Laputa

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Laputa

Laputa

@fcfyplusg

the patsy

🇺🇸 가입일 Ağustos 2016
766 팔로잉374 팔로워
scarsdale stevie
scarsdale stevie@slapshotcapital·
LOTR heads I need ideal first time viewing setups.
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Laputa
Laputa@fcfyplusg·
I’m also a demented value guy fwiw… I just don’t think this situation is as complicated or overblown as people are making it out to be. More nervousness than excitement
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Laputa
Laputa@fcfyplusg·
Memory eps estimates are still going up. The driving fundamentals are very likely to continue accelerating. The stocks have not rerated. What are people even debating? That the stocks are up? Sometimes people are too online/connected & do mental gymnastics to avoid making money
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Laputa
Laputa@fcfyplusg·
1 yes this includes bsing 2 yes he’s already involved in some politics
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Laputa
Laputa@fcfyplusg·
Gerstner is such a good interviewer, wouldn’t be surprised if he went into politics at some point lol
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Laputa
Laputa@fcfyplusg·
Same thing w markets- everyone has a lot of opinions until you ask what they own and what their performance has been
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Laputa
Laputa@fcfyplusg·
If you are in finance you should be used to this degenerate behavior, so there’s really no excuses not to partake unless you don’t really believe what you are arguing about
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Laputa
Laputa@fcfyplusg·
Unequivocally the fastest way to end an argument is to just say okay let’s put $100 or $1k on it and check back in a year. 90% of people aren’t that convicted, realize it, and divert the convo. Have saved so much energy doing this
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Laputa
Laputa@fcfyplusg·
Laputa tweet media
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Laputa
Laputa@fcfyplusg·
Wonder where Chris Hohn is allocating that 10% msft sale 🤔
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Laputa
Laputa@fcfyplusg·
🙏 🙏 🙏
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Laputa
Laputa@fcfyplusg·
Also on memory stocks- ppl always want to talk about valuation and whether they’re “still cyclicals” 😂 who cares lmao The only question that matters in the slightest: is news flow around 1-2yr forward demand/supply going to get incrementally tighter or looser in the next year?
Laputa@fcfyplusg

When stuff accelerates and goes up a lot it is hard to just sit still. People want to know when to sell, what’s next, when does it collapse. Bottleneck semi monopolies and oligopolies still have the best long-term thematic setup and it’s not even close imo

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Laputa
Laputa@fcfyplusg·
It is odd that LTH is just now going vertical after sitting around for a year. What changed this earnings vs the last few quarters? Investors are funny
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Laputa
Laputa@fcfyplusg·
When stuff accelerates and goes up a lot it is hard to just sit still. People want to know when to sell, what’s next, when does it collapse. Bottleneck semi monopolies and oligopolies still have the best long-term thematic setup and it’s not even close imo
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Laputa
Laputa@fcfyplusg·
This is the only chart that matters
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Laputa
Laputa@fcfyplusg·
The NBA took the time to create an offensive flopping rule and they don’t use it at all. They can simply utilize it- If people flop 2x in a game, ban them from the next game. This is such a simple problem and simple solution. No wonder everyone is going insane from watching this
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