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VALUE-HUNTER🇨🇦
41.6K posts
VALUE-HUNTER🇨🇦
@CapitulationINC
⛳🏌️♂️🥅🏒🥃 You sure about that!?
Fairway Inscrit le Haziran 2020
638 Abonnements1.2K Abonnés
Greatest European golfer?
As a comparison, here's where the Rory, Faldo and Seve were in their careers aged 36 (same age Rory is today).
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VALUE-HUNTER🇨🇦 retweeté
🚨✂️⛳️ #BREAKING — SAUDI ARABIA’S PlF IS ‘ON THE VERGE’ OF CUTTING SUPPORT FOR LIV GOLF.
Report says NO final decision has been made yet but an announcement on the league’s future could come as soon as Thursday, according to the @FinancialTimes citing sources familiar with the matter.
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@ForePlayPod @FT Now we just need @stoolpresidente to announce the end of Foreplay and we can go back to greener pastures 😀
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NEW: The Financial Times @FT is reporting that the Saudi’s PIF is “on the verge” of cutting support for LIV Golf, and that an announcement could come “as soon as tomorrow.” 👀
Fore Play@ForePlayPod
Is LIV Golf SHUTTING DOWN?! Rumors are swirling online, meanwhile LIV Mexico City this week seems to be proceeding with business as usual. More details below ⬇️
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VALUE-HUNTER🇨🇦 retweeté
The biggest beneficiaries of CoreWeave $CRWV signing massive cloud computing deals with investment-grade customers like *Jane Street* are CoreWeave's largest data center landlords, Galaxy Digital $GLXY and Core Scientific $CORZ. Wrote about the flow of funds and economics within a standard CoreWeave project-finance SPV below.
As CoreWeave continues to ink large deals to fill out the data centers that their landlords are building for them, the likelihood of nonpayment to these landlords decreases dramatically.
Rittenhouse Research@RHouseResearch
The biggest beneficiaries of CoreWeave $CRWV signing massive cloud computing deals with investment-grade customers like META are CoreWeave's largest data center landlords, Galaxy Digital $GLXY and Core Scientific $CORZ. Wrote about the flow of funds and economics within a standard CoreWeave project-finance SPV below. As CoreWeave continues to ink large deals to fill out the data centers that their landlords are building for them, the likelihood of nonpayment to these landlords decreases dramatically.
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To use the old Hollywood saw, No one knows anything. But a tapped-in player agent just texted me, “Have heard MBS wants to use the war as Force Majeure to pull the plug.”
John Nucci@JNucci23
If LIV folds abruptly as reports indicate, the good news is that players can file breach of contract claims against the Saudi Public Investment Fund in the courts of the Kingdom of Saudi Arabia.
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FYI: This meeting already happened, execs are already back onsite in Mexico.
Official word is business as usual this week.
Let’s enjoy some great golf at Chapultepec this week! 👍🏽
NUCLR GOLF@NUCLRGOLF
🚨👀⛳️ #BREAKING — LIV Golf executives have been summoned to NYC for an emergency meeting, amidst reporting that the league’s future is in question. Players are reportedly “in the dark” over the future and the meeting has nothing to do with a potential DP World Tour merger, @TelegraphSport reports.
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Bump
VALUE-HUNTER🇨🇦@CapitulationINC
@StealthQE4 Tiger turned down $750,000,000+++ that was the end of LIV. It won’t even exist in 5 years. Mickelson,DJ,Koepka,Bryson not exactly the most thrilling golfers. No hard feelings to these guys taking a paycheque but every major sports league would handle it the same way.
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Imagine we just double topped and don't see ATH for 5+ years.
$spy $qqq $btc $gld
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Liv golf is the future, gonna eat the PGA tour 🤣🤣🤣
PGA Tour has thrived since Liv inception.
🤡
NUCLR GOLF@NUCLRGOLF
🚨👀⛳️ #BREAKING — LIV Golf executives have been summoned to NYC for an emergency meeting, amidst reporting that the league’s future is in question. Players are reportedly “in the dark” over the future and the meeting has nothing to do with a potential DP World Tour merger, @TelegraphSport reports.
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VALUE-HUNTER🇨🇦 retweeté
The last 10-days have been unlike any 10-day period in the market since 1950.
First, the S&P 500 is up 9.8% in 10-days, which is in the 99.7th percentile of all 10 day returns.
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VALUE-HUNTER🇨🇦 retweeté
The 38% decline in the $VIX over the last 2 weeks is the 7th biggest volatility crash in history.
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VALUE-HUNTER🇨🇦 retweeté
Trump: “China is very happy that I am permanently opening the Strait of Hormuz. I am doing it for them, also - And the World. This situation will never happen again. They have agreed not to send weapons to Iran. President Xi will give me a big, fat, hug when I get there in a few weeks. We are working together smartly, and very well!
Doesn't that beat fighting??? BUT REMEMBER, we are very good at fighting, if we have to - far better than anyone else!!! President DJT”
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@KylePorterNS Basically Tiger in the early 2000's over els, Mickelson, Singh...
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As has been pointed out, I am a moron.
You would have 20 top 10s, six wins and also have gone to three playoffs. Still pretty insane.
Kyle Porter@KylePorterNS
If you beat Rory *and* Scottie at each of the last 20 majors, you would have finished. 1st (Masters) 1st (Open) 6th 1st (PGA) 1st (Masters) 6th 1st (U.S. Open) 7th 1st (Masters) 5th 1st (U.S. Open) 1st (PGA) 9th 2nd 1st (U.S. Open) 7th 1st (Masters) 7th 6th 7th You would have 20 top 10s in a row and be a 10-time major champion. Only have to beat two guys!
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VALUE-HUNTER🇨🇦 retweeté
The biggest beneficiaries of CoreWeave $CRWV signing massive cloud computing deals with investment-grade customers like META are CoreWeave's largest data center landlords, Galaxy Digital $GLXY and Core Scientific $CORZ. Wrote about the flow of funds and economics within a standard CoreWeave project-finance SPV below.
As CoreWeave continues to ink large deals to fill out the data centers that their landlords are building for them, the likelihood of nonpayment to these landlords decreases dramatically.
Rittenhouse Research@RHouseResearch
Published some thoughts on substack (no paywall) around CoreWeave's unit economics, margins, use of debt, and what I think the real risks to the business are open.substack.com/pub/rittenhous…
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VALUE-HUNTER🇨🇦 retweeté
Galaxy Digital $GLXY Annual Report: "The first 800 megawatts leased to CoreWeave, one of the leading AI cloud providers, represents over $7.5 billion of capital investment alone. Combined with our newly approved 830 megawatts in a build-to-suit model, Helios likely represents well north of $15 billion long-term digital infrastructure investment, making it an asset with durable, high-return characteristics for shareholders. And we aren’t stopping there. Our broader ambition is to build and acquire additional sites — scaling toward a multi-hundred-billion-dollar portfolio of digital infrastructure assets diversified across geographies, tenants, and technologies."
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VALUE-HUNTER🇨🇦 retweeté
TD Cowen expects CY27 aggregate hyperscale capex to "materially exceed CY26 levels". We're on a course to surpass $1T in annual capex by the end of the decade.
We love being at the infrastructure layer at $GLXY. The future of digital innovation depends on the continued expansion of data centers. Power capacity through 2027 is largely spoken for, and hyperscalers are already starting to plan for 2028. Great setup for Helios and $GLXY.
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VALUE-HUNTER🇨🇦 retweeté
So there's this 24 year old who got fired from OpenAI named Leopold Aschenbrenner who raised $1B then grew it into $5.5B... IN ONE YEAR
He dumped his Nvidia position and now he's buying every Bitcoin mining company in America. But not because of Bitcoin...
Because they already have the two things every AI company is desperate for:
- Power grid access
- Permits that take years to get
It's like buying a bar that already has a liquor license instead of waiting 3 years for one
These companies are already pivoting from crypto to AI hosting. He's buying them before the market prices it in.
The smartest trade in AI right now is not about the chips, it's all about how you get them powered
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500k followers giveaway pt 1!
My golf bag plus some @Titleist goodies
Comment, like, repost to enter. Must be a follower
Clubs not included unfortunately*
Still need those for my day job
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