Admiral Waterworld

I'm starting to be a real believer in AI. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though.

@JigsawCap @phoenixvalue I kill them with my bare hands. Sometimes a tooth pick.

@phoenixvalue I mean it’s fun in America… But I went to college with an Australian that did it with only a knife — he’d let the boar charge him then jump out of the way and get him with his knife

@HatfieldCapital Might be good for figuring out how to make a bomb.

Everyone should follow PD. Learned so much from him over the years👇👇

@HatfieldCapital Of the All Star Game? Yeah

Oof

@P_Remarks No

@WaterworldCapi1 Did we need a survey to tell us this

@VegaVandal I'm balanced not betting on or against it at this point.

Market trading zero sum, if AI stocks are up others are down and vice versa. Doesn't feel like a healthy dynamic. It's like liquidity circling the toilet bowl.

@toiletkingcap Circling yo ass bro

@WaterworldCapi1 What

Viva Espana!

@evrgn11112231 Very short term they might be right fundamentally.

Some memory bulls in such a crazy echo chamber and so far removed from reality that not only are the certain they are right but they don’t even believe a fundamental bear thesis even exists.

@evrgn11112231 @stocksailer @blondesnmoney @jnconkle Yes I think the spending (2027) isn't sustainable... ironically unless memory prices come down.

@WaterworldCapi1 @stocksailer @blondesnmoney @jnconkle framed differently you def seem to have a view on sustainability of it and ecosystem returns which is the most important mid to long term variable for the whole space imo

Could an SK Hynix bear let me know the bear thesis aside from the risks of Korean retail overleverage / the 7709 HK etf impact on trading. Are you guys in the camp that memory oversupply will happen sooner, AI buildout is unsustainable, what's the thinking here.

@HatfieldCapital Dara is the worst capital allocator.

@stocksailer @evrgn11112231 @blondesnmoney @jnconkle Not too worried about that.

@WaterworldCapi1 @evrgn11112231 @blondesnmoney @jnconkle also the risk of hyperscalers slowing capex?

@evrgn11112231 @blondesnmoney @jnconkle I am still long just cut it hard near the top. I think the bear case is supply coming on from the Chinese short term and then just supply additions in H2:27 after that. Still think it's priced quite cheaply relative to other AI plays where people are paying peak multiples.

@blondesnmoney @jnconkle @WaterworldCapi1 may have more SKH specific thoughts as i believe a former (and no longer) holder

@WaterworldCapi1 Takes one to know one waterboy

If the Koreans took Memory too far in one direction, why wouldn’t they take it too far in the other?

@PythiaR Just wanted to call you a contra for spite.

@WaterworldCapi1 Hey I didn't even make a call!

@nikesharora right now...

@Srasgon I bought it for 0%....no money down.

I should have bought this when rates were at 2%…