CoinJetta 🐢

Economics and NY Sports

[CoinJetta 🐢 @CoinJetta]

@JaredKubin Based.

[CoinJetta 🐢 @CoinJetta]

@Clevta I want Knicks respect.

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@TMTBreakout It'd have to be in the YouTube/Waymo multiple. 400 for Waymo seems light imo, but it was also probably 1/10th of that this time last year so I am not stepping in until I can get some validation on a higher mark

[CoinJetta 🐢 @CoinJetta]

@bucketshopcap @blueprintsmb22 Make money? Yes.

Add value? With a career of training in a pod model? Not so sure. What line of work are you a value add coming from a career in this model?

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@itsmarkmoran My PM made us reunderwrite the entire book via an all-hands call at 7am on a Sunday the morning after his wedding the previous night.

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@JagginOff_69 Get ready to learn Bond Street buddy

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@JagginOff_69 Price is even more important than the friends you’ve made along the way?

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@JagginOff_69 Doing this with the used zyns is barbaric

[Brian Rappaport @BRappy55]

It's sad because The #Yankees have fully wasted Cole and Judge's prime.

Yes, Cashman has made some big moves the past few years - but he hasn't made THE MOVE. It's always half measures, never full measures and here we are again.

What Cash/Hal do these next few days will be telling. This team without Cole and Stanton is not a contender. End of story. Adding JD Martinez is not a fix.

[CoinJetta 🐢 @CoinJetta]

@RadnorCapital Worth taking a look at the triple nets (ADC & NNN interesting). I've been planning to also look at some of the leisure REITs soon (HST/RHP/PK/PEB)

[CoinJetta 🐢 @CoinJetta]

@astraffon @ESPNBET https://t.co/G8at3rWD05

Rubin says Fanatics has 6% mobile betting market share in this video... is that even remotely true?

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@TMZ Common Zach Bryan W

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@laurenbalik My opinion is that you’re absolutely right on the games side but that the street knows it’s a shit asset and it only accounts for ~10% of revs. On a SOTP basis, it’s accounting for zero or - equity value. So, you’re right it might be a laundering scheme - street just doesn’t care

[CoinJetta 🐢 @CoinJetta]

@laurenbalik I’m genuinely asking here and not trying to be harsh but youve been short a name that’s up 500% and 50%+ this last month. That’d get you blown out of any institutional asset manager — what do you think it is that the street isn’t seeing/lending credit to that you do in the name?

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@NYJ_Matt Our king.

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@ModernFooty @espn W

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@JosinaAnderson This is really one big riddle of a tweet

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@paulswaney3 Mind sharing who your outsourced graphics provider is?

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@JaredKubin 2/2

lets say CCP is backchanneling NVDA chips and they have a massive cluster. The market has priced in a massive domestic moat for the hyperscalers given the NVDA export ban…that ceases to exist and there needs to be a rerating imo.

[CoinJetta 🐢 @CoinJetta]

@JaredKubin 1/2
Agreed on 1.

Think you’re running the right question down on 2. Below seems to be a reasonable answer but I don’t know how to answer the question definitively. however, in both of these infra situations, i read it as bearish for hyperscalers.

[sphinx @protosphinx]

Deepseek can’t disclose that they have 50k Nvidia H100s due to US restrictions, and they’re underreporting their AI investments.

This seems very likely.

Half of Nvidia’s revenue comes from Asia, and I can assure you there isn’t much AI work happening outside of China in the region. Nobody is gobbling up GPUs in large numbers.

So, Asian H100 revenue essentially is ex China (routed through other geos eg Taiwan).

Tencent purchased and reported 50k H100s in a single quarter. Single quarter.

Alibaba and Bytedance are also buying H100s in large numbers, and those are just the reported figures.

Orders placed in Singapore/Taiwan can be shipped anywhere. There are no physical restrictions.

However, they likely can’t report it this way if they’re operating solely out of mainland China.