Paint Dry Capital

Long-term investor focused on public companies and real estate. Investing like watching paint dry—slow and steady.

[Paint Dry Capital @Informatio90948]

@SwissKnifeInv Fight by buying back

[Paint Dry Capital @Informatio90948]

@BrianTycangco They should start the buyback mandate. Aggressively $BABA

[Paint Dry Capital @Informatio90948]

Low cost operators for the win! $BABA QWEN AI

[Jerome Chowell @popsicle7631]

As I said before, this is the exact reason that China
$BABA will win the AI race: Cheaper energy, massive power generation capacity, lower cooling costs, faster infrastructure buildout, and lower labor costs make training and running AI at scale far more affordable
$KWEB $GOOG $NVDA $TSLA $AMZN $MSFT

[Paint Dry Capital @Informatio90948]

@SMB_Attorney Qwen 3.7 even better

[Paint Dry Capital @Informatio90948]

Computerchip bubble

$RYSAS.IS

[Paint Dry Capital @Informatio90948]

Now show the big ai bets

[Darth Powell @VladTheInflator]

Berkshire Hathaway fire selling

[Paint Dry Capital @Informatio90948]

$BABA will take all

[Brian Coughlin @EquityBrian]

$BABA

[Brian Coughlin @EquityBrian]

$BABA

[Paint Dry Capital @Informatio90948]

@realEstateTrent Try Qwen 3.6-3.7

[Paint Dry Capital @Informatio90948]

@fintergirl @EquityBrian Can it be invested?

Float

[Paint Dry Capital @Informatio90948]

OpenAI gets valued like it will own the future of AI.

Meanwhile Alibaba ($BABA) — with:
• e-commerce dominance
• Alibaba Cloud
• Qwen 3.7 AI
• massive cash flow

is worth just ~$315B.

If Alibaba were an American company, the AI division alone would be $500B plus

[Paint Dry Capital @Informatio90948]

Nee, drill, baby, drill. We hebben genoeg gas in de grond

[Paint Dry Capital @Informatio90948]

@BrianTycangco At what prices are the chips sold?

[Paint Dry Capital @Informatio90948]

Are we still alive?

[Paint Dry Capital @Informatio90948]

@MiniRetireMatt Have you heard about the 4% inflation rule?

[Paint Dry Capital @Informatio90948]

@realEstateTrent In the Netherlands it’s already 10.4% transfer tax on commercial real estate 😅

LA going to 4% is painful, but Dutch investors have been dealing with much higher transaction friction madness for years.

[Paint Dry Capital @Informatio90948]

When do you think $BABA will join the $1 trillion market cap club?

2027
2030
2035
Never 👀

[Paint Dry Capital @Informatio90948]

@_riskFULL @TimothyBuffett I’m long and riding it out till the end. Only found him recently via Goldstein (Santa Monica Partners) and got in late 2025, but the framework made sense immediately.$FRMO

[Paint Dry Capital @Informatio90948]

Renteaftrekbeperking = dubbele belasting.

De bank betaalt Vpb over ontvangen rente.
Het vastgoedbedrijf mag (deels) diezelfde rente niet aftrekken en betaalt óók extra Vpb.

Gevolg: investeren wordt onnodig afgestraft, woningaanbod geremd.

Tijd om dit recht te trekken.

[Paint Dry Capital @Informatio90948]

@hjluks Does this also apply to Tennis or golf elbow?