That Amazon package with my kid’s toys in it came in smelling like a pack of cigarettes at 10pm.
God i love capitalism. He’s on the grind
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Yellow Cat
1.6K posts
Yellow Cat
@YellowCatCap
Equities, jumps on every dip
Katılım Kasım 2012
1.1K Takip Edilen1.3K Takipçiler
Because Nvidia is known for missing …?
zerohedge@zerohedge
It appears the market no longer buys ridiculous forecasts
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Poker is specifically the inverse. Its process over result. Results are very close to random over short term - there is NO quick feedback loop
Your edge shows up over a long period of time
Its so interesting how people think differently about stuff.
Ethan Kho@ethanrkho
"If the idea is not making money within months or a couple quarters — I'm wrong. Full stop. I'm cutting it." @orrdavid Ex-poker pro. Hedge fund founder. 40%+ annualized. "In poker the feedback loop is so fast that within even a session you've made so many bets. I have way more reps than most fund managers." "There's that saying — you'd rather be right than make money. Poker beats that out of you." Most fund managers stay wrong for years. They'll hold a losing position for three years and keep morphing the story. Poker doesn't let you do that. Neither does David.
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Time to go stimulate the economy … girls are drinking for free today. Not all heroes wear capes.
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So, on a random friday night, we all get to become experts on … Kharg Island? Oh yea, the famous Kharg Island infrastructure we’re all deeply familiar with. Got it
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@LaughingH20Cap @fundiescapital I had no one in mind and still read every ideas these guys pitch publicly dont worry
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@LaughingH20Cap @fundiescapital It was a joke man who gives a fuck about PAR. Calm down
just funny a lot of fintwit people were smelling their own farts arguing this was the best business in the world then it was a shitty POS. Win some lose some but no crying in the casino
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if lenders start to look at GAAP we're cooked
RiverRoadPartners@partners_road
In leveraged loans, EBITDA add-backs now reduce reported leverage at issuance by roughly 1.2 turns & larger in direct lending at 1.9 turns. For both the gap is ~double vs ‘15. The result? New issue debt/EBITDA of 4.6x (lev loans) & 5.0x (direct lending) is actually 5.9x & 6.9x.
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Is this including backup power or not? You dont have capex intensity and revenue per GW on the backup portion of projects. Always wonder if these numbers overstate size of available capacity per projects because of this
Shanu Mathew@ShanuMathew93
"We’re tracking 190GW across 777 large data centers and AI factories (>50MW) announced since 2024. At least 16GW of capacity is slated to come online in 2026 across roughly 140 projects. Yet only about 5GW is currently under construction. Around 11GW remains in the announced stage with no visible construction progress, despite typical build timelines of 12–18 months. "In 2025, 26% of expected capacity slipped, and another 10% of projects pushed back their commercial operation dates without much notice. Given that track record, it wouldn’t be surprising if 30–50% of the capacity slated for 2026 ends up delayed." @climatetech_vc
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@valuations_ ok but is it really down on CEO? genuinely curious
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Only $ADBE could beat revenue, earnings, and guide, but still manage to find a way to tank. You don’t even have a successor, maybe could’ve waited til next week to announce he’s stepping down?
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Id be*
Wont pay a fking cent for edit button im dying on that hill
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If i bought hard every time i saw a bubble id me worth >50m. I wouldve lost on NFT and a few shits but overall id be insane
Will i buy the next one? Probably not
Permanent underclass
Sloth Capital@sloth_cap
$NVDA was a much better buy when everyone was calling it a bubble in 2023 than it is now that every value guy is taking a look. There is a lesson there that nobody will learn.
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@ChairliftCap if you dont make money this year your capital is getting pulled so buckle up and trade around macro until you lose and money gets pulled
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We no longer sell or buy stocks on fundamentals. We degross and regross over and over
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