SpinnerCoug

[SpinnerCoug @SpinnerCoug]

Welp! Bring on football season!

[SpinnerCoug @SpinnerCoug]

$QCOM non-handset revenue projected to reach $40B by 2029. Entire company revenue base right now is about $44B and street estimate for 2029 revs is $51B... Safe to say something is not baked into the current outlook.

[SpinnerCoug @SpinnerCoug]

$GOOG cuts memory needs dramatically… and the stock shrugs?

Market likely assumes rapid industry diffusion = no durable edge.

But bigger question: is this a Jevons Paradox moment for memory $MU? Lower cost → more usage → demand becomes more durable/less cyclical? 4x PE?

[Google Research @GoogleResearch]

Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: https://t.co/CDSQ8HpZoc

[SpinnerCoug @SpinnerCoug]

@DeepSailCapital Cumulative next 4 years they’ll see about 50-60% of their EV returned as FCF

[SpinnerCoug @SpinnerCoug]

@ribaudo_nick @TheStalwart Oh no my plastic grocery bag will cost 9 cents now 😢

[SpinnerCoug @SpinnerCoug]

@WisemanCap I love the folks that have been screeching about the impending cyclical collapse all the way up. Someday they’ll be right.

[SpinnerCoug @SpinnerCoug]

@LukeGromen @MD_ata21 @shehzadhqazi Luke, with all due respect, Hyperinflationary Great Depression, Crisis of Civilization... Yes, we're being hyperbolic here.

[SpinnerCoug @SpinnerCoug]

@elonmusk Grandpa still has a flip phone

[SpinnerCoug @SpinnerCoug]

@Citrini7 Has anyone asked AI what we can do to avoid this outcome?

[SpinnerCoug @SpinnerCoug]

@WinderKit Meanwhile, margins have doubled over the past 10 years.

[SpinnerCoug @SpinnerCoug]

These $MU numbers are mind-boggling

• Revs $13.6B vs Est. $12.9B
• EPS $4.78 vs Est. $3.96

Q2 Guide
• Revs~ $18.7B vs Est. $14.2B
• EPS ~$8.42 vs Est. $4.49

[SpinnerCoug @SpinnerCoug]

@leonardwilliams #ProBowlVote +
@Leonardwilliams

[Leonard Williams @leonardwilliams]

Jersey giveaway time! 🦁

For a chance to win one of my jerseys:

1. RT this post
2. Comment #ProBowlVote + @Leonardwilliams

Best of luck 12’s!!

[SpinnerCoug @SpinnerCoug]

@HayekAndKeynes @waitbutwhy Yes! I remember Tim being interviewed on the @patrick_oshag podcast about this topic many years ago. It was so good back then and even better today after all we've seen.

[SpinnerCoug @SpinnerCoug]

@TwoToes_Trading Can I ask where you get this list, with companies reporting and implied volatility?

[SpinnerCoug @SpinnerCoug]

How does $UNH sell off as hard as it did while the big buys were building positions? Buffett, Tepper, Renaissance, Eagle Capital, Lone Pine, etc...

[SpinnerCoug @SpinnerCoug]

@OptionWell Uber is at an all time high - what fear?

[SpinnerCoug @SpinnerCoug]

@dry_while @TheLongInvest No, it actually is $25B projected this year. You might be looking at quarterly.

[SpinnerCoug @SpinnerCoug]

@YogiRoth 6th graders that are 6 foot 4 and dunking

[SpinnerCoug @SpinnerCoug]

So is $UNH going out of business or what?