BasicCap

Formerly a HF analyst. buying fire and life safety businesses for our lovable corporate overlords. no one realizes that’s nick swardson in my pic

[BasicCap @BasicCap]

semi-cap equip is where I want my money in the AI trade. Shittiest economics, highest beta, most chance of ripping if the overall trade works out. Can get the risk exp of buying quality without putting up more capital. I don’t see any middle outcome for AI trade. $UCTT $ICHR

[BasicCap @BasicCap]

@Jesse_Livermore It really used to be simpler

[BasicCap @BasicCap]

Time to fly the pirate flag 🏴‍☠️ and rebrand to 7 flags! $FUN

[BasicCap @BasicCap]

@mario_cibelli @conorsen There are bad food delivery companies and good ones.

[BasicCap @BasicCap]

@ShitFund Feels so good to sell first in those

[BasicCap @BasicCap]

Sod bois in Austin getting ready to bid after ACL this weekend

[BasicCap @BasicCap]

@BrokenMoats You wanted to short this to zero? I’ll buy you a drink. Also in Austin.

[BasicCap @BasicCap]

Never forget

[BasicCap @BasicCap]

@P_Remarks Need to go beyond Sweeney this time. Miss the simple days.

[BasicCap @BasicCap]

@VegaVandal YOLO

[BasicCap @BasicCap]

@firstadopter It’s called reallocating human capital in the economy :)

[BasicCap @BasicCap]

@ShitFund Wen sports cap markets desk?

[BasicCap @BasicCap]

@Cashflow_Cowboy Matt’s is going to be pissed!

[BasicCap @BasicCap]

My only bit to add to the $wday buyout is I once was between jobs and out in Jackson hole, one of my buddies asked if I wanted to help caddie a member guest and Bhusri tipped 2x anyone else and was totally awesome and we talked stonks the whole round.

[BasicCap @BasicCap]

@firstadopter Have to agree on how to say EBITDA first!

[BasicCap @BasicCap]

@P_Remarks Playboy just printed 25%+ tonight. Dream smaller and bigger!

[BasicCap @BasicCap]

@firstadopter So they get more efficient and then competitors do the same and all surplus accrues to customers with lower prices. Remember Buffett saying something about that once. I wouldn’t feel great as a T shareholder.

[BasicCap @BasicCap]

@ArtkoCapital Did you sell your account? Get hacked?

[BasicCap @BasicCap]

@wolfejosh I’m out of the know, but Texas is so ready for this leadership!

[BasicCap @BasicCap]

Have fun trading AI stocks! I’m just going to BTFD in $AEO for the millionth time in my career and wait for some Sweeney pics to drop. #America250