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chatSBC
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chatSBC
@chat_SBC
“If I knew the way, I would take you home”
New York, USA Katılım Ocak 2020
1.1K Takip Edilen2.9K Takipçiler
chatSBC retweetledi
Japan nanocap SaaS shitcos and it's not even close.
Conor Sen@conorsen
In the spirit of buying housing and value stocks in 1999 or $GOOGL and say Brooklyn/Denver/Austin real estate in 2006, I wonder what we’ll look back on as the obvious non-AI investment opportunities of 2026.
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periodic thread: what businesses are 'dead in the water' with 75-80% confidence from AI on a terminal look?
i'll add some below. bonus for under the radar names. looking to compile a worst of the worst. set and forget type list
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@ChairliftCap The best business has
- good acceleration
- easy comps
- bottleneck in obscure substrate
- chart breaking out
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chatSBC retweetledi
@bucketshopcap if you're not learning about microcap European lasers and substrates you're ngmi
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Part of the cycle where everyone who never covered semis says this. (No disrespect to OP, but seriously hear this several times a day now.)
Woodrow Oates Montague@sadvalueinvestr
I think the “circle of competence” is the biggest disservice Buffett/Munger did to investors.
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Hating on the best $CSU analyst for a very legit question is why the CSU investor base has a bad rep for being complacent/dumb (speaking as a long-time s/h)
Esp when AI and implications to growth/mgns are changing so quickly, understanding quarterly datapoints is critical
Drew Cohen@DrewCohenMoney
$CSU had their first earnings call in over 8 years And the sell-side did not disappoint. First question? How did 1Q payroll taxes impact margins for the quarter...
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$HON quantinuum very underpriced if fake cos like RGTI/QUBT getting bid up to mult-bn valuations
chatSBC@chat_SBC
HON interesting long. Quantinuum best asset in quantum, just raised at $10bn from NVDA. Stock 18x earnings regardless w/elliott as activist and leverage to robotics theme over next 2-3 years. What is pushback?
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AMZN should double over N2Y with not much downside. Best combo of starting multiple/quality plus exposure to trainium, robotics leverage, AWS upside to anthro, HALO premium
Stock +60 over last five years
QQQ +120
40% upside just to catch up
11x 2027 EBITDA, numbers too low
Likely trades for high teens on much higher #s in a year
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are there some insane buyside numbers for ARM out there or what cuz i dont get it
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@OnodaCapital orbital data centers $VRT tbf - will see this as bear case
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chatSBC retweetledi
Next: The SaaSpocalypse of early 2026—software equity falls on fears that agentic AI would cannibalize SaaS revenue—was primarily prospective: actual transaction volumes for the 100 largest non-AI SaaS companies on Stripe showed a brief dip, then recovery & continued growth. /4
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space data centers feels like one of the cleaner themes (no ROI/AI debates, good positioning) for 2027-2030
best ways to play? $RDW $RKLB $PL, any others
strongly believe this becomes a bear case for terrestrial DC layer over time (think starlink to telcos, seemed like implausible bear case, then happened all at once)
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