Ankit

[Ankit @AnkitShah18]

@CliffordAsness He meant time where they were winning, which is true since they were leading vast majority of time. However, as you alluded to, this is textbook - "not how you start, but how you finish"

[Ankit @AnkitShah18]

@SherrySlatosky @JeffBezos But ultimately that tax will be due upon death given estate taxes. It's just tax deferred. Yes there are loopholes like GRAT trusts, but taxes will ultimately be paid.

[Ankit @AnkitShah18]

@DouglasCarswell While I appreciate all you've done from someone who grew up in MS, I don't think disrespecting other cultures & religions are the way. Muslims have helped the world tremendously over the last 2,000 years & most people are just people.

[Ankit @AnkitShah18]

@tatereeves Why does religion matter? People are people.

[Ankit @AnkitShah18]

@seyrenna_tech @CKCapitalxx Contracts are revenue. Market Cap is equity. Not apples to apples.

[Ankit @AnkitShah18]

@bofrench She's an American citizen. Chill with the casual racism.

[TheLAPurchaser @TheLAPurchaser]

Memory -- this is a bit nuts...
MS: We are seeing hyperscalers place 3 year orders on memory suppliers, in some cases with full prepayment - literally receiving 100% of 2028 revenue this quarter, with volumes at multiples of current levels. Are they doing that with the intent of slowing spending next year?

$MU $SNDK $WDC $STX $NVDA

[Ankit @AnkitShah18]

@blondesnmoney Any recs for how to get up to speed on the industry?

[Ankit @AnkitShah18]

@aleabitoreddit What do you think about the VOLT etf?

[Ankit @AnkitShah18]

@BoringBiz_ Why do we put this man on a pedestal? He's retail & hasn't professionally managed any capital. His core competency is academic finance...not practical investing.

[Ankit @AnkitShah18]

@blackboxues @WallStRollup Agreed - they're just playing up their book for fundraising purposes. I'd argue that even with tradeoff in valuations, having credit exposure (e.g., unitranche term loan) is still pretty good given leverage levels are 5-6x & doubtful that most software deals are impaired.

[Ankit @AnkitShah18]

@Restructuring__ @brcowboy1 Centerview also didn't want their financials to leak to play into that story. A shame that emotional / soft elements like that play into what should be a largely objective, fact-based decision.

[Ankit @AnkitShah18]

@Restructuring__ @MichaelRielly10 I suspect they'll start waiving right to trial. A lot of contracts now have arbitration as the means of disputing claims.

[Ankit @AnkitShah18]

@Hoopss Ali - he transcended the sport on a global stage. Second would be MJ.

[Ryan Haiss, CFP® @RyanHaiss]

High Earners Not Rich Yet (HENRYs) are some of the most financially stressed people I work with.

It sounds backwards until you see how their money actually lives.

Here's what I’ve learned working with HENRYs and why high income often delays, not accelerates, real wealth.

↓

[Ankit @AnkitShah18]

@buccocapital Which LLM do you find is best?

[Ankit @AnkitShah18]

@NickAdamsinUSA You're completely off. Look at spotify listens to see objective data...

[Ankit @AnkitShah18]

@Vivek4real_ Do you not know how banks work...

[Ankit @AnkitShah18]

@litcapital Was literally thinking the same thing...people overthink & live too much waiting for an ideal when the reality is that there is no ideal & people figure it out & adjust as they go along

[Ankit @AnkitShah18]

@ankurnagpal There's no reason to put money in it when you can do it yourself for a lot less costs. Ridiculous to me that they charge based on % of AUM given $ is in indexes - also their high yield savings account can be replicated by Fidelity SPAXX money market cash sweep.