Once_a_waiter
248 posts

Once_a_waiter
@Once_A_Waiter
L/S cyclicals. Single manager
Katılım Ocak 2024
140 Takip Edilen171 Takipçiler

@FreightAlley Sorry but isn’t the bigger risk here that shippers can utilize agents to reduce the mark-up paid to brokers? It’s not just the risk from smaller brokers implementing the tools
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I’m willing to bet the next 25 years won’t result in another 10 bagger for the indices.
Eddy Elfenbein@EddyElfenbein
Since the low in March 2009, the S&P 500 Total Return index has increased by 10-fold.
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@PythiaR Complete click bait. CEO said yday it’s not even applicable to 1% of their business
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Saying $TDG should be target #1 is ridiculous when you consider their defense business does low single digit billions a year in revenue vs $LMT at 50x that.
If you ACTUALLY wanted to go after waste and fraud, you’d go after the BIG things first, not the little things.
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@StockMarketNerd If NVDA is trading at 70x what forward earnings actually are (ie a massive negative revision coming) it’s going to blow up the entire market…that outcome wouldn’t surprise you? Is that a serious comment
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$NVDA trades for 40x forward earnings estimates.
You could tell me it currently trades for 70x what those forward earnings will actually be
You could tell me it currently trades for 20x what those forward earnings will actually be.
Neither of those outcomes would be at all surprising.
Its lead in high performance GPUs is both large & durable. That's all obvious.
How long crazy demand for these high performance GPUs lasts... & how long excess demand will drive absurd pricing power...
Those are the two important questions. Both with answers that aren't at all obvious.
I will leave the conclusion drawing to you.

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@PythiaR Excl. mag 7, the S&P is at 20x earnings. Not sure I’d frame it as that cheap right now
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@Biohazard3737 There are definitely some concerning signs here. Inventory accelerating and mortgage apps back to lows. If I remember Econ 101 correctly…that is no bueno for home prices
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@JesseJenkins I’m sorry which tax credit do you think is keeping them all open? Considering they were all open before the IRA
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Just FYI for all the nuclear supporters out there, here's what the Inflation Reduction Act and Infrastructure Law provide for the nuclear industry:
-A tax credit that is keeping every single existing reactor in the country open
-A grant program that is helping restart some of the handful recently closed (Palisades, TMI) and preventing closure of Diablo Canyon
-$2.5 billion in demonstration funding for advanced reactors
-$700 million to build HALEU fuel production capacity in the USA
-$40 billion in loan guarantee authority at LPO to underwrite financing for new nuclear plants and their supply chain
-A tax credit of 30-50% of capital cost of ALL new reactors
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@jbmp51 @firstadopter They are going to have to fall inline. They are appointed ppl…not elected
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@RadnorCapital There are no near term worries though! It’s more about 26/27 from here imo. But I think that’s actually the reason they get all this solved. Hyperscalers not going to sit on depreciating chips…
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@Once_A_Waiter definitely needs to be solved but not a near term worry for Nvidia
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Where are all these chips going to go if we can’t sign nukes $nvda $ceg $tln $amzn @RadnorCapital
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@Ben_Inskeep Would you be willing to talk about this over email
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Last night, FERC issued an order denying an arrangement that would have let an Amazon data center avoid paying any transmission costs by co-locating at a nuke plant, which would have shifted an estimated $140 million/year in costs onto other customers. elibrary.ferc.gov/eLibrary/filel…

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@rev_cap Where they going to get all this power if FERC rejecting colo deals
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