Anxious Capital Management

Analyst. HF and FOF. Micro caps are my guilty pleasure.

[Anxious Capital Management @AnxiousCapital]

Congrats $AAPL on WWDC 2024 today.

[Anxious Capital Management @AnxiousCapital]

Mentally max short

[The Wall Street Journal @WSJ]

Exclusive: AI market-research platform AlphaSense is being valued at $7.5 billion in a fresh round of funding https://t.co/XGzb0EaEt5

[Anxious Capital Management @AnxiousCapital]

@mario_cibelli How close by do you think he’ll be?

[Anxious Capital Management @AnxiousCapital]

AI came to replace a few million software engineers and created a few billion instead

[Anxious Capital Management @AnxiousCapital]

@Michael_Borecki @TechFundies Not letting me DM, DM me?

[Anxious Capital Management @AnxiousCapital]

@Michael_Borecki @TechFundies Seems like the actuals are pretty bare?

[Anxious Capital Management @AnxiousCapital]

@thegresearch I see street adj eps at $6.06 (and back half weighted). Where'd you get $4.52 from?

[Anxious Capital Management @AnxiousCapital]

@blueprintsmb22 What about the next level downstream? Something like Mativ? I just cant understand how so many stocks like that are unchanged since Feb..

[Anxious Capital Management @AnxiousCapital]

@SouthernValue95 And how much of $FERG growth is DC's?

[Anxious Capital Management @AnxiousCapital]

@benthompson rn

[Anxious Capital Management @AnxiousCapital]

Something is seriously wrong with Opus 4.7. I run out of usage in like 10 minutes of use. Never ran out on 4.6 before. Meanwhile others I know are seeing no difference in usage limits. @Anthropic

[Anxious Capital Management @AnxiousCapital]

$HIMS "Only $149 a month for the right to potentially pay only $199 a month"

[Anxious Capital Management @AnxiousCapital]

Up 22% today on no news...

[Anxious Capital Management @AnxiousCapital]

$LFMD new CFO's most recent experience. Sale incoming?

[Anxious Capital Management @AnxiousCapital]

@JerBearRN @SimontheItalian @LifeMD @EliLillyandCo @AndrewDudum How in the world have estimates not come down since the shift to branded?

[Anxious Capital Management @AnxiousCapital]

@stepnotonpets Why? Options?

[Anxious Capital Management @AnxiousCapital]

And so it was..

[Anxious Capital Management @AnxiousCapital]

Netanyahu doing the podcast circuit means Israel gonna beat and raise.

[Anxious Capital Management @AnxiousCapital]

@orrdavid How large is the discretionary part of the thesis? If it’s one sentence or less and majority is somewhat quantitative (price, financials, valuation etc) then I can demo something for you.

[Anxious Capital Management @AnxiousCapital]

@hvntting @CliffordSosin Depends on the name