BuddyTheCat

[BuddyTheCat @BuddyCapMgmt]

@insane_analyst Only related to your tangent about hair but try and save what hair you have left. Look into Minoxidil and Dutasteride. Not the cure you're looking for but could help.

[BuddyTheCat @BuddyCapMgmt]

@institLP Yes I agree with you on not valuing it totally based on revenue/revenue growth metrics, the OP is a "retail mega bull" (I don't know the best way to describe it) so I guess that's the lense he sees it through

[BuddyTheCat @BuddyCapMgmt]

@institLP I think arkady and team have been such pros with how they've managed the balance sheet that I don't worry about a liquidation event for Nebius but an interesting thought experiment still. I think they have a lot more room for maneuvering here compared to Coreweave.

[BuddyTheCat @BuddyCapMgmt]

@SMASIMHO @Wulf This reply is even more egregious. NBIS had 2.5b cash, Clickhouse/Toloka/AVRide stake, Nvidia backing, Data center in Finland online and one of the most successful CEOs in Russia where 1000 engineers fleed Russia to build a new company with him... Levels.

[BuddyTheCat @BuddyCapMgmt]

@insane_analyst When can we expect this beautiful work?

[BuddyTheCat @BuddyCapMgmt]

"this technology does basically nothing as of today"

[BuddyTheCat @BuddyCapMgmt]

How can Samsung trade at 2.3x FWD P/E and 1.2x FWD BOOK with headlines like these going out?

Someone please explain it to me as I am starting to get confused.

[P Equity Research 📰 @pequityresearch]

Keybanc: HP, Dell, and Google looking to extend LTAs for memory beyond 2030. Google is under discussions with memory providers to extended its 2030 LTAs for another five years to 2035.

$GOOGL

[BuddyTheCat @BuddyCapMgmt]

@DavidWeinetayg Nebius has one of the strongest retail bids in the history of the stock market, probably stronger than the tulip mania in 1637

[BuddyTheCat @BuddyCapMgmt]

We are not even in the "early innings" of AI, we are still in the parking lot drinking beers pre-game

Locked and loaded in $SNDK

[BuddyTheCat @BuddyCapMgmt]

@kimmonismus How many paid partnerships are you going to do? 5 a day?

[BuddyTheCat @BuddyCapMgmt]

Are Samsung profits going to collapse by 80% whilst cyber compounds their earnings 20% until the end of times? Am I going insane? @rosyprosperity Help me.

[BuddyTheCat @BuddyCapMgmt]

I feel sick looking at this graphic. The assumptions below are very generous to cyber-sec too - each company compounds their operating profits at 20% per year and compares it to one Samsung quarter (yes 1). This is real.

[BuddyTheCat @BuddyCapMgmt]

Time to get boots on the ground in Korea and investigate what the fuck is going on. Will be walking street to street telling people to buy Samsung at this rate.

[BuddyTheCat @BuddyCapMgmt]

@DavidWeinetayg It's also bullish for AMD shareholders that there is 20% dilution coming through warrants given to OpenAI/Meta

[BuddyTheCat @BuddyCapMgmt]

@DavidWeinetayg @RJC You have the potential to be chief pumper. I see your skills. We need to get you 100k followers ASAP.

[BuddyTheCat @BuddyCapMgmt]

Look what Opus 5.5 can do and people think this is the top? Anthropic have even better models on the way.

[BuddyTheCat @BuddyCapMgmt]

I'm long Ajinomoto. More substrate demand, more film sold. And they make nearly all of it.

$2802.T

[Chips & Wafers @ChipsandWafers]

Taiwanese ABF names on a tear🔥

Up +53% YoY in September, +34% YTD.

Not stopping anytime soon.

[BuddyTheCat @BuddyCapMgmt]

@rosyprosperity "If you want memory supply then you need to give us more money and use our foundry too". I love it. I just keep trying to add more and more.

[BuddyTheCat @BuddyCapMgmt]

Was this the ultimate top signal?

And we are doomed for eternity in our cursed memory stocks?

$DRAM $MU $SNDK and personally my baby Samsung can't go up. Let's see preliminary earnings soon! 🤞

[BuddyTheCat @BuddyCapMgmt]

@DavidWeinetayg What do you think? When the memory trade hits the hood, should we be worried? We need to get them into $CRWD $AMD instead.