Jordan Rohan

Thought leader on Internet strategy and finance

[Jordan Rohan @JordanRohan]

@carlquintanilla SpaceX just doubled its 2027 EBITDA and cut is revenue multiple in half

[Jordan Rohan @JordanRohan]

@GerberKawasaki You don’t think @ryancohen could double cash flow at @ebay with all the AI automation tools (cut heads), make its listings/ inventory visible outside of its walled garden, and team up with wal-mart etc ?

[Jordan Rohan @JordanRohan]

@jimcramer @jimcramer @ryancohen is right on hidden value at @eBay — but who he partners with now in the approach will drive the board’s reaction to his offer

[Jordan Rohan @JordanRohan]

@zachcoelius @zachcoelius let’s go visit @ryancohen together and help him get this done

[Jordan Rohan @JordanRohan]

@ryancohen @ryancohen former leading equity analyst / I covered @eBay for years… when it was functional. I know the largest holders and can help. Pls reach out.

[Jordan Rohan @JordanRohan]

Proxies for Anthropic and SpaceX: (Perhaps) Even Better than the Real Thing https://t.co/EnsYol7Ava

[Jordan Rohan @JordanRohan]

https://t.co/CokwzSTvoe
My thoughts: Google and its competitive moat vs. ChatGPT and AI models

[Jordan Rohan @JordanRohan]

Why NVDA's Multiple is Compressing https://t.co/rdp6rjNx41

[Jordan Rohan @JordanRohan]

The valuation went 4× in 8 months:

$400B → $800B → $1.25T → $1.75T

Every step set by the same closed group of participants. Public markets will introduce something the private market never had: people actively betting the number is lower. The IPO will reveal the true valuation. Thoughts here: https://t.co/goxubHh7ZI

[Jordan Rohan @JordanRohan]

https://t.co/AR6fVsvJ1c

[Jordan Rohan @JordanRohan]

@jimcramer @jimcramer: @OrlandoBravoTB is an incredibly smart and ethical steward of capital. He is playing “time horizon arbitrage”
People forget that private equity owners of capex-light businesses can afford to wait … as can their LPs. and can buy big category winners at a discount.

[Jordan Rohan @JordanRohan]

@WealthWatcherCo @grok @NoLimitGains @grok yo pick me

[Jordan Rohan @JordanRohan]

@Jupinapapi3 https://t.co/LVONDFCYgG

[Jordan Rohan @JordanRohan]

@bensig @dotkrueger @grok what is the return on this strategy if bitcoin is flat and it costs 6% per year to borrow against the bitcoin to buy the necessary stablecoins?

[Jordan Rohan @JordanRohan]

@jimcramer I can fix every DAT company in 3 months

[Jordan Rohan @JordanRohan]

@dotkrueger Curse of the DAT: unless the hoarded currencies appreciate and are expected to do so, they are valued like cash with an added risk of being trapped
… and minimal yield from vol selling

[Jordan Rohan @JordanRohan]

@ericjackson Maybe not tho

[Jordan Rohan @JordanRohan]

@ericjackson Respectfully, as a former highly ranked Internet analyst, you’re assuming any variation of that OPEN low end real estate flip business model makes sense in 2 or 3 years. Macro conditions are not favorable. So you’re saying Kaz is “that” good. Maybe.

[Jordan Rohan @JordanRohan]

@espn Kawhi for sure

[Jordan Rohan @JordanRohan]

@ecommerceshares OpenAI will end up with st least 20% share of (Google Search + Shopify/IG ads) + 10% of travel OTA revs + 30% of open web ads and TTD fees, plus the OpenAI sub revenues — equals at least $100bn revenues … when it reaches 2 billion users in around 3 years