Franco Gianotti

[Franco Gianotti @FrancoGianotti2]

@commonsenseplay +1 - SRP-1003 & SRP-1001 looks promising!

[Franco Gianotti @FrancoGianotti2]

@valuedontlie helped me a lot doing a montecarlo simulation in each valuation

[Franco Gianotti @FrancoGianotti2]

@leevalueroach And additional is an internet/mobile provider with a regular cashflow!

[Franco Gianotti @FrancoGianotti2]

@commonsenseplay I checked $LULU yersterday and i avoided make a position becase looks ugly 😮‍💨

[Franco Gianotti @FrancoGianotti2]

@mauroszeta país villa, lleno de resentidos y delincuentes, lo que nos dejo la patria grande

[Franco Gianotti @FrancoGianotti2]

Stabilus $STM:
https://t.co/9swqbOeRze

[Franco Gianotti @FrancoGianotti2]

@uv_shares I'm in! 😊

[Franco Gianotti @FrancoGianotti2]

This is the kind of company that looks like a value-trap (it can be) but I think that this case not, indeed the poor corporate governance.

[Franco Gianotti @FrancoGianotti2]

Back to write-ups: https://t.co/Vhk5KRkFn0

MegaStudyEdu

[Franco Gianotti @FrancoGianotti2]

The best AI company right now <3

[Sam Altman @sama]

5.6 livestream going now.

in addition to the model, 3 major product things.

1. ChatGPT Work--really big deal!
2. new ChatGPT desktop app
3. hosted sites

[Franco Gianotti @FrancoGianotti2]

@Invesquotes the problem is the acquisition of Penumbra (it's a big acquisition with more complex integration and highly leveraged balance). But I think it can be a good value play but highly risked right now

[Franco Gianotti @FrancoGianotti2]

The first step was $VSNT - and then NCBUniversal and Comcast should have another multiple of valuations instead of beign value as a tv company

[Investing.com @Investingcom]

COMCAST $CMCSA SHARES SURGE 22% ON NBCUNIVERSAL SPIN-OFF PLANS

[Franco Gianotti @FrancoGianotti2]

@thsottiaux Yes, gpt 5.5 destroying usage….

[Franco Gianotti @FrancoGianotti2]

@AlejandroL20424 both companies are a piece of shit but right now the merge has an interesting spread to invest (after look in the depth the offer and analyzing completely)

[Franco Gianotti @FrancoGianotti2]

It is interesting to invest in merger of $ROKU and $FOXA ?

[Vynt @vynt_financial]

It is accretive or dilutive acquisition of $ROKU from $FOXA?

We see a Fox is buying Roku for ~$23.7B ($96 cash + 0.9693 FOXA shares = $160/share headline). The gross spread sits at 5.68% — decent but not a layup.

Financing is locked, votes are locked. The only thing standing between arbs and their carry is the DOJ.

👇🧵

[Franco Gianotti @FrancoGianotti2]

@elonmusk el supergrok heavy con cuota de creditos mensuales, y ademas con poquísima duración no hay manera que compita con ninguna subscripcion actual. Y eso que es una sub de 300 usd!!

[Vynt @vynt_financial]

Big Tech just dropped monster Q1 2026 earnings — and AI is the clear winner.

Microsoft, Meta & Alphabet all beat expectations with accelerating growth in cloud, advertising, and AI infrastructure. Here’s the breakdown + why it matters for serious investors 👇

[Franco Gianotti @FrancoGianotti2]

@sama Its amazing, include in pro subscription! At least with ultra limited usage or credits based 😢

[Franco Gianotti @FrancoGianotti2]

@thsottiaux hellooouu, problems with codex: ■ Error running remote compact task: {
"error": {
"message": "Unknown parameter: 'prompt_cache_retention'.",
"type": "invalid_request_error",
"param": "prompt_cache_retention",
"code": "unknown_parameter"
}
}

😥