lancelot

[lancelot @PitchTheWater]

@NickCortellucci @KairosPraxis What's holding you back from starting a position?

[Unai Arregui @Arregius]

$URL.V thread: In a market obsessed with pure-play SaaS or legacy utilities, $URL is a hybrid. It uses a "boring" cash-printing utility to fund "exciting" high-ROIC robotics. It isn't just a domain company; it’s an allocation machine designed to compound capital without dilution.

[lancelot @PitchTheWater]

$png.v $krknf Kraken Robotics
Surpasses the $3 per share level for the second time, and it also establishes a new ATH after it files final short form prospectus in connection with its bought deal public offering ($100 million at 2.66$)

[Bram Van Genechten @BramVGenechten]

Alphabet is getting less dependent on Search.

High margin business Cloud & YT are taking a bigger piece of the pie.

[Joseph Carlson @joecarlsonshow]

From what I see: In absolute terms:

YouTube gained most (+.6%)
Netflix gained second most (+.5%)
prime came in a far third (+.2%)

But if you were to put this in percentage terms, based on their increase:

Netflix gained the most (+6.02%)
Prime gained the second most (+5.56%)
YouTube gained third most (+4.69%)

[lancelot @PitchTheWater]

Portfolio update (July 2025)

$amzn 23%
$goog 16.5%
$nvda 15.5%
$meta 10.5%
$shop 7.5%
$png.v 6.5%
$nflx 5%
$fico 4%
$duol 2.5%
$sezl 2.5%
$btc 2.5%
$pnp 2%
$toi.v 0.5%

[lancelot @PitchTheWater]

Current portfolio (June 2025)

$amzn 26%
$goog 16%
$nvda 15%
$meta 11%
$shop 8%
$nflx 5%
$png.v 5%
$fico 5%
$btc 2.5%
$duol 2%
$uber 1.5%
$pnp.to 1%
$asts 1%

[lancelot @PitchTheWater]

@joecarlsonshow $shop $meta $duol

[lancelot @PitchTheWater]

$DMQC Desjardins Quebec Equity ETF

Here is the new ETF from Desjardins that invests in 45 Quebec-based companies with a 0% fee until June 30, 2026, after which it will be 0.30%

[lancelot @PitchTheWater]

$png.v $krknf Kraken Robotics
Surpasses the $3 per share level for the second time, and it also establishes a new ATH after it files final short form prospectus in connection with its bought deal public offering ($100 million at 2.66$)

[Anp🅰️nman @spacanpanman]

$ASTS:🤯The power of AST SpaceMobile's financial model is unprecedented. Let's just look at the Commercial business which serves MNOs.

3.2B Subscriber TAM (52 MNOs)
10% Uptake Rate
$4 Monthly ARPU
=$1.28B Revenue Per Month
=$15.4B Annual Revenue
🤔GM +90%, EBITDA Margin +85%

Pick an Uptake Rate and ARPU to get to a steady state monthly revenue number below.

And we haven't even included the Government or Defense opportunities.

[MasterBourse @Master_Bourse]

🧵 Amazon

La pieuvre qui se réinvente

1994 : J.Bezos vendait des livres depuis son garage

2025 : Amazon devient la 1ère entreprise de l’histoire à investir 100 mds $ en une seule année

Mais ce n’est même pas ça, le plus impressionnant

La vraie révolution est ailleurs… 👇

[lancelot @PitchTheWater]

Current portfolio (June 2025)

$amzn 26%
$goog 16%
$nvda 15%
$meta 11%
$shop 8%
$nflx 5%
$png.v 5%
$fico 5%
$btc 2.5%
$duol 2%
$uber 1.5%
$pnp.to 1%
$asts 1%

[lancelot @PitchTheWater]

I bought a starter position in $pnp.to today and plan to do the same for $toi.v. Having sold my $csu position last year, I'm looking for opportunities in a similar sector but with a higher risk/reward potential.

[lancelot @PitchTheWater]

@no_cap_cap Why sell $Goog

[Lin @Speculator_io]

The real frenzy starts once the IPO market really heats up.

Space: SpaceX
Defense: Anduril
Cloud: Databricks
AI: OpenAI, Anthropic, xAI
Chips: Groq, Cerebras
Robotics: Figure AI
Fintech: Stripe, Klarna
Gaming: Epic Games

We haven't seen anything yet...

[David Marlin @Marlin_Capital]

Here’s the previous 10 times the $SPX was down -17.5% or more. 👇👇👇

The highest $SPX P/E Ratio for a bottom was 16x in 1998.

Our current P/E Ratio is 18.6x.

[lancelot @PitchTheWater]

@alc2022 What's your price cost average per share?

[Al Bajhad-Mammad @BajhadMammad]

@themattharbaugh $Googl should split 10:1 and rename $ALPHA

[Julien | Tech & Invests @JulienTechInvst]

Sur la baisse du cours de Google:

Si on reprend les chiffres du dernier trimestre, le search reste en croissance, donc il n’y a 0 déclin sur ce segment. Mais soit, allons plus loin.

GCP fait déjà 50B$ de run rate (dernier trimestre actualisé), dans 2-3 ans, ça sera un business à environ 100B$ de run rate (entre 25 et 40% de CAGR) qui marge à environ 30-40%. Juste ça, ça vaudra dans les 1T$.

Ensuite on a YouTube. Si on compare à Netflix, YouTube devrait valoir dans les 500B$ (je préfère largement le business model de YouTube perso).

Puis on rajoute Google Workspace. J’ai pas de chiffre exact mais on peut donner une valo à 100B$ au doigt mouillé.

Puis on y rajoute Waymo, qu’on valorise de manière conservatrice à 50B$.

Et pour finir, on y rajoute Android, qu’on valorise dans les 300B$.

Mis bout à bout, ça fait 1,95T$ d’EV. Si on rajoute le cash, on est à 2T$ de capi. Aujourd’hui, la market cap de Google est à 1,8T$, donc Google est déjà pricée comme si le search valait 0. Ok on peut me dire que GCP ne vaut pas encore ça, et qu’il faut aussi ajouter une décote de holding, mais sérieusement, vous croyez vraiment que le search vaut 0 ? Et j’ai même pas compté l’IA, le quantique et les autres projets de Google… Bref, pour moi Google devrait valoir 2,5T$ easy.

[Compounding Quality @QCompounding]

10 Books recommended by 10 Billionaies

• Elon Musk
• Bill Gates
• Warren Buffett
• Jack Dorsey
• Satya Nadella
• Sam Altman
• Jeff Bezos
• Mark Zuckerberg
• Peter Thiel
• Sherlyl Sandberg

Let's dive in: