JP
871 posts
@CoorsLightCEO @snowmanllc My dad asked me this week “have you heard of trillio”
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it was cute when we were still at the point where youd have some doctor friend text u "what's up with this Nvidia thing" but now its 3yrs later and that friend will text you "000660.KS (에스케이하이닉스 주식회사) is on an MSD P/E with analysts still mis-modeling pricing torque"
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My bad ... That's what I truly believe... I can't code but I know how to create things that last forever and power the creation to the masses ... I do that with rap all the time, If I could deliver a new software to my supporters or the masses is insane! " I used to pray for times like this
Trung Phan@TrungTPhan
@MeekMill Meek, wasn’t meant negatively. You are in great position to win with AI. Have brand, specialized knowledge and massive distribution. Would bet you find right partner and get similar outcome to Ben Affleck selling postproduction AI tool to Netflix. Like if you built this:
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things that are supposed to "work" in investing/trading but actually have a 0% success rate
-sotp
-buybacks
-"paying a dividend will create/expand into a new yield-oriented shareholder base"
-"how did IR sound" "how did the CFO sound" etc
-RSI
-mean-reversion of any valuation metric or multiple
-debt to GDP, entitlement spending, other doomer pitches that end with "and then the 30-year goes to 12%"
-"wait until the market realizes that the depreciable life of their office kitchen microwave is 5 years and not 6"
-NAV discount
-M&A synergies
-ERP implementations (unless ur short)
-if 2nd best player with 30% margins can get to 1st's 40% margins...catch up trade --> 50% upside. then you learn its structural
-any/all intraday trading color esp on progress of any "big client" order - if an elephant doesnt want to leave a trail, there's infinite ways to do so thru swaps/derivatives/etc. same for all "unusual options flow," if they dont want to be seen, u aint gonna see em
-"an activist could get involved here"
-"email the ceo and tell him and other insiders to buy some stock"
-"the AI overhang will lift as long as the quarter is okay"
-short squeezes
-lock-up expiration
-analyst day trade / conference day trade / investor day
-"I could see PE getting interested here around 5x EBITDA"
-variant view on FX for the qtr
-shorting Deere
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People too focused on Clavicular forget our first true king
JP@whatstheTAM
New finance bro just dropped
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He forgot the part where unemployed knowledge workers can compete in squid games for unimaginable wealth
Citrini@citrini
I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gic
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