Be The Guy On TheLeft, CVA

Ok… but what is the EV/Vibes??

@Merridew__ its "actually going to get acquired" at least once a quarter these past 2 years

@based16z yeah look at $NRDS prob a perfect name for that theme... $RKT prob interesting here if you think rates are peaking

@based16z rocket money is not a meaningful % of rev or profit

Pain trade = yields up more

“Create an incredible show based on Roman history. The best one ever. Call it “Rome.” Give it an epic cast of talented actors giving unforgettable performances. Ok, now abruptly end it after two seasons.”

@yieldsearcher it seems to be that everything else is in shambles... but even if AI is real so you cant afford to miss out on it

I have been forced to dance along this music with one eye looking at the emergency exit sign. But man, this music is looong, and my legs are starting to cramp.

@partners_road "do you like accounting numbers or do you like to make money"

CEO at the MoffattNathanson Conference today explaining why the math doesn’t work for neoclouds. Explained both the supply & demand sides In excruciating detail. On same panel was a guy from $CRWV who was scrambling to follow the math. I’m told it was quite funny.

@ContrarianCurse Who cares... if AI go up $CRWV go up too

Neos essentially go short compute at the blended contract price Does that sound like a good idea?

@orrdavid where does your AI system get estimates from

It used to take 6+ hours to review earnings for a few dozen companies on a peak earnings season day. My AI system cuts that in half, and I feel less drowned in info I don't care about.

@ClarkSquareCap great feature. would it be possible to be able to select multiple filters say 300m-2b and 2b-10b

@EmperorChud_ Yes, sir! Added!

I am testing out a new feature for The Special Sits Digest. A live feed of special situations (spin-offs, M&A, divestitures) in the US. Take a look, and tell me what you think. Would love some feedback. Thank you!

This is probably the only 2 people where it wouldn’t make more money

@goodalexander CPI was all energy basically

does anyone actually think inflation is 4% The Gasoline ETF is up 103% year on year

@johnarnold revenge of the new economy

Exxon was the most valuable public company in the world in 2013. Today, even after a big run-up this year, it's 19th.

@taobanker Long softbank instead of $MSFT

the actual most alpha trade in the world is long $msft short $zm on one leg of the trade you are long $msft and openai, good companies on the other leg you are short $zm and anthropic, dogshit companies it really doesn't get any more straightforward than this

@ClarkSquareCap possible to do market cap filter?

@ClarkSquareCap very good

@yieldsearcher totally agree... but IMO war has to definitively end so fed sees a pathway to energy falling

Fully respect the rates market’s reaction. But when I see: - Durable goods like household and cars deflating the past two months - Core goods flat with tariffs starting to lap - Shelter artificially inflated at +3.3% YoY - Healthcare services, a long term anchor to supercore, coming in flat the past two months - Energy, food, and energy-linked services (airfare) comprising 70%+ of headline inflation - Wage < Headline CPI I see ample rooms for demand destruction on the horizon. Consumer land is screaming for it.

@blondesnmoney its just proteinslop... people are into it when they first get into fitness journey and proteinmaxx, but as you progress you realize its gross and unnecessary and you just need to eat actual food.

@P_Remarks but cloud growth and margin surprised by 30 bps!

@CardBreakCalc @TMTLongShort And one child policy

@TMTLongShort True…that’ll do it too.

I did not know this was a thing