Red Torch

Riding the waves

[Red Torch @InvestmentsRed]

@ThomasSowell Kevin is a tool

[Macro Alpha @MacroAlphaHQ]

🚨 michael burry is betting the house on a 30-40% semiconductor crash by march 2027.
i was early trying to short the hardware cycle last year and got squeezed, but you have to admit he nailed the exact math this time.
the Philadelphia Semiconductor Index is now trading 65 percent above its 200-day moving average.
the last time we saw that specific premium was march 2000.
retail is holding chip stocks at a 30x forward P/E because they think tech giant spending is permanent.
it really isnt.
the hyperscalers are capitalizing their chip purchases to delay the expense.
burry caught that they are understating future depreciation costs by $176 BILLION between 2026 and 2028.
when that depreciation schedule finally forces its way onto the income statement, capital expenditure budgets get gutted to protect profit margins.
the moment the tech giants stop buying, semiconductor order books evaporate overnight.
that is the exact mechanism that crushes anyone long hardware up here.

[Red Torch @InvestmentsRed]

@ToddLewys @NikSmiith This is the most hilarious misread of all 3 players

[Red Torch @InvestmentsRed]

@ericvideos91 The whole thing is hilarious

[Red Torch @InvestmentsRed]

@markrhenry @HotTakeHockey Perfetti >>>>>>> Wright

By a mile

[Red Torch @InvestmentsRed]

@ScottBilleck Tough to say
Hasn’t looked like a top 6 player yet
But maybe the right coaches/environment can unlock another gear?

[Red Torch @InvestmentsRed]

@markrhenry @thesheethockey @JeffMarek @TheFourthPeriod @TLNdc Does anyone feel confident Wright can actually become a top 6 C? I dunno …

[Gary Vaynerchuk @garyvee]

The American Dream is not big houses and cars. The American Dream is waking up every day with a lack of anxiety in your chest.

[Red Torch @InvestmentsRed]

@DellAnnaLuca @RichardDias_CFA Fairly, they may not have had as much of a fire under their ass if it wasn’t for activists

It takes all of us…

[Red Torch @InvestmentsRed]

@KMooreCJOB Long history of disappearing in the playoffs

Let him go to a bottom 10 team

[Red Torch @InvestmentsRed]

@ScottBilleck 3 x Vézina, Hart, Oly Gold and the most consistently excellent goalie of this generation is worth more than a 2RW and a 4D

[Red Torch @InvestmentsRed]

@ICEzzyG @JesseGranger_ Gotta think Jersey is in the mix

Maybe there’s another one too, that hasn’t cracked into the rumour mill yet

[Red Torch @InvestmentsRed]

@NICKYN00DL3S @SoundDobad German food sucks
British food sucks
Most Eastern European food sucks

Italy, France, Spain and Greece have all nailed it.

In fact, all of the food surrounding the Mediterranean is pretty awesome.

But the rest sucks.

Very glad there’s Southeast Asia and Ethiopia

[Red Torch @InvestmentsRed]

@HabsWest Bucky isn’t going to get traded to a Cdn team

[Red Torch @InvestmentsRed]

@mikemcintyrewpg @WiebesWorld Mantha has a long history of being a playoffs no-show

[Red Torch @InvestmentsRed]

@JoeyFr33dom Trouba deal easily the worst
But followed closely by these two

[Red Torch @InvestmentsRed]

@Tablesalt13 Work with many Indians in other areas and its great

But every time I’ve hired a security company & they’ve sent a predominantly Indian crew things have sucked hard, problems don’t get addressed, guys sit around, no accountability, start to question what ‘security’ actually means

[Red Torch @InvestmentsRed]

@FriedgeHNIC This is wild

Gonna be so much regret in that front office

[Red Torch @InvestmentsRed]

@Uha_G @NHLJets It’s a fun rip at Kevin Weeks

[Red Torch @InvestmentsRed]

@JesseGranger_ @Kevin_Salmon12 I think it’s a smart move

Significant playoffs experience

And some insurance either way - Helle can’t keep playing 60+ games a year, or if Jets trade him, they’ve got half a tandem locked in