T100 MBA Grad

I sometimes buy stocks

[T100 MBA Grad @T100_MBA]

@ed_fin Being in Dubai, you can exclusively only swim when it’s >40 degrees

[T100 MBA Grad @T100_MBA]

@internpierre @viviannereim Short UAE and Lebanon

[T100 MBA Grad @T100_MBA]

Watching the break up, and how are able Vince Vaughan and Jen Anniston able to announce a massive condo on a tour and art guide salary

[T100 MBA Grad @T100_MBA]

@LuxuryWatchGuy1 This watch is a normie’s idea of a wealthy person

[T100 MBA Grad @T100_MBA]

@P_Remarks Real time discounting of future cash flows

[T100 MBA Grad @T100_MBA]

@bcantrill Term sheets by definition are non-binding. Not the end of world if they walked away.

[T100 MBA Grad @T100_MBA]

@pitdesi Huge in the Middle East

[T100 MBA Grad @T100_MBA]

Don’t recall the part in Dune where one sect of Fremen attacked the sect that was friendly with Atreides

[T100 MBA Grad @T100_MBA]

@Tintincapital Also concession fee has been revised to 22% now IIRC

[T100 MBA Grad @T100_MBA]

@Tintincapital Own this in decent size. Nice divvy to boot as well

[T100 MBA Grad @T100_MBA]

@blueprintsmb22 Abhorrent last name to boot as well.

[T100 MBA Grad @T100_MBA]

@EconstratPB Drawing a lot of conclusions with n=1 sample set

[T100 MBA Grad @T100_MBA]

@aleabitoreddit Just follow @insane_analyst. Man spits gold for free

[T100 MBA Grad @T100_MBA]

So basically, everything is a zero. Massively deflationary. Hold cash

[T100 MBA Grad @T100_MBA]

AI fintwit sentiment update of last week:

OpenAI is a zero, because they fumbled the bag to Anthropic, but Anthropic is also a zero because OAI hired the agentic dude
But $ORCL is also a zero, because who’s going to pay for the massive capacity

[T100 MBA Grad @T100_MBA]

$META $GOOG are also zeroes because if everyone is jobless, who’s going to pay for the CAC.

$UBER $DASH are also zeroes because people vibe code their own apps, and agents distribute them

[T100 MBA Grad @T100_MBA]

@fchollet And $HUBS

[T100 MBA Grad @T100_MBA]

@PriceSignals lol. People don’t buy $SPGI for research reports

[T100 MBA Grad @T100_MBA]

@ContrarianCurse Just gave everyone a copilot access. Nothing else