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Burnout isn’t stress. It started when you were praised for holding it all together. That praise became identity. That identity became oxygen. Now you can’t stop because you don’t know who you’d be without it. Here’s what no one told you: 🧵
Act I – The Self Some people learn the rules. Others learn to hold the system together. From a young age, you fell into the second group.
10) Still Undervalued Despite running more than 200% in the last few months, $SOFI — believe it or not — is still undervalued. Case in point. $SOFI currently trades at a Forward PE of about 74x, but that's based on 2025 EPS estimate of $0.30, which is below management’s revised guidance of $0.31. In addition, analysts estimate 2026 EPS to be $0.54, which is also below management's guidance of $0.55 to $0.80. Analysts forget that management likes to not only sandbag their guidance but also destroy it in the process. That said, I believe $SOFI will achieve an EPS of $1.00 in 2026, valuing SOFI at a 2026 Forward PE of about 21x today. Now that looks like a good valuation to pay. Some catalysts to consider include: - new deals for the Loan Platform Business - acquisitions - relaunch of crypto offerings - interest rate cuts
That's a wrap! If you would like to read my full investment thesis on $SOFI, do check out my deep dive article here: https://t.co/H7iuGNqovQ These posts take a lot of time and energy to write, so I would appreciate a like, share, and subscribe. Thank you for your support!
@astridwilde1 dont have a meme to post for $NET yet (later today) but i really want to tweet the word 'stonks' so: stonks
@astridwilde1 net $562M, 3.19% beat, god bless. it is the new application layer of the internet but instead of being on the OSI model its a ticker on the nasdaq
this week's earnings most interested in: $META, $NET, $APP, $HOOD
apparently i have never tweeted $APP on this account @astridwilde1 how could you let this happen
最近我也在思考 Workflow 和 Agent 到底什么关系，我的一个初步想法： Workflow 本质上是工具，只是工具中用到了 AI 能力，所有能被定义成 Work Flow 的就应该能被做成工具。 Agent 更像是 AI，它能主动规划、去调用工具，Workflow 应该是 Agent 的一个可以被调用的工具。 你怎么看？
@frxiaobei 的观点：
I Le discours tenu par les « biens pensants » du gouvernement et des éditorialistes des médias sur le travail et les français commençant à me chauffer le foie, la rate et tutti quanti, petit #Fil ou #Thread pour remettre les choses au point (@pascalperri)
II Quelques faits : Le temps de travail par actif des français est supérieur (1489h) à celui des allemands (1335h). Le contrat de travail français prévoit en moyenne 38,2 heures par semaine, contre 36,6 heures pour les Allemands,