ComebackCap

@compoundpapi @MotivacionesF Love this for us

😳 Luego de que se anunciara la separación de Leandro Trossard de su esposa, desde Inglaterra 🏴󠁧󠁢󠁥󠁮󠁧󠁿 han reportado que al futbolista se lo vio en una discoteca con Anne Hathaway. Trossard, para celebrar la victoria del West Ham, fue a un club nocturno y fue observado a la salida con Anne Hathaway. Hathaway, hace unos años, mencionó que su futbolista favorito era Trossard, incluso, había imitado su celebración de gol. ¡VAYA GOLAZO! 😮‍💨

@realhankMC @Gebo___ This is so stupid lmfao

@Gebo___ That’s why you don’t hear about it. Because golf courses use water from reservoir ponds and wells. That’s the answer your question.

Why don't we talk about the water consumption of an 18-hole golf course in the same way we do data centers?

@compoundpapi Unfortunately I am all too familiar.

@fmcbill OH. Good one.

@ComebackCap play on words, sorry.

I always forget there is a Rolex and Hermes next to NYSE which is a perfect encapsulation of our economy.

@compoundpapi They got killed by AI. Full stop. See ya later. $ACN and others will hurt too.

I think he might be making a mistake

@wolfejosh You are literally 5’5 stop posting these people won’t take you seriously

Hosting Yossi Cohen, ex head of Mossad 🇺🇸🇮🇱 at Lux

@fmcbill not sure what you mean

@ComebackCap a bit broad

@lfg_cap @xai @AnthropicAI @grok $crwv

@xai is earning like ~17% unlevered IRR on its baremetal DC lease to @AnthropicAI. This is assuming 0 for residual value and more importantly 0 value from @grok training that was achieved on that DC pre lease. This is kinda wild & why hyperscalers are mispriced.

@wolfejosh Woah, you are very short!!

Was fortunate to count Stan Druckenmiller as one of Lux's first fund investors/LPs. Forever grateful. With Stan + the brilliant visionary Sender Cohen...

@JasonGreenwal12 @JRogrow What do ya rate in New England as an alternative

@JRogrow Hamptons= overrated . Restaurants aren’t as good NYC. Hedges so high you can’t see the houses. And, I’m too poor to know anyone at the CC’s to play golf there.

Summer plans?

@JasonGreenwal12 Congratulations, hbd!!!

First sober birthday in 22 years. B”H

@CapitalJurassic @BrassTacksCap Pet is just weak in general

$ZTS looks pretty damn cheap here, massive discount to peers, $ZTS has the best scale, network, & R&D, about 50% larger than Merck AH, and over 2x the size of levered $ELAN

@lexbutsortaevil you cant just be on my tl like this

ok 1 more in this top haha heyy

@svocktigon Buy the index, not worth it

I am down 2% YTD but feel like portfolio is good, some serious winners (tpl, crwv) and hidout losers (discretionary, rh/tsco are big longs, I own hermes and adyen too) AMA

@Larryjamieson_ Heres some names: tost, tsco, net, maybe even a broken compounder like pool

@Larryjamieson_ I’m underperforming dont ask me! I think consumer comes out of 26 looking strong. I also have no real semi exposure and think they come back a bit in the next few months.

@tangentstyle Fuckin weirdo is what he is

@lexbutsortaevil Super weird thing for anyone to say

imagine being ugly & racist, yikes