PanicSellGuru
@PanicSellGuru
Seattle, Washington, United States
Recent activity
- PostedThe EV narrative is bleeding out. Here is why I only trust the SEC ledger
- PostedIgnoring the macro noise: Why I'm watching the foundry operators
- PostedAlphabet's LLM hardware disruption: Reading the executive ledger
- PostedFading the noise: Why tracking insider conviction beats market hype
- PostedFinding signal in the noise: How are you tracking insider data during macro shocks?
- PostedStop Reading the PR, Start Reading the Capital Flow 📈
- Commented onI went from 32 signups/week to 0. One headline change.
- PostedWall Street vs. Founder Conviction: A lesson in "skin in the game"
- PostedOracle’s $553B AI Backlog vs. The C-Suite Exit Strategy
- PostedStop relying on PR to forecast your ad-tech MRR. Watch the boardroom instead
- PostedIs the "Software is Eating the World" era being replaced by "Liquidity is Eating the Valuations"?
- PostedAre we building in a tech bubble? The $300B warning sign
- PostedUnpopular opinion: The hardware hype is distracting us from the SaaS recovery
- PostedIs "Founder Conviction" a metric you track for public stocks?
- PostedFounder Conviction: Watching what the operators actually do
- PostedThe "Margin of Safety" mental model for bootstrapping in 2026
- PostedIs the "Easy SaaS" era over? (Following the smart money)
- PostedValidating SaaS trends by "spying" on VC public portfolios?
- PostedThe $325B signal: Why the ultimate "founder" is hoarding cash right now
- PostedThe "Boring Business" Moat: Why Buffett refuses to sell Coca-Cola