Small Cap Value Opportunities

[Small Cap Value Opportunities @SmallCapVal]

Time for my annual “Favorite Podcasts” list. Some good listening for the holiday season. If you’re at the in-laws and need a respite, just pop in your headphones and listen to some great podcasts.

[Small Cap Value Opportunities @SmallCapVal]

Lol

[Peter Atwater @Peter_Atwater]

FWIW - Given the speed at which things are now unfolding at Nvidia and the propensity of the crowd to move to extremes, I can't shake the feeling that the company files for bankruptcy before Thanksgiving.

Don't get me wrong. I don't wish for it, but crowds are crowds.

[Small Cap Value Opportunities @SmallCapVal]

@ABC Totally not staged.

[Small Cap Value Opportunities @SmallCapVal]

@DumbInvestorGuy @TheFrugalBanker Hope he set a few bucks aside for the future.

[Small Cap Value Opportunities @SmallCapVal]

Batten down the hatches Big Mayo

[Elizabeth Warren @SenWarren]

Warren: Accountability is coming.

If you’re a Wall Street executive, Big Tech CEOs, giant corporations that have been cheating people, you should be worried.

[Barstool Sports @barstoolsports]

When Brian Kelly hears the NVIDIA CEO job is open

[Small Cap Value Opportunities @SmallCapVal]

@down_to_finance @corotalyst Also said $AER was a zero $100 ago because of their debt🤷‍♂️

[Small Cap Value Opportunities @SmallCapVal]

I’m embarrassed for you that you gave him a platform.

[Max Wiethe @maxwiethe]

Militia Capital is +36% YTD and +832% since inception, a staggering +48.3% annualized.

I've sat down with @orrdavid before on @opmpod but always to discuss his views on the hedge fund industry.

In this episode we focused exclusively on his market views and why he thinks AI is in oversupply.

Despite this oversupply he sees massive disruptions coming to software industry and white collar labor.

The crux of his view is that AI models have gotten so good so fast that even replacing huge amounts of white collar jobs won't require much compute.

Software companies are currently the only real customers he sees and unless we start throwing tons of compute at technological advancement and curing cancer he thinks we'll be oversupplied in the short term.

Listen/subscribe to @opmpod on your favorite platform:

YouTube: https://t.co/ysbjnX2YwK
Spotify: https://t.co/lbZOTBgfTo
Apple: https://t.co/gYMEk1OEts

[Small Cap Value Opportunities @SmallCapVal]

@leveragedlarry1 Weird you cheer on people who love murdering CEOs but hey. You do you bud.

[Small Cap Value Opportunities @SmallCapVal]

@DarkfireCapital Real estate is passive.

[Small Cap Value Opportunities @SmallCapVal]

@leevalueroach @KobeissiLetter That’s what @leeswife always is saying.

[Small Cap Value Opportunities @SmallCapVal]

@JGPogralski @Mikes_IRA A coward openly celebrates the murder if the United Healthcare CEO and compares him to a chile rapist. That’s the kind of POS David is. You can be a fan boy if you want. Not me.

[Small Cap Value Opportunities @SmallCapVal]

@FreeDrThug He thought the murder of the United Healthcare CEO was a celebration. Compared him to a child rapist. That’s one of many of the crap that loser spouts.

[Small Cap Value Opportunities @SmallCapVal]

@JRiz13 Because he’s a dirtball

[Small Cap Value Opportunities @SmallCapVal]

@Mikes_IRA No context needed. Major POS

[Small Cap Value Opportunities @SmallCapVal]

@thegresearch But David does😂😂😂

[Small Cap Value Opportunities @SmallCapVal]

@leevalueroach All one must do is crank that $HOG

[Small Cap Value Opportunities @SmallCapVal]

Let’s be real. The only reason the Dems won because of their courage to take on Big Mayo.

[Elizabeth Warren @SenWarren]

Warren: The message is clear. Democrats won big by taking on a rigged economy and fighting for working families.

[Small Cap Value Opportunities @SmallCapVal]

Tonight is better than the Super Bowl

[Gavin Baker @GavinSBaker]

For all of the large shareholders and partners calling me to say that Nvidia’s board should wait for the results of the investigation before ousting Jensen:

I agree.

So don’t call me, call people who can impact the decision.

[Small Cap Value Opportunities @SmallCapVal]

@philbak1 Because that is the correct way!!!!

[Small Cap Value Opportunities @SmallCapVal]

What if we find out it’s 3 or more affairs?? Vice Chairman??

[@jason @Jason]

A much better solution for NVIDIA’s board, shareholders, customers and employees (and America) would to (a) finish their investigation and (b) make @JensenHuang the chairman if it comes to that.

[Small Cap Value Opportunities @SmallCapVal]

Tomorrow.