Stock Counsel

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Stock Counsel

Stock Counsel

@Stockcounsel

Not financial or legal advice.

Katılım Temmuz 2022
57 Takip Edilen21 Takipçiler
Stock Counsel
Stock Counsel@Stockcounsel·
@FishtownCap It’s swinging 10% because if you take expected EPS this year, ~$35, and assign a 30 P/E you get $1,050. It’s been hit too hard in my opinion and so is adjusting back quickly on good news. I agree with you on distribution and that $MSFT will likely continue to improve copilot.
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Fishtown Capital
Fishtown Capital@FishtownCap·
@Stockcounsel I’m long $Meta (see my timeline.) the point was more about a 1.5T company swinging 10% on vibes. And I also think the market is asleep on the value of the company serving these models to most of corporate America
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Fishtown Capital
Fishtown Capital@FishtownCap·
$META went $600 to $580 on news from 2 days ago then to $638 AH on AI release news. Market approaching 2021 absurdity. In a couple years all models are so good they’re commodities and $MSFT is the winner as the massive window deploying it to the enterprise.
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Stock Counsel
Stock Counsel@Stockcounsel·
@FishtownCap Yeah, I misread your point. The 2021 reference to $META, which is trading at a 15-17x forward P/E, got me motivated to quickly fire off a response.
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Stock Counsel
Stock Counsel@Stockcounsel·
@RHouseResearch I think they learned their lesson to keep the street happy. I don’t foresee any equity raise when the stock is below $800 and I imagine it’ll likely come later this year when stock is $1,000+
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Stock Counsel
Stock Counsel@Stockcounsel·
@TBU12345678 I suspect earnings will be another massive blowout. Stock will be $800+ by then and then you’ll get around an $80B secondary offering.
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TBU
TBU@TBU12345678·
no view on $META stock but the odds of an equity raise after this PR blitz have to be materially higher
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Stock Counsel
Stock Counsel@Stockcounsel·
@BradPittstainz @obsidiancap1 According to BofA’s report today, $META has a moat: lowest cost producer, which is what you want to be when dealing with commodity products. And of course the distribution advantage moat.
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Brad Pittstains
Brad Pittstains@BradPittstainz·
@obsidiancap1 So a price war on top of a highly commoditized technology, extremely high capital expenditure, and no moat…if not bubble, then why bubble shaped?
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obsidian capital
obsidian capital@obsidiancap1·
so $META has a better frontier model than OpenAI now and they are charging 10% of the cost?
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Stock Counsel
Stock Counsel@Stockcounsel·
@alexandr_wang Hope you all finally realize that keeping the street happy will allow you all to raise more capital than you otherwise would. This includes scaling back on capex if the street doesn’t like it so that on a longer horizon you can raise more.
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Stock Counsel retweetledi
Jukan
Jukan@jukan05·
I heard a pretty interesting rumor on the ground at ICML. Meta has supposedly already developed an internal model at roughly the Mythos 5 level, and all that remains is deployment within the next few months. Honestly, I was skeptical at first. From my perspective, Meta had not really shown the capability to operate at that level yet. But looking at the situation today, I think I may have been wrong. Meta is not out of the race.
Mark Zuckerberg@finkd

(1) Today we're releasing Muse Spark 1.1 -- a strong agentic and coding model at a very low price. It's available through our new Meta Model API and in Meta AI.

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Stock Counsel
Stock Counsel@Stockcounsel·
@HabsGifs @NHL Even worse. Joel Nystrom, who played 38 games for the Hurricanes, is not engraved on the Cup! Cool ownership.
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HABSGIFS®
HABSGIFS®@HabsGifs·
Revolting. Tom Dundon had his wife and all five of his children engraved on the Stanley Cup. None hold an official role with the Hurricanes, and the youngest is just 7 years old. Even more unbelievable, they're listed before the players. The @NHL needs to fix this. The Stanley Cup should honor those who contributed to winning it, not for those who "supported" the team.
HABSGIFS® tweet media
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Stock Counsel
Stock Counsel@Stockcounsel·
@alexandr_wang Congrats, Alex and Meta team! How does the API cost compare to the OpenAI flat rate options for Codex, assuming you’re using 5.5 on xhigh? Approximately how much more/less usage do you get versus the GPT $20/$200 plans for coding?
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Alexandr Wang
Alexandr Wang@alexandr_wang·
1/ muse spark 1.1 is an industry-competitive agentic and coding model. across many agentic evals it rivals gpt-5.5 and opus-4.8. available now through the new meta model api and in meta ai. 🧵
Alexandr Wang tweet media
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Stock Counsel
Stock Counsel@Stockcounsel·
@Canes @StanleyCup @NHL Joel Nystrom, who played 38 games for the Hurricanes, is not engraved on the Cup, but a bunch of Dundons are for simply existing. Cool ownership.
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Stock Counsel retweetledi
Nick Dorsey
Nick Dorsey@Midnight_Captl·
Revisiting the piece SemiAnalysis published about Nvidia bullying Neoclouds into using their hardware - In the moment it was jarring and hard to refute (their go to strategy) Now that the dust has settled, here are 4 well respected smaller neoclouds (Lambda, Firmus, Digital Ocean, and Vultr) who all came out and refuted the claim simultaneously right after the claim was levied Do not trust SemiAnalysis
Nick Dorsey tweet mediaNick Dorsey tweet mediaNick Dorsey tweet mediaNick Dorsey tweet media
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Stock Counsel
Stock Counsel@Stockcounsel·
@joecarlsonshow Him needing to charge for a blog also tells you how successful he’s been at investing lately. A successful investor wouldn’t bother.
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Joseph Carlson
Joseph Carlson@joecarlsonshow·
You can't argue with Michael Burry. He will always defer to his blog. If you disagree with him, 'you just haven't read his blog'. Also, his blog is $40/month. So the only way you can actually have a debate with him is by shoveling money directly into his pocket. It's sad to see he transformed from a legitimate investor into whatever this is now.
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Mac Algo
Mac Algo@MacAlgoTrader·
As an American I never want to beat a team that is missing their best player. I want all the smoke. Guess things are different overseas.
Fabrizio Romano@FabrizioRomano

🚨⚠️ OFFICIAL: Belgian Federation statement on Folarin Balogun red card case, saying they are “astonished”. “The Royal Belgian Football Association (RBFA) is astonished by FIFA's decision to declare suspended United States player Folarin Balogun eligible to play in the USA–Belgium match on Monday, 6 July at 5:00 p.m. (Seattle time). FIFA bases its decision on Article 27 of the FIFA Disciplinary Code. This provision states that the FIFA Disciplinary Committee may decide to suspend the enforcement of a previously imposed disciplinary sanction. However, Article 66.4 of the same FIFA Disciplinary Code clearly provides that a red card (sending-off) automatically results in a suspension for the team's next match, as has been the case for all previous red cards issued during this FIFA World Cup. Furthermore, and irrespective of the above, the decision is in direct contradiction with the provisions of the FIFA World Cup 2026 Competition Regulations, as set out in Article 10.5: "If a player or team official is sent off as a result of a direct or indirect red card (second caution), they will automatically be suspended from their team's subsequent match. In addition, further sanctions may be imposed.” The automatic nature of such a suspension was also explicitly reaffirmed in FIFA World Cup 2026 Circular No. 16, which was distributed to all participating member associations on 12 May 2026. The same rule is reiterated at every FIFA World Cup 2026 Match Coordination Meeting prior to each match and is included in all FIFA World Cup 2026 workshop presentations. ❗️In order to safeguard the legitimate rights of all participating teams and to protect the fundamental principles of fair play in our sport, both at this FIFA World Cup and at future editions of the tournament, the RBFA is investigating all potential options.”

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Sam Altman
Sam Altman@sama·
they really nailed it with "life, liberty, and the pursuit of happiness"
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Sam Altman
Sam Altman@sama·
grateful to the people that created the idea of america, everyone who built it over the past 250 years, and the people who will carry it forward for the next 250. most impressive social experiment in history.
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Stock Counsel
Stock Counsel@Stockcounsel·
@MelvinInvests If true, this is textbook market manipulation for which we already have laws in place @SECGov @TheJusticeDept If this outfit isn’t already being investigated then I don’t know what our market enforcers are doing. The signs are all there.
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Serenity
Serenity@aleabitoreddit·
$META: upcoming AI model “Watermelon” has caught up to OpenAI’s GPT 5.5. Wang noted it uses an "order of magnitude" more compute than its predecessor “Avocado”. Who said they were out of the AI race again?
Serenity tweet mediaSerenity tweet media
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Eric T
Eric T@EricTNFL·
@RHouseResearch This should be super bearish META but the markets are full of retards selling off Nebius. Zuck is a joke surviving off ADHD social media ads
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Rittenhouse Research
Rittenhouse Research@RHouseResearch·
In March, Meta signed a $27B cloud services deal with Nebius. In April, Meta signed a $21B expansion of their cloud services agreement with CoreWeave. Two weeks ago, Bloomberg reported that Meta signed up to rent 1.6GW of data center capacity from Crusoe. And just 3 days ago, the Financial Times reported that Google had capped Meta's use of Gemini because of capacity constraints. And now all of a sudden, Meta actually has excess capacity? In reality, I suspect Meta looked at SpaceX's valuation and recent deals to sell excess capacity.. And came to the conclusion that investors will look favorably upon any willingness to monetize their capacity externally.. Which will give their share price some relief, and allow them to raise capital.. Which they'll use to buy and build more compute capacity, lol. $META $GOOG $NBIS $CRWV
Wall St Engine@wallstengine

$META is reportedly developing a cloud business to sell access to excess AI compute, per Bloomberg. The internal initiative is called Meta Compute. The plans being considered: AI model access hosted on Meta infrastructure, similar to AWS Bedrock Raw AI compute capacity, closer to CoreWeave Developer access to Meta’s data centers, chips, and models

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Keşfet

@FishtownCap @RHouseResearch @TBU12345678 @BradPittstainz @obsidiancap1 @alexandr_wang @federalreserve @HabsGifs