@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?
@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
@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?
@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
@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?
@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
@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?
@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?
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.
@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?
@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
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
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
@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?