Spekulatius

I look at the cash flow statement first.

[Spekulatius @Clownbuck]

@theTIKR referral link:
https://t.co/NEaNyjZnMd

[Spekulatius @Clownbuck]

WSB is a country now:

https://t.co/ZipvgNBmDC

[Spekulatius @Clownbuck]

@alexeliasson I own this one as well.

[Spekulatius @Clownbuck]

@vanckzhu Become an oversees bull in the Korean stock exchange whorehouse. There are some great value out there in semi adjacent stocks - the kind Benny G would
take a look at, if he were alive

[Spekulatius @Clownbuck]

@RebornStarter @ParikPatelCFA The same stocks that went up 100% before. 🤷🏻‍♂️

[Spekulatius @Clownbuck]

@SpaceJellySSA @ParikPatelCFA Just a correction for certain stocks. Index investors yawn.

[Spekulatius @Clownbuck]

A pond with bodies floating is a good location to fish if you are a bottom feeder.

[tae kim @firstadopter]

I suspect we'll see the dead bodies float to the surface in a few days. Forced selling dislocations like the past few days create the best opportunities for those with duration.

[Spekulatius @Clownbuck]

@Biohazard3737 In a shakeout, you get $AMZN below $200 most likely. Won’t take much either. But yes, they will be sound no matter what.

[Spekulatius @Clownbuck]

@CKCapitalxx Perhaps a stupid question but if you trade momentum, you would have sold already and there isn’t a reason to buy either ?

[Spekulatius @Clownbuck]

@jaymsheth @firstadopter All the cash flow will go in new fabs until there is overcapacity. Thats the only way.

[Spekulatius @Clownbuck]

@strictrope @P_Remarks Still a 3 x from last year . How much leverage?

[Spekulatius @Clownbuck]

@firstadopter It’s nothing new and was called vendor financing during the telecom boom. Lucent did that most excessively and went bankrupt later.

[Spekulatius @Clownbuck]

@Ron284Ron My largest bank holding. Very boring but executing very well and still undervalued at ~10x earnings.

[Spekulatius @Clownbuck]

@FromValue @MarceloLima They still have achieved production quantities and that was 8 month ago. Huawei is basically a state controlled enterprise. They can afford to make losses on this.

[Spekulatius @Clownbuck]

@FromValue @MarceloLima https://t.co/mrAaiFh6eN

[Spekulatius @Clownbuck]

@FromValue @MarceloLima The Chinese produce 7nm and most likely 5nm chips, so they have mastered DUV for sure.

[Spekulatius @Clownbuck]

@TraceyRyniec Biden’s infrastructure plans was realized over a few years. This is much bigger if it actually happens.

[Spekulatius @Clownbuck]

This should not surprise anyone.

[The Hormuz Letter @HormuzLetter]

BREAKING: US intelligence assesses that Iran's new Supreme Leader Mojtaba Khamenei is far more interested in a nuclear weapon than his father and is looking for ways to pursue an advanced thermonuclear warhead that could be miniaturized and placed on a long-range missile, per US officials to NYT.

US intelligence adds that Iranian officials who previously argued only a nuclear weapon could prevent an Israeli or American attack believe their position has been significantly strengthened.

[Spekulatius @Clownbuck]

@Spartyfan82 @HedgieMarkets This is obviously nonsense. The operating income is just one metric, the FCF is another important one and related to this the Capex. There is no one single number and I guess “semi intelligent “ means really means quite dumb.

[Spekulatius @Clownbuck]

@firstadopter @alexandr_wang I think you forget that Gemini flash 3.6 is free to use , seamlessly works with Google search and is super fast.

[Spekulatius @Clownbuck]

@RealJimChanos @puppyeh1 Sounds like a great repeat business for investment banks.