Once_a_waiter

248 posts

Once_a_waiter banner
Once_a_waiter

Once_a_waiter

@Once_A_Waiter

L/S cyclicals. Single manager

Katılım Ocak 2024
140 Takip Edilen171 Takipçiler
Sp3cul8r
Sp3cul8r@sp3cul8r·
I won't tweet about Bloom Energy $BE today. But did you know Gerstner (Altimeter Capital) and Druckenmiller now own? :) Sorry, had to
English
3
0
14
1.5K
Admiral Waterworld
Admiral Waterworld@WaterworldCapi1·
People who draw conclusions on how a stock will perform based on how it trades AHs, for a day, or even for a week or a month should be people you mute on here and/or don't listen to IRL. Draw your own conclusions on what you think a stock should do based on the business and value
English
14
0
84
3.3K
Once_a_waiter
Once_a_waiter@Once_A_Waiter·
@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
English
0
0
0
12
Craig Fuller 🛩🚛🚂⚓️
Craig Fuller 🛩🚛🚂⚓️@FreightAlley·
AI isn’t going to replace the freight brokerages or forwarders. It will make them far more efficient. The sell off feels way overdone (although CH was already trading at very high valuations).
English
23
4
112
17.5K
Admiral Waterworld
Admiral Waterworld@WaterworldCapi1·
I never thought we'd see times that were more dumb than 2021. I was wrong. Mea Culpa.
English
13
0
82
3.3K
Once_a_waiter
Once_a_waiter@Once_A_Waiter·
@PythiaR Complete click bait. CEO said yday it’s not even applicable to 1% of their business
English
0
0
2
199
Pythia Cap: Partially Conductive
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.
English
10
0
32
5.1K
Stock Market Nerd
Stock Market Nerd@StockMarketNerd·
$NVDA quarter: 1. Amazing. 2. Less amazing than the last several quarters. 3. Still amazing.
English
18
10
222
39.1K
Once_a_waiter
Once_a_waiter@Once_A_Waiter·
Can AI build a better mic for $NVDA cfo wtf is going on
English
0
0
0
401
Stock Market Nerd
Stock Market Nerd@StockMarketNerd·
Cannot call this data anything but great. But when you train Wall Street to expect eye-popping, jaw-dropping, mind-boggling beats & raises... that's what they demand every single quarter.
English
4
1
25
8.7K
Once_a_waiter
Once_a_waiter@Once_A_Waiter·
@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
English
0
0
2
172
Stock Market Nerd
Stock Market Nerd@StockMarketNerd·
$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.
Stock Market Nerd tweet media
English
10
2
63
19.8K
Once_a_waiter
Once_a_waiter@Once_A_Waiter·
@otiscap @PythiaR $TMO algo is mid-teens EPS growth. Fast forward one year and cheaper than SPY ex-mag 7
English
1
0
4
969
Otis Capital
Otis Capital@otiscap·
@PythiaR Excl. mag 7, the S&P is at 20x earnings. Not sure I’d frame it as that cheap right now
English
1
0
2
776
Once_a_waiter
Once_a_waiter@Once_A_Waiter·
@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
English
0
0
1
138
Chris Perruna
Chris Perruna@cperruna·
My definition of success is NOT having/wanting to wear a suit on a plane. But that's just me. We all have different definitions of success.
KyleMatthewsCEO@kylematthewsceo

Business tip; Whenever you are flying commercial, especially in business/first class, always wear your best business suit & tie combo (business formal). When someone walks on the plane in a great suit, white dress shirt & clean tie, I always think to myself, “I wonder what that guy/gal does for a living.” (Obviously no tie for the ladies ;)) It’s human nature. When I was 22, and now that I am 42, I always find myself wanting ask him/her “hey, what do you do for a living?” If you are in commercial real estate, especially brokerage, by dressing your absolute professional best, people will ask you “what do you do for a living?”, and that’s all you need to get the conversation started. In business/first class, there is a real chance they are in the real estate business, but an even better chance they know someone in the real estate industry, someone who can be your client one day. It is an easy way to network and meet new people, you just have to give a little more effort to dress up and eschew your “I don’t give a sh*t” sweat pants and F-U hoodie. This also works in coach, just to a lesser degree. Combine the professional clothes with a clean shave, combed hair, and I hate to admit, yes a nice watch helps, at minimum you will get looks, and in all likelihood the person sitting next to you will have to ask… “hey, what do you do for a living?”

English
26
1
91
32K
Once_a_waiter
Once_a_waiter@Once_A_Waiter·
@JesseJenkins I’m sorry which tax credit do you think is keeping them all open? Considering they were all open before the IRA
English
0
0
0
191
Jesse D. Jenkins
Jesse D. Jenkins@JesseJenkins·
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
English
25
89
419
97.1K
tae kim
tae kim@firstadopter·
“All systems go” for the mega AI data center - Nvidia - nuclear theme. Trump wants to create manufacturing jobs CHECK (data center, nuclear) Trump wants to cut regulations CHECK (nuclear permitting) Trump wants U.S. national security dominance CHECK (AI GPUs, AI model scaling)
tae kim tweet media
English
4
12
111
17.4K
Once_a_waiter
Once_a_waiter@Once_A_Waiter·
@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…
English
1
0
1
103
Once_a_waiter
Once_a_waiter@Once_A_Waiter·
Where are all these chips going to go if we can’t sign nukes $nvda $ceg $tln $amzn @RadnorCapital
English
1
0
1
664
Ben Inskeep
Ben Inskeep@Ben_Inskeep·
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…
Ben Inskeep tweet media
English
11
24
109
14.7K
Once_a_waiter
Once_a_waiter@Once_A_Waiter·
@rev_cap Where they going to get all this power if FERC rejecting colo deals
English
0
0
0
80