TheLAPurchaser

L/S Equity. Not financial advice.

[TheLAPurchaser @TheLAPurchaser]

Today, Jensen is a benevolent overlord. Just remember, what the king giveth today, he can taketh tmwr! $NVDA $MRVL

[TheLAPurchaser @TheLAPurchaser]

@PythiaR time for us to go back to zuck is an alien meme...

[TheLAPurchaser @TheLAPurchaser]

@JaredKubin as it should be given the cycle we're in?

[TheLAPurchaser @TheLAPurchaser]

@ZamBR18 Ya sounded good but don’t think we learned much more

[TheLAPurchaser @TheLAPurchaser]

$INSP -- GLP1 is destroying this biz, which was in a maturing category to begin with. The reimbursement stuff is a sideshow...

[TheLAPurchaser @TheLAPurchaser]

$INSP GLP1 caught us off guard. It wasn't a headwind a year ago. It is now. But somehow we're confident it will be a tailwind in the future. Got it.

[TheLAPurchaser @TheLAPurchaser]

@citrini she got an amg....
shes now upset at me i mixed that up.

[TheLAPurchaser @TheLAPurchaser]

@citrini she's insulted at the question

[TheLAPurchaser @TheLAPurchaser]

@WaterworldCapi1

[TheLAPurchaser @TheLAPurchaser]

Shinsegae has most exposure to high end / luxury and is outperfroming the KOSPI YTD

[SemiAnalysis @SemiAnalysis_]

Samsung & SK Hynix bonus season just hit different in Korea
Luxury sales near their campuses:

🟠 Jewelry: +146% YoY
🟠 Watches: +85% YoY
🟠 Overall luxury: +53.6% YoY

Quiet beneficiaries: Shinsegae, Lotte, and Hyundai department stores near their campuses are reportedly all seeing luxury sales up 40%+
https://t.co/0qcO8vSxel

[TheLAPurchaser @TheLAPurchaser]

@WaterworldCapi1

[TheLAPurchaser @TheLAPurchaser]

@evrgn11112231 AI labs aint cheap either

[TheLAPurchaser @TheLAPurchaser]

@evrgn11112231 Zuck is the biggest believer in the digital god out of all the CEOs. i wouldn't put it past him

[TheLAPurchaser @TheLAPurchaser]

@CapitalGravy -20

[TheLAPurchaser @TheLAPurchaser]

And then $AMZN $MSFT et al have to follow...?

[Just Another Pod Guy @TMTLongShort]

This isn’t even the major slug. Definitely a larger debt raise in the works.

Capital allocation game theory.

Masa walked so Sundar could run.

[TheLAPurchaser @TheLAPurchaser]

@TMTLongShort let's put it like this. they aint raising equity b/c the ROI is crap...

[TheLAPurchaser @TheLAPurchaser]

Korea, Japan, Taiwan going to open +10 tonight?

[TheLAPurchaser @TheLAPurchaser]

And just like that...we're back to your regularly scheduled programming of jamming $SOXX $SMH higher.

[TheLAPurchaser @TheLAPurchaser]

RIP to mkt broadening out...

[TheLAPurchaser @TheLAPurchaser]

@citrini good for shareholders. great for humanity