Escobar Capital

The next Warren Buffett. Not financial advice. I like $MU, $NVDA, $HOOD, $LITE, and $COHR

[Escobar Capital @EscobarCapital]

The sad reality of being a fintwit chad:

Realizing you’re only 25 and your wife won’t be born for another 10-15 years.

[Escobar Capital @EscobarCapital]

May as well raise those price targets you nerd analysts. $1500 way too low now.

[Micron Technology @MicronTech]

Today, we're proud to announce a strategic agreement with @AnthropicAI that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. https://t.co/WkAzl0YXxK

[Escobar Capital @EscobarCapital]

@RJCcapital I like Nebius, Intel, Google, GE Vernova, AXT

[Escobar Capital @EscobarCapital]

@daniel_koss @RJCcapital Y’all need to go band for band and figure it out buddy.

[Escobar Capital @EscobarCapital]

@ritwikpavan I will never understand any individuals who can start a company or an app with almost a billion monthly users, and completely miss the mark of what their company is. This company should be a FCF printer.

[Escobar Capital @EscobarCapital]

@RJCcapital Good company, horrible management = horrible stock

[RJC @RJCcapital]

send it to zero

[Escobar Capital @EscobarCapital]

@growthrapidly You’re insane if you think photonics has had its run.

[Escobar Capital @EscobarCapital]

@RJCcapital

[Escobar Capital @EscobarCapital]

To memory bears, please google jevons paradox.

[Escobar Capital @EscobarCapital]

@RJCcapital @WomenBeingAwful @NighthawkTradez No bc it’s not a dude lmao

[Escobar Capital @EscobarCapital]

@3KComeback No options wahoo

[Escobar Capital @EscobarCapital]

@TheICHpodcast How do we get @NickNemo17 on for an episode? Interesting character and insane understanding of the market.

[Escobar Capital @EscobarCapital]

@kevinxu This is what over trading looks like.

[Escobar Capital @EscobarCapital]

$MU $SNDK It is interesting the psychology of investors that sit out on massive runs, ie stocks in the memory trade, and you get a nice pullback where these stocks are trading at a massive discount now on no real news that will alter the trajectory of where we are headed in 5 years, and people jump to the bearish bias and don’t play. This shortage isn’t going anywhere for the next year minimally, and we have yet to realize if this demand isn’t the new standard. Technology always needs to innovate, get faster and more efficient.

[Escobar Capital @EscobarCapital]

Down 12% today. What am I missing?

[Nick Nemeth (Mispriced Assets) @NickNemo17]

What if Groupon felt like it was built in 2026?

Less friction. Better discovery. Faster checkout. More reasons to come back.

When your gross margins are ~90%, every point of retention matters.

The market doesn’t see the turnaround yet,
but I do. $GRPN

[Escobar Capital @EscobarCapital]

@D3GSolutions @RJCcapital @kevinxu Ok- sub to his substack and join the discord. Lets bet $100 on it

[Escobar Capital @EscobarCapital]

@PolymarketMoney

[Nick Nemeth (Mispriced Assets) @NickNemo17]

I talked about access to mentors that I’ve been privileged with. Lots of obstacles in my life, but want to share what was given to me freely / cheaply.

Anyone interested in mapping what to learn, or getting a head start on their investment IQ, check out:

https://t.co/sSY3FjCLjB