Senator x

CIO of Hindsight Capital, just another pod man

[Senator x @Senatorxa9]

@The_AI_Investor It’s 9.1mn not 91mn my man

[Senator x @Senatorxa9]

@blondesnmoney 20 min halt and then 10 min auction

[Senator x @Senatorxa9]

@jukan05 Surely they’re targeting the enterprise market not the consumer market, but even then it’s a seat based biz model and that’s not great when AI is causing layoffs at the same enterprises these guys are targeting lol

[Senator x @Senatorxa9]

@the_zack_zhu They’re guiding for 20% cloud margins in the next few years, they’re already guiding 11% next quarter from 9% over last few quarters

[Serenity @aleabitoreddit]

Not a fan of $CBRS, especially at ~$90B-100B MC valuations.

But I do like the company.

There’s a lot of short term valuation disconnects with float dynamics after IPO as seen with $CRCL or $BULL though.

So would not be surprised if it ends up trading at absurd valuations for a short time until things correct.

[Senator x @Senatorxa9]

@zerohedge Now get rid of baba and see if that number changes lol

[Senator x @Senatorxa9]

Sometimes the best thing to do in a downturn is figure out what was loved by the market before the downturn and ask if anything fundamentally changed to these stocks that they wouldn’t work again, and if your answer is nothing changed you load tf up on them and don’t touch them

[Senator x @Senatorxa9]

@pmje73 I think the best book on how to apply a constraint based framework to investing is @Geo_papic Geopolitical Alpha book, great read

[Senator x @Senatorxa9]

@AJButton2 Why are you acting like this isn’t consensus ? That’s what mgmt already guided at from early in the year

[Senator x @Senatorxa9]

@blueprintsmb22 It really also depends on what the analyst wants, sometimes they focus on getting the model accurate because they’re looking to impress a PM on the buyside to eventually get hired

[Senator x @Senatorxa9]

@BoringBiz_ I’m getting so many of these case studies these days and it infuriates me that these kids think it’s fine for them to be intellectually dishonest, these are worst kind of hires

[Senator x @Senatorxa9]

If you enjoyed reading @citrini Strait of Hormuz report, I got an even better read for you. Jim Roger’s Investment Biker, a top notch read

[Citrini @citrini]

Strait of Hormuz: A CitriniResearch Field Trip

The Field Report from Analyst #3 is live.

https://t.co/rwJffd8l81

[Senator x @Senatorxa9]

@rich_toad I highly recommend the capital allocators podcast with him

[Senator x @Senatorxa9]

That could’ve been an email

[Anthony Albanese @AlboMP]

My Address to the Nation.

[Senator x @Senatorxa9]

@orrdavid You’re being fucking stupid now and that’s mainly cuz of your political agenda

[Senator x @Senatorxa9]

We’re very much still in a “de-risk into weekends” regime

[Senator x @Senatorxa9]

We’re in a “de-risk into weekends” regime rn

[Senator x @Senatorxa9]

@scaling01 And GROUND INVASION

[Senator x @Senatorxa9]

@jukan05 You’ve got Trump tendencies my guy

[Senator x @Senatorxa9]

@pysolin @ContrarianCurse https://t.co/BA9MXvPp80