bwolf53849

@LogicalThesis Are you invested in any defense names btw?

People should consider the following: 1) Record AI capex investment from hyperscaler profits 2) record M&A from biopharma 3) record increases in defense spending by govt 4) big reshoring initiative 5) govt investing in critical companies So much stimulus backing this run.

@LogicalThesis I don’t blame you. Top tier fantasy for sure!

@bwolf53849 #5 but in my current state it may just turn into a marathon

Hungover watching Harry Potter AMA

@LogicalThesis $AMSC brother

Now that many stocks went parabolic People should begin to look for other stocks in the sector for alpha Names that are benefiting from similar tailwinds but have not run as hard Second order names, smaller caps The time is now for the rally to broaden Really it's now or never

@StockMKTNewz $AMSC

🇺🇸 spending on power-plant equipment is expected to triple through 2030, primarily driven by the growth of data centers - Bloomberg

New long $AMSC. I like the multiple tailwinds supporting the stock, coupled with a diversified customer base that is poised to grow. Additionally, the opportunistic nature of acquiring companies to strengthen vertical integration and expand the product offering is appealing.

@100xCompounding I found that Claude hallucinated a little more than GPT? Any similar experience?

As an end user of AI for source generation and general research assistance Claude is far better then Gemini or Chat.

@notthreadguy For real… I’m getting a consistent tool use warning all the time that did not exist before…

i will never forget claude from january-march 2026. what happened man

@100xCompounding Have you looked at $BXC?

Right now we are working on two major research pieces. The first is on housing coupled with our portfolio addition of $BLDR in the $80~ range which will be coming out this week. The other is a longer thesis on our core macro beliefs on oil, inflation and commodities and that’s proven a much longer, intricate piece. Both are in the works and are coming soon. We look forward to publishing both.

@joecarlsonshow Yeah I agree. Good take tbh.

I just want to get this straight. Big tech companies, which, with the smartest leaders in the world and smartest employees in the world, with billions of daily users on dozens of platforms, all have decided to build out God-like super-computing powers, and this makes you bearish?

The market seems to need another 2022-style reset—like when $META was down ~70%—before we can see another truly sustained rally, imho.

@LogicalThesis I agree with you. I look at the $HOOD and $PLTR of the world and there is an obvious argument that there has been a massive (negative) dislocation between price of the stock vs. underlying revenue/earnings. That dislocation represents a ton of stocks beyond just $HOOD and $PLTR..

@bwolf53849 gotta ask yourself who is the incremental buyer here more sellers than buyers at these valuations is all. not me saying it, the market price action telling you

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$TOST interesting at these levels? Strong revenue growth, earnings inflecting positive and are growing, and a solid balance sheet. The company provides both hardware and a full software stack. The overall product deeply entrenches itself in customers’ operations/performance.

@LogicalThesis Shiii $PGY?

I bought a software name today Can you guess what it is?

@TheProfInvestor Still at $350bln tho???

Netflix is starting to remind me of META. It was hated to extremes. $70 dip will be a generational level. $NFLX

@LeylaKuni The relationship between TVPI/MOIC and IRR is so interesting… it really boils down to time….

IRR is not a serious number, kids

@LogicalThesis You can tell Logical is a deep level thinker that understands at a more granular level. Shay is just a high level thinker (inch deep mile long) and feels as though he just reads headlines, but can’t go into the granular detail (needs to work on that.)

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@BoringBiz_ lol NBA players make $12M on average. Apples to oranges. Plus, flexing zero work life balance when you only get one life is bold.

People don’t like to hear this but this is type of mentality you need to be a top investment banker “When the NBA players play on Christmas Day, nobody says your holidays are ruined” From Matt Levine’s Money Stuff newsletter

@holden_commodor @stock_logging $MOB

@stock_logging undisclosed drone stock?

I definitely agree, there are many such opportunities in the market right now. Stocks from my portfolio that meet these criteria (I am referring to topline here for the >30%): ▶️ $NURS.V ▶️ undisclosed drone stock ▶️ $SLYG ▶️ $HROW ▶️ $247A.T ▶️ $ETON ▶️ $277A.T ▶️ $276A.T ▶️ $BXN.AX ▶️ $DCTH Stocks without estimates or with estimates that I believe are too low, which should also achieve this: ▶️ $SOFW.TA ▶️ $0236.KL ▶️ $HIT