Gromitcap

[Gromitcap @gromitcap]

@WaterworldCapi1 Trucking stocks (coming off worst down cycle in history with supply rapidly normalizing) - don’t need rates to continue increasing for meaningful EPS beats as contract rates move up to spot

[Gromitcap @gromitcap]

@PeterJ_Walker Frankly they all look bad except top 1% when including a benchmark - QQQ, IWO, or WCLD

[Gromitcap @gromitcap]

@JaredKubin Sauce? MS numbers way better

[Gromitcap @gromitcap]

@P_Remarks Me waiting for my $ORCL joke to land

[Gromitcap @gromitcap]

@P_Remarks No ways left to play it. We aren’t oracles that can see the future

[Gromitcap @gromitcap]

@saranormous Good tweet

[Gromitcap @gromitcap]

@AustinsStocks @hobie_tweets Palantir already grew sub 20%… why can’t it do it again

[Gromitcap @gromitcap]

@GavinSBaker @FireworksAI_HQ Lots of public market software companies priced at run off value that can do this IMO

[Gromitcap @gromitcap]

@viggy_krishnan @JohnHuber72 @itsDanielWu If depreciation is expensed linearly, it’s likely that profits are overstated in early years because GPU/hour pricing should decline over time. With that said, prices have done the opposite. Maybe the environment we are in now with rising prices will hold true.

[Gromitcap @gromitcap]

@TBU12345678 Pop up bagels!?!? Wtf

[Gromitcap @gromitcap]

@SkeleCap @dylan522p Woah a fund with 4x leverage is outperforming funds with 100% net exposure or less! I’m shocked!

Even better, he is getting smoked by levered SOXX.

Thankfully he has some private holdings or he would be completely wiped out

[Gromitcap @gromitcap]

@RandianCapital Have you seen any of their work - incredible stuff. Output > credentials

[Gromitcap @gromitcap]

@JaredSleeper How many users were across your previous deployments of Roam, Notion and Airtable vs your internal build today

[Gromitcap @gromitcap]

@UpslopeCapital @heartof_thesea Surprised it’s not way above previous highs?

[Gromitcap @gromitcap]

@mackay3688418 @LongVollllll Everyone feels this way when their factor bias is outperforming

[Gromitcap @gromitcap]

We must beat China in AI through rapid development by funding the industry with tremendous tax breaks and blocking open source AND we must slow the advance of frontier AI

https://t.co/y42DGwLMSz

[Gromitcap @gromitcap]

@LongVollllll Average actually improved MTD

[Gromitcap @gromitcap]

@TheLAPurchaser Not all of it

[Gromitcap @gromitcap]

@P_Remarks This being stocks up or down?