Goldman Fachs retweetledi
Yep wait till their data center build out 🔥🔥🔥 heavy capex
Oguz Erkan@oguzerkan
$META trading at 18x forward earnings while growing +20% YoY… What’s the bear thesis here? Really?
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Goldman Fachs
1.4K posts
Goldman Fachs
@GoldmanFachs
Leveraged buyout guy | Flat Iron foot soldier | are the kids alright?
Manhattan, NY Katılım Aralık 2024
145 Takip Edilen263 Takipçiler
Rest now brother. We have the watch. We’ll see you in Valhalla
The Long View@HayekAndKeynes
Benn Eifert’s QVR is winding down after a painful YTD drawdown
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@sagharborcap You send a text about everything but gospel #takingnotes
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I am definitely the only person wearing a linen suit at Gospel right now
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Goldman Fachs retweetledi
Dwarkesh is about 1SD in IQ above Jensen
hinata@HinataMotivates
Jensen Huang gets into a heated argument over selling chips to China.
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@Vinny_Daniel0 Doesn’t matter unfortunately because he’ll spend it on nada
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It brings me great pain to say this is a good idea and fair.
Acyn@Acyn
Mamdani: When I ran for mayor, I said I was going to tax the rich Well, today we're taxing the rich...
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here is the @ericswalwell video. my source says it was taken in his home and the woman is a sex worker. @RepSwalwell
Martin Shkreli@MartinShkreli
i need to speak to someone from the @ericswalwell campaign. ive received a video of him being intimate with a woman who does not appear to be his wife and would like a comment before posting.
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In person case studies should be banned. What do you mean I have to go into your office and take 5 hours out my work day so I can complete some shitty model and ultimately not get the job. Also why ask how I use AI on a daily basis if I can’t even use it for this.
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@Noahpinion How can you be on the mark on so many of these geopolitical + societal topics (including the entire Pro P movement!) and then turn around and absolutely whiff on this
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For what it's worth, I think America should cancel its alliance with Israel, which is obviously a bad and unhelpful ally. But unlike leftists and rightists, I don't actually think canceling it will fix any of our fundamental problems, or help people in Gaza.
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@chamath This just gave me the confidence to all in equities
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don't worry. we are moving up and to the left. the days of 3-5% equity yields don't make sense sense if AGI is real. it isn't the safe harbor you think it is...
Patient Investor@patientinvestor
Howard Marks: "When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE!"
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@WillManidis You misplaced a decimal there… the 20 would be on value achieved in excess of 852. Still gross but not quiiiiiite as gross
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@shortbus_ace Think u have more nuance than this take - Jared almost worth his weight in gold given the AA alone. productive ally of ours which ik you appreciate
Infinitely worse offenders are Lutnick, Bondi, and Kash, who are effectively useless and only line pockets. Lutnick especially
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you don’t hate Jared Kushner and the corruption in this admin enough
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I know you think you are smart, but everyone knew you were a foreign asset and you were used as a counter-intelligence asset (as I described in my article on the war, Tucker was the Iranian spy). You got used as a counter-intel asset to convince them nothing was happening.
You got used to kill the Iranian leadership. You personally were one of the key reasons they believed nothing was happening. Which gave them the confidence to convene a meeting with their entire high command. You did your job well, being a traitor.
Imagine thinking that you'd get a prime time slot with the president on the eve of a war, after repeatedly humiliating him and him calling you a retard multiple times publicly. You are as arrogant as you are stupid.
But now your usefulness has ended, and its time to go. Good luck my guy, you are going to need it. Thanks for helping us kill all your friends tho, you did great work.
Tucker Carlson@TuckerCarlson
When you discover the CIA has been reading your texts in order to frame you for a crime.
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One of Musk's DOGE bros explains how he flagged "DEI" grants for termination
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@justindross I mean we’re talking about Amjad here… not exactly a mensch in any dimension
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Wait... has nobody told anyone in Silicon Valley about Jared Leto?
This is just some of what's been publicly accused:
theguardian.com/film/2025/jun/…
Amjad Masad@amasad
We’ve raised $400M at a $9B valuation. Investors include Georgian, G Squared, Prysm, 1789, YC, Coatue, a16z, Craft, and QIA, with strategic investments from Accenture, Databricks, Okta, and Tether. We’re also lucky to have incredible individuals backing us, including Shaq and Jared Leto. This funding will help us scale our ambition and expand beyond coding into AI systems that center human creativity. Replit is now used at 85% of the Fortune 500. We have an opportunity to help shape the future of work. One where AI abstracts away the boring parts and humans shine as creative directors. We’re also investing more globally, particularly in Europe, Asia, and the Middle East. Innovation can come from anywhere in the world, and we want to help unlock it.
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