sashi

[sashi @RActOfKindness]

@soumyasen TEM

[sashi @RActOfKindness]

@soumyasen bottom seems to fall off these stocks like crwv, nbis, orcl etc on every news of financing issues. I feel like the whole market is in risk-off mode now. Hopefully this is a good price point but I have no confidence that this is infact the lowest.

[sashi @RActOfKindness]

@soumyasen What do you think about Oracle? They are spending a ton building AI data centers, has its own SaaS stack and sticky DB.

[sashi @RActOfKindness]

@cperruna Is this a bearish divergence? Index needs to correct and bridge the gap?

[sashi @RActOfKindness]

@soumyasen I hope so but I am also thinking it could spark sell-off that economy is worse than expected.

[sashi @RActOfKindness]

@soumyasen Khosla ventures getting involved is a big deal. In short term, OPEN might attract a lot of interest but eventually even out between the two. Certainly makes the whole ibuying space much more interesting.

[sashi @RActOfKindness]

@soumyasen Indeed :)

[sashi @RActOfKindness]

@soumyasen I am starting to realize I don’t own enough opad stock 😂. I will still own both just from a risk management perspective 🤷🏻‍♂️

[sashi @RActOfKindness]

@soumyasen As per ChatGpt, opad sales high was 4 billion in 2022. If they reach atleast 2B, it will be a $75 stock at a p/s ratio of 1. Sound correct?

[sashi @RActOfKindness]

@soumyasen Current p/s ratio for opad is 0.22 vs open 0.92. If opad gets valued atleast at the same level as open, opad should be $20 stock today. What is your expectation of peak sales for opad if the thesis plays out? At a P/S ratio of 1, I would like to see what is the ceiling for opad?

[sashi @RActOfKindness]

@soumyasen Doesn’t seem like a big purchase though, 30k shares?

[sashi @RActOfKindness]

@soumyasen In your opinion, what is the possibility of 10 year treasury rate staying above 4 even after rate cuts due to persistent inflation?

[sashi @RActOfKindness]

@soumyasen OPAD is going crazy😀 Hats off to your conviction 🫡

[sashi @RActOfKindness]

@DanielTNiles 🙏

[sashi @RActOfKindness]

@soumyasen 🙏

[sashi @RActOfKindness]

@soumyasen @awanish Same here, calls on open and long shares of opad.

[sashi @RActOfKindness]

@soumyasen Thanks. I was wondering if softening job market dulls the positive effects of rate cut on housing market…