Flexinvest
843 posts
@aleabitoreddit You make me more bullish on Europe overall. Are there any German companies you find interesting?
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Just in case people are wondering about my track record with European equities:
$RPI: $280 -> $800 (agentic AI hardware demand thesis).
$LPK: ~$6, thesis at $13 -> $24.2 (glass cores substrates close monopoly)
$SOI: $44 -> $181 (silicon photonics, monopoly over substrates)
$SIVE: $4 -> $71 (CPO, critical chokepoints over lasers).
$IQE: $12 -> $47 (latent epiwafer capacity, information discovery around downstream photonics companies).
$ALRIB: $5 -> $15 (duopoly, synthesis around quantum buyers with photonics growth verticals).
And now $XFAB at $9.
I’m not always right.
But every single one of my European longs thesis have been validated so far by either earnings, investments (eg. $MTSI in IQE) or market returns.
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$CRM -10% tomorrow
zerohedge@zerohedge
*SALESFORCE SEES 2Q REV. $11.27B TO $11.35B, EST. $11.36B
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This analogy only works if good hands are rare. In markets with constant opportunity, folding marginal setups is smart.
Good cards come back quick but lost bankroll doesn’t.
SandemanStocks@Sandeman52
Many investors can’t stomach the uncomfortable thought they may be in the red for a few days, weeks, or months. It’s like the poker player who folds every time until he gets a royal straight flush. Eventually this guy runs out of money for the blind. He never grows his bank roll. He loses slowly. He waits for a royal straight flush that never comes Stick to the mindless penny slots then. (ETFs)
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9 Ventures@ThematicTrader
$FCEL the Fairfax County Data Center built by T5 Data Centers that will contain a 60 MW fuel cell yard is using Fuel Cell Energy and it's hidden on a government filing website! T5 is one of the largest data center operators in the world and operates 4 GW today, so that stamp of approval is game changing. The Baby $BE thesis just improved 10x. Fuel Cell Energy has officially entered the data center market with a massive initial client. See the below photos included in the filing. @peonyKingOF Link: plus.fairfaxcounty.gov/CitizenAccess/…
QME
$FCEL wow what a find
9 Ventures@ThematicTrader
$FCEL the Fairfax County Data Center built by T5 Data Centers that will contain a 60 MW fuel cell yard is using Fuel Cell Energy and it's hidden on a government filing website! T5 is one of the largest data center operators in the world and operates 4 GW today, so that stamp of approval is game changing. The Baby $BE thesis just improved 10x. Fuel Cell Energy has officially entered the data center market with a massive initial client. See the below photos included in the filing. @peonyKingOF Link: plus.fairfaxcounty.gov/CitizenAccess/…
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Only $PYPL can be red after an Anthropic partnership
Shay Boloor@StockSavvyShay
$PYPL is partnering with Anthropic to launch AI training for small businesses including a free course and Claude for Small Business plugin. The plugin connects Claude to PayPal, QuickBooks, HubSpot and Canva to help manage tasks like invoicing and refunds with human approval.
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Flexinvest retweetet
$SNAP @gurgavin the problem with this take has so many vectors. 1. SAAS models are being discounted heavily, so its actually dilutive to his multiple to be a dying SAAS storage stream, the DAU engagement etc not there. 2. over 100% of the profits from that stream are being used on a white whale which is specs. and he cant put math to it. 3, all the "easy" alpha from current levels is on the governance blocking and tackling, and his smug prick answer on the call was a huge FU and denial of that path to shareholder returns. Evan is one of worst CEOs in tech and today he showed it. what he is totally underestimating is the ruthlessness with which the market will take his pants down and force his hand. i have a massive position and hope i am wrong, but i think this thing is fucked until Q2, and then it will be another wise guy trade on the print. Evan wont make the stock price a priority, and his ability to create value from his product vision so far has peaked the day of the IPO or maybe that brief hallucination during ZIRP when he could make money on the ad biz. he is getting thrashed.
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I don’t think the stock will move significantly higher until they reverse this trend. $SNAP
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Might be bearish for neoclouds now that there is another competitor? $IREN $NBIS $CRWV
Claude@claudeai
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
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Flexinvest retweetet
The people shorting Visa and Mastercard because agents will transact with each other using algorithmic jizzcoins should have their credit cards destroyed
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