AlphaHungry

Long / short equities. Here to learn. Striving to earn.

[AlphaHungry @AndrewTakes]

@institLPGP How do you think this affects Capex numbers and hardware names?

[AlphaHungry @AndrewTakes]

@blondesnmoney @MachinaQuanta You sell WDC?

[AlphaHungry @AndrewTakes]

@ragingbullcap CNK added 86 D-box screens in Q1 and DBO added 66 net new screens. Numbers imply they're not getting adds from other theatres - incrementally negative data point imo

[AlphaHungry @AndrewTakes]

@WaterworldCapi1 You see where the puck is going sir

[AlphaHungry @AndrewTakes]

@joedab12 @DeNebulord Joe - have you found specific math on the actual $ / unit lift from a RDIMM to MRDIMM for $RMBS? I keep reading about 5-10x but wondering if there's an official #. Thanks - your coverage on this name is great.

[AlphaHungry @AndrewTakes]

@DanielSLoeb1 @NYCMayor How do you get comfortable with the punitive tax on SK Square being a PFIC? Am I missing something / is there a workaround?

[AlphaHungry @AndrewTakes]

@bubbleboi Do you think SOCAMM is superior to MRDIMM and will end up being the new standard?

[AlphaHungry @AndrewTakes]

@dalibali2 How do you think about the Kalshi risk. Is it real? (I'm a tourist)

[AlphaHungry @AndrewTakes]

@PauloMacro Relax bear. The world knows you missed the trade

[AlphaHungry @AndrewTakes]

@TheLAPurchaser How did you arrive at 25% contribution margin? Makes sense that it's a lot lower than gross margin (which is driven by their own glasses) but curious if there's a data point out there that informed this.

[AlphaHungry @AndrewTakes]

@evrgn11112231 give it a rest man

[AlphaHungry @AndrewTakes]

@rubicon59 Where is that quote from?

[AlphaHungry @AndrewTakes]

@escvel0city11 Few days ago you said investors are missing a key variable of the math in this name - what were you referring to?

[AlphaHungry @AndrewTakes]

@evrgn11112231 I do agree on that!

[AlphaHungry @AndrewTakes]

@institLPGP It's not something that makes a whole lot of sense to me. I own both and rate of acceleration on the p&l improvement are pretty much the same. Think some are anchoring to STX being of higher quality because of HAMR lead. Maybe I'm missing something?

[AlphaHungry @AndrewTakes]

@institLPGP @blondesnmoney Come back in Dave! Join us!

[AlphaHungry @AndrewTakes]

@viggy_krishnan @evrgn11112231 @PythiaR its a customer adoption and entrenchment strategy. VC 101 when going after a big market. Many examples before it that have been alluded to. If they wanted to turn the pricing up and run profitably today, they could do so.

[AlphaHungry @AndrewTakes]

@StockMarketNerd @Matans8442 the rev guide implied a deceleration. Not good fwd looking data point to see with all the spending. Every CSP's cloud rev is accelerating from the investments