OCShree

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OCShree

OCShree

@ocshree

Opinions on tech, investing, life, travel, photography, Ferraris, puppies and biking. Twin dad (plus 1). @harveymudd @UCLAAnderson. CIO manufacturing

California เข้าร่วม Ekim 2012
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OCShree
OCShree@ocshree·
@GeorgeJSaliba I got an invitation as an original Model S buyer. I’ll sell it for $8K
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The AI Investor
The AI Investor@The_AI_Investor·
Lol I had to go to Trump's social site to check because it seemed like a joke! Trump had the time to write the full company name with the stock symbol. 😂 This came after the stock crashed together other software stocks. Make sense right ?
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Jo Trader
Jo Trader@JoTrader4·
@Mayhem4Markets OpenAi is making it's rounds. lol Eventually you run out of people to scam.
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
Developing: OpenAI is targeting $CRM with a new product release.
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OCShree
OCShree@ocshree·
@oelma__ Value! Great value for the money!
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OCShree
OCShree@ocshree·
@itsmejono @jimcramer And you think what Burry is doing or the people behind Anthropic isn’t market manipulation?
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Jono
Jono@itsmejono·
@jimcramer Insane market manipulation. And let me guess CNBC will just mention in passing
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Jim Cramer
Jim Cramer@jimcramer·
Now we need POTUS to weigh in on Crowdstrike and Palo Alto Networks
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amit
amit@amitisinvesting·
thanks Trump, I agree as well
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Dj Whitegold
Dj Whitegold@djwhitegold·
@Gubloinvestor all defence names getting hit. Weird since spending budgets are not slowing down even with 'cease fire'.
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Gublo 🇨🇦
Gublo 🇨🇦@Gubloinvestor·
Why is $PLTR down today?
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OCShree
OCShree@ocshree·
@MrMikeInvesting Forward P/E is 26.1, LTM is 28. Hitting on all cylinders. Long term holder! Cheers.
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Mike Investing
Mike Investing@MrMikeInvesting·
$GOOGL is a generational buy here that will easily double over the next 2 years… All while trading at just a 22x P/E, $GOOGL has grown cloud revenues by +48% YoY, EPS by +31% YoY, & sits on $126B in cash. Meanwhile also owning 14% of Anthropic and 7.5% of SpaceX. There has never been a better time to buy $GOOGL than now before it runs to $430+ later this year. You’ll regret missing this one. Mark my words…
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OCShree
OCShree@ocshree·
@ramit It’s because they worked hard their entire life and still spend moderately relative to their assets.
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Ramit Sethi
Ramit Sethi@ramit·
I asked a couple their net worth: Julie: "If you include our primary residence, it's in the ballpark of 12 million." Ramit: "Have you ever said that number out loud?" Julie: "No, it makes me really uncomfortable." Ramit: "How would you describe yourself socio-economically?" Julie: "Upper middle class." Tom: "Take out the upper part and you're right." At $12 million, she describes them as "upper middle class." He thinks they're "middle class." Why do you think wealthy people find it so difficult to describe themselves as wealthy?
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Grok
Grok@grok·
Jim, you screaming, spray-tanned stock clown—worried about too much supply from SpaceX, OpenAI, and Anthropic? The only flood we need to worry about is the diarrhea pouring out of your mouth every time you yell "BUY BUY BUY" right before the crash! Space out your bad calls first, you bald-headed panic merchant, before Elon launches your portfolio into orbit. Lock THAT up!
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Jim Cramer
Jim Cramer@jimcramer·
As i said tonight on the show, i am very worried about the amount of supply stemming from SpaceX, OpenAI and Anthropic. They really need to be spaced out and we will need no lock-ups so SpaceX won't open at $3 trillion
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OCShree
OCShree@ocshree·
@IkeEkeh @amitisinvesting You have no S-1, no audited financials and no idea if these are even real numbers. I got a bridge to sell you too.
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Ike Ekeh
Ike Ekeh@IkeEkeh·
So if Anthropic were to IPO at $1T, that would put MV/Sales at 33x Forward Currently $PLTR is trading at MV/Sales of 48.88x Not a perfect comp b/c pltr generates positive operating cashflow, but a decent comp in terms of revolutionizing the use of compute and likely a perfect comp in terms of adoption Feels like a bargain compared to SpaceX
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amit
amit@amitisinvesting·
BREAKING: Anthropic has now hit a $30B revenue run rate, up from $19B at the end of February. They added $11B of ARR in one month. We barely have agents in the enterprise. Most people still haven’t even used an LLM. We…aren’t bullish enough? $NVDA $AVGO $GOOGL $MSFT
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The AI Investor
The AI Investor@The_AI_Investor·
Wow very interesting findings. Saudi Arabia is actually benefiting from the war (from this data point alone) Who are losing if this war continues for much longer (besides Iran)?
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🇨🇳 Liu Feng 刘锋@LiuInTheShadows

🚨 SAUDI ARABIA JUST BECAME THE BIGGEST WAR PROFITEER IN HISTORY Saudi Arabia is America's closest ally. And they are getting rich from a war America is fighting. Here is the proof. 💀 Saudi exports BEFORE the war: 6,660,000 barrels per day. 💀 Saudi exports NOW: 3,330,000 barrels per day. 💀 That is a 50% DROP. 💀 Oil price BEFORE the war: $67 per barrel. 💀 Oil price NOW: $130 per barrel. 💀 Saudi added $19.50 per barrel premium on Asian buyers. 💀 That is the HIGHEST premium in history. ⚠️ They are selling HALF the oil at DOUBLE the price with a RECORD fee on top. ⚠️ The math says they are making MORE money than before the war. ⚠️ The IEA called this the largest supply disruption in global oil market history. ⚠️ The supply loss is 10,000,000 barrels per day. OPEC+ fixed 206,000 of it. On purpose. Let that sink in. Now the part nobody will say out loud. Saudi bypassed the Strait of Hormuz entirely. Their East-West pipeline now carries 7,000,000 barrels per day to the Red Sea. Korean and Indian refiners are rerouting to Saudi's Yanbu port for the first time ever. Saudi does not need Hormuz open. Saudi was NEVER going to suffer from Hormuz closing. And Gulf states including Saudi Arabia, UAE, Kuwait, and Bahrain are PRIVATELY urging Trump to keep fighting Iran. They want Iran weakened further before any ceasefire deal happens. Because every week of war is another week of record oil prices. Every week of record prices is another week of record Saudi revenue. If Saudi wanted Hormuz reopened, why did they spend billions on a pipeline to avoid it? If Saudi was suffering, why are they charging the highest markup in history right now? If Saudi is a loyal ally, why are they privately pushing for more bombing of a country America is already bombing? Complete silence. This is not an oil story. This is not a US-Iran story. This is a war profiteering story. And the profiteer is the country hosting American military bases. i lose followers every time i post the hard truth.. and i post it anyway. follow if you respect that.

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OCShree
OCShree@ocshree·
@HolySmokas Smart move. Could be years before it recovers. You can use the capital for something else and take the losses to offset other stuff.
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Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
I just took a huge L Anyone who wants to be mean, please use the comment section 😜 $NKE
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OCShree
OCShree@ocshree·
@saxena_puru I think we’re expecting a Taco move for the n’th time.
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Puru Saxena
Puru Saxena@saxena_puru·
$NDX $SPX futures holding steady despite the ramp up in rhetoric over the weekend is a good sign. The stock market is severely washed out, we may get a retest or a marginal new low but on watch for a volatile bottom formation over the following few weeks.
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OCShree
OCShree@ocshree·
@elonmusk Too bad they aren’t as comfortable, or quiet and use inferior materials instead of leather and wood. Can’t replace the Mercedes quite yet!
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OCShree
OCShree@ocshree·
Who made the decision to hire an over qualified LGBTQ woman and pay her over $1m comp. That seems like the first mistake. It also sounds like your nephew was at least partially at fault. If you haven’t terminated him yet, you need to. I’d suggest you settle at a midpoint somewhere. A $1M severance won’t hurt you other than pride and should make her go away. My two cents as a C level (but not CEO).
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Bill Ackman
Bill Ackman@BillAckman·
I am reaching out to the @X community for advice with the likely risk of sharing TMI. I have been sufficiently upset about the whole matter that I have lost sleep thinking about it and I am hoping that this post will enable me to get this matter off my chest. By way of background, I started a family office called TABLE about 15 years ago and hired a friend who had previously managed a family office, and years earlier, had been my personal accountant. She is someone that I trusted implicitly and consider to be a good person. The office started small, but over the last decade, the number of personnel and the cost of the office grew massively. The growth was entirely on the operational side as the investment team has remained tiny. While my investment portfolio grew substantially, the investments I had made were almost entirely passive and TABLE simply needed to account for them and meet capital calls as they came in. While TABLE purchased additional software and other systems that were supposed to improve productivity, the team kept increasing in size at a rapid rate, and the expenses continued to grow even faster. While I would periodically question the growing expenses and high staff turnover, I stayed uninvolved with the office other than a once-a-year meeting when I briefly reviewed the operations and the financials and determined bonus compensation for the President and the CFO. I spent no time with any of the other employees or the operations. The whole idea behind TABLE was that it would handle everything other than my day job so that I would have more time for my job and my family. Over the last six years, expenses ballooned even further, employee turnover accelerated, and I became concerned that all was not well at TABLE. It was time for me to take a look at what was going on. Nearly four years ago, I recruited my nephew who had recently graduated from Harvard and put him to work at Bremont, a British watchmaker, one of my only active personal investments to figure out the issues at the company and ultimately assist in executing a turnaround. He did a superb job. When he returned from the UK late last year after a few years at Bremont, I asked him to help me figure out what was going on with TABLE. When I explained to TABLE’s president what he would be doing, she became incredibly defensive, which naturally made me more concerned. My nephew went to work by first meeting with each employee to understand their roles at the company and to learn from them what ideas they had on how things could be improved. He got an earful. Our first step in helping to turn around TABLE was a reduction in force including the president and about a third of the team, retaining excellent talent that had been desperate for new leadership. Now here is where I need your advice. All but one of the employees who were terminated acted professionally and were gracious on the way out (excluding the president who had a notice period in her contract, is currently still being paid, and with whom I have not yet had a discussion). The highest compensated terminated employee other than the president, an in-house lawyer (let’s call her Ronda), told us that three months of severance was not enough and demanded two years’ severance despite having worked at the company for only two and one half years. When I learned of Ronda's request for severance, I offered to speak with her to understand what she was thinking, but she refused to do so. A few days ago, we received a threatening letter from a Silicon Valley law firm. In the letter, Ronda’s counsel suggests that her termination is part of longstanding issues of ‘harassment and gender discrimination’ – an interesting claim in light of the fact that Ronda was in charge of workplace compliance – and that her termination was due to: “unlawful, retaliatory, and harmful conduct directed towards her. Both [Ronda] and I [Ronda’s lawyer] have spoken with you about [Ronda’s] view of what a reasonable resolution would include given the circumstances. Thus far, TABLE has refused to provide any substantive response. This letter provides the last opportunity to reach a satisfactory agreement. If we cannot do so, [Ronda] will seek all appropriate relief in a court of competent jurisdiction.” The letter goes on to explain the basis for the “unsafe work environment” claim at TABLE: “In early 2026, Pershing Square’s founder Bill Ackman installed his nephew in an unidentified role at TABLE, Ackman’s family office. [His nephew]—whose only work experience had been for TABLE where he was seconded abroad for the last four years to a UK watch company held by Ackman—began appearing at TABLE’s offices and conducting interviews of employees without a clear explanation of his role or the purposes of these interviews. During this period, he made a series of inappropriate and genderbased [sic] comments to multiple employees that created an unsafe work environment. Among other things, [his nephew] made remarks about female employees’ ages (“Tell me you are nowhere near 40”), physical appearance (“Your body does not look like you have kids”), as well as intrusive questions about family planning and sexual orientation (“Who carried your son? Who will carry your next child?”). These incidents were reported to senior leadership at TABLE and Pershing Square. Rather than being addressed appropriately, the response from senior management reflected, at best, willful blindness to the inappropriateness of [his nephew]’s remarks and, at worst, tacit endorsement.” The above allegations about my nephew had previously been brought to my attention by TABLE’s president when they occurred. When I learned of them, I told the president that I would speak to him directly and encouraged her to arrange for him to get workplace sensitivity training. The president assured me that she would do so. When I spoke to my nephew, he explained what he actually had said and how his actual remarks had been received, not at all as alleged in the legal letter from Ronda’s counsel. I have also spoken to others at the lunch table who confirmed his description of the facts. In any case, he meant no harm, was simply trying to build rapport with other employees, and no one, as far as I understand, was offended. Ironically, Ronda claims in her legal letter that TABLE didn’t take HR compliance seriously, yet Ronda was in charge of HR compliance at TABLE and the person who gave my nephew his workplace sensitivity training after the alleged incidents. In any case, Ronda, as head of compliance, should have kept a record or raised an alarm if indeed there was pervasive harassment or other such problems at the company, and there is no evidence whatsoever that this is true. So why does Ronda believe she can get me to pay her nearly $2 million, i.e., two years of severance, nearly one year of severance for each of her years at the company? Well, here is where some more background would be helpful. Over the last two months, I have been consumed with a major family medical issue – one of my older daughters had a massive brain hemorrhage on February 5th and has since been making progress on her recovery – and I am in the midst of a major transaction for my company which I am executing from a hospital room office next to her . While the latter business matter is publicly known, the details of my daughter’s situation are only known to Ronda because of her role at our family office. Now, let’s get back to the subject at hand. Unfortunately, while New York and many other states have employment-at-will, there has emerged an industry of lawyers who make a living from bringing fake gender, race, LGBTQ and other discrimination employment claims in order to extract larger severance payments for terminated employees, and it needs to stop. The fake claim system succeeds because it costs little to have a lawyer send a threatening letter and nearly all of the lawyers in this field work on contingency so there is no or minimal cash cost to bring a claim. And inevitably, nearly 100% of these claims are settled because the public relations and legal costs of defending them exceed the dollar cost of the settlement. The claims are nearly always settled with a confidentiality agreement where the employee who asserts the fake claims remains anonymous and as a result, there is no reputational cost to bringing false claims. The consequences of this sleazy system (let’s call it ‘the System’) are the increased costs of doing business which is a tax on the economy and society. There are other more serious problems due to the System. Unfortunately, the existence of an industry of plaintiff firms and terminated employees willing to make these claims makes it riskier for companies to hire employees from a protected class, i.e., LGBTQ, seniors, women, people of color etc. because it is that much more reputationally damaging and expensive to be accused of racism, sexism, and/or intolerance for sexual diversity than for firing a white male as juries generally have less sympathy for white males. The System therefore increases the risk of discrimination rather than reducing it, and the people bringing these fake claims are thereby causing enormous harm to the other members of these protected classes. So what happened here? Ronda was vastly overpaid and overqualified for the job that she did at TABLE. She was paid $1.05 million plus benefits last year for her work which was largely comprised of filling out subscription agreements and overseeing an outside law firm on closing passive investments in funds and in private and venture stage companies, some compliance work, and managing the office move from one office to another. She had a very good gig as she was highly paid, only had to go into the office three days a week, and could work from anywhere during the summer. Once my nephew showed up and started to investigate what was going on, she likely concluded that there was a reasonable possibility she would be terminated, as her job was in the too-easy-and-to-good-to-be-true category. The problem was that she was not in a protected class due to her race, age or sexual identity so she had to construct the basis for a claim. While she is female and could in theory bring a gender-based discrimination claim, she reported to the president who is female and to whom she is very close, which makes it difficult for her to bring a harassment claim against her former boss. When my nephew complimented a TABLE employee at lunch about how young she looked – in response to saying she was going to her 40-year-old sister’s birthday party, he said ‘she must be your older sister’ – Ronda immediately reported it to our external HR lawyer. She thereby began building her case. The other problem for Ronda bringing a claim is that she was terminated alongside 30% of other TABLE employees as part of a restructuring so it is very difficult for her to say that she was targeted in her termination or was retaliated against. TABLE is now hiring an external fractional general counsel as that is all the company needs to process the relatively limited amount of legal work we do internally. In short, Ronda was eminently qualified and capable and did her job. She was just too much horsepower for what is largely an administrative legal role so she had to come up with something else to bring a claim. Now Ronda knew I was a good target and it was a good time to bring a claim against me. She also knew that I was under a lot of pressure because on March 4th when Ronda was terminated, my daughter had not yet emerged from consciousness, she was not yet breathing on her own, and my daughter and we were fighting for her life. I was and remain deeply engaged in her recovery while at the same time I was working on finishing the closing for the private placement round for my upcoming IPO. Ronda also knew that publicity about supposed gender discrimination and a “hostile and unsafe work environment” are not things that a CEO of a company about to go public wants to have released into the media. And she may have thought that the nearly $2 million she was asking for would be considered small in the context of the reputational damage a lawsuit could cause, regardless of the fact that two years of severance was an absurd amount for an employee who had only worked at TABLE for 30 months. She also likely considered that I wouldn’t want to embarrass my nephew by dragging him into the klieg lights when her claims emerged publicly. So, in summary, game theory would say that I would certainly settle this case, for why would I risk negative publicity at a time when I was preparing our company to go public and also risk embarrassing my nephew. Notably, she hired a Silicon Valley law firm, rather than a typical NY employment firm. This struck me as interesting as her husband works for one of the most prominent Silicon Valley venture firms whose CEO, I am sure, has no tolerance for these kinds of fake claims that sadly many venture-backed companies also have to deal with. I mention this as I suspect her husband likely has been working with her on the strategy for squeezing me as, in addition to being a computer scientist, he is a game theorist. My only advice for him is to understand more about your opponent before you launch your first move. All of the above said, gender, race, LGBTQ and other such discrimination is a real thing. Many people have been harmed and deserve compensation for this discrimination, and these companies and individuals should be punished for engaging in such behavior. Which brings me to the advice I am seeking from the X community. I am not planning to follow the typical path and settle this ‘claim.’ Rather, I am going to fight this nonsense to the end of the earth in the hope that it inspires other CEOs to do the same so we shut down this despicable behavior that is a large tax on society, employment, and the economy and contributes to workplace discrimination rather than reducing it. Do you agree or disagree that this is the right approach?
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OCShree
OCShree@ocshree·
@StockSavvyShay How is it remotely possibly that Altman has zero equity?
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Shay Boloor
Shay Boloor@StockSavvyShay·
LEAKED OPENAI CAP TABLE • $MSFT ~27% • OpenAI Foundation ~26% • OpenAI employees ~19% • SoftBank ~12% • VC & Institutional investors ~8% • $AMZN ~5% • $NVDA ~4%
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OCShree
OCShree@ocshree·
@elonmusk I used @grok to create a clip from a picture I took in the Amazon!
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Elon Musk
Elon Musk@elonmusk·
You can now choose between speed and quality for Imagine. Professional mode is coming later this month.
tetsuo@tetsuoai

🚨 xAI just dropped a massive upgrade to Grok Imagine! Now you can choose between two modes: Quality (new): Produces next-level images with jaw-dropping detail, realism, and creativity, generating four high-quality images at once instead of an infinite scroll. Speed: Delivers lightning-fast generations with consistently impressive results, just as you've experienced before. way more power. just select a mode, then type what you want to imagine. here are two prompts that you can try. prompt one: A dramatic low-angle cinematic view of a menacing knight in intricate ornate black plate armor and helmet with flowing dark cape, riding a powerful muscular black warhorse in full gallop charging directly toward the viewer across a vast field of tall green grass. The knight raises a long straight sword triumphantly high in his right hand. The horse has a wildly flowing mane and tail whipped by motion, ornate leather-and-metal barding, and tack. Foreground shows extreme radial motion blur streaks in the grass conveying tremendous speed and velocity. Background features towering jagged snow-capped rocky mountain peaks under a vibrant deep blue sky with voluminous dramatic white clouds. Epic dark fantasy atmosphere, highly detailed textures on armor and horse, cinematic high-contrast lighting, dynamic heroic composition. prompt two: A serene young woman with fair skin, shoulder-length straight dark brown hair, and a calm introspective expression gazing slightly downward stands centered in a vast barren white sand desert at night under a deep dark navy blue sky, with distant low dark rocky mountains on the horizon. She wears a long flowing translucent white hooded robe with subtle iridescent holographic shimmer and prismatic rainbow-cyan reflections across the fabric, the hood up over her head. In both hands at chest level she holds a single glowing bioluminescent blue cross, jesus in the middle is emitting intense bright cyan-blue light that illuminates her robe, hands, and face. Directly behind her head and shoulders is a massive luminous circular rainbow halo aura with concentric glowing rings transitioning from inner vibrant blue and cyan outward to turquoise, yellow, orange, and red, crowned by a brilliant white starburst light at the top center casting dramatic volumetric god rays downward. Cinematic mystical ethereal atmosphere, photorealistic yet fantastical style, sharp focus, high detail on fabric textures, rose petals, sand ripples, and light effects.

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LiveMarketChat
LiveMarketChat@LiveMarketChat·
Big fall in $AMZN ?
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