I combine fundamentals and technicals to identify the themes, companies, and assets driving the next market cycle. https://nitter.gq/t.co/b7W6jIVD4y
San Jose, CA
Joined July 2020
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Inder retweeted
Ek Garam Chai Ki Pyaali Ho…
Koi Usko Pilaane Waali Ho…
Jensen Huang living it up in Bollywood.
$CRWV CEO Michael Intrator on the post-election regulatory shift: “we do not anticipate any impact from the seismic regulatory shift that's occurred”
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$CRWV CEO Michael Intrator: “we haven't brought 2028 to market … we are waiting for that to season further”
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$CRWV CEO Michael Intrator: “We are largely sold out through 2027. There is overwhelming demand for that”
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$CRWV CFO Nitin Agrawal: “we expect adjusted net loss to reduce meaningfully in 2027 and to become adjusted net income positive in the first half of 2028”
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$CRWV CFO Nitin Agrawal: “at current yields, we do not intend to issue additional parent level unsecured debt through 2027”
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If this is the begining of a new bull run, there is a lot of money to be made.
If this is the continuation of the bear market, there is still a lot of money to be made.
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Inder retweeted
the fact that (outside of Bloomberg/NYT) this story was ignored by the MSM is an industry-wide failure. The Alice Huang story - outside of the espionage angle - involves very little new information, and Culper did exhaustive work - including reporting the alibaba loan! - in May!
NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.
$RKLB CFO Adam Spice on profitability after Neutron flies: “First reflected in adjusted EBITDA, which will turn positive, you know, within 6 months of that first successful test flight.”
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$RKLB CFO Adam Spice on Neutron margins: “this is a 50% plus gross margin business on a non-GAAP basis. … I personally don't think that we're yet at the end of the pricing curve for Neutron.”
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$RKLB CEO Peter Beck on launch capacity: “So the launch capacity is incredibly constrained … even when we bring Neutron to market, it's not going to satisfy the demand that's required.”
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$TTWO CEO Strauss Zelnick on AI making game assets easier: “But you know what's not easier? Making a big hit. Making a big hit was hard then, it's hard now, and it's going to be hard in the future. And hit creation remains the purview of human beings.”
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$TTWO CEO Strauss Zelnick on Grand Theft Auto 6: “Preorders for Grand Theft Auto 6 are tracking far in excess of our initial expectations, and we know that the numbers will speak for themselves soon enough.”
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