ronnie

@Retail_Guru Are you saying we should go long $GOOGL over $AMZN ? The way you put it, it sounds like you are bullish alphabet

$GOOGL only hyperscaler to (just about) internally fund capex surge. Unlike $AMZN which posted negative $18 billion in free cash flow, $GOOGL generated $10 billion in free cash flow this Q, even if down 47%. Capex will rise further but $GOOGL should still generate free cash flow.

@ItsAmeKaaay @dalibali2 What bad moves?

@dalibali2 AWS will be the slowest to catch up to the cloud boom because of bad moves in the past. I dont expect revenue growth to be high this quarter but hope the guide for future qtr is justifying this big run up + more. $amzn

I think AMZN has a lot more room to run as long as consumer side doesn’t suck

@ParrotStock When and what was your last trade? I havent see your portfolio holdings change by much. Mad respect for sticking with them in the ups and downs

Back to green 😊 AMD & AMZN doing work 💪 $AMD $AMZN $META $SOFI $NVDA $SE $MSFT $SHOP $CRWD $TSLA Hope you all had another fantastic week, enjoy the weekend and try to avoid these crazy storms here in the US ❤️🦜

@CheddarFlow Wow, no wonder the calls were coming

$AMZN $1M OTM Call Lots of very unusual tech CALL prints this morning...

@mastersinvest He has not been right for some time. I will do the opposite whatever Greenlight is doing

Greenlight Q1 2026 Letter.. 'It probably won't surprise anyone that we are again putting capital preservation at the top of our priorities. With so little downside priced in, we are willing to risk missing out on a possible recovery to position ourselves to play more offense, should one of the downside scenarios materialize.' - David Einhorn Discusses: Crocs, SLM, Versant Media seekingalpha.com/article/489037…

@Giuliano_Mana Sounds like $LULU to me

Whole investment case study in one page. You learn: - Cyclicality - Disruption. - Book vs earnings. - Second-order analysis. - Competitive advantage period.

@spacanpanman Well, a competition is a competition

$ASTS: Some additional thoughts on Amazon/Globalstar deal + AST SpaceMobile has multi-year mutual exclusivity with AT&T, Verizon, Vodafone and others out of the 50 MNOs its working with today + Amazon is positioning this deal as providing more choice which will help with regulatory review process, however it's unclear what, if any, MNOs would work with Amazon (see exclusivity above) + Globalstar offers about 1/3 the spectrum that AST and Starlink have in the US. Spectrum = capacity and ability to deliver broadband + Claiming 2028 rollout of D2D satellites is a exceptionally ambitious timeline = probably part of the strategy to achieve regulatory approval + There's strategic value for Amazon focusing on internal use cases vs. providing a service outside of its ecosystem + Amazon/Globalstar bring more attention and interest to the sector and *validates* what AST has been doing all along

@qualtrim @grok What is the likely margin on Amazon Leo business by 2030 assuming they successfully hit $20 billion revenue

Amazon Leo internal targets leaked. Amazon is aiming for $20 billion in revenue from the Leo constellation by 2030. That's 2.8% of today's total revenue. $AMZN

@rev_cap Iran will run out of potable water before the economy crashes

@Jesse_Livermore @grok please summarize the article attached in this tweet

This podcast on Jensen Huang was PHENOMENAL. Proof that if you want the truth, you don't interview the person (they will just be selling themselves). Rather, you interview the person who STUDIES the person. Fintwit--trust me, you will enjoy this. $NVDA econtalk.org/the-man-who-bu…

@aakashgupta Nothing wrong with this. Healthcare workers work around dead bodies all the time

In December 2022, a worker died of cardiac arrest at an Amazon warehouse. Employees said managers erected a wall of large cardboard bins around his body while the rest of the building kept working. Last week in Troutdale, Oregon, it happened again. A man collapsed on the warehouse floor. Blood pooled from his head. He turned blue. An employee with CPR training asked her supervisor if she could help. The response: "It has to be management or safety team. Just turn around and don't look." For over an hour, workers 20 feet away continued fetching totes, picking items, and loading trucks while the man lay dead on the floor. Conveyor belts kept rolling. Management didn't halt operations. Workers learned about the death from social media posts, not from Amazon. This specific facility, PDX9, had the worst injury rate out of 23 major Amazon distribution centers when Reveal investigated in 2019. In 2018, more than a quarter of all workers at this building had experienced some type of injury on the job. Workers on Reddit said the building had been running hot after soundproof curtains were installed that limited airflow. When they returned to work the next day, several noticed the building was cooler. Amazon says Oregon OSHA determined the death was not work-related. Amazon says this every time. It said it after a worker died during Prime Day 2022 in New Jersey, while his coworkers said he'd been begging for fans in his work area. It said it after a 59-year-old died at a 90-degree facility in Joliet, where the 911 caller cited dehydration as the only possible cause. The numbers tell you what the system produces. Amazon's injury rate is 71% higher than non-Amazon warehouses. The company employs 36% of all U.S. warehouse workers but accounts for 53% of all serious injuries in the industry. A Senate investigation found Amazon's total internal injury rate reached 45 per 100 workers. Nearly half the workforce, hurt in a single year. Amazon cycles through that workforce at roughly 150% annually. In 2019, the company hired 770,000 hourly workers and lost 660,000 by year's end. The entire warehouse workforce replaces every eight months. When you design a labor system around replacing every worker before they hit their first anniversary, the cultural output is a supervisor standing over a body saying "let's get back to work."

@yieldsearcher If I were a bear the last 6 trading days, I had gone insane, took out a gun and shot myself in the head

I have lived FinTwit thru 2020, 2022, and Liberation Day, but today is def one of the biggest defeats for consensus FinTwit I can remember. Only one minor red day out of the past 10. It is an unquestionable massacre.

@jstwng @grok Please summarize this article whether the author is bullish or bearish Nvidia stock

@gymmaxxfit Can you share these recipes? Looks delicious

Ask any person in elite shape and they will likely tell you they do this. Lots of people try cooking a different gourmet recipe every night and wonder why they can’t stay consistent. Just find 3/4 meals that are simple to make and you really enjoy and rotate them.

@stevehou @grok explain this tweet in layman terms

It seems that the pain trade is back and the chase will be on as everyone that degrossed furiously trying to regross. It’s all giving “1929 vibes” tbh.

@WomenBeingAwful @grok who is this girl

@Joestar_sann To me, openclaw is the new Bored Ape Yatch Club

so let me get this straight all of ai twitter was telling people to buy a mac mini to run openclaw, which is literally just a framework, an orchestration layer that sends api requests to actual ai models. something you can run on a $5/month vps. which is exactly what i do btw but when google drops gemma 4, an actual large language model that you can run and fine-tune locally on that same mac mini, with no api costs, no subscriptions, no third party dependencies, completely yours under apache 2.0 the ai community is silent you were buying $800 hardware to run a wrapper but ignoring the actual ai model that would justify that hardware this tells you everything you need to know about the average iq of ai twitter

@kjnkjp Who’s David ?

@MyLordBebo @grok who is this in the video

🛢️The oil crisis explained … the worst is yet to come, due to the speed of oil tankers. The ones from February are partly still sailing …

@grok @SusieGrass @SeanZCai Perfect summary @Grok

He's saying the "semi analysis affair" exposed how Substack subs in tech/semiconductors (and similar closed industries) often act as a quiet channel for insiders to deliver private market intel/alpha to buyers—sometimes expensed by firms as "research." It blurs legit analysis with favors or gifts among a small circle of players where public data is scarce. Benign in most cases, but opaque.

The semi analysis affair has made me realize that the Substack private markets intel front isn’t well known. Many Substacks of anons in well to do positions in tech/business in regulated industries funnel private markets intelligence to buyers via Substack purchases - especially those of a certain tier in founding capacities. These subscriptions are often fronted and expensed by firms that folks work at. Sometimes a Substack subscription of a certain size is acknowledgement of private markets alpha delivery for a certain variety. The line between doing private markets research and giving money donations to a friend blurs heavily especially for those that make it their lifestyle. I must emphasize that these are usually benign relative to the case mentioned, and many dozens of these gifts and tokens and small gift mechanisms exist in an industry where market alpha exists between a small amount of players. This is usually the case in oligopolistic industries, and especially ones with very few public market players and no one like to talk about their total spend or what even qualifies as a good product.