PrivateTechquity

25.7K posts

PrivateTechquity banner
PrivateTechquity

PrivateTechquity

@PrivatTechquity

“Conformity is the jailer of freedom and the enemy of growth” - JFK 🚀 Technophile by day, Politophile by night, 4ever a hater of bureaucratic entities. e/acc

USA Katılım Mayıs 2019
2.8K Takip Edilen268 Takipçiler
Sabitlenmiş Tweet
PrivateTechquity retweetledi
Kangmin Lee | 이강민
Kangmin Lee | 이강민@kangminlee·
This story is insane. Chinese-American professor Sean Wang is suing Southern Methodist University over Discrimination & Retaliation from Indian Professors. Indian professors at @SMU classified Dr. Wang as white in HR records to justify denying him a promotion. Dr. Hemang Desai, chair of the Accounting Department, along with other Indian faculty, granted tenure to 100% of Indian candidates, while denying tenure to 100% of non-Indian candidates. Indian faculty were also handed prime offices with nice views, while East Asian and non-Indian faculty were assigned to a lesser offices. This perfectly illustrates East Asians' white-adjacent status, the deep normalization of anti-white discrimination, and parasitic Indian nepotism.
Kangmin Lee | 이강민 tweet mediaKangmin Lee | 이강민 tweet media
English
486
2.5K
11.5K
211.4K
PrivateTechquity retweetledi
PrivateTechquity retweetledi
Basil the Great
Basil the Great@BasilTheGreat·
Asylum seekers make up 0.08% of Dorset’s population And 44% of alleged sex offences
Basil the Great tweet media
English
210
2.8K
13.9K
219.7K
PrivateTechquity retweetledi
iamyesyouareno
iamyesyouareno@iamyesyouareno·
Reporter: “Why should English people pay for you to have a house?” Illegal invader: “Uh give me house, give me anything, give me.” This perfectly encapsulates these people: they contribute nothing, only leeching off and exploiting the welfare system.
English
561
9.7K
54.2K
1.2M
PrivateTechquity retweetledi
Serenity
Serenity@aleabitoreddit·
HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)??? FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA. High conviction Foci outperforms once institutions find this name. Also, can Foci management please pursue NASDAQ ADR like $HIMX? Thank you.
Serenity tweet mediaSerenity tweet media
Serenity@aleabitoreddit

FOCI (3363) is one of the most undervalued CPO players in the entire market right now at ~$3B. Their BOM is massive relative to MC and they're expected to capture a dominant market share for $NVDA / $TSM. You only start to see this show up 2027 / 2028, even though we're entering H2 2026 now (which is what I mean by frontrunning CPO supercycle).

English
92
40
820
238.3K
PrivateTechquity retweetledi
Paul
Paul@WomanDefiner·
Charging people with murder for what seems to be self defense is wild considering there are 1000's of cases like this yearly where murderers walk free without jailtime where video evidence exists. Stop holding White men to standards no other group is held to. Words aren't against the law. Self defense is not against the law.
English
38
322
1.7K
15.5K
PrivateTechquity retweetledi
PrivateTechquity retweetledi
Matt Forney
Matt Forney@mattforney·
This is going to destroy every single Indian-run trucking company in America. No one will hire them because they will get sued into the Negative Zone when the next Mohammed Singh plows into a kindergarten and kills a bunch of children. Got what I voted for again!
SCOTUS Wire@scotus_wire

🚨 The Supreme Court unanimously ruled that federal law does not shield freight brokers from state negligence lawsuits when they hire unsafe trucking companies.

English
254
3.7K
23.2K
516.3K
PrivateTechquity retweetledi
pagliacci the hated 🌝
“police arrest man who is bleeding to death because the stabber claimed he was racist” its literally impossible to satirize the UK anymore. even the most extreme, hamfisted memes are just real things that actually happen now
pagliacci the hated 🌝 tweet media
Daily Mail@DailyMail

Sikh man stabbed 18-year-old university student to death with an eight-inch ceremonial knife after claiming he'd been racially abused, court hears trib.al/nJF0bKp

English
687
9.3K
51.1K
1.6M
PrivateTechquity retweetledi
Ethan Brooks
Ethan Brooks@alt_w_v_g·
You used to sell stuff on eBay. Maybe an old camera. Maybe Beanie Babies. Maybe a coat that didn't fit. You paid a small fee. The buyer got the thing. Everyone went home. That eBay is gone. The website looks the same. The logo is the same. The 135 million buyers are still there. But the company isn't really a marketplace anymore. It is an advertising business with a marketplace attached for distribution. Last year, sellers paid eBay $2 billion just to make sure their own listings showed up. Read that again. The board calls this growth. A Canadian who runs a video game store called it something else. Here is what actually happened. In 2020 the board hired a new CEO. His name is Jamie Iannone. He arrived with a strategy called focused categories. In plain English, that means leaning into the stuff people pay extra for. Sneakers. Watches. Trading cards. Auto parts. The everyday seller, the person with the camera and the coat, was no longer the customer. The customer was now the seller who would pay to be seen. In 2025 eBay did $80 billion in transactions. They kept $11 billion of that as revenue. Of that $11 billion, $2 billion came from advertising. Sellers paid them $2 billion to promote listings on a website those sellers already pay fees to use. That is the growth story. In the same year, the number of enthusiast buyers, eBay's own term for their best customers, was 16 million. It was also 16 million the year before. And the year before that. And the year before that. Four years. Zero growth. They mention this on every earnings call without mentioning it. So what does a company do when growth stops? It buys back its own stock. In 2025, eBay returned over $3 billion to shareholders. Most of that was buybacks. In February the board authorized another $2 billion on top. Buybacks shrink the share count. Earnings per share goes up even when earnings stay flat. The stock price follows. The stock was $68 a year ago. It is $108 today. The company did not improve. The denominator got smaller. Then a man from Canada noticed. His name is Ryan Cohen. He runs GameStop. He started his career selling pet food online and sold it to PetSmart for $3.35 billion. He looked at eBay. 135 million buyers. $80 billion in transactions. Real margins. Real cash flow. A board harvesting the business instead of running it. He bought 5% of the company through derivatives and stock. Then on May 4, he offered to buy the rest. $125 per share. $56 billion total. On May 12, the eBay board rejected the bid. They called it not credible. The math is credible. What the board means by not credible is we would have to explain why we sold. Then Cohen went on Piers Morgan. He said eBay is run by a bunch of losers with perverse financial incentives. He pointed out that eBay's CEO has been paid $144 million over six years. He pointed out that he personally takes no salary and has put $128 million of his own money into the company he runs. You do not have to like Ryan Cohen to notice he is making a point that is hard to argue with. eBay used to be a place where regular people sold things to other regular people. Now it is a $48 billion company whose largest growth driver is charging its own sellers to advertise to a buyer base that stopped growing four years ago, while spending billions a year buying its own stock to make the chart go up. The board calls this strategy. A video game CEO from Canada called it what it is. The market is now waiting to see who else agrees. Plz fix. Thx. Sent from my iPhone
Ethan Brooks tweet media
English
525
1.1K
6.9K
882.8K