White House Quant. Former Fed Chair Candidate. Shepherd for individual investors. Engineer enthusiastic about providing energy to the world.
Houston, TX
Joined May 2020
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People are quick to note that I didn’t sell rocket lab at its intraday peak of $150.
They neglect a large portion of my position has a $4 or less cost basis.
People will rush to be negative than be supportive.
$rklb
People used to be upset that search was so much of Alphabet’s revenue. $GOOGL
Now they continue to diversify and search shrinks to less than 50% and investors are still upset and chirping.
Who’s in the wrong?
I stand with @stevenfiorillo.
I am growing tired of the uninformed retail investor believing that they know more than trillion dollar business CEOs.
Many people are feeding into the fear mongering for clicks and trying to be the next @realsteveeisman.
I am buying more.
I’ll gladly absorb more of the float between now and early 2028.
Why 2028? That’s when I anticipate a lot of these mega capital investors, $googl $amzn etc all become free cash flow positive again and multiples on earnings will jump 20-40% in the months following.
Are you seriously afraid to buy Alphabet at circa 15x 2027 earnings when we are approaching 60 days to 2027?
Yes the increase in the 10 year should be pushing multiples down, but the current interest rates are not sustainable. 15x on a premier business like $GOOGL is not sustainable.
I’m buying these businesses. I’m not saying these companies can’t be cheaper or drop another 10-20% from here but any long term investor observing how low this multiple is… come on.
As earnings grow at the rate they are, you hit a floor on the share price pretty quickly and the only way is up.
It isn’t going to single digit P/E.
I’d love to hear your thoughts.
Rocket lab weekly will not be today! We will try to get her done tomorrow. $rklb
Lots to chat about. Even more to come.
Lambos soon. 😈
Matt Farley retweeted
Before we go to space, we set sail 🚢
This week Neutron’s stage 2 and thrust module travelled from Middle River to Launch Complex 3 within the Mid-Atlantic Regional Spaceport in Wallops, Virginia. Here's a glimpse behind the scenes.
I have been told I’m an idiot a lot of times on the interwebs.
So when someone calls me an idiot, it probably means I’m onto something.
Matt showing up to the 3Q27 conference call after first LNG.
$NEXT @NextDecadeLNG
Matt Farley retweeted
Rio Grande LNG Phase 1 is only the beginning. Trains 4 and 5 are currently under construction. Trains 6-8 are in development. What's NEXT is closer than ever before.
Matt Farley retweeted
Will say that @edzitron is the only PR person ever to stand me up in like 25 years of my being a reporter. Which takes guts to do as a PR person. So he has guts.
Matt Farley retweeted
Triple digits unlocked. 💯🚀
The 100th Electron has left the factory, headed for launch.
Thank you and congratulations to the many people behind this rocket, and the 99 before it.
Matt Farley retweeted
Love the people out there driving a $90,000 truck with a $1,400 monthly payment, but they refuse to invest $300 a month in the SP500.
“The stock market is too risky.”
Brother, your truck loses value every time you start the engine.
But congratulations on the 20’ rims.
Looking good 👍