DC ◎

Finance • Technology • @UChicago alum

[DC ◎ @DC__64]

@anandragn MRVL +40% on Jensen comments was what did it for me. healthy consolatory action thus far imo

[DC ◎ @DC__64]

@TheValueist Even for super bowl you can get in $3 - 4k. Pretty insane if these are the cheapest seats

[DC ◎ @DC__64]

@RealSimpleAriel Semianalysis out with piece saying data centers in space don't make sense until ~2040

[DC ◎ @DC__64]

@RealSimpleAriel @TheFlowHorse Or it continues for as long as people think it's insanity, once everyone is a believer it's time to sell

[DC ◎ @DC__64]

@TheOneLanceB Then everyone is the permanent underclass and we can't have that...

[DC ◎ @DC__64]

@Investor_NICK_ Was looking into this…pretty sure it’s $20k for whole trip but I could be wrong on that

[DC ◎ @DC__64]

@EquityBrian @InvestLikeBest This is partially bi product of an increasing number of market participants who don't care about P/E valuation. Retail + ST trading funds now make up near majority of daily flow

[DC ◎ @DC__64]

@CFlanders7 Swap TSLA out for SpaceX and keep it the Mag7

[DC ◎ @DC__64]

@TheOneLanceB Rare cases. Jim Simons did it with Renaissance once or twice iirc

[DC ◎ @DC__64]

@Jason Have you talked to any GenZ or just basing this from the reaction to Arizona commencement? GenZ I've talked to all using AI to help them work/study and don't have strong opinions

[DC ◎ @DC__64]

@pmarca I’d wager the issue lies more with sentiment. Stock market is the ultimate prediction machine

[DC ◎ @DC__64]

@RealSimpleAriel The most bullish development

[DC ◎ @DC__64]

@emollick Capability doubling time less than every 6 months is absurdly fast given the compouding nature

[DC ◎ @DC__64]

@simonrusso__ Incredibly well written

[DC ◎ @DC__64]

@Investor_NICK_ @the_P_God Not mythical it’s called Colombian ✍️

[DC ◎ @DC__64]

@CFlanders7 We've got a livermore on our hands

[DC ◎ @DC__64]

@signulll @designedbyabin Same issue when they launched Gemini. They do a big presentation then couldn’t even find the website to use the damn chat bot

[DC ◎ @DC__64]

@RealSimpleAriel oh boy

[DC ◎ @DC__64]

@anandragn Roughly speaking what % of account are you letting ride with somethig like NBIS? I have trouble stomaching anything more than 5-7% after trimming