Prepared Remarks

The record profit margins are fake because there’s been a substitute of opex for capex. Human capital layoffs/hiring freezes driving incremental capital spending.

@vzorin_vadya Blasting Bill’s ass sounds kinda gay

@P_Remarks Some of us are waiting for you to blast Bills ass again. 1 day of degrossing should not give this big brain a break 🤣

These 13Fs are the most bullish thing I’ve seen for msft this year Everyone who exited will rebuy higher

@riskdeity It’s been one quarter

@P_Remarks Are you ever gonna give up on this name

Take me back to last week when vibes were turning up

@Biohazard3737 I don’t think it has anything to do with performance. Has to do with how things move, what drives the performance, and what you have to be willing to do to participate. It goes against the way a lot of seasoned professionals are wired / all of the teachings of financial history

@viggy_krishnan @dalibali2 Long fig short ADBE boom

A year ago fig would be trading at 30x rev on these numbers but since all algos have zeroed out terminal multiple, it’s only up 8%

@WaterworldCapi1 Nobody will worry until gas prices impact spending which in turn pressures ad spending / big tech rev and thus the ability to spend on capex

Seems like if there is no deal on Iran over the weekend we should really worry, no? Market has been remarkably patient waiting for some kind of deal.

95% of the comments on WSB in the main threads are about MU Take that fwiw

@bucketshopcap @buccocapital It’s a beloved product with good management. But multiple is expensive for app software comparatively

@P_Remarks @buccocapital I’d buy this a few turns cheaper. Seems way more legit than HUBS & other junk people seem obsessed with.

@buccocapital @bucketshopcap “Just raised the FY guide so bar is higher now and that catalyst is gone”

@bucketshopcap @P_Remarks No catalyst for 3 more months

Cerebras $CBRS shares are indicated to open up 96% at $363 in their Nasdaq debut, versus the $185 IPO price.

Rates going up ended 2000 and 2021 euphoria fwiw Policy makers in 2026 don’t have the balls though

@londoncap100 Every single crossover investor ever has various forms of mnpi it’s just unregulated and dumb

Every time I listen to a crossover investor talk about Anthropic/OpenAI I just don’t understand how ppl get comfortable that this isn’t eventually going to get called mnpi

If you work at Gitlab or have recently been let go, slide into my DMs $gtlb

Nice

Great

Let’s see what employees on Blind think of @bstaples and his leadership/communication @gitlab