Curiosity Capital

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[Just Another Pod Guy @TMTLongShort]

If you are on the buyside and your PM or CIO insists AI is a bubble you should do everything in your power to find a new seat.

How deeply you understand bottlenecks and tokenomics will be the primary driver of alpha over the next five years and you should put yourself in a position where you have the leash to be involved and learning instead of watching from the sidelines.

We are at the starting line. The people pointing to memory stocks instead of model IQ tipping points simply lack the IQ or imagination to understand that.

[Curiosity Capital @CuriousityCap]

also the tax refund process is nowhere near as streamlined as Japan and Korea from my first hand experience. But it's only up from here I suppose

[Curiosity Capital @CuriousityCap]

If China wants to open up to international tourism they must get Alipay / WeChat to remove the 3% service fee OR allow 4 digit pins for credit card transactions

[Curiosity Capital @CuriousityCap]

Competitive intensity in the US does not come close to China, so one should be concerned if a Chinese coy enters their mkt internationally

[Curiosity Capital @CuriousityCap]

Bear market bounces are for opportunities to sell into not buy !

[Curiosity Capital @CuriousityCap]

We all know who the fall guy is on these tariffs, probs get thrown under the bus very soon by trump

[Curiosity Capital @CuriousityCap]

I don’t get why retail is considering this a buy the dip moment, we don’t have clarity yet on the potential inflection point , don’t be someone else’s exit liquidity

[Curiosity Capital @CuriousityCap]

Remember it is usually the 2nd cut when you buy not the first, so probs 2-3 months still until that happens

[Curiosity Capital @CuriousityCap]

@MikeFritzell Hmm interesting maybe they’re trying to rationalize the line , they seem to pair with skinny / slim pants so maybe that too since baggy is now the trend and you tend to style with chunkier soles

[Curiosity Capital @CuriousityCap]

$RH levered , inventory build heading into macro slow down .. ouch

[Curiosity Capital @CuriousityCap]

What a coincidence that this tariff war + economy rolling is happening as we hit a huge treasury maturity wall in Q2 2025 which itself was the product of Yellen's focus on short-end curve issuance... go figure!

[Curiosity Capital @CuriousityCap]

Advertising spend rolling over, the general gets shot last $META

[Curiosity Capital @CuriousityCap]

“1850s, toothpastes remained in powder form…. It would take another 20 yrs when Colgate began mass-producing toothpaste, not powder, in jars…first tube of toothpaste was sold more than 20 yrs later, when Colgate began selling tubes in 1896.” - learn smth new everyday!

[Curiosity Capital @CuriousityCap]

@borzoicapital start em young!

[Curiosity Capital @CuriousityCap]

@StockTalk416 @milken_cookies @pekwat Someone has to be blamed if things go wrong , who better than the consultant !

[Curiosity Capital @CuriousityCap]

@spudheadcapital 🤡

[Curiosity Capital @CuriousityCap]

Poker is such a great way to intuitively learn risk mgmt

[Curiosity Capital @CuriousityCap]

$ADBE and AI … if no beat and raise to FY25 guide in the next 1-2 quarters, adoption likely not there on the consumer ex-pro side