GoodnightCaps

“Give them a massive amount of oil, agricultural land, copper, freshwater, and every natural resource in the world. Now make them neighbors with the biggest market in the world. Great, now have them leave the resources in the ground and instead flip condos to each other”.

@MainzOnX What's the investment angle other than Cerebras?

I don’t think people realize how many accelerators crush nvidia performance. Iykyk

@JonahLupton @AltcoinOverlord @ZaStocks Do you participate in these or wait?

@AltcoinOverlord @ZaStocks Well, I think it opens 30-50% higher but it could certainly double the first day. Look what happened with $CRWV $FIG and $CRCL last year… and that wasn’t even a great market… now we have semis ripping every day… perhaps market for this IPO.

$CBRS IPO comes next week. Remember that $CRWV went public last year in the midst of a down market and went up 3x. Cerebras is GAAP profitable, growing revenue nearly 80%, and debuting in one of the hottest markets in history with a big OpenAI + Amazon deal. It could get wild.

@Mr_Derivatives $SHOP

Been awhile since I’ve done this. But it’s time again for… Stock chart requests time!! I’ll do the ~5 most upvoted. Go!

@Nietschecapital I'm so confused by your bio picture.

@chigrl @cmcdavid97

@ChrisBower_2022 @JonahLupton But this company is transporting organs worth 100x that of a passenger ticket.

@JonahLupton Lol, more and more an aviation company... Problem is: aviation companies are capital heavy and have different multiples compared to MedTec. Many people think aviation is uninvestable overall....

Great news from $TMDX this morning… making a strategic investment into a German-based aviation company so they can replicate their US-based NOP network (logistics / procurement) investors.transmedics.com/news-releases/… $TMDX clearly wants to scale in Europe and this move gives them a foundational piece in this strategy.

@rockcreekfreak @NuggetCapital @RazorOil

@NuggetCapital is this just your view or the view of your entire Camp? @RazorOil

Totally my view as well. Lots of hurting Arab states. Capex flooding Venezuela Canada sands ramping US shale D&C now sold out into Q2 Probably a global recession.

@Mr_Derivatives .......yet.

Top 10 $SPX components YTD: Surprised $MU not up there. Didn’t even crack the Top 20…

@CaptByzantine @JonahLupton Amazon has offered to give free $500 gift cards to Iranians if they open Harmuz.

@JonahLupton What was the news?

Amazon (ie $AMZN) current market cap is $2.7 trillion. After the news tonight with Anthropic, it's possible that AWS (by itself) is worth at least $2 trillion and maybe the full $2.7 trillion in which case you get the rest of $AMZN for free. NFA. DYOR. **We own $AMZN at @FirstWaveFund

The trillion dollar mistake.

@VanceBaggers @robert_ivanhoe Not sure except the coincidence bucket is starting become statistically improbable.

@GoodnightCaps @robert_ivanhoe Exactly what ive noticed. Deliberate sabotage? Environmental terrorism? Or just good ol fashioned coincidence?

MAJOR DISASTER: fire at Australia’s Viva Geelong oil refinery, one of the country’s last two remaining facilities. Explosions, 60-metre flames, and the blaze still out of control hours later. In an era of surging energy demand and tightening conventional fuel supplies, this is a stark reminder of infrastructure vulnerability. Everything affects everything, everywhere, all the time. youtu.be/aG8-krc7POE?si…

@InvestInOnG @JamesHMackay Big Mike?

@JamesHMackay Think bigger.

@VanIsleInvestor TBF if your conclusion is that 5i is basically a newsletter, your reading and comprehension skills are basically 0.

Thank you for the clarification. If this is a philosophy, suggest you talk to this on the opening statement. So you provide paid research on Canadian companies but own American and Global stocks... I would further add that your company provides research services and does not invest on behalf of clients which I learned today. Basically an Online Newsletter This should also be disclosed to @BNNBloomberg viewers.

@VanIsleInvestor 5i alerted me to $nbis last year and 300% ago, so a very happy customer here. A 3 second look at their web page would have answered all your questions.

@sarathmandava99 @JonahLupton @babyfolio @SKhynix Open a IBKR account. I could buy it. $HY9H symbol.

@JonahLupton @babyfolio @SKhynix Which platform allows you to buy skhynix? Not available on fidelity

SK Hynix (@SKhynix) currently has an enterprise value around $486 billion… over the next three years I believe there’s a 60-70% chance they generate more than $486 billion of net income. With the stock trading at less than 3.5x NTM EPS (based on my estimates) and perhaps as low as 3.0x NTM EPS… SK Hynix is still one of the cheapest, most undervalued companies on the planet. SK Hynix is priced like memory is cyclical and this is the peak… but what if this time is different? imo, once SK Hynix launches their ADR and begins to lock-in LTAs which will provide investors will some visibility for the next 3-5 years… I believe there’s a good chance we see these P/E multiples re-rate 50-100% higher. NFA. DYOR. **We own SK Hynix at @FirstWaveFund (top 6 position) and might be adding or trimming today or any other day.

@rubicon59 They just bought an optical company.🤪

After +20% in the past two days, $CRDO is +8% AH. All the “copper is dead” crapers have gone silent.

Smart move $crdo