Something Capital

A very stable genius

[Something Capital @PursuitofAlpha]

@CapexAndChill You an I on such a similar page its scary

[Something Capital @PursuitofAlpha]

@OwenRask Maybe the end state is everyone goes passive and the market just becomes one wild momentum machine... quite possible we already half way there lol

[Something Capital @PursuitofAlpha]

@navexaau @grok is this legal or a con

[Something Capital @PursuitofAlpha]

@JerryCap What exactly does this mean?

[Something Capital @PursuitofAlpha]

@GHadjia Are you short?

[Something Capital @PursuitofAlpha]

@CapexAndChill This was on the back of SEA results pre market yesterday. Market seemed happy with profitable Brazil growth, hence, was a positive for Brazil will be knife fight forever fear (which I do think is irrational, but just stating the reason for the move)

[Something Capital @PursuitofAlpha]

Well I think the private book (anthropic) carried that whole 80% YTD right? So anyone who came onboard over the last six months probably got zeroed… not trying to dunk on anyone but if you lost 100% of you cash you probably wouldn’t be wishing to learn new lessons, probably just asking wtf happened lol

[Something Capital @PursuitofAlpha]

@TidefallCapital @ariaradnia Not comparable. $CSU deploys almost all (sometime more) of its entire FCF to sustain that growth. So closer to 12% vs 20% (not 26%), hence, it’s all about durability and TV

[Something Capital @PursuitofAlpha]

@upholdings Too soon… about 6-9 months too early

[Something Capital @PursuitofAlpha]

@inglouriouscap TINA

[Something Capital @PursuitofAlpha]

@MangotreeA Do you really think mid to high teens is possible?

[Something Capital @PursuitofAlpha]

@PythiaR They have huge advantages around infrastructure, engineering, brand (among normie everyday users), and distribution when it comes to AI. I’d argue it’s pretty much their race to lose

[Something Capital @PursuitofAlpha]

@GHadjia Only thing that seems certain is Andy ain’t going to die wondering, lol… Long digit ads

[Something Capital @PursuitofAlpha]

@GHadjia Could expect or experiencing? Lol

[Something Capital @PursuitofAlpha]

@willschoebs is this purely an organic story?

[Something Capital @PursuitofAlpha]

@MoS_Investing ServiceNow (stickiest of enterprise software) + Hermes (pure play on inequality/vanity/social) + Transdigm (low cost to benefit)

[Something Capital @PursuitofAlpha]

@FedexSTi I see you listen to biz breakdowns 😂

[Something Capital @PursuitofAlpha]

@Integrity4mkts No better example of why alpha exists.. carry on ser!

[Something Capital @PursuitofAlpha]

@nomad_cap No chill, possible psychopath 🤷‍♂️