Manu

@luctduclos @calvinfroedge Proceeds for Cerebras were 5.5bn USD, 2%, a fraction of 50bn mkt cap (proceeds here).

@calvinfroedge Crazy that Cerebras is basically a quarter of that Cerebras ipo was more than all of 2025 combined? LMAO

Something interesting happened in 2021 but I can't quite remember what it was

Bravo $MU CEO Cashing out at the top Set for life

Semiconductor Stocks are now trading 73% above their 200-day moving average, the largest margin since the Dot Com Bubble 🤯👀

@gloriamassana @projectionistw "Je suis une fille de corsaire, On m'appelle la flibustière, Je fends les vagues, Je fends les eaux..."

Dimanche.

@lugaricano Was internet a bubble in 2000? No then.

Is AI a bubble? The answer to a question many posed only 6 months ago is now clear: NO

@bluewolfpack1 Have fun boys!

Fly to Phuket next Friday . Situation fcking excellent 🤙 Any of you cats 🐱 going to be there let me know - smash a few beers on the beach 🏖️ chase a few kitty 🐱 kats .

@pineconemacro Probably because it is tiring to be witnessing the "Party like it's 1999" all over again (and to wonder what jobs will be left in 36 months?)

💯

China macro keeps deteriorating, Fed expectations keep repricing higher, and USD sentiment looks washed out again. The dollar trade may not be dead after all. zerohedge.com/the-market-ear…

@MichaelAArouet It is a western issue, and AI working for us is the only viable solution. We will come up with the tax, we're good at that!

@SolalM Our governments are not even able to tax the current profits of tech giants routed through tax havens. How will they tax AI?

This is really eye-opening. If you think you will maintain your living standard in retirement, think again. Not only in Italy, a similar pattern exists in Spain, Germany and Poland. Pensions and healthcare systems as we know them will cease to exist. Are you ready for poverty?

Awesome. Seriously, people are harsh with this platform, but if you are careful with whom you follow, it is a constant stream of awesomness.

@CalebFranzen Until it's not.

Bullish (I'm not joking)

🇫🇷これ、写真だけ見たら、なんだかわからないかもしれないけど、パリのメトロです😳 #Paris

Great commentary yet again from BTIG’s Jonathan Krinsky •Party Like It's 1999. In 1999, the best performing Nasdaq 100 stock was Qualcomm (QCOM, not rated), up 2600%. The best rolling 52-wk return for QCOM during the entire dot-com bubble was 2600%, so SNDK is beating that by 1300bps. Interestingly, the second-best stock in 1999 was SNDK up 581%. •More Extreme. If we look at the top 10 performing NDX stocks in 1999, they were up an average of 559%. The top 10 in the year leading up to 3/24/00 were up an average of 622%. The top 10 NDX names over the last year are up an average of 784%, beating both the dot-com periods..

@remilouf Oui c'est sûr que cela paraît faible...en même temps s'il y a un pays où l'homme peut encore avoir l'orgueil de se considérer en tout point supérieur à la machine, c'est au pays des Lumières!

@SolalM Ça me paraît complètement improbable

5M en IA????

@TicTocTick The ratio of FCF on Earnings, you mean?

In a cruel twist of fate, ratio of Tesla PE to its price to free cash flow is now larger than that of META. You can draw any conclusions you want out of this, in my view meta capex spend is unsustainable.

Alphabet’s C$8.5 billion ($6.24 billion) bond deal is driving corporate and provincial spreads wider in Canada as investors’ enthusiasm for the hyperscaler’s debt tests the market’s ability to absorb it. bloomberg.com/news/articles/…

@bucketshopcap @WaterworldCapi1 Miam

@WaterworldCapi1 Imagine being bearish semiconductors.

When do the hyperscalers begin showing meaningfully positive FCF again?