Grackychan

@Longviewres This name has come onto my radar from your posts, too bad I sat on my hands for two weeks since. Mcap is still in infancy stage though, so tons more upside. Look forward to your research.

$CGEH thoughts. Report on track for Monday. My report will include more than 10 data tables comparing $BE, $CGEH, and $GEV mainly for product specification and base power deployment installation (the perspective that matters to a hyperscale/colocation buyer). It has taken me months of reading to collect all this data hidden on company websites and product spec sheets to gather (not even web search through AI pro plans helped in this aggregation, too many misfires in the data collection). Please follow me to get this updated report Monday. I am also trying to figure out how to democratize the $CGEH model I built and I may have found a way to do do this using an AI Tool (like Gemini) with some prompts. If I get to a few thousand followers after this $CGEH long-form equity research report I will publish the prompt to build it and all the files needed to upload to produce the model. As long as you know what you are building it is easy to prompt for it. Also, if investors have questions on $CGEH before this report comes out please comment below so I can track, I already have a follow up report I need to write that sheds more light on the NIMBY (Not In My Backyard = NIMBY) dynamics that seem to be getting amplified by the day given the K-shaped economic dynamics of AI/data center development to non-tech employees. Read this punchy read for the preview linked below. Not investment advice, do your own due diligence, know what you own. x.com/Longviewres/st…

@Longviewres May be helpful datapoint to see the kind of average respondent's opinion: facebook.com/share/p/18Zgtr…

Also on NIMBY, this is just not great for gas turbine companies and the only reason it may not be reflected stock prices yet is because of the backlogs that go through 2030. But after that, I would be concerned on $GEV, Mitsubishi Heavy and Siemens Energy. Even $CAT might be at same risk given engine sources/emissions.

@Longviewres There was a huge NIMBY post on Facebook last night about a planned CRWV datacenter in Kennilworth, NJ. 95% of the posters were mouth breathing Karens screaming about electricity and water costs going up. Let me see if I can find it.

@101sfinance @aleabitoreddit you got it, but pretty much the only game in town

@aleabitoreddit I've never seen Spirit Airlines. Is that kind of like the Ryan Air of North America?

Still can’t believe Spirit Airlines is shutting down. Very harmful, now there’s less incentives to cut costs. There’s a difference between blocking $ARM and $NVDA acquisition (actual antitrust). And an Airline rescuing Spirit from bankruptcy. Thanks Senator Warren.

@UncleAlpha007 @DirectorPulte Watch this one too, half hour ago: x.com/HorsemanCountr…

$fnma trades at $2.6x earnings (affected for 80% dilution if government converts its warrants). When Trump takes it public in 12 months or less, shares will re-rate to 13x (400% gain). Watch the commercial below and tell me that Trump @DirectorPulte are not positioning the message for the IPO…. …. And they tell me I’m a “pump account”….2.6x earnings

$FNMA $FMCC Sonic Booooom!🔥🔥🔥 @realDonaldTrump TONIGHT applauding @pulte & his FHFA leadership while discussing the possibility of taking Fannie Mae & Freddie Mac public. Sounds like the IPO is on the table...well down the road...locked, loaded, & ready to go!!!

@johnnycakes720 @realDonaldTrump Actually do the opposite!! Lol

Please @realDonaldTrump make stakes in $FNMA and $FMCC next!

Bombshell sex harassment suit against Lorna Hajdini, JPMorgan branded 'complete fabrication' as John Doe unmasked trib.al/lwsWCbT

@nypost cant unsee now

When you see it...

I am hiring a junior analyst.

@CloneTone_1963 @aleabitoreddit Guy bought BE, I bought BE. Very happy lol.

@aleabitoreddit @aleabitoreddit Wait till Leopold Aschenbrenner’s #SituationalAwareness Fund get’s piece of $SIVE $SIVEF 🚀 🌙 ✨

Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock. There’s also fund mandates preventing US funds from entering (eg. Nasdaq listing / $1B MC) That’s definitely changed now thanks to European media shaking out the local holders, Sivers upcoming NASDAQ listing, and hitting $1B+ MC. Again $1.3B is literal spare change for hyperscalers and US institutions. And I have high confidence many would want exposure to CPO, silicon photonics and lasers, since there’s only a few in the entire world like $LITE, $COHR, and $MTSI. Especially… a CHIPS Act laser supplier likely in $AMD, $MRVL, $AAPL, Lightmatter, Ayar, AlChip, GUC, O-Net and other supply chains like the Golden Dome. Part of it is game theory for share accumulation. Since US/Western retail now owns a large part of the float (off of the Swedish sellers). And US institutions now want exposure.

@whatever ok bag em up boys we might have found one with cannons

Chinese girl is dating *TEN* men at the SAME TIME?!

@FangYi11101 Yeah but which one of these fish heads has the cannons I need

know the difference

JPMorgan Executive Training Retreat

JP Morgan interview process.

@BillAckman @SusieWiles47 @BillAckman any developments on Fannie + Freddie uplisting / IPO that you can share? I have for years held significant investments in retirement accounts in Fannie + Freddie commons that I would like to see marked-to-market in my lifetime. Thank you.

@SusieWiles47 Thank you for joining the party.

I’m joining X to share occasional updates about the work we do at the White House. We are relentlessly focusing on advancing President Trump’s agenda and delivering on promises to the American people. I welcome different viewpoints. Follow along for insights and information.

@GunueX @CarlZha impressive to be talking to a bot and reading from a script, there are like 1000 cuts in that single video

@CarlZha I used to work in logistics dealing with all this and to be able to give those answers means she has knowledge, and can think fast. Impressive for her age.

12 yr old Chinese girl handling negotiation w foreign client for her mom at Canton Fair. She has a clearer grasp of supply chain issues due to US-Israel war on Iran and better negotiation skills than most US political elite:

@TokyoDeepValue There is something romantic about this. At the very least I enjoy your storytelling style.

Called the IR line for a Japanese net-net trading at 0.4x book with more cash than market cap. Rings twice. A woman answers. “Hai, de gozaimasu.” I butcher my way through asking for investor relations in Japanese. Long pause. I switch to English. Longer pause. “One moment please.” Hold music. It’s a MIDI version of a song I think I recognize from a Studio Ghibli film. Three minutes pass. Four. “Hello. This is Tanaka-san. General Affairs.” Not IR. General Affairs. The department that orders the office slippers. “Hi, I’m a shareholder. I had some questions about capital allocation.” A pause so long I check if the call dropped. “Yes.” That’s the whole response. Yes. “You’re holding ¥80 billion in cash. Your market cap is ¥55 billion. Have you considered a buyback?” “We are studying.” “For how long?” “Since 2009.” I laugh. He does not laugh. “What about the cross-shareholdings? You own stakes in seven other listed companies worth roughly ¥30 billion.” “These are important business relationships. Tanaka-san at Sumitomo and our president were at university together.” Different Tanaka-san. I don’t ask. “Are there plans to unwind them?” “We review annually.” “And the conclusion?” “To continue reviewing.” I hear a fax machine in the background. An actual fax machine. In 2026. “The activist fund that filed last quarter — are you engaging with their proposals?” “We received the letter. We are considering carefully.” “They sent it eight months ago.” “Yes. Carefully.” A long silence. I can hear someone in the background unwrapping what sounds like a rice cracker. “Tanaka-san, with respect, the company has traded below book for fourteen years.” “The market will understand eventually.” “When?” “When it is time.” He thanks me four times for my interest. I thank him three times. We bow at each other through the phone. I hang up. Stock is unchanged. Has been unchanged. The cash pile grew another ¥2 billion last quarter. Tanaka-san is reviewing.

@Longviewres my interest is piqued. taking a bid on otc turnaround plays isnt for the weak-willed but this is a very compelling story

More people are waking up to $CGEH