PaneerCap

Saying "it is, what it is" over and over again

[PaneerCap @PaneerCap]

@WaterworldCapi1 @PythiaR @capital_frozen @matt_slotnick y Korea?

[PaneerCap @PaneerCap]

@dalibali2 those guys so obviously don’t want to ipo that it’s hilarious

[PaneerCap @PaneerCap]

so Coatue top ticked DRAM huh?

[PaneerCap @PaneerCap]

the cure for high prices is high prices

[PaneerCap @PaneerCap]

is hunter biden going to meme his way into beating vance in 2028?

[PaneerCap @PaneerCap]

@bubbleboi name it, you won't

[PaneerCap @PaneerCap]

@TheStalwart @47fucb4r8c69323 joe have we turned you into a pod bro

[PaneerCap @PaneerCap]

@sj_xxxxxxx @P_Remarks isn't that basically what Jane Street has said publicly?

[PaneerCap @PaneerCap]

@TBU12345678 torque

[PaneerCap @PaneerCap]

@P_Remarks honestly if you are short SPCE ahead of SpaceX IPO, you deserve to lose money

[PaneerCap @PaneerCap]

@atelicinvest hey man - i do like 10 customer calls before i opine on their operations

[PaneerCap @PaneerCap]

@S_curvecap @pmje73 What’s an example of this?

[PaneerCap @PaneerCap]

@bubbleboi what are you long bubble boi

[PaneerCap @PaneerCap]

@OnodaCapital @sj_xxxxxxx

[PaneerCap @PaneerCap]

has hedgeye ever made a wrong call?

[PaneerCap @PaneerCap]

@sj_xxxxxxx what?!

[PaneerCap @PaneerCap]

torque = 'buy the sh*tco's that the specialists haven't bid up yet'

[PaneerCap @PaneerCap]

the replies to this are interesting view into the state of the market

[MrRatable @MRatable]

@PaneerCap AI adoption is obviously secular. Building infrastructure for it is cyclical by definition. The only question is how big the cycle is.

[PaneerCap @PaneerCap]

@MRatable how do you know this isn't secular?