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MidCurveCapital
3K posts
MidCurveCapital
@midwit_capital
Forward Deployed Shitposter / Just midcurving / I own 0.1% of Personalis / Capital markets are lagging indicators of innovation
Bell Curve - Dead Center 가입일 Kasım 2022
1.5K 팔로잉2.2K 팔로워
Thanks for the insight Nicolas Dular / @PhilippSpiess! podcasts.apple.com/us/podcast/008…
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GitHub acknowledges that resolving outages requires “deep architectural work.” $GTLB advantage lies in its inherently distributed model as most customers run the service on-prem. They don't run in the same scaling challenges.
ThePrimeagen@ThePrimeagen
IT WAS FORETOLD, BUT IT IS NOW REALITY, GITHUB HAS ACHIEVED 2 9's OF RELIABILITY!!!
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@keisan_15 I'm looking at precision parts and micro electronics manufacturing that are going into drones and robots. China just hardware mogging the rest of the world in said sectors and it will become increasingly hard to justify reliance on a fully Chinese supply chain.
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@midwit_capital There's a lot of other things this same thesis can be applied that haven't happened yet, but will.
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$TSLA sought to buy $2.9B of solar manufacturing equipment from China. Bullish solar if you ask me. $TE has a head start in ramping domestic production albeit on a smaller scale.
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@thomasrice_au @haugejostein I visited China last November and it turned me into a solar maxi:
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Many Westerners are hyping up China these days.
And you know what? It's entirely deserved.
Go to China and see for yourself. The scale and quality of the trains, the roads, the EVs — and, simply put, the “modernity” — are staggering.
Sure, you'll come across old buildings, pollution, and things that don't work.
But the pace and scale of transformation this massive country has gone through is breathtaking.
The hype is not exaggerated.
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Relevant in light of yesterdays headlines: reuters.com/legal/litigati…
MidCurveCapital@midwit_capital
Oil has the Strait of Hormuz. Solar has China’s manufacturing monopoly. Only US-made cells / modules deliver real independence. $TE
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"There′s a lesson I have learnt. If you play with fire, you will get burnt." - Babyshambles $IGV
MidCurveCapital@midwit_capital
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Nobody owns software. In fact, everyone is short software, driven by a half-baked narrative and reinforced by negative momentum. Now, with early green shoots emerging (see $GOOG x $GTLB) high short interests (17M shares for $GTLB), active buybacks ($400M for $GTLB) and the unwind of the misguided “AI will kill all SaaS” nonsense, the setup is in place for a sharp reversal in our SaaS bags.
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Narrative violation
Compound248 💰@compound248
Jensen makes a Strong Bull Pitch for Enterprise SaaS “Software companies today are tool-makers… “I actually see the OPPOSITE of what most people see: “I think the number of agents are going to grow exponentially. The number of tools users are going to grow exponentially. And it’s very likely that the number of instances of all these tools are going to skyrocket.” HT: @dwarkesh_sp
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Potential solar equipment curb from China is mildly concerning as $TE manufacturing equipment supplier is LAPLACE from China. I guess we will find out if contracted agreements will still be honored and / or Trina can still influence things on the Chinese side. On the other hand, they do see the same charts and likely come to the same conclusions.
MidCurveCapital@midwit_capital
I’m a simple man. I see China adding 240 GW of solar capacity while the U.S. adds just 33 GW in 2025, and as I watch investment bank analysts foaming at the mouth about an impending energy crunch in America, I immediately stop thinking and start buying $TE at an $800M market cap.
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@hiteshkar Slightly concerning as TE manufacturing equipment supplier is LAPLACE Renewable Energy (China). I guess we will find out if contracted agreements will still be honored and / or Trina can still influence things on the Chinese side.
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@keisan_15 This would result in performance optimization not being optional but essential. In certain situations SaaS would benefit enormously as we move from brute forcing everything with raw LLM power to carefully optimized SaaS workflows:
x.com/midwit_capital…
MidCurveCapital@midwit_capital
$GTLB DAP + GKG provides better results than DAP alone while consuming significantly less tokens. What's interesting: DAP is charged by request, not token consumption. So while delivering a better product, token efficiencies can accrue to GitLab's margin.
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"I think tool use will cause these software companies to skyrocket." - Papa Jensen
$IGV / $GTLB
Compound248 💰@compound248
Jensen makes a Strong Bull Pitch for Enterprise SaaS “Software companies today are tool-makers… “I actually see the OPPOSITE of what most people see: “I think the number of agents are going to grow exponentially. The number of tools users are going to grow exponentially. And it’s very likely that the number of instances of all these tools are going to skyrocket.” HT: @dwarkesh_sp
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$CIEN has returned a few 100% since this tweet btw. You really don't need a brain to be good at this thing.
MidCurveCapital@midwit_capital
@AlphaTrader00 Also $CIEN will be a very likely receiver of lots of AI CapEx Dollars as Datacenters are begin build in bumfuck nowhere.
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