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DanielleFong's profile
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@DanielleFong

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@DanielleFong

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Empire of the Future
Joined February 2008

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    1. roon‏ @tszzl 19 Oct 2021
      Replying to @tszzl @nickcammarata

      someone raised a good point that the October earnings report won’t include the impact from new MacBook sales and the options will expire before the next earnings

      3 replies 0 retweets 8 likes
    2. Nick Cammarata‏ @nickcammarata 19 Oct 2021
      Replying to @tszzl

      I’ve changed my mind rationally that this bet makes sense but emotionally I identify with it now and will go down with this ship

      1 reply 0 retweets 9 likes
    3. the post man‏ @deepfates 19 Oct 2021
      Replying to @nickcammarata @tszzl

      is there $20 on the ground or not

      3 replies 0 retweets 7 likes
    4. Nick Cammarata‏ @nickcammarata 19 Oct 2021
      Replying to @deepfates @tszzl

      $20 worth of community bonding

      2 replies 0 retweets 7 likes
    5. roon‏ @tszzl 19 Oct 2021
      Replying to @nickcammarata @deepfates

      yeah im staying in anyways

      2 replies 0 retweets 4 likes
    6. roon‏ @tszzl 19 Oct 2021
      Replying to @tszzl @nickcammarata @deepfates

      worst of all possible futures when Apple sales pop but then they also raise rates at the November fed meeting

      1 reply 0 retweets 5 likes
    7.  🤷🏻‍♀️‏ @DanielleFong 19 Oct 2021
      Replying to @tszzl @nickcammarata @deepfates

      maybe it makes sense to find something that includes Q4 earnings, but my basic feeling is Q3 earnings will be good, and the overflow of people talking good things about the laptops will be the main factor here. maybe not enough

      1 reply 0 retweets 2 likes
    8.  🤷🏻‍♀️‏ @DanielleFong 19 Oct 2021
      Replying to @DanielleFong @tszzl and

      i guess i don’t see this as mainly an earning on macbook pro, story, but more of an Apple gets mojo back for developers and that’s a leading indicator. also developers have money now

      1 reply 0 retweets 2 likes
    9.  🤷🏻‍♀️‏ @DanielleFong 19 Oct 2021
      Replying to @DanielleFong @tszzl and

      when i drop x thousand on a product i also try to invest an equal amount in the company. kind of a circular economy, but doubles up on research

      1 reply 1 retweet 5 likes
    10. Nathan Schmidt‏ @hinathan 19 Oct 2021
      Replying to @DanielleFong @tszzl and

      Great point about doubling up on research. I did this with Tesla, bought in more as I switched to all EVs and their solar/storage products. Ended up way past 1:1 product/equity purchase ratio, ‘high conviction investing’ ftw.

      1 reply 1 retweet 3 likes
       🤷🏻‍♀️‏ @DanielleFong 19 Oct 2021
      Replying to @hinathan @tszzl and

      yeah me too

      9:59 PM - 19 Oct 2021
      • 2 Likes
      • roon Nathan Schmidt
      0 replies 0 retweets 2 likes

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