Jayo
@jayoway.bsky.social
“Big things have small beginnings”
"I like boring stocks, I cannot lie."
Stocking Investing 📊
AI Enthusiast 🤖
Oregon Ducks Fan 🦆
Cinema 🎥
Tech 👨💻
Digital Marketer 📺
*Not investment advice*
"I like boring stocks, I cannot lie."
Stocking Investing 📊
AI Enthusiast 🤖
Oregon Ducks Fan 🦆
Cinema 🎥
Tech 👨💻
Digital Marketer 📺
*Not investment advice*
Pinned
Jayo
@jayoway.bsky.social
· Dec 16
S&P 500’s current PE ratio 30.75 as of 12/13.
Historical median is 17.92.
Not saying it’s a bubble, but be aware, stocks are not cheap.
#valueinvesting #investing
Historical median is 17.92.
Not saying it’s a bubble, but be aware, stocks are not cheap.
#valueinvesting #investing
Biggest question most folks have right now is when do I buy?
I like to follow following link, which gives you some historical perspective on the S&P's PE over the years.
As you can see, S&P still is expensive.
worldperatio.com/major-stock-...
I like to follow following link, which gives you some historical perspective on the S&P's PE over the years.
As you can see, S&P still is expensive.
worldperatio.com/major-stock-...
March 20, 2025 at 8:06 PM
Biggest question most folks have right now is when do I buy?
I like to follow following link, which gives you some historical perspective on the S&P's PE over the years.
As you can see, S&P still is expensive.
worldperatio.com/major-stock-...
I like to follow following link, which gives you some historical perspective on the S&P's PE over the years.
As you can see, S&P still is expensive.
worldperatio.com/major-stock-...
$UAL up 6.47% for the day.
Earnings Q4:
Airlines have greatly benefited from the expansion of premier seating, especially United. Also, keep in mind, they'll begin adding starlink 2025.
And yes, their food still is not great, but that leaves some room for improvement on the table. 😂
Earnings Q4:
Airlines have greatly benefited from the expansion of premier seating, especially United. Also, keep in mind, they'll begin adding starlink 2025.
And yes, their food still is not great, but that leaves some room for improvement on the table. 😂
January 21, 2025 at 11:50 PM
$UAL up 6.47% for the day.
Earnings Q4:
Airlines have greatly benefited from the expansion of premier seating, especially United. Also, keep in mind, they'll begin adding starlink 2025.
And yes, their food still is not great, but that leaves some room for improvement on the table. 😂
Earnings Q4:
Airlines have greatly benefited from the expansion of premier seating, especially United. Also, keep in mind, they'll begin adding starlink 2025.
And yes, their food still is not great, but that leaves some room for improvement on the table. 😂
I’m not so sure $NIKE is a good buy on the dip.
We’re talking about -23% in the last 5 years.
Their competition by $DECK (Hoka/Ugg) $ON (on cloud) and $CROX is real.
Massive miss by Nike on the comfort trend.
Also, I can’t personally name an exciting shoe they’ve released since the fly knits.
We’re talking about -23% in the last 5 years.
Their competition by $DECK (Hoka/Ugg) $ON (on cloud) and $CROX is real.
Massive miss by Nike on the comfort trend.
Also, I can’t personally name an exciting shoe they’ve released since the fly knits.
December 26, 2024 at 3:00 AM
I’m not so sure $NIKE is a good buy on the dip.
We’re talking about -23% in the last 5 years.
Their competition by $DECK (Hoka/Ugg) $ON (on cloud) and $CROX is real.
Massive miss by Nike on the comfort trend.
Also, I can’t personally name an exciting shoe they’ve released since the fly knits.
We’re talking about -23% in the last 5 years.
Their competition by $DECK (Hoka/Ugg) $ON (on cloud) and $CROX is real.
Massive miss by Nike on the comfort trend.
Also, I can’t personally name an exciting shoe they’ve released since the fly knits.
This is a great deal. Perplexity pro free for a 1-month! 🎄🎅🏼
Saw their founder post this.
Highly recommend, it’s replaced a lot of my Google queries, and is dynamic.
I love all the options with it. Lmk if you guys want me to show you how I’m using it.
Saw their founder post this.
Highly recommend, it’s replaced a lot of my Google queries, and is dynamic.
I love all the options with it. Lmk if you guys want me to show you how I’m using it.
December 26, 2024 at 12:27 AM
This is a great deal. Perplexity pro free for a 1-month! 🎄🎅🏼
Saw their founder post this.
Highly recommend, it’s replaced a lot of my Google queries, and is dynamic.
I love all the options with it. Lmk if you guys want me to show you how I’m using it.
Saw their founder post this.
Highly recommend, it’s replaced a lot of my Google queries, and is dynamic.
I love all the options with it. Lmk if you guys want me to show you how I’m using it.
Hide your kids, hide your wife. 💀
VIX +74%
FYI, if you had money on the sidelines, the sale has begun.
VIX +74%
FYI, if you had money on the sidelines, the sale has begun.
December 18, 2024 at 10:00 PM
Hide your kids, hide your wife. 💀
VIX +74%
FYI, if you had money on the sidelines, the sale has begun.
VIX +74%
FYI, if you had money on the sidelines, the sale has begun.
Value is getting more challenging to find.
December 17, 2024 at 7:12 PM
Value is getting more challenging to find.
S&P 500’s current PE ratio 30.75 as of 12/13.
Historical median is 17.92.
Not saying it’s a bubble, but be aware, stocks are not cheap.
#valueinvesting #investing
Historical median is 17.92.
Not saying it’s a bubble, but be aware, stocks are not cheap.
#valueinvesting #investing
December 16, 2024 at 5:40 PM
S&P 500’s current PE ratio 30.75 as of 12/13.
Historical median is 17.92.
Not saying it’s a bubble, but be aware, stocks are not cheap.
#valueinvesting #investing
Historical median is 17.92.
Not saying it’s a bubble, but be aware, stocks are not cheap.
#valueinvesting #investing
Exxon is aiming to fill the gap for power that is needed for AI data centers. Not a bad move IMO.
"According to one estimate, nearly half of new AI data centers might not have enough power by 2027. "
techcrunch.com/2024/12/13/e...
#ai #datacenters #valueinvesting
"According to one estimate, nearly half of new AI data centers might not have enough power by 2027. "
techcrunch.com/2024/12/13/e...
#ai #datacenters #valueinvesting
Exxon can’t resist the AI power gold rush | TechCrunch
The oil and gas company announced that it’s planning to build a massive power plant for data centers.
techcrunch.com
December 14, 2024 at 7:30 PM
Exxon is aiming to fill the gap for power that is needed for AI data centers. Not a bad move IMO.
"According to one estimate, nearly half of new AI data centers might not have enough power by 2027. "
techcrunch.com/2024/12/13/e...
#ai #datacenters #valueinvesting
"According to one estimate, nearly half of new AI data centers might not have enough power by 2027. "
techcrunch.com/2024/12/13/e...
#ai #datacenters #valueinvesting
Why are airline stocks up?
Southwest ($LUV) & American Airlines ($AAL) raised 4Q guidance.
- 3M passengers on Sunday, the highest number ever on a single day. (wow) 😱
- 31M passengers set to fly over the holiday period vs 29M in 2023. 6.89% increase
$UAL, $DAL are my top 2
(not investing advice)
Southwest ($LUV) & American Airlines ($AAL) raised 4Q guidance.
- 3M passengers on Sunday, the highest number ever on a single day. (wow) 😱
- 31M passengers set to fly over the holiday period vs 29M in 2023. 6.89% increase
$UAL, $DAL are my top 2
(not investing advice)
December 5, 2024 at 6:38 PM
Why are airline stocks up?
Southwest ($LUV) & American Airlines ($AAL) raised 4Q guidance.
- 3M passengers on Sunday, the highest number ever on a single day. (wow) 😱
- 31M passengers set to fly over the holiday period vs 29M in 2023. 6.89% increase
$UAL, $DAL are my top 2
(not investing advice)
Southwest ($LUV) & American Airlines ($AAL) raised 4Q guidance.
- 3M passengers on Sunday, the highest number ever on a single day. (wow) 😱
- 31M passengers set to fly over the holiday period vs 29M in 2023. 6.89% increase
$UAL, $DAL are my top 2
(not investing advice)
HOT DEAL 🔥
Perplexity Pro has a 1 year free deal for Xfinity subscribers. Here's the blog post if you want to do it.
(I'm not paid for this post)
This tool is amazing, you're getting a $20/month value for a free 99.
www.perplexity.ai/hub/blog/red...
Perplexity Pro has a 1 year free deal for Xfinity subscribers. Here's the blog post if you want to do it.
(I'm not paid for this post)
This tool is amazing, you're getting a $20/month value for a free 99.
www.perplexity.ai/hub/blog/red...
www.perplexity.ai
December 5, 2024 at 6:13 PM
HOT DEAL 🔥
Perplexity Pro has a 1 year free deal for Xfinity subscribers. Here's the blog post if you want to do it.
(I'm not paid for this post)
This tool is amazing, you're getting a $20/month value for a free 99.
www.perplexity.ai/hub/blog/red...
Perplexity Pro has a 1 year free deal for Xfinity subscribers. Here's the blog post if you want to do it.
(I'm not paid for this post)
This tool is amazing, you're getting a $20/month value for a free 99.
www.perplexity.ai/hub/blog/red...
Outstanding podcast on Arm.
AI/CPUs/GPUs. A must listen to anyone interested in AI.
open.spotify.com/episode/2sxL...
#investing #ai #technology
AI/CPUs/GPUs. A must listen to anyone interested in AI.
open.spotify.com/episode/2sxL...
#investing #ai #technology
How ARM Became The World’s Default Chip Architecture (with ARM CEO Rene Haas)
ACQ2 by Acquired · Episode
open.spotify.com
December 4, 2024 at 4:08 AM
Outstanding podcast on Arm.
AI/CPUs/GPUs. A must listen to anyone interested in AI.
open.spotify.com/episode/2sxL...
#investing #ai #technology
AI/CPUs/GPUs. A must listen to anyone interested in AI.
open.spotify.com/episode/2sxL...
#investing #ai #technology
Outstanding piece on Amazon by @jholman.bsky.social
I musta been under a rock, but its wild they built a whole new fulfillment network in 2023, when they were already so good at it.🤯
I musta been under a rock, but its wild they built a whole new fulfillment network in 2023, when they were already so good at it.🤯
Amazon is beefing up its same-day delicery services throughout the country. I wanted to figure out how they do it. So i ordered an Emotional Support Pickle. Read more to see the path(s) it had to take to reach me in Brooklyn www.nytimes.com/2024/12/03/b...
How Amazon Delivers Packages Within A Day
Retailers like Amazon, Walmart and Target have figured out that if they get you your online order today, you will probably spend more tomorrow.
www.nytimes.com
December 3, 2024 at 8:39 PM
Outstanding piece on Amazon by @jholman.bsky.social
I musta been under a rock, but its wild they built a whole new fulfillment network in 2023, when they were already so good at it.🤯
I musta been under a rock, but its wild they built a whole new fulfillment network in 2023, when they were already so good at it.🤯
For anyone who wants to learn to invest. You NEED great sources of information, and this is a helluv a deal.
Remember, the investing greats (Buffett, Munger), were voracious readers. You need to build knowledge constantly.
I'm not in any way affiliated w/ WSJ.
slickdeals.net/f/17958483-t...
Remember, the investing greats (Buffett, Munger), were voracious readers. You need to build knowledge constantly.
I'm not in any way affiliated w/ WSJ.
slickdeals.net/f/17958483-t...
The Wall Street Journal WSJ Bundle $1/week, 92% off first year
Terms:
- Unlimited access to WSJ, MarketWatch, and Barron's across all platforms and mobile devices, plus the 10-point, a WSJ subscriber-exclusive daily newsletter.
- You will be charged $4.00 +
slickdeals.net
December 3, 2024 at 8:28 PM
For anyone who wants to learn to invest. You NEED great sources of information, and this is a helluv a deal.
Remember, the investing greats (Buffett, Munger), were voracious readers. You need to build knowledge constantly.
I'm not in any way affiliated w/ WSJ.
slickdeals.net/f/17958483-t...
Remember, the investing greats (Buffett, Munger), were voracious readers. You need to build knowledge constantly.
I'm not in any way affiliated w/ WSJ.
slickdeals.net/f/17958483-t...
Truist raised price targets on cruise line stocks. I'm a big believer in $RCL (Royal Caribbean)
+90.29% YTD
PEG: 0.66 (5 yr)
F/PE: 17.04
Best of the cruise stocks, and their new ships are magnificent.
Hunt the stocks boring stocks. (not investment advice)
#valueinvesting #investing
+90.29% YTD
PEG: 0.66 (5 yr)
F/PE: 17.04
Best of the cruise stocks, and their new ships are magnificent.
Hunt the stocks boring stocks. (not investment advice)
#valueinvesting #investing
December 2, 2024 at 11:26 PM
Truist raised price targets on cruise line stocks. I'm a big believer in $RCL (Royal Caribbean)
+90.29% YTD
PEG: 0.66 (5 yr)
F/PE: 17.04
Best of the cruise stocks, and their new ships are magnificent.
Hunt the stocks boring stocks. (not investment advice)
#valueinvesting #investing
+90.29% YTD
PEG: 0.66 (5 yr)
F/PE: 17.04
Best of the cruise stocks, and their new ships are magnificent.
Hunt the stocks boring stocks. (not investment advice)
#valueinvesting #investing
Perplexity AI is a 🚀
This growth is insane. via Barron's article
2023: 500M searches via Perplexity AI
2024: 425M searches in the LAST 30 DAYS! WHAT?
I still believe in Google ($GOOG), but this could grow into a problem for them.
#ai #generativeai #valueinvesting #tech
This growth is insane. via Barron's article
2023: 500M searches via Perplexity AI
2024: 425M searches in the LAST 30 DAYS! WHAT?
I still believe in Google ($GOOG), but this could grow into a problem for them.
#ai #generativeai #valueinvesting #tech
November 27, 2024 at 10:05 PM
Perplexity AI is a 🚀
This growth is insane. via Barron's article
2023: 500M searches via Perplexity AI
2024: 425M searches in the LAST 30 DAYS! WHAT?
I still believe in Google ($GOOG), but this could grow into a problem for them.
#ai #generativeai #valueinvesting #tech
This growth is insane. via Barron's article
2023: 500M searches via Perplexity AI
2024: 425M searches in the LAST 30 DAYS! WHAT?
I still believe in Google ($GOOG), but this could grow into a problem for them.
#ai #generativeai #valueinvesting #tech
Fascinating article about how AI is helping oil companies improve their process. Not the AI use case you were expecting but could be a big one.
#valueinvesting #valueinvestor
www.barrons.com/articles/ai-...
#valueinvesting #valueinvestor
www.barrons.com/articles/ai-...
AI Could Lift the Oil Industry’s Profits. It’s Happening in the Permian Basin.
Artificial intelligence is helping to transform oil production. Why oil country is quieter than it used to be.
www.barrons.com
November 26, 2024 at 7:59 PM
Fascinating article about how AI is helping oil companies improve their process. Not the AI use case you were expecting but could be a big one.
#valueinvesting #valueinvestor
www.barrons.com/articles/ai-...
#valueinvesting #valueinvestor
www.barrons.com/articles/ai-...
Saw via @nextshark.bsky.social and I love it.
His app to remember items before you leave your house is brilliant. More attention should be paid to building apps for seniors.
Anyone else curious about his other apps now?
www.youtube.com/watch?v=pfEe...
#technology #tech #apps
His app to remember items before you leave your house is brilliant. More attention should be paid to building apps for seniors.
Anyone else curious about his other apps now?
www.youtube.com/watch?v=pfEe...
#technology #tech #apps
89-year-old Japanese man creates free apps to ease lives of fellow seniors | AFP
YouTube video by AFP News Agency
www.youtube.com
November 25, 2024 at 11:58 PM
Saw via @nextshark.bsky.social and I love it.
His app to remember items before you leave your house is brilliant. More attention should be paid to building apps for seniors.
Anyone else curious about his other apps now?
www.youtube.com/watch?v=pfEe...
#technology #tech #apps
His app to remember items before you leave your house is brilliant. More attention should be paid to building apps for seniors.
Anyone else curious about his other apps now?
www.youtube.com/watch?v=pfEe...
#technology #tech #apps
Excellent watch from 'Ex Machina' on the creation of AGI. Let me know if you guys like this.
"If you've created a conscious machine, it's not the history of man, that's the history of gods.
www.youtube.com/watch?v=_OCt...
"If you've created a conscious machine, it's not the history of man, that's the history of gods.
www.youtube.com/watch?v=_OCt...
Ex Machina | The Turing Test | Official Movie Clip HD | A24
YouTube video by A24
www.youtube.com
November 25, 2024 at 6:47 PM
Excellent watch from 'Ex Machina' on the creation of AGI. Let me know if you guys like this.
"If you've created a conscious machine, it's not the history of man, that's the history of gods.
www.youtube.com/watch?v=_OCt...
"If you've created a conscious machine, it's not the history of man, that's the history of gods.
www.youtube.com/watch?v=_OCt...
Excellent podcast by Acquired with @clemdelangue.bsky.social the CEO of Hugging Face.
This is must listen for anyone interested in AI.
#ai
open.spotify.com/episode/3baV...
This is must listen for anyone interested in AI.
#ai
open.spotify.com/episode/3baV...
Building the Open Source AI Revolution (with Hugging Face CEO, Clem Delangue)
ACQ2 by Acquired · Episode
open.spotify.com
November 24, 2024 at 3:28 AM
Excellent podcast by Acquired with @clemdelangue.bsky.social the CEO of Hugging Face.
This is must listen for anyone interested in AI.
#ai
open.spotify.com/episode/3baV...
This is must listen for anyone interested in AI.
#ai
open.spotify.com/episode/3baV...
November 23, 2024 at 12:03 AM
Should Google be worried? 😟
Perplexity AI just keeps coming out with new cool things. 🤯
They now have a 1-click buying feature for shoppers. Prompt and they'll give you one click buying options. 🎁
Nvidia, Bezos, and Shopify's founder are investors.
#ai #perplexity
Perplexity AI just keeps coming out with new cool things. 🤯
They now have a 1-click buying feature for shoppers. Prompt and they'll give you one click buying options. 🎁
Nvidia, Bezos, and Shopify's founder are investors.
#ai #perplexity
November 22, 2024 at 3:03 AM
Should Google be worried? 😟
Perplexity AI just keeps coming out with new cool things. 🤯
They now have a 1-click buying feature for shoppers. Prompt and they'll give you one click buying options. 🎁
Nvidia, Bezos, and Shopify's founder are investors.
#ai #perplexity
Perplexity AI just keeps coming out with new cool things. 🤯
They now have a 1-click buying feature for shoppers. Prompt and they'll give you one click buying options. 🎁
Nvidia, Bezos, and Shopify's founder are investors.
#ai #perplexity
What are some of your favorite prompts while using AI?
November 21, 2024 at 11:32 PM
What are some of your favorite prompts while using AI?
November 21, 2024 at 6:15 AM
November 21, 2024 at 6:14 AM
Spotify’s AI playlist creation needs some work.
It likes Drake more than Drake likes Drake. 85/85 songs were by Drake. 😵
It likes Drake more than Drake likes Drake. 85/85 songs were by Drake. 😵
November 21, 2024 at 5:27 AM
Spotify’s AI playlist creation needs some work.
It likes Drake more than Drake likes Drake. 85/85 songs were by Drake. 😵
It likes Drake more than Drake likes Drake. 85/85 songs were by Drake. 😵