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Fundamentals and Conviction | Stocks and Bestball

In The Office
Joined October 2013
Photo by Davis (@Zelous_)Photo by Davis (@Zelous_)Photo by Davis (@Zelous_)Photo by Davis (@Zelous_)Photo by Davis (@Zelous_)Photo by Davis (@Zelous_)Photo by Davis (@Zelous_)Photo by Davis (@Zelous_)
Absolutely devastated by yesterday’s tragic plane crash in Florida and the loss of all nine lives. I flew on that exact aircraft last month with those same two pilots. They were incredible professionals and genuinely wonderful people. Hearing the young woman’s story and learning about the bright future she had ahead of her makes it even more heartbreaking that her life was cut so short. 💔 My heart, thoughts, and prayers go out to the grieving families and loved ones of everyone on board. A tragic reminder of how fragile life is. Love on your loved ones while you can, because you never know what tomorrow may bring.
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Davis retweeted
2v2 @ConsoleKings $364 GTD MWR #Champs w/ @Zelous_
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Davis retweeted
Joe Mixon fantasy league winner October 5, 2026 - October 6, 2026
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Mike Tomlin showcases his Minecraft city that he’s been building for a decade:
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Rook's first day at @LFFStadium 🥹
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RT @Micro2Macr0: $ASST is now up 180% from its bottom and the crazy part is that it's still down 94% off the highs. We also still have 34%…
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Holding $ASST is like having an ownership stake in the fastest horse in the race and placing a winning bet on it at the same time.
Bitcoin is the fastest horse in the race. Now do $ASST
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$ASST can change your life over the next 2.5 years.
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Par is very close. 😊 $ASST $SATA
They can’t hold us back forever. The dam will break soon 😈 $SATA
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Marlin Klein already getting into the action. Great throw from Davis Mills to Klein down the seam for 32 yards.
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Citadel tells the world rate hikes are coming, knowing that would be devastating to markets. Destroys the Situational Awareness fund. Then buys it. If that isn't some GameStop level manipulation I don't know what is.
CITADEL ACQUISTA IL PORTAFOGLIO AZIONARIO DI SITUATIONAL AWARENESS: WSJ Wow Citadel ha prima liquidato Leo e poi lo ha comprato.
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Jalen Brunson after the win: "I got no words."
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$sofi First thanks to @anthonynoto for doing this interview with @amitisinvesting @stevenfiorillo It clears up a lot of questions. One thing that people really missed is toward the end he said .... Sofi in June was getting into small and medium business banking not through referrals but proprietary. THAT IS HUGE. He did confirm what I was saying about holding loans at higher NIM to offset the costs of these new businesses and why maintaining the 60 cents is actually stellar. If you are a sofi investor... you need to watch this interview a couple times then rewatch my interview with @stevenfiorillo and you should know exactly what Sofi is doing, why the stock price might stay in a range for a while and why Sofi is tremendously undervalued long term. Steve's interview of me youtu.be/ETf35al0BVA?si=tP5y… NOTO INTERVIEW ON BASIS POINTS youtu.be/_XkSWXi2j-Y?si=IVJx… Ps @stevenfiorillo are you now convinced that you should look at TBV as a floor??? 😆
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It was a pleasure to sit down with the CEO of $SOFI @anthonynoto to discuss the future of SOFI on @basispointpod. Thank you Anthony for taking the time!
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$SOFI "Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."
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The most interesting story in Bitcoin right now is the rise of $SATA in the credit markets and the embrace of $ASST by the equity capital markets.
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Davis retweeted
Welcome to our Bitcoin Pizza Party! 🍕 To celebrate Bitcoin Pizza Day 5/22, new SoFi Crypto accounts get a slice of $300K in Bitcoin on us.* 
 Already love SoFi Crypto? Tell a friend to join the party! Get Bitcoin on us with a new SoFi Crypto account from 5/22 to 6/13, 2026. Let’s party. sofi.com/offers/crypto/btcpi…
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