Analista

[Analista @FishyAccounting]

Just because META sucks it doesn’t mean everyone else has to slow down

[jbulltard @jbulltard1]

Here comes the capex cut

[Analista @FishyAccounting]

@crux_capital_ It broke out from its prior range so it’s good to see we’re on uncharted/higher waters, as the physical AI/robotics theme picks up legs again

[Analista @FishyAccounting]

@labubu_trader @CKCapitalxx Why does USD strength matter for the pod shops? Bc stronger dollar kills EM (typically) and they have tight stops?

[Analista @FishyAccounting]

@DratchCap It better be the Fable we know and love, and not some watered down version

[Analista @FishyAccounting]

@ContrarianCurse Best Claude wrapper out there rn

[Analista @FishyAccounting]

@davidtayar5 @jukan05 Sent, many thanks. Happy to repay the favor

[Analista @FishyAccounting]

@davidtayar5 @jukan05 Could you please share this with me?

[Analista @FishyAccounting]

@AnyujinB @Mangyek0 @jukan05 Can you please DM to me as well? Thank you very much

[Zephyr @zephyr_z9]

Good point
CXMT will generate over $130B in gross profit in the next 18 months

How they spend that money will determine how long the memory cycle lasts and what happens in 28-29

[Analista @FishyAccounting]

@firesidealpha Thank you. When was the interview?

[Gregory Blotnick @gregoryblotnick]

Druck in New Market Wizards on mentorship

"George Soros is my idol...Soros is the greatest investor that ever lived."

"But being coached by the world's greatest investor is a hindrance if he's breaking your rhythm. You just can't have two cooks in the kitchen; it doesn't work."

[Analista @FishyAccounting]

What if: the task forces recommend trimmed mean PCE as the preferred metric, that is much closer to 2%

Difficult to find Warsh hawkish when he ends with a strong message of embracing productivity led growth

[Yardeni Research @yardeni]

Warsh is a hawk in dove's clothing. He's pretty much committed to bringing inflation down to 2%, and that's going to shape his next moves at the Fed.

[Analista @FishyAccounting]

@agnostoxxx @zephyr_z9

[Analista @FishyAccounting]

once you taste fable, you can’t go back

[Analista @FishyAccounting]

@DratchCap @sama Sam had his time and he blew it, how about Super Grok Summer for a plot twist @elonmusk

[Analista @FishyAccounting]

@DratchCap Some peeps in the valley seem to think we (humans) are next 😩

[Analista @FishyAccounting]

@patrick_saner @Silicon_Data @stevehou that's how i understand it the index measures blended price/mix, so it's better used as a demand-mix indicator, not a demand-level (volume) indicator

[Analista @FishyAccounting]

@BULLOFBRITAIN Thanks for your posts. Missing AIXA on GaN power semis angle (one of 3 themes it’s benefitting from), and towers for 6G (notably CCI)

[Analista @FishyAccounting]

@ContrarianCurse Like Einhorn being in Micron all the years it didn’t work