random walks
theres no free money in it but if you try to buy high quality undervalued stocks
you can still make "free money"
like the idea that if theres an opportunity, its already been taken kind of is the same idea as "everything is perfectly priced"
there would be no point in buying anything besides the indexes if that were true
forest hamlet
https://en.wikipedia.org/wiki/Grossman%E2%80%93Stiglitz_paradox
which kind of brings it back to this
forest hamlet
there would be no point in buying anything besides the indexes if that were true
for most people this is true
but still
damn u watched the video too
oh u didnt
he basically used exactly that phrase
theres a video on why u cant beat the market I watched it a while ago
professional investors have different priorities bro
if you give a professional $10k vs $1billion theyre gonna make differnt decisions
and if you offer to pay them like $300k a year if they make returns same as the index, theyll probably make returns around the index
I think its undervalued
back to the paradox
the index only works because professional investors dont buy it
ts crazy bro
bros 5 steps ahead
but also like
Adobe offered to pay $20B for it 3 years ago
its now worth $12B and they only grew since then
also say a hedge fund has a $50B portfolio, even if they made 50% on a $50million position in figma it would barely put a dent in their YTD
like these firms realistically cant take risks even if they wanted to
theyre too big to meaningfully benefit
like for a small investor say your portfolio is like 50% SPY, 25% SMH, 25% whatever you want
idt its that crazy to think that portfolio might perform better than SPY over time
they can influence but even if their bets pay off they wont beat the market
their bets just cant be big enough to actually move the needle
theres only so much of a $12B company you can buy
karmic ibex
warren buffett beat spy for half a century
Competing against farmers and plumbers
forest hamlet
ts true
I was giving an example that you can beat the market without walmart satelllites and shit
he prob wouldnt do nearly as well today tho
is spy not the index ppl refer to as "the market"
oh, after adjusting for risk definitely not
but to me 15% is 15% lol so
I would count that as beating the market anyway
money is money bro
like academically its a pointless benchmark but if you made 15% you made 15% ykwim
like higher risk tolerance is the main advantage individuals have over whales
so if your benchmark adjusts based on risk then idt beating the market is possible
brazen drum
what is this convo even about
bitter prawn
Ramp better
flint notch
what stock do i buy to beat spy
forest hamlet
what stock do i buy to beat spy
2x leveraged spy
flint notch
where do u buy that
flint notch
fr
eager imp
@flint notch @forest hamlet hello🥀
flint notch
<@1147939817523531906> <@391092266640343044> hello🥀
hi rocky
forest hamlet
<@1147939817523531906> <@391092266640343044> hello🥀
wsg crodie
eager imp
youll learn the ebk once you set foot in toronto
I live with 2 guys from toronto
All I learned is gang signs
eager imp
Btw China is ahead in hardware and large scale manufacturing, but not for software
Unitree sell hardware but they are smart that they cut down hardware cost by a lot and open source their software SDK
flint notch
Unitree sell hardware but they are smart that they cut down hardware cost by a l...
unitree got their robots for so much cheaper than everyone else lol
eager imp
unitree got their robots for so much cheaper than everyone else lol
China is always very good at doing that
forest hamlet
@cerulean flint thoughts?
forest hamlet
@cerulean flint
cerulean flint
<@837090149716066396>
News broke out institutes are buying
forest hamlet
News broke out institutes are buying
ppl buying isn't news
cerulean flint
But ur theory that everything is perfectly priced is just straight up wrong
Check returns in 20 years
forest hamlet
There's a reason cathie wood and that insider r spam buying tens of millions $ worth of shares
Not rly
forest hamlet
Check returns in 20 years
Ight bro 😭
Gotta invent the argument 20 years in the future and pretend you won then
forest hamlet
Anyone logical will agree with me
U were clearly wrong about figma
cerulean flint
A broken clock is right twice a day
If you can beat the S&P consistently by a margin your name will go down in history
forest hamlet
If you can beat the S&P consistently by a margin your name will go down in histo...
No
The more money you have the harder it is
cerulean flint
ETFs and chill
forest hamlet
ETFs and chill
You can do that but realistically my summer internship money is nothing in the longterm
No point just buying ETFs with it
cerulean flint
I might be wrong I might be right we need more time
solar frigate
ETFs and chill
💯
solar frigate
You can do that but realistically my summer internship money is nothing in the l...
horrible take buddy
tech internship pay is like 30k
cerulean flint
solar frigate
7% 20 yrs bruh
forest hamlet
Wow after 20 years you can buy yourself a Toyota Camry with the profit
solar frigate
imo long-term should be like 40 yrs
cerulean flint
solar frigate
also 10% instead of 7%
i dont like inflation correction
bc without hysa it's relative
cerulean flint
then 1.35M after 40
solar frigate
like 10% relative to cash
forest hamlet
Im not shilling it idc if anyone else buys it
Fr tho
Adobe offered to buy figma for $20B years ago
Rn they're at $16B and they only grew since then
so youre comparing Figma to nvidia
so u think AI will replace them?
its kinda a similar thing tho
doesnt everyone use Figma
and agree its the best
I wouldnt have bought if not for that
their net dollar retention is rly high
meaning customers who subscribe stay subscribed
forest hamlet
figma unprofitable
literally every tech growth company in their first decade or 2
amazon was unprofitable for how many years? and uber
solar frigate
u have to compare to what else exists in the market tho
40% yoy growth isn't that impressive at that valuation
forest hamlet
u have to compare to what else exists in the market tho
what alternative is better than Figma?
for companies
cerulean flint
u have to compare to what else exists in the market tho
You will not able to convince
He is a brick wall
solar frigate
nvidia 80% yoy growth, highly profitable, 25 forward pe
figma 40% yoy growth, unprofitable, 100 forward pe
and nvidia has a much clearer path/less risk
forest hamlet
nvidia 80% yoy growth, highly profitable, 25 forward pe
figma 40% yoy growth, un...
Nvidia might also be a good buy then
solar frigate
they're not even close tho 😭
solar frigate
nvidia 80% yoy growth, highly profitable, 25 forward pe
figma 40% yoy growth, un...
like look at this comparison
there's so many companies that look more attractive than figma rn
forest hamlet
yea and I hold some of those companies
but I think Figma has a lot of growth potential
solar frigate
i feel like if ur bullish on figma u have to think they're gonna grow much faster than they did this yr
seems optimistic to me with AI and everything
i mean also there's just so much risk
forest hamlet
seems optimistic to me with AI and everything
they partnered with Anthropic
solar frigate
even if u think ur right there's a lotta variance
forest hamlet
i mean also there's just so much risk
its not that much of my portfolio to account for the risk
solar frigate
they partnered with Anthropic
so was cursor, but cc mogs now
if figma's space is a big enough market
i think labs will try to encroach
eventually
it definitely isn't yet
forest hamlet
im not looking for a very long term hold, just another month or 2 then im out
solar frigate
bruh
forest hamlet
I think $20B market cap is fair enough for them rn
if it hits that ill sell my original stake
and leave the profit
forest hamlet
$20b just pulled outta thin air
Adobe offered to buy Figma for that amount years ago
solar frigate
Adobe offered to buy Figma for that amount years ago
that's not relevant at all to what happens to the stock now
it seems to me this bet is more based on hope/gut feel than an actual thesis
at which point it's just gambling imo
esp with a 2 mo horizon lol
forest hamlet
if it works it works
forest hamlet
Good thing I didn't buy at IPO then
Figma was overvalued at IPO and tanked to fair value but overcorrected imo
eager imp
Hi kanu so cool
winter junco
Anyone logical will agree with me
You argued that the markets are the best valuations of companies. Which isn’t true.
If we go by the idea that a company has an optimal intrinsic value than it’s pretty accepted that markets will oscillate between being under and over this intrinsic values. These oscillations will be very large for tech stocks
Markets in the long term estimate intrinsic value well but in the short term they don’t mean much
There really isnt one. I think the argument just stemmed that people were saying figma didn’t have a bullish future bc it’s post IPO and dropped a lot in valuation
And to instead go ramp bc they’re pre ipo or something
Yes they are but I’d probably argue there’s more upside to a company that just dropped to 1/5th its peak value than a company that’s already at its highest valuation. Like yeah investing in figma is risky and not worth investing over the s&p unless u know something.
But like realistically figma going back to 150 (5x) is more likely than a company at an all time high doubling.
Bc figma going back to 150 just has to regain whatever ppl saw in it originally. For Nvidia to double it would have to find the next big innovation
But ig expected value in their stock growth probably all similar
I just think highest upside is gonna be on the stock that just dropped
Idk anything about figma as a company
Only their product
Which I do like but idk if they make money or what the competition is like lol
forest hamlet
theyre much faster than alternatives
penpot is the closest alternative but its too slow afaik
since figma rewrote the browser rendering in C++ and webassembly or smthn
idk much about it
forest hamlet
they all use figma tho
and figma has a desktop version thats just a wrapper around the browser version
solar frigate
You argued that the markets are the best valuations of companies. Which isn’t tr...
I think prediction markets have shown that wisdom of the crowd is actually really really good
Prediction markets are verifiable so we know that crowd is very accurate
I don’t think it’s unreasonable to extend that to the stock market
solar frigate
i mean yeah partially, but it happens in the stock market too
old zinc
@cerulean flint @forest hamlet i think there is 1 way to settle this
drop a screenshot of your robinhood portfolio percentage earnings all time.
i remmeber when I put allocation to buy 1k worth of figma and robinhood gave me 1 30 dollar allocation
😔
forest hamlet
drop a screenshot of your robinhood portfolio percentage earnings all time.
I'd rather not lol
forest hamlet
the percentage not ur portfolio
That's not info I want to reveal in this server lol
Idt @cerulean flint is gonna say it either
old zinc
something not adding up
i'm not telling you to release your SSN
or personal info
yeah exactly
forest hamlet
or personal info
Still not info im willing to share
old zinc
i dead ass don't even think he trades like that
he acting like the percent is the king info
forest hamlet
You can't bait me into sharing a screenshot of my Robinhood lmao
old zinc
maybe keyloggers shouldn't even steal passwords just steal the HTML element of the percentage YTD
clearly that shi valuable
old zinc
You can't bait me into sharing a screenshot of my Robinhood lmao
bro idc if anything i was tryna be funny
i'm already in hustlers university PhD bro
i'm him of trading cmon now
forest hamlet
W crodie
old zinc
optiver and js keep hitting me up by i told them ima do my own thing
it's just me myself and I bro, i said see you at the top and u misunderstood me bro
yeah i make minecraft mods now.
people can't respsect the hustle
neat cove
@stuck rain @hot torrent @zealous flicker @quiet path @jovial sun help a man out