@DadInvest You sure about that math, brother? You made x / basis of $0
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Otis Capital
2.5K posts
Otis Capital
@otiscap
love tweeting about finance. long - term investor
Katılım Haziran 2019
1.5K Takip Edilen567 Takipçiler
Sure sex is good but have you ever had a covered call expire worthless?
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does anybody believe the reality labs segment. seems like they just dump costs into that segment to make family of apps look better. fuckerberg really is 1 of 1.
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Otis Capital retweetledi
Google has now added over $3 trillion to its market cap in the ~2 years since “Boob Shirt Guy” asked Sergey Brin about Woke Gemini images while having a foot long Subway Cold Cut Trio for lunch.
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@evrgn11112231 @racetrack275 He’s clearly focused on the short term. But you are tweeting as if you are also focused on the short term…
PS I’m also long META
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In all seriousness, if you think "bogeys" and companies' performance vs them have anything to do with the actual fundamental performance of a business, the attractiveness of its valuation, or the ability to make money in a stock long-term - you are sadly mistaken and if you are early in your career would encourage you to try to find a new job / someone to mentor you.
Henry@henryF015
@evrgn11112231 I don’t understand ur point Q1 missed bogeys Q2 rev was in line with bogeys No change to expenses despite RIF And Capex up by 20B Nothing to do with pods this was fundamentally not a good Q lol
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Otis Capital retweetledi
$AMZN CEO: Memory inflation is pushing enterprises toward the cloud
“One of the interesting things that we see right now with the change in price and in supply on things like memory is that it is a further impetus pushing companies who have on-premises infrastructure into the cloud. And it's because, in meaningful part, these suppliers are prioritizing their very largest customers, which cloud providers are.”
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Interesting print on $BKNG. Clean Q1 beat/operating leverage, but forward debate shifts to normalization in travel growth and geopolitical drag.
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@PythiaR B2C ai models will always be commodities. B2B probably less so
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Yes this is what being commoditized looks like
Wild West Capital@BuffaloBillCo
Pulse check that we’ve gone from: 1) search getting disrupted by ChatGPT, 2) actually no Gemini/Google is winning, 3) actually no Claude is winning (Microsoft, ChatGPT fucked) and now seemingly 4) wait no Claude has no capacity and actually Dario sucks too
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Otis Capital retweetledi
Pulse check that we’ve gone from: 1) search getting disrupted by ChatGPT, 2) actually no Gemini/Google is winning, 3) actually no Claude is winning (Microsoft, ChatGPT fucked) and now seemingly 4) wait no Claude has no capacity and actually Dario sucks too
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Otis Capital retweetledi
First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium.
Why does Anthropic use TPUs and Trainium?
Jensen: "Anthropic is a unique instance, not a trend"
I really got to tip my hat to @dwarkesh_sp; he is one of the rare interviewers who first gets extremely well-prepared for an interview and, secondly, is true to his viewers more than the guests and asks tough questions, even though the interviewee might not like that.
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Did he stop saying 90%? We’ve reached 15% off premise? Still sounds too good to be true.
Alex Morris (TSOH Investment Research)@TSOH_Investing
Jassy: "85% of global IT spend remains on-premises. This will change."
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@CCM_Brett $META is great at one thing, and it prints money like no other: [the thing they've invested billions in]
...worst capital allocators...
What? That makes no sense.
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$META is great at one thing, and it prints money like no other: ad targeting
They are absolute dogshit at everything else. Worst capital allocators among Mag 7, and that is a list that includes $AMZN
Xiang@narmacnetworth
Zuck has been an absolute disaster of a leader past few years -metaverse (massive miss) -ai (early but massive miss) -scale aquihire (massive miss) Speaking to some senior folks at the co it seems everyone (directors alike) are genuinely worried abt their jobs and what’s next due to massive swings in priority and horrible WLB with no direction Not kidding, it’s time for meta to have a real conversation about a CEO who can operate. Zuck is missing the Mark pun intended.
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@bucketshopcap CEO is not trustworthy and makes it a dealbreaker imo
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I've been debating buying some CRM for a while, and with an accelerating top line & large buyback in this environment, it's now even more tempting. But I can't shake the feeling that it's an incredible mess of an organization, esp. based on my chats with some former employees.
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@PythiaR They are just gonna pass thru the cost of compute. Margins aren’t changing
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At 1/2 the gross margin profile lol
Bourbon Capital@BourbonCap
Jensen Huang $NVDA: The software industry in the future will be much larger than the software industry of today
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@junkbondanalyst Yes, he negotiated it, and he’s owed that money. No dispute. That said, it was a bad deal for shareholders. He didn’t deliver commensurate value
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@otiscap Sure but pay is actually a function of what you negotiated for and the contract you signed
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What’s the problem with David Zaslav receiving a monster pay package worth almost $900 million dollars? This is capitalism at work.
Love him or hate him, he executed and delivered value for the Warner Bros. shareholders, and was compensated accordingly.
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@marc_slans It looks cheap on the 5 yr chart, but $MA was trading at ~19x NTM EBIT in early 2019. How are you so sure it will re rate?
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Several of the very best businesses in the world, like $MA and $MCO, are relatively cheap right now. Kinda wild. I need some more dry powder.
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