Molecule_Invest

Buyside investor; forever learner! Focus on TMT, Renewables, Energy, select Industrials! No investment advice; opinions my own.

[Molecule_Invest @Molecule_Invest]

$WBD Ouch!

[Molecule_Invest @Molecule_Invest]

$WBD net debt of ~$45B, and EV of $78B,23FCF estimates are $7B, so a FCF yield of 9%, inexpensive but adjusted for the secular challenges from 50% of revenues tied to legacy business maybe not.$GOOG and $FB roughly trade around 7% FCF yield on EV for 23. https://t.co/1OGAx040yI

[Molecule_Invest @Molecule_Invest]

@benitoz NVDA is losing share. The two biggest AI labs are inflecting, getting vertically integrated and going the custom silicon route and AVGO is helping them giving Jensen sleepless nights

[Molecule_Invest @Molecule_Invest]

@BenBajarin Great for everyone except $AVGO? Lol.

[Molecule_Invest @Molecule_Invest]

@matt_slotnick No he read the semis revenue not the overall revenue. Every comment on this thread is just a narrative trying to explain why the stock sold off. The reality is Broadcom is crushing it and heavily involved in deploying ASICs for the two frontier AI labs.

[Molecule_Invest @Molecule_Invest]

@benitoz @TanArrowz Nvda has been losing share to ASICs for the last two years. Google, Meta, Bytedance and now the two major frontier labs going the ASIC route. AVGO AI revenue growing at a 100% cagr last 3 years. Crushing it in networking as well. Insurmountable moat.

[Molecule_Invest @Molecule_Invest]

@SamirKhazaka I feel sorry for you. You don’t understand how stocks work.

[Molecule_Invest @Molecule_Invest]

@ContrarianCurse Use Stevia. Does most of the job with zero bad effects.

[Molecule_Invest @Molecule_Invest]

@Crussian17 I love your pumps. In at $39. Target $200, maybe even $400 in a couple of years.

[Molecule_Invest @Molecule_Invest]

@patientinvestor Lulu is shit

[Molecule_Invest @Molecule_Invest]

@dylan522p If you can’t figure out this is a satire post within 5 seconds please don’t invest in this market. Or on second thoughts please do.

[Molecule_Invest @Molecule_Invest]

@matt_slotnick Please add me. This sounds fun.

[Molecule_Invest @Molecule_Invest]

@G_Heat11 @akramsrazor $200. Then $400.

[Molecule_Invest @Molecule_Invest]

@dalibali2 This guy is an idiot.

[Molecule_Invest @Molecule_Invest]

@SouthernValue95 @DavidSacks Revenue is not for hyperscalers. By enterprise revenue he means the agentic revenue Anthropic and OAI are generating.

[Molecule_Invest @Molecule_Invest]

@borrowed_ideas For the last one Q? Nice.

[Molecule_Invest @Molecule_Invest]

@amitisinvesting Did you look at DDOG quarter? They crushed it. AI is a tailwind. The stock is not up based on any sentiment or sympathy or whatever

[Molecule_Invest @Molecule_Invest]

@TwannsWorld Pencils should have been sharpened at least a year ago even by generalists. These have to be some really dumb generalists.

[Molecule_Invest @Molecule_Invest]

@EricJhonsa Congratulations 🎉 Eric. Let’s continue to have our dialogue offline. I will message you. Happy for you.

[Molecule_Invest @Molecule_Invest]

@buccocapital Software needs to be sold so SG&A budgets are higher.

[Molecule_Invest @Molecule_Invest]

@ashugarg You are a VC so of course you will think the AI native startups will win. What a joke.

[Molecule_Invest @Molecule_Invest]

@benitoz @PythiaR You don’t really understand ASICs