Moatless Capital

Buyside Investor. Not investment advice. Do your own work. moatless "dot" capital "at" gmail "dot" com The line between Shabi and Niubi is very thin.

[Moatless Capital @MoatlessCapital]

@shaneparrish There are some 130mln books in the world. In a life time, an avid reader can expect to read 1 book/week. Over a 60 year period, one can be expected to read some 3100 books. That is 0.0024% of all books outstanding. What *not to read* is more important. #alwaysinvert

[Moatless Capital @MoatlessCapital]

@pandawatch88 @ArenaManCapital With you playing the violin?

[Moatless Capital @MoatlessCapital]

@cooleditphoto @dalibali2 大哥胆儿肥赌赢了

[Moatless Capital @MoatlessCapital]

@DynamicMoats If @atelicinvest didn't cave into his inner degen....

[Moatless Capital @MoatlessCapital]

@gdp1985 has my vote for Secretary of Federal Asset Supervision and Administration Commission (FASAC)

[Peter Gostev @petergostev]

BREAKING: Uber engineers now required to earn Claude Code credits by driving Anthropic employees.

[Moatless Capital @MoatlessCapital]

The $NKE brand continues to get flushed down the toilet in China, as the 50%+ "discounts" are starting to feel like the regular price.

[Moatless Capital @MoatlessCapital]

$NKE Pegasus 41

1. NKE China Official Website ¥949; 2. TMall ¥699; 3) Topsports ¥549; 4) JD ¥599; 6. PDD ¥411

Destocking continues

Cc: @MattJMcClintock

[Moatless Capital @MoatlessCapital]

Expert calls finally reaching global investors

https://t.co/CPTQtLaiAs

[WTCM @WTCM3]

on Dunk/Jordan discounting (at 30-35%) in China: "this was impossible in the past... it's notably steep recently" $NKE $ADS

[Moatless Capital @MoatlessCapital]

@kyleichan @abcampbell hey dude this is fake right?

[Moatless Capital @MoatlessCapital]

@teortaxesTex And yet Suzhou doesn't even have an airport

[Moatless Capital @MoatlessCapital]

Guess who did the initial wave of 'informatization' for the PLA before Huawei became competitive.

[Zephyr @zephyr_z9]

TIL: A large number of Chinese Nvidia/Hyperscaler suppliers/sub-suppliers also supply products to PLA

[Moatless Capital @MoatlessCapital]

"You don't need to stock pick in semis you could own anything" - @Srasgon

[Moatless Capital @MoatlessCapital]

Pick your fighter

[Moatless Capital @MoatlessCapital]

Greg has chosen the latter

[Compound248 💰 @compound248]

Greg Abel gettin' jiggy with it:

$BRK is investing $10 billion directly into $GOOG to help fund its AI buildout plans as part of an $80 billion overall equity raise:

$10B - BRK
$30B - underwritten offering
$40B - ATM to begin Q3 2026

Abel has now announced $17B across two deals in the past 24 hours.

[Moatless Capital @MoatlessCapital]

Insert: First time? meme

[Moatless Capital @MoatlessCapital]

@LowAlphaHighVol @pandawatch88 Will make the Ho family drama look like childsplay as we introduce interplanetary issues

[Moatless Capital @MoatlessCapital]

@viggy_krishnan @atelicinvest @DaBao_ @Frazier_Cap @citrini need to scratch that FOMO itch? DRAM.

https://t.co/PJAtZISdWR

[Moatless Capital @MoatlessCapital]

@dalibali2 underweight AI? DRAM. not sure about gas turbines timeline? DRAM. think $CAT is too expensive? DRAM. headache in the morning? DRAM.

[Moatless Capital @MoatlessCapital]

@viggy_krishnan @atelicinvest @DaBao_ @Frazier_Cap AMD racks - my analyst #3 is onsite at the Wistron booth asking question for you cc: @citrini

[Moatless Capital @MoatlessCapital]

@pandawatch88 The Fed: Hold my balance sheet

[Moatless Capital @MoatlessCapital]

@dalibali2 underweight AI? DRAM. not sure about gas turbines timeline? DRAM. think $CAT is too expensive? DRAM. headache in the morning? DRAM.

[Moatless Capital @MoatlessCapital]

@arpitrage are they still safe assets if they lose money from yields going higher?

[Moatless Capital @MoatlessCapital]

@chat_SBC @Flash_Capital_ they were greater stocks than they were great businesses from 2016-2020