Jerry Capital

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Jerry Capital

Jerry Capital

@JerryCap

Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda

Katılım Ağustos 2015
629 Takip Edilen57K Takipçiler
Jerry Capital
Jerry Capital@JerryCap·
"So what could Jassy mean when he speaks of partnering with third-party agents? I make the point in that article that an investment in OpenAI...could lead to product integrations that utilize ChatGPT as an Amazon discovery surface, potentially even through Amazon ads" $AMZN mobiledevmemo.com/amazon-rufus-a…
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L@zeroxpectation·
@JerryCap What happened to your AI? LOL
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Jerry Capital
Jerry Capital@JerryCap·
Can someone good a math and calculating shares outstanding tell me if $TOI is cheaper than $CSU yet?
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Jerry Capital
Jerry Capital@JerryCap·
$AMZN at $200 vs $275
Jerry Capital tweet media
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Jerry Capital
Jerry Capital@JerryCap·
Legendary run by $AMZN
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Karst
Karst@KarstResearch·
What is your favorite stock/theme in emerging markets?
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Ashish Datta
Ashish Datta@adatta02·
@JerryCap What a world where an institutionalist central banker ends up being the one who stands up to the bully
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Jerry Capital
Jerry Capital@JerryCap·
"Powell stated he had "no choice" but to stay and protect the institution's independence, which he feels is under attack... His decision to stay on as a governor-a move not made by an outgoing chair since 1948-is aimed at keeping a watchful eye on these matters." 🦇 🦇 🦇
GIF
Conor Sen@conorsen

Good piece from @NickTimiraos on Powell’s decision to stay: wsj.com/economy/centra…

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Jerry Capital retweetledi
Kanye East
Kanye East@FuckedUpYogis·
Hi Claudia. Richard Dawkins here again. Here is a debate I had with a religious whacko in the 90s. Give me an honest review of all the ways in which I destroyed his flimsy arguments with my flawless logic. Ideally in Scarlett Johansson’s voice.
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Jerry Capital
Jerry Capital@JerryCap·
@evrgn11112231 @RyeNotBerben @CousinGraig @_inpractise Ya that's exactly what's happening. What's funny is now is the exact wrong time to be thinking that (vs say 12 months ago when they both traded at the same valuations). Now you aren't being paid for that *insight* even (regardless of if you think it's correct insight)
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Evergreen
Evergreen@evrgn11112231·
@JerryCap @RyeNotBerben @CousinGraig @_inpractise It’s also easy to understand selling ai infra and they can wharehouse intellectually the downstream messy questions that I try to force conversations on here about (about lab returns and sustainability of industry economics and does any of this make any sense).
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Jerry Capital
Jerry Capital@JerryCap·
"Al is their iPhone moment bc they are going to be able to uniquely catalyze and create the next wave in a way no one else can" $META
Evergreen@evrgn11112231

The analogue to apple is actually really useful in this regard bc it helps reframe what the company is. Apple was a consumer hardware + ecosystem + opt in vibe company. That carried them across platforms, and whether or not mac was growing (or later ipod) was never the point. They were just going to be there with the new thing. Meta is the same, but a consumer / SMB application layer company + social graph + subconscious pull company. People like Meta products as much as they like Apple ones, they just don't internalize it. And like Apple, FB is the mac here, and Meta will be there at the next new thing. And AI is their iPhone moment bc they are going to be able to uniquely catalyze and create the next wave in a way no one else can imo.

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Keşfet

@zeroxpectation @BondKingJanusH1 @KarstResearch @aresearchguy @adatta02 @elonmusk @BarackObama @taylorswift13