Pythia Cap: Partially Conductive
80.4K posts
Pythia Cap: Partially Conductive
@PythiaR
Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Des Moines, Iowa 가입일 Haziran 2019
974 팔로잉68.3K 팔로워
$BSX small long. Multiple sets you up to a much better r/r at 20x/18x ‘26/‘27 eps. CHAMPION probability of success is high — trial is overpowered. I’m not sure of the follow through b/c EP/Watchman #s don’t look great in Q1, and there will be (a decent amt?) of share normalization in EP (PFA) over the next 12-24mths. But most people are on the sidelines after being burned (myself included) by mgmt. And the R/R sets up well -10% by 30%. I think it’s an ok idea.
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Pythia Cap: Partially Conductive 리트윗함
Pythia Cap: Partially Conductive 리트윗함
Hard pivot to become Anthropic
First Squawk@FirstSquawk
OPENAI TO MERGE CHATGPT, CODEX APP & BROWSER INTO DESKTOP SUPERAPP TO STREAMLINE RESOURCES & USER EXPERIENCE - WSJ
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And Market barely moved lol x.com/zerohedge/stat…
zerohedge@zerohedge
There's the flush: "LOs net sold -$9.6bn across our floor today and ran a 50% sell skew (most of this within LT/PT channels). That is the largest day of net selling in our data set's history going back to 2022 and a 5 sigma event." - GS
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@ChargedUniverse If you think what Tesla has done is anything less than bullshitting investors for a decade…
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$TSLA is a commoditized company trading at 200x earnings.
Rivian@Rivian
A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber
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@ContrarianCurse 3% of GDP for shrimp and hurricanes
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@PythiaR All we got out of that stupid purchase was gumbo
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@satyanadella Cool. When can I have copilot update stuff in excel thanks.
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Great to see our new image model from our Superintelligence team rolling out in Copilot and coming soon to Foundry for enterprise customers.
Mustafa Suleyman@mustafasuleyman
Our new image generator MAI-Image-2 is out! Available now on MAI Playground for everything from lifelike realism to detailed infographics. Our team has been pushing immensely hard for this release, and we are now among the top models out there: #3 family on @arena. Check out the details in our blog: microsoft.ai/news/introduci… It's shipping soon in Copilot and Bing Image Creator, as well as Microsoft Foundry. Really proud of our progress on models and products - stay tuned for new releases and come join us on our Superintelligence mission!
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@ChargedUniverse Really cuz I think Tesla stock is doing that for me just fine. Underperforming the Qs with more vol. well done.
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Bezos doing what $DHR should be doing
The Kobeissi Letter@KobeissiLetter
BREAKING: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them, per WSJ.
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Pythia Cap: Partially Conductive 리트윗함
GOOGLE BEGINS TESTING GEMINI MAC APP TO RIVAL CHATGPT & CLAUDE, ROLLS OUT IN CONSUMER BETA
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@matteo_febreeze It was buying a zero coupon bond at 100 hoping rates would drop and it’d go to 110 lol.
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@PythiaR metaphorically, it was like buying bonds trading at 100 w like a 5% coupon, hoping they trade to 120 or something.. eventually the only upside became appreciation but the property was cash flow neutral, and now cash flow negative..
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I remember being told ad nauseum by friends & acquaintances in 2021 that it was impossible to lose money on real estate in Canada.
I wish I were joking but that is verbatim the language that was used & I still hear it from time to time. Generational reset in attitudes required.
The Globe and Mail@globeandmail
Canada inches closer to a lost decade for house prices after factoring in inflation theglobeandmail.com/business/artic…
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@BeenThereCap Lot of stuff is underwater or flat. So unrealized losses anyways esp. in opportunity cost terms.
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@PythiaR It sounds like they . . . haven't lost money?
(Haven't lost money *yet.* I'm with you on the fundamentals.)
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At 1/2 the gross margin profile lol
Bourbon Capital@BourbonCap
Jensen Huang $NVDA: The software industry in the future will be much larger than the software industry of today
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@lvgtoft Nibbling, I’m trying to not go crazy with the falling knives at the moment haha.
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@lvgtoft It’s really just a joy all the time. Wild it’s gone from +50% YTD to down because mgmt pushed out something by 6 months lol
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