Philip Schlakman

[Philip Schlakman @PSchlakman]

@ColubeatID How much, if at all, do you ascribe the company's depressed valuation to concerns that AI tools/AI engineers can replace the professionals in this business? The T&I business probably better insulated from this trend but design consulting at risk?

[Philip Schlakman @PSchlakman]

@CGasparino @AMCTheatres TBF, pretty good for bondholders though

[Philip Schlakman @PSchlakman]

@MrMojoRisinX And Neal Triplett (CIO at DUMAC) is an excellent, experienced investor

[Philip Schlakman @PSchlakman]

@docrodwong good point. does the same logic now apply to Uniqure $QURE?

[Philip Schlakman @PSchlakman]

@BobEUnlimited But perhaps in need of higher income for savers? And improved purchasing power for necessary imports like energy? Counterintuitively, higher rates may be the right solution for their lackluster household spending

[Philip Schlakman @PSchlakman]

@TimmerFidelity Great chart. Do you think the same applies to quantitative strategies more broadly (e.g. systematic macro)? Or is the data limited to CTAs?

[Philip Schlakman @PSchlakman]

@MrMojoRisinX He and his team did a nice job in fact today with their UMG presentation. Addressed the AI concerns which I think is the real issue plaguing the stock. Emphasized his $ goes in at $22/shr. And that he spoke with the Bollore team yesterday who seem open to a transaction

[Philip Schlakman @PSchlakman]

@GavinSBaker @fundaai What's your view on Ayar Labs? Odds of success that their optical I/O interconnection becomes a standard in chip to chip networking?

[Philip Schlakman @PSchlakman]

@ArbCowboy @CGasparino @paramountco @netflix @wbd Is it? Or is his goal to retain his role as a Big Player in the media business? That's the risk I'm trying to get at. Maybe it is indeed minimal if he cares about the shareholders more than his ego

[Philip Schlakman @PSchlakman]

@ArbCowboy @CGasparino @paramountco @netflix @wbd What are the chances at this stage that Zaslov is trying to engineer an outcome where both deals fall apart and he gets to remain independent?

[Philip Schlakman @PSchlakman]

@MrMojoRisinX Helpful that they are slowing the spend/cash burn at https://t.co/9yBdTswgrD. Stock still trades at a very elevated multiple -- is that at further risk of derating even as the cash returns to shareholders pick up?

[Dan Crenshaw @DanCrenshawTX]

If your “conservatism” flirts with antisemitism, it’s not conservatism. We’re defenders of truth, not blind tribalism. You can’t save Western Civilization while echoing its oldest hatreds.

[Philip Schlakman @PSchlakman]

@ShanuMathew93 Any reason the Stargate consortium is choosing Related to build this DC instead of sticking with Crusoe who is building the site in TX?

[Philip Schlakman @PSchlakman]

@UpslopeCapital Was this Lipschultz? Didn't think of him (or most credit guys) as so promotional. Anything on the asset raising side? Similar issues to the PE folks or better bc they at least distribute out cash flow?

[Philip Schlakman @PSchlakman]

@YellowLabLife JPM just highlighted the name as well last week as a potential beneficiary of a gov't deal. Although only went as far as slapping an $18 PT on the name

[Philip Schlakman @PSchlakman]

well-produced article with this zinger of a quote:

“It’s almost like a mass hallucination where everyone is on the same wavelength that we need more data centers without actually questioning why,”

https://t.co/6RgUajCz6U

[Philip Schlakman @PSchlakman]

@chamath provocative headline to the story but is there really anything new/material here?

[The Information @theinformation]

Groq's chief operating officer initially stated the revenue numbers were inaccurate, while a spokesperson later cited a lack of data center capacity as a reason for shifting projections to 2026. Explore the complexities of managing AI infrastructure growth: https://t.co/bfLbyyYaHS

#DataCenters

[Philip Schlakman @PSchlakman]

@jsmian True. But the budget deficit in Japan averaged 6.8% for the past 30 years. And they have been able to sell their gov't debt for less than 2% for that period as the MoF stepped in to provide a home for all of that debt.

Is financial repression the most likely outcome?

[Philip Schlakman @PSchlakman]

Facts 💯

[Scott Kupor @skupor]

@andrewrsorkin Not VC's!

[Philip Schlakman @PSchlakman]

@johnarnold Are you looking at state-level legislation? Nothing to do with the BBB being considered by Congress?