Idiosync Capital

Esoteric alternatives, some credit, some public equities. Flâneur.

[Idiosync Capital @Idiosync_Cap]

@vinicius2prg @gregisenberg Montreal is the more charming city. But love TO too. I’m just biased 😄

[Idiosync Capital @Idiosync_Cap]

@EndicottInvests Tissot PRC200 was my first Swiss watch. Lasted for a very long time. Like others are saying, check out Hamilton, used Omegas, even Anordain if you want to get into intricate watchmaking techniques like grand feu enamel. High quality stuff.

[Idiosync Capital @Idiosync_Cap]

100% agree with this. It may come from $NVDA itself, or Elon open sourcing Grok? Some may speculate and say that it's in Jensen's interest so that "all roads continue to lead to $NVDA" - but the broader picture is that open source will enable a much larger share of value to accrue to the rest of ecosystem as opposed to Nvidia only. $NBIS business case is proof of this.

There are entire layers of the stack that are above what $NVDA produces and my bet is that over time, most economic value will accrue to the top end of the stack as opposed to chips because players like $NBIS will be able to extract and service much more out of a chip than the value of the chip itself.

[Idiosync Capital @Idiosync_Cap]

@phithetasigma Who else rated the paper? 550 bps spread for BB+ seems insanely high. Haven’t looked into it.

[Idiosync Capital @Idiosync_Cap]

@Mindset4Money_X Are you Armenian? Just wondering from the color palette of this chart

[Idiosync Capital @Idiosync_Cap]

@Temple_Eight Did you see the GS capex projections that were put out recently? How do you get to “Wallstreet doesn’t agree”?

[Idiosync Capital @Idiosync_Cap]

@FrancisCashFlow @SMASIMHO @itsalasdairmann @MB_Hogan @longinvest32 @soulbiri1 The fact that he dropped this money and didnt even know that ER wasn’t yesterday is fking insane

[Idiosync Capital @Idiosync_Cap]

@jiahanjimliu @mavrocapital Accel should buy more NBIS

[Idiosync Capital @Idiosync_Cap]

@ChairmansLedger Earns a follow. Great story and thanks for sharing.

[Idiosync Capital @Idiosync_Cap]

@FreiburgCoffeeC Very good summary. Closing of the transactions and managing the leverage will be key. Think ASM is pretty much there and the Germans won’t stall too much on VAC - even though the BB article last Saturday mentioned it could bleed into 2027.

[Idiosync Capital @Idiosync_Cap]

@Sandeman52 I think if you are holding / adding $NBIS at these levels and not panicking at all, not even stressed, you deserve a good fking bottle of wine. I’m definitely in that camp and will have one. Cheers my man.

[Idiosync Capital @Idiosync_Cap]

@ChrisCamillo @Sandeman52 Stay solvent and realize that you own a share of a generational business. No one can take that away from you. Just sit tf tight. No one understands how early we are. I repeat, the robots aren’t even here yet - we’re only seeing demos.

[Idiosync Capital @Idiosync_Cap]

@Liathetrader You have been spot on. Well done and keep building! Happy TMAD user.

[Idiosync Capital @Idiosync_Cap]

@weary_centurion Good luck.

[Idiosync Capital @Idiosync_Cap]

@MB_Hogan @Sandeman52 @daniel_koss @babyfolio @mvcinvesting whose going? 😄

[Idiosync Capital @Idiosync_Cap]

@Sandeman52 @pepemoonboy Absolutely. Only adds to the margin of safety that you have already built by being early. I can’t tell you how comfortable I sleep with this management team driving the bus.

[Idiosync Capital @Idiosync_Cap]

@pepemoonboy @Sandeman52 I am in a similar position to @Sandeman52 - if you have accumulated a high quality business at an attractive price, which reflects that you were early and ahead of the curve compared to other investors, you will absolutely be fine. Today’s price action won’t even scare you.

[Idiosync Capital @Idiosync_Cap]

$UUUU will be the only mine to magnet company in western markets once the 2 key acquisitions formally close. Thesis needs time and there is leverage involved (although attractive IMO). We will learn more during ER end of the month.

[Dr J Rould @jrouldz]

Rare Earths seem like another theme that we are going to look back on years from now and lament how painfully obvious it was

Raw materials are the base of the supply chain. And as Trump so eloquently noted: somebody's gotta do magnets
$MP $USAR $UUUU $AREC

[Sam Parikh @smartertrader]

no idea who this guy is BUT he has really good info.. Thanks melvin.. Always give credit to other that put together great info