Say no to multiple arbitrage. https://nitter.gq/t.co/PKZxXdYUJp
Joined May 2011
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Choose compute
Choose HBM. Choose CoWoS. Choose X-ray metrology. Choose a fucking big SiC fab. Choose substrates, T-glass substrates.
Choose PCBs. Choose a japanese bottleneck and wondering who the fuck you are on a Sunday morning reading about tungsten drills.
Choose returns.
Let's do some numbers on $CLPT, IRRAS acq has contributed around 7mm revs YTD. Headline growth is 32% taking rev to 35.1mm for the first 9M. That's 8.5mm of growth YTD (7 of which the acquisiton).
If we normalize, we get 1.5/26.5 = 5% growth!
Guidance of a business booming:
Now people understand why I say that Europe is the only emerging market you need in the portfolio...
Kind of the worst outcome from Brazil, Lula is not Maduro, but I understand why the market would prefer Bolsonaro. Biggest issue is the results are tained with fraud.
At least Congress is still dominated by the right, when the dust settles it is a buying opportunity.
Part of doing ok in the markets is being able to spend some money giving back. You want to support a better, more free future?
Donate to @debian or other open source projects.
It's literally this meme
Part of managing money is that despite some good runs the market always humbles you.
It's always somewhat painful, but the sooner you listen the more profitable despite the pain.
The chart of the Canadian banks (TD for example) is absolutely horrible. Highest valuation is many years too.
Idk why I shorted those and bought housebuilders, in which world do I win?
You know the oil price is unsustainably high when even the Kurdistan producers are... Starting to drill again!!
short ANT
Working with @citrini, we asked Claude to design proteins that bind to five scorpion toxins (covering the part of the toxin that latches onto cells).
Over the next 64 hours, Claude generated over 300,000 designs; we sent 211 to @adaptyvbio and @TwistBioscience for lab testing.
The vibes are bad. AI seems totally bust, no resulting of Hormuz and real rates are too high. Not the ideal environment for me, but I just hope copper gets murdered (long overdue)
I have 11.5% of my pf in European AI plays, P&L today is 130bps of losses.
I see, we might not be curing cancer next year?
So the AI build out is going to crowd out housing and the real economy but at the same time AI is so over
Rodrigo Benedetti retweeted
Many $QURE bulls are posting this but has anyone looked at what it shows? None of the 4 comparisons were statistically significant (even without correcting for multiple comparisons which would require a much lower p value). Look at the error bars on those charts...
