Hold Onto Your Butts LP

5.4K posts

Hold Onto Your Butts LP

Hold Onto Your Butts LP

@when_to_fold_em

L/S... mostly L’s either way

New York, NY Katılım Aralık 2017
762 Takip Edilen1.7K Takipçiler
Hemingway Capital
Hemingway Capital@lfg_cap·
It’s crazy how regular people keep bitching about gas prices just as a social comment / small talk topic.
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Javan TM
Javan TM@Javan_TMs·
@jonelmer everytime i see hezbollah pov it's always towards tanks and soldiers. when i see the other side, it's either refugee camp or civilian
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Jon Elmer
Jon Elmer@jonelmer·
Hezbollah vs IDF in the past few days.
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TBU
TBU@TBU12345678·
last thought for a bit: - it’s a shame that the greatest companies in the world have become funding shorts bc they can “only go up so much” - we instead have decided to gun the tip of the spear of garbage under the guise of “leverage” to the theme - I of course am being forced to play this game by the market, but I think this is like the definition of dysfunctional and I think there are serious ethical and societal concerns that I have with this distribution of capital - obviously, we need to raise rates materially from here as a country but won’t do this is our reality for the foreseeable future
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Mike Bird
Mike Bird@Birdyword·
It's too difficult for people to admit that there's now a tech stock larger than two of the Mag 7 firms, because then they'd have to admit they don't know what Broadcom does
Mike Bird tweet media
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COATUE
COATUE@coatuemgmt·
Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.
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Hold Onto Your Butts LP
Hold Onto Your Butts LP@when_to_fold_em·
@HJB2_0 seems you were grandfathered in if you brought a second wife in from overseas before 1988 lol. since then, you'd have to leave her at home. the law itself is 50 years old
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AcPotango
AcPotango@AcPotango·
@pmje73 Agreed, just watch. NY, CA, and WA will see the budget gap in 2 years where they will have to double the taxes on middle class. But new jobs went too, so in 5 years those states are toast.
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Paul Enright
Paul Enright@pmje73·
From a purely economic point of view, the US now has a few major states solely focused on creating wealth and a few major states focused solely on redistributing wealth.
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Austin Lyons
Austin Lyons@austinsemis·
@racetrack275 @BenBajarin Most have doubted Substrate so far, but ASML CEO is saying something different -- what Substrate showed is real, but can it be done in a high-volume manufacturing setting? That's the point, he's acknowledge some modicum of reality
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Austin Lyons
Austin Lyons@austinsemis·
I think $ASML's CEO is acknowledging what Substrate has demonstrated is real:
Austin Lyons tweet media
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RiverRoadPartners
RiverRoadPartners@partners_road·
Hochul: “They’ll never leave.” Mamdani: “They’ll never leave.” In NYC, there are 1,532 luxury units priced at $4 million and above actively on the market, with 86 new listings added just last week (Apr 25 – May 1). They’re leaving.
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Evergreen Capital
Evergreen Capital@evergreencap3·
Gavin is right. The timeline/quality of a competitive Chinese semiconductor ecosystem is a direct function of how much time and energy Chinese labs spend building and optimizing for it. Selling deprecated $NVDA chips forces those labs to at least dilute their attention, because Nvidia chips are still what make them most competitive, and the labs have an innate desire to develop and distribute the best products they can. The risk posed by these moderately better Chinese AI models, which would still lag the Western frontier, is completely dwarfed by the longer-term risk that a superior Chinese ecosystem would have, with real leverage on global AI and the potential to completely reshape the US-Sino geopolitical relationship for decades to come. It is an easy choice. We cannot stop China, but this is at least one thing we can do with minimal risk and potentially materially implications on the longer-term and much more consequential outcome. @DavidSacks @sriramk
Gavin Baker@GavinSBaker

The argument for selling deprecated GPUs to China: Selling them less advanced GPUs than we have in America decreases the odds that they develop more advanced GPUs than America that go down a different, more power intensive tech tree. Pro national-security.

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Krishna Memani
Krishna Memani@kkmaway·
@tolstoybb But if the underlying technology is good and well defined, the dimensions don't matter much. I can tell you that from my earthly experience.
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Shidellian
Shidellian@shidellian·
@partners_road What's the YoY change? Don't listings typically move higher in spring? Or is that seasonality not as applicable to 4m+
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Hold Onto Your Butts LP
Hold Onto Your Butts LP@when_to_fold_em·
It’s because he didn’t buy AI stocks. Same as every other fundamental LS fund which has failed recently.
Tyler Neville@Tyler_Neville_

This market structure has brought legends down, because of course, it’s a centralized ponzi instead of a decentralized free market like they grew up trading. It’s why Jane Street makes $39 bln a year front-running orders and arbing relative volatile while guys like Ricky Sandler can’t just buy great undervalued businesses anymore to help grow them. Market structure has perverted true investment & innovation. Capital markets were supposed to be about funding new ideas to grow an economy, not arbitrage everything in an absurd cycle of relative oblivion to appease giant bureaucratic incentives.

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Cullen Roche
Cullen Roche@cullenroche·
My final grade for Jerome Powell: C+ He was generally a fine Fed Chairman. But the "transitory" thing has to ding his grade substantially. Yes, easy to say in hindsight, but the Fed failed to be sufficiently countercyclical during the largest period of fiscal expansion in the US government's history. Seems like a great guy though, well intentioned, super smart. As I always told my parents - "C+ is a better grade than you're giving me credit for". :-)
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Keşfet

@Srasgon @lfg_cap @Javan_TMs @jonelmer @TBU12345678 @Birdyword @wizplum @coatuemgmt