Dan Gibson
1.2K posts
Dan Gibson
@_dpgibson
Sylebra Capital Founder and CIO
San Francisco, CA Katılım Kasım 2013
169 Takip Edilen3.5K Takipçiler
The crash of October 14th lasted until 9:45am this morning
Sankaty Head@Sankaty_Head
The shitco crash of September 22nd lasted until 9:45am this morning @WaterworldCapi1
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@X______0x Yeah we believe they do. The fmcw silicon platform we have built gives us massive advantages over time with both cost and performance.
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$aeva @_dpgibson asking the goat in smid cap - Hi Dan, do you think aeva has long-term advantage by sticking to FMCW rather than ToG which most peers adopt? $HSAI does both but it’s hard to justify such market cap premium at this stage for this and $OUST over $AEVA?
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@private_dataguy Heard it was a fair and equal sided debate haha 😂
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@EnfantBets Sadly we are not holders here anymore. Having looked at some of the bull commentary I think it’s not credible. This business model is having a hard time in the current market environment. Don’t have much confidence that will change in the 2h.
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@TechFundies Would think at broader market level this is pretty spot on, would think though at company level, seeing a lot more warning signs on risk side.
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Pulse check: We are pretty far from the moment below.
Micro: Companies are doing fine, AI digestion not visible yet, tariff impacts not seen / digestible.
Macro: No concerns anymore. TACO for tariffs. DOGE not creating a recession. Stimulus / growth agenda incoming. Fed has our back.
Markets: Back to highs and expensive again. Everyone is bullish. Risk / rewards mostly unattractive over next 12-18 months.
Yawn. Seems like as good a time as any to be trimming if that's your thing.
TechStockFundamentals@TechFundies
I love chaos. It's my jam. I'll post later on macro / micro / markets but would just point out: This isn't 2008. It's not like the world's financial system is imploding and business are cratering left / right / center. This isn't 2020. People aren't dying and economic activity isn't halted as people are stuck at home. Yes, there are new developments / increased uncertainty from the tariffs. Yes, most likely the economy slows and numbers need to come down. But, plenty of companies are going to continue doing just fine, are under-earning due to investments which can now be slowed, and have stocks that are very reasonably priced. And, if we are entering a low-growth period of time, growth will be scarce and potentially richly valued once the dust settles. Feels like finally some blood in the streets -> indices near-term oversold, volumes on SPY / QQQ starting to spike and indicate some degree of puking, VIX finally above 35, etc. This is not to say we are at the bottom but I am seeing opportunities to buy great companies that I wouldn't mind holding for 5+ years at great prices with very little downside using my updated estimates / trough multiples.
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Dan Gibson retweetledi
Our PureFive™ resin achieved critical qualification steps for use in spout and dose caps for select bottles of Procter & Gamble products.
Read more about the progress with our partners at P&G: purecycle.com/blog/purefive-…
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Congrats guys, keep pushing ! @soroushs @MinaARezk
Aeva@aevainc
We’re teaming up with a global Fortune 500 tech leader in a strategic collaboration to bring our 4D LiDAR to new consumer and industrial markets as well as automotive — plus a major investment of up to $50M. Read more: bit.ly/44DNYV1
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We're excited to announce that @_dpgibson, Founder & CIO of Sylebra and a long-time supporter of Aeva, has joined our Board of Directors! His deep expertise in tech and public markets comes at a pivotal time as we accelerate commercial growth of our FMCW technology.
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YouTube
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$DNMR - I have not commented on this “plastics recycler” in a while. But still hold my bearish position vs $PCT
I will miss it.
Paging Dr. Zero.
$DNMRQ.
@Hedgeye
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@FordWealth @Mike_Taylor1972 @turtlespeed2020 The process doesn’t make plastic, it makes pyrolysis oil.
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@_dpgibson @Mike_Taylor1972 @turtlespeed2020 Thanks, Dan
Q: Can chemical/pyrolysis recycling turn feedstock into a food-grade product?
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$NESN.SW $NSRGY Swiss based Nestlé, the world's largest food company, reported accelerating growth yesterday and published its annual reports (listed below). We have not heard much from their collaboration with $PCT on developing new packaging materials since March 2019. However, the company is still committed to developing 95% recyclable packaging by end of this year and expresses interest to "allocate premiums for food-grade recycled plastics to help stimulate a market for these materials".
(Message to the Purecycle management: Do NOT sell Pure5 cheap. The sales might be slow to get up but when it does there is no stopping this ship and companies like Nestle will line up to pay a premium to use Purecycle's high quality rPP. Use of polypropylene is increasing in packaging for its desirable qualities over other plastic types and there is little to no quality rPP available for sale.)
nestle.com/sites/default/…
nestle.com/sites/default/…
nestle.com/sites/default/…
nestle.com/sustainability…
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@FordWealth @Mike_Taylor1972 @turtlespeed2020 It’s just chemical/pyrolysis recycling, nothing new there.
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@Mike_Taylor1972 @turtlespeed2020 Does this work?
Greenback: "Microwave-induced recycling technology produces high quality recycled material for food grade packaging"
greenback.earth/en/about
$PCT
@_dpgibson
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Dan Gibson retweetledi
