Five Rivers Capital

Many Currents, One Direction

[Five Rivers Capital @5RiverCapital]

@ContrarianCurse As much as I hate on Canada, lucky guy. Best of both worlds

[Five Rivers Capital @5RiverCapital]

Imagine when SK Hynix gets a US ADR

[Salma @salmaogs]

Dark pool transaction:

$MU $2.41B+ @ $1133.99

[Zephyr @zephyr_z9]

People may not like it or think it's quite illogical
But a large percentage of Big Tech's CAPEX, debt raised, and equity raises is going straight up into the balance sheets of the memory trio
Next year numbers will be crazy

[Five Rivers Capital @5RiverCapital]

I need to rotate out of META

[Five Rivers Capital @5RiverCapital]

@salmaogs Nice chart

[Five Rivers Capital @5RiverCapital]

@HiCagr ALAB?

[Five Rivers Capital @5RiverCapital]

@evrgn11112231 @RyeNotBerben Yeah just noticing it’s an option at the bottom of the screen too… try enabling on desktop first

[Five Rivers Capital @5RiverCapital]

@evrgn11112231 @RyeNotBerben Search ASKB when you open the app

[Five Rivers Capital @5RiverCapital]

@BoringBiz_ Bill Ackerman

[Five Rivers Capital @5RiverCapital]

Mans would rather see the end of the US hegemony before they long semis

[Five Rivers Capital @5RiverCapital]

@JoshuaMCastillo @P_Remarks Which?

[Five Rivers Capital @5RiverCapital]

@P_Remarks Surprised you have 250k left after being long software for this long

[Five Rivers Capital @5RiverCapital]

Next leg

[Five Rivers Capital @5RiverCapital]

@BoringBiz_ 3 co's are not AI (TSLA/META/AAPL), 3 co's are AI adjacent (GOOGL/MSFT/AMZN) and yes, the other 4 are "AI" (only 1/3rd of the "40% bubble" btw). Plus, half of these names are trading at 20-25x.

[Five Rivers Capital @5RiverCapital]

@P_Remarks Cope

[Five Rivers Capital @5RiverCapital]

, ,

[Five Rivers Capital @5RiverCapital]

This last 60bps is taking a millennium

[Five Rivers Capital @5RiverCapital]

Citrini is the least skilled popular substack imo. Baskets of 200+ "thematic" stocks and then tweets that cherrypick the 5 that did well. And also, he gets mega bearish only to be wrong 4 weeks later and cover it up. I haven't forgot the times you panic sold 30%+ of your pf.