MatchaBoy

Fundamental Investor | Embracing the Future | Sharing thoughts | God is great

[MatchaBoy @MatchaBoy5]

Had fun at the Yokohama Cup Noodle Museum! Got to make one and decorate, how do you all think about it?

$PLTR $Bitcoin $CLSK @cupnoodle_jp

[MatchaBoy @MatchaBoy5]

This post from the newly joined Chief AI Officer impressed me and shared a glimpse of what $OPEN aims to achieve, without any precedent.

[Vu Tran @vu0tran]

Why I joined Opendoor and why you should too if you want to work on AI.

Few industries stand to gain more from AI than real estate.

Closing a single home takes 30-60 days. Why? One transaction touches law, insurance, title, contractors, utilities, inspections, phone calls and emails across dozens of parties.

And the complexity is ancient. Property law LITERALLY traces back nearly a thousand years to medieval England. Records and rules differ county by county. There are ~50,000 (!!!) water systems alone in the US, each with its own process to turn service on.

It's one of the messiest, most human, most coordination heavy markets there is. Which is exactly why it's a great place to build AI

[Dr. Pat Soon-Shiong @DrPatrick]

The data continues to accumulate that ALC matters. The NK and T cells in the tumor microenvironment completely correlates with survival. Our lung trials are being written to address this.

https://t.co/x5OQj6LMP3

[MatchaBoy @MatchaBoy5]

@MrNeverSell

[David @Davo0820]

$OPEN is shifting to an AI company.

Opendoor is transforming from a traditional iBuyer into a vertical AI software company.
They’re aggressively hiring AI/ML engineers to build systems that automate pricing, acquisition, and resale. The goal is higher margins and massive scale with less headcount. They’ve already started licensing this tech to other companies.

Looking ahead at next 2 QTRS sales at 30% projected versus 25% Kaz said they will do a QTR.

Financial Model:
• Q2: $936M revenue, positive Adj. EBITDA
• Q3: $1.22B revenue, positive Adj. EBITDA
Growing strongly while the overall housing market is near 30-year lows.

[MatchaBoy @MatchaBoy5]

@RayT168

[MatchaBoy @MatchaBoy5]

Taking the off day to have a good read into this, highly recommended especially the last paragraph.

[Alasdair Mann @itsalasdairmann]

https://t.co/gX4aAs60EM

[mon @moninvestor]

The first £100,000 is the hardest, because in the early years your savings do the heavy lifting, not your returns.

You’re building the habits:
> how to save consistently
> how to make decisions
> how to avoid panic

Those habits are what eventually let compounding take over.

It took me several years of steady saving to get there. The good news is that once those habits are in place, the math starts working for you instead of against you.

[KawzInvests @KawzInvests]

$NOK just announced a 10x expansion of its photonic chip facility in Allentown, Pennsylvania. New capacity online by end of Q3 2026.

Less than 2% of global semiconductor advanced test and packaging happens on US soil. Nokia's Allentown plant is one of only a handful of facilities in the country doing it for optical modules going into AI infrastructure.

$CIEN trades at 11.0x forward revenue. $COHR trades at 11.6x. Nokia trades at 3.4x. All three sell optical networking gear to the same AI datacenter customers.

The gap exists because optical is still only 15% of Nokia's revenue. Wall Street prices the whole company like Ericsson. Today's announcement is the capacity build that changes that mix.

We ran a SOTP model attributing peer multiples to each business segment. The numbers tell a very different story than where this stock trades.

$NOK is still one of the most slept on optical businesses on the market. €3.8B net cash on the balance sheet and the Ericsson floor already sets the downside.

Full deep dive with the complete model and price target is live on the Substack. Link in below and in bio.
$NOK $COHR $CIEN $ERIC $AAOI $LITE

[MatchaBoy @MatchaBoy5]

$OPEN impressed me today when the market is red. Someone knows something ahead of tomorrow fed decision?🤔

[Za @ZaStocks]

The $RDDT CEO dropped another very telling quote the other day that I’m not seeing anyone mention.

“If you talk to any of the early engineers from any of the major LLMS, they’ll all tell you Reddit’s data was essential in their creation.

Reddit is the #1 most cited domain for AI across all models.

Our content is uniquely valuable to the AI ecosystem because it’s fresh, honest, and largely text-based. And this position still holds because the fresh part really matters: ongoing indexing is more valuable than static datasets.

As I said in Q1’26 earnings, I believe our conversations are like oil for this modern internet.

We’ve learned a lot over the last two years and those learnings should be reflected in future partnerships, including ways to make them more product-focused versus “data for dollars.”

I can’t get into specifics about deals or renewals, but can say that we fully understand the value we bring to the table.”

This is going to be remembered as one of the most egregious AI casualty mispricings when we look back a year or two from now.

[MatchaBoy @MatchaBoy5]

@amitisinvesting He lowkey wanna the whole world to celebrate on his success for signing the deal

[Jeffrey Ye @jeffye888]

>> No insider buys for years
>> CEO and CFO leaving
>> huge India team
>> ugliest least intuitive product I’ve ever used
>> lowest energy earnings call I’ve ever heard
>> pricing designed to squeeze the last dollar from users

$ADBE is reverse $OPEN

[MatchaBoy @MatchaBoy5]

@hypergrowth102 I just realized the “like” button resembles a rocket lol!

[MatchaBoy @MatchaBoy5]

@DrPatrick Is inevitable to have a Nant Academy or Nant University to focus on the studies

[Dr. Pat Soon-Shiong @DrPatrick]

An important paper in the next chapter of orchestrating the complex machinery of our immune system is the B cell and the immense diversity of antibodies. The paper describing this next step will be published in June and I will then commentate dots as to why IL-15 is the backbone to this orchestration..from NK cells, to T cells, to memory T cells and now to B cells and memory Antibodies. The Nant quest of understanding the complex immune system ..30+ years and still learning!

[MatchaBoy @MatchaBoy5]

@pakpakchicken You have been advocating for months! @Umbisam

[mon @moninvestor]

This chart is why I'm staying away from the SpaceX IPO.

Five of the most hyped IPOs of the last 15 years, and every single one collapsed after listing.

- UBER lost 70% of its IPO price.
- META crashed 77% from its peak.
- Robin Hood fell 92%.
- Coinbase fell 93%.
- Rivian fell 95%.

The hype is always priced in on day one. The people who bought the hype got crushed.

But look at where the real money was made. At the bottom, when nobody wanted these stocks. Robinhood went up 22x from its low. Meta went up 45x. Uber 7x.

Patience beat hype in every single case and Rivian reminds us that even patience doesn't save every company.

SpaceX will be the most hyped IPO of the decade. History tells me I don't need to be there on day one. If it's a great business, there will be a better price later.

There almost always is.

First they fall.
Then they fly.

[MatchaBoy @MatchaBoy5]

@CMDarnton0 @AndrewDudum Making an acquisition with a market cap bigger than $HIMS…?

[Shay Boloor @StockSavvyShay]

$TE G2 Austin facility is making real progress bringing T1 closer to producing its own domestic solar cells.

That matters because solar cells are the power-generating core of a solar module and G2 Austin is where the U.S. solar manufacturing buildout starts to look real.

[MatchaBoy @MatchaBoy5]

@maelan_sdmr @open_army_japan Great to see more and more positive reviews