Sabitlenmiş Tweet
You can subscribe here to get all the content directly in your inbox
stockscurrent.substack.com
English
Anand Khatri
3.3K posts
Anand Khatri
@anandkhatri
Technology leader, Cloud Engineering leader, Cloud Security, Investor, @stockscurrent, posts are not investing advice and do your homework.
Multiverse Katılım Temmuz 2009
57 Takip Edilen600 Takipçiler
Anand Khatri retweetledi
It looks like an AI alliance is gradually forming between SpaceXAI, anthropic, $TSLA , $GOOGL and cursor.
English
$DDOG Datadog positioned itself as a triangle formation to win the AI race, a unique and highly desirable position for the next generation of technology companies.
I published detailed article here.
x.com/anandkhatri/st…
Anand Khatri@anandkhatri
English
As SpaceX IPO coming to the light.
There are many ways the $TSLA share holders can get benefitted but 3 possibility that I can think of are
Option 1:
SpaceX and $TSLA get merger and IPO can come at $3.5 to $4 Trillion market cap. $1.75 - $2 trillion for SpaceX and ~$1.5 Trillion from Tesla. Tesla's current market cap is ~$1.4 trillion.
Option 2:
$TSLA share holders gets 1 bonus share of SpaceX for each Tesla stock with 6 months to 1 year lock in period.
Option 3:
$TSLA Share holders gets a right to purchase SpaceX stock at discounted price. That price can be decided by board of directors of both companies. It has to attractive price range.
Any other possibility? What am I missing?
English
$tsla semi seems like such an obvious success but nobody talks about it. 🤷🏼♂️
Been that way for Tesla Energy for quite some time.
English
@simpleinvest01 Not all softwares, very specific ones are more important than ever in agentic AI era.
English
Anand Khatri retweetledi
The reason Costco spots recessions before economists is buried in who shops there.
The median Costco household earns above $125K. The US median is around $80K. The typical member is college-educated, owns a home, and has stock-based comp or 401(k) exposure that moves with the market. When THIS household trades beef for canned tuna, the upper-middle class is admitting their balance sheet just changed. These are the families whose discretionary spending IS the economy.
That signal is invisible to economists for structural reasons. BLS releases CPI on a 2-week lag. Jobs data hits the third Friday of the next month. PCE, the Fed's preferred inflation gauge, runs monthly. NBER does not formally declare a recession until 6 to 21 months after it started. The 2008 recession was officially dated in December 2008. It began in December 2007. The committee was a full year behind the actual economy.
A Costco category buyer sees the protein mix shift in POS data within 48 hours.
The protein hierarchy itself is a precise instrument. Beef costs the most per gram, has the shortest shelf life, and demands the most planning. Chicken is half the price, longer shelf life, more flexible. Canned tuna is one-tenth the cost, indefinite shelf life, zero prep. When a household walks down that ladder, they are pricing in a future income shock that has not yet shown up on a pay stub. The ribeye-to-tuna shift is a hedge against bad news the official data will confirm six months later.
Walmart sees the bottom 40% trade down first. Costco sees the next 40% trade down second. By the time Whole Foods sees it, NBER is two quarters away from making the recession official.
Costco hits the signal first because their members are the most exposed to wealth effects in the entire economy. Stock-based comp. Home equity sentiment. Executive bonus uncertainty. When the comp letter feels shaky, the chicken goes in the cart instead of the ribeye.
Galanti spent 40 years as CFO running the highest-resolution recession sensor in America. The Fed runs models. Costco runs registers.
Thierry from arvy 🇨🇭@ThierryBorgeat
Costco spots a recession before economists do. When members shift from beef to chicken, then to canned tuna, something in the economy is bending. You don't need a model. You need a checkout counter and millions of members with long memories.
English
Anand Khatri retweetledi
Anand Khatri retweetledi
Hat tip to Ron Baron. It's acceptable to hitch your sidecar to Buffett and $BRK. Baron did it by hitching his sidecar to Elon Musk early on.
baroncapitalgroup.com/article/letter…
H/T @mastersinvest
English
I don’t know what the name of this game but it seems fun and strength workout.
English
Well said and all of them are legit. Many savvy investors are feeling the same.
Almost every investors I have talked raised similar thoughts which touching these points.
John Rotonti Jr@JRogrow
On the April 30, 2026 episode of “Shooting the Bull” with @drowsyinvestor and @investing_bear I said that I’m feeling more uncertainty than at any time since the GFC. More than one person has asked me to list the reasons why. Here are some of them… (1) Ai is, by far, creating the most uncertainty for me. I don’t know what impact it will have on business obsolescence, new business formation, wages, jobs, and employment levels, productivity, GDP growth, truth, and the safety of humanity, etc. Also, the speed of technological advancement inside the Ai ecosystem is hard for me to quantify and value. I also don’t know “what inning we are in” for the Ai buildout or broader reindustrialization. At this point, I’m far more optimistic than pessimistic, and think we are early innings, but my mind could possibly change quickly. As @greg_ip wrote on May 7 in the WSJ, “AI’s pervasive presence makes it almost impossible to discern what is actually going on.” (2) The conflict in Iran, the closure of the Strait of Hormuz, high oil prices, and the effect high oil prices for longer could have on inflation and the potential for stagflation or even a recession. (3) A new Fed Chairman that has said he wants “regime change” at the Fed. (4) Cold “tech” war with China. (5) New massive companies about to IPO and what that does to Mag7 weightings in the S&P 500, if anything. This is not a complete list, but I think long enough to explain my feeling of uncertainty.
English
@FromValue I did I got some bag of potatoes a month ago. Lol 😂
English
Fintwitters posting about how they went long potatoes a month ago starting... NOW 😂
Hedgeye@Hedgeye
Potato prices have surged +700% in the last month
English
This is exactly I have been saying that not all software companies are dud.
Some of them are more important than ever. $DDOG proved it.
I have been writing about $DDOG since 2021. went through peaks and valley but it really differentiating company.
- Revenue up 32% yoy
- GAAP operating income was $7 million, GAAP operating margin was 1% -- LOVE it❤️
- GAAP EPS $0.15
also raised guidance.
Important Business updates:
- Congratulations to Datadog team. Achieved FedRAMP High certification for Datadog for Government, one of the federal government’s most stringent cloud security and compliance standards
- Released the State of AI Engineering 2026 Report, which found that operational complexity—not model intelligence—is becoming the primary barrier to reliable AI at scale, with nearly 5% of AI model requests failing in production and close to 60% of those failures caused by capacity limits.
- Bits AI Security Analyst is roaring. Helping customers reduce threat investigation time by up to 98% ❤️
There is lot to like here for Datadog and still pending listening to earnings call. The stock price action reflecting the result and company's strength.
Congratulations to who is holding it.
English
This is exactly what is happening AI infrastructure companies. As time goes on it will be filter out and leaders will be apparent.
WILD WORLD DAILY@WildWorldDaily
In #China, there are stair/step races through terraced rice field landscapes, particularly in #Yunnan and around the #Yuanyang or #Longji rice terraces.
English
This is the reason, vibe coding isn’t replacement but additive. Things underneath matters in AI era too.
Sick@sickdotdev
Damn true
English
As an investor, it is a delight to listen to a trader who is one of the best alpha generators out there.
There are many similarities among alpha generators; when you put in the effort reps, it will compound over time, regardless of whether you are an investor or a trader.
I enjoyed listening to this episode. There is a lot to chew and digest.
Invest Like the Best@InvestLikeBest
This episode with Paul Tudor Jones was full of stories, ideas, and quotes on life, investing, markets, and kindness. Here are the ones we liked most: 1/ You retire, you die. 2/ The traits of a great trader: Type A personality, incredibly curious and inquisitive, loves competition, and loves games. 3/ One simple act of kindness can have waves of betterment. 4/ The components of a good life: God, family, friends, fun, and service. 5/ Execute at the maximum apogee of fear as well as greed. 6/ My significance, first and foremost, is going to be my family. 7/ You're only worth what you can write a check for tomorrow. 8/ You're gonna make your money by riding a trend for the very longest time. 9/ What have you done that has allowed other people to better their station in life? That's the most significant thing. 10/ Information overload distracts from exquisite execution. 11/ Find peak spring and peak fall. You can feel the energy. You feel God in those moments. 12/ Anyone that's really succeeded in investing or trading is first and foremost a great risk manager. 13/ Everything is about the reps. Pretty soon you take "I should" and it becomes "I am." 14/ You have these incredible opportunities at times if you just sit and wait. 15/ Have God in your life. You've got to have some code by which you live. 16/ The idea of owning something for the long run is laughable when you see how much money you can make by trading in the short run. 17/ "I'd like to make an absolute pot of money so I can give it away. I actually feel like this is the pursuit of nobility." 18/ I get joy out of thinking about my funeral, because I'm so excited about the songs I've chosen. 19/ The simplest, most important thing we can do is demand that all AI is watermarked. 20/ The professional aspects are great tools that allow you to do more meaningful things in the things that count. 21/ Communicate in the quickest and most concise fashion you can, where you get your entire point across in the shortest amount of time. 22/ Humbly devote yourself to finding the kindness and goodness within yourself, and transmit that to somebody else. 23/ You don't have to worry about yourself. You have to worry about how you're going to brighten someone else's day.
English