Hypertonx

Hell yes - come on down I think $150-$185 is the sweet spot but am skeptical we see it

Work of art

$APP like a Fwd PE of 15, a PEG < 0.4 I wonder how good this can get It's nearly at the "buybacks actually accelerate earnings" level

Gross, you guys are going to make me research $RDDT $18 billion market cap $3 billion cash They are doing $1.2 billion in FCF and just grew 53% with decent growth guidance Fine... I will read the transcript 🤮

In the clubby economics community, as well as deep in the canon, you have papers that were basically invalidated immediately after publication No one cares If people made up data, sure, they are screwed, but what about everyone else who is wrong? Nothing will happen

I touched a nerve by accidentally vague posting about $GOOG $GOOGL renting compute 😂 Some guy blocked me for this lol

Since 2021, SaaS has been a tough place to be In theory, they are best positioned to actually get value from AI ... BUT, as everyone knows, they also are threatened by it AND ALSO, less frequently mentioned, it causes their cloud costs to go up in real time Google cloud $GOOG $GOOGL basically passes on costs instantly, even if the hardware was bought at cheaper prices So basically, the SaaS companies are funding their own demise. It's poetic In my view... still a shit show over there

$PBF's earnings are so insane, what the fuck

I feel like the $GOOGL $GOOG call was insane and people don't even seem to recognize it I see no one referring to the most insane thing I've ever heard

$GOOGL $GOOG I think we are seeing why they are leaning more into TPUs

I hope we see $CBRS waaaayyyy lower but keep in mind also this group isn't particularly credible

Looking at the tape, it looks like Culper released its report early to people $CBRS

I think an acquisition happens between $CART and $DASH

"They didn't disclose gross margins" "They are hiding expenses" "They have huge cash commitments and are going to go bankrupt" "They are not profitable" I am genuinely concerned for some of you

Some of this bear cope gives the neocloud bulls a run for their money 😂

Bought $PBR at the lows and its probably still a good one

My $VICR position likes the $ANT S-1

GPUs may be a commodity, as Ken Griffin says, but poor old Anthropic doesn't really have any on its balance sheet It is going hat in hand down the street, gold pouring out of its pockets, to those with compute