Jon Hartman
1K posts
Jon Hartman
@JonHartman14
Managing Partner, HBCM. Ex-Oppenheimer Funds Global Equities.
United States Katılım Aralık 2015
681 Takip Edilen491 Takipçiler
Jon Hartman retweetledi
@sama You should stop going on podcasts and pontificating about economics. It is not helping.
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chatgpt has gotten soooo much better with the latest update.
really proud of the team for this one.
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@AdviserCounsel Crazy things happen when 85-90% of shares are locked-up.
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Can someone explain to me how shares are priced at $185 in an IPO and immediately trade at $350? Yes, this is a Cerebras tweet.
Also, IPOs are back???!!!
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@viggy_krishnan @TheLAPurchaser Ten years ago A&G was 60% of business. It is now <40%. Most recent Q was +20% / -13% clinical / A&G. A&G will be <25% of consumables biz in a few years. Overall growth rate will slowly converge to clinical growth rate as mix continues to change.
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Alright anyone own $ILMN on the CEO in Beijing trade? What’re you hoping for?
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I find myself repeating "Don't cut the flowers to water the weeds." Easier said than done.
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@viggy_krishnan @LongVollllll Medtech slowly comping its elective procedure backlog has been painful. Amazing the multiple has compressed by 10pts for a 2% revenue deceleration.
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The non-biotech healthcare move over the past year is way worse then GLP-1 in 23 because I don't even know what ghost I'm fighting
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@RagingVentures Going to be lots of strategic double ordering as companies fear not getting adequate allocation of incremental wafer starts.
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I don’t see how hyperscalers could ramp data center capex a further 40% next year without significantly crowding out the rest of the economy/market
Further, the spending becomes counterproductive at some point, given the shortages that are driving up prices in many areas
Raging Capital Ventures@RagingVentures
Sees +40% growth in FY27 capex…
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@ErnestWongBWM Tough to pay >2x market multiple (not anymore) for a company making a material tech transition that could threaten what made the brand so impenetrable.
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Demand for an EV Ferrari aside, Ferrari registered for the upcoming Luce "60 patents from electric engines to inverters, vehicle dynamics, battery integration, steering wheel, glass windows, and wipers"
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@GavinSBaker Hugh Johnston.
Beat earnings 54 of 55 quarters at Pepsi.
Pushed out his retirement to financially restore Disney. FCF is up 10x from 2022 (record FCF in 2025), reinstated dividend and buyback. Stock performance notwithstanding, he has done an excellent job fixing Disney.
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Sarah is a Hall of Fame CFO.
Right up there with Colette Kress, David Zinsner and Amy Hood.
Susan Li might join the club, early but off to an epic start.
Who am I missing? This was off the cuff.
wsj.com/business/opena…
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I said it on @CNBC @SquawkStreet and I'll say it here: @Anthropic is making history in real time. I've had a front row seat to every major platform shift in software. Each one felt big at the time. Looking back, they were all a warm-up
Squawk on the Street@SquawkStreet
Here’s why investor @bdeeter thinks Anthropic's reported $900 billion valuation is its “cheapest point ever” to enter cnbc.com/video/2026/05/…
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@viggy_krishnan @evrgn11112231 Not necessarily. They have 1.5-2GW which is the result of 2025 planning decisions. I dont think they planned for remotely close to 45bn last year. Ofc if they are doing 500bn of revs all bets are off, margins will be high. I'd be shocked if non-adjusted GMs are >50% LT.
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Hey guys did you know the labs have 70% inference gross margins??
Evergreen@evrgn11112231
Does anyone know the answer to this? Is there any actual downstream net cash generation from cloud GPUs today (not in the future, now)?
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