Tmac

[Tmac @TimmyMcCarthy]

@jbulltard1 Never understood but it continued to grow for years on end. What’s wrong with it? IMO, it’s part of the software group. AI replacing their tools someday but they cut prices to stay relevant. Buy it if you think it’s 10 years out, not in the next 3.

[Tmac @TimmyMcCarthy]

@DrewCohenMoney Just imagine when those Optimus robots are walking around building rapter engines on the factory floor, while at the same time software gets written by AI.

[Tmac @TimmyMcCarthy]

@MaryMacElveen @MattDevittWX @ianheinischmma It’s not from our (Florida) outflows into the ocean. Whatever goes out heads north with the Gulf Stream never to be seen again. This is from runoff by South America and Africa mostly likely

[Tmac @TimmyMcCarthy]

@Jimbobwalton12 @StoneHillWealth All the pre Covid land is already developed. Generally speaking you enter into a contract subject to approvals, so the price is good for maybe 2 years. Often there are extensions but a seller is no going to extend forever is the land is going up in value

[Tmac @TimmyMcCarthy]

@mfuller1154 @JakeOrlando15 @MarcACaputo Nitrogen fertilizer from South America

[Tmac @TimmyMcCarthy]

@MarcACaputo It’s been really bad the last few years, the likely result of South America growing their agricultural production and use of mostly nitrogen which ends up in the sea

[Tmac @TimmyMcCarthy]

@PountneyNeil @jackprandelli 👌

Love the passion, get a life

[Tmac @TimmyMcCarthy]

@bavedikian @BestBuy @FedEx use AMEX, problem solved

[Tmac @TimmyMcCarthy]

@keokanden @rdd147 Win what? Revenue? All the revenue being generated in by these AI racks comes from the companies creating the AI models.

[Tmac @TimmyMcCarthy]

@EnergyCredit1 It's hilarious reading all the semi baggie's reassuring each other. mobile/cell phones and PC chips aren't even 10% of what they're doing in AI chips. NVDA's 6000 series GPU will be amazing, but that won't support a 5T+ valuation

[Tmac @TimmyMcCarthy]

@CapitalObserver They’ll sell off 20-30%, then bounce, then sell, then bounce… they won’t make new highs, they’ll just keep getting cheaper on a multiple basis until the earnings fall apart. Then they’ll crash. Could be a 6-18 month topping process

[Tmac @TimmyMcCarthy]

@fivepointscap Raising cash to buy chips and unicorn IPOs

[Tmac @TimmyMcCarthy]

@TihoBrkan I’m pretty sure Greg talks to Tim Cook regularly and based on Apple using Gemini to power their AI, Cook probably told Greg that google is going to be #1 in AI by a mile. Factor in the core google search ads and subscriptions it’s a pretty good risk reward for BRK

[Tmac @TimmyMcCarthy]

@AlphaPlainSight They still need to roll an enormous slug of debt, not sure if there is senior anything equity over there

[Tmac @TimmyMcCarthy]

@tminnzy @CollinRugg Imagine the annual HOA fee, you’d be paying for 20,000 staff

[Tmac @TimmyMcCarthy]

@jedimarkus77 All of the exchanges are getting smoked, is there some sort of regulation on options/ futures trading being passed around DC?

[Tmac @TimmyMcCarthy]

@RihardJarc The stock price makes equity issuance the most attractive option. You guys just can’t admit the risk/reward to investing in the AI trade sucks right now

[Tmac @TimmyMcCarthy]

@firstadopter Alphabet views the stock price as an overvalued currency.

[Tmac @TimmyMcCarthy]

@PythiaR Ebitda margin and growth rate inevitably had to soften. They’re too aggressive on price increases and definitely rode the families getting dogs rather than having babies wave of the last decade. They should still be able to increase dividends and some buybacks. I like it here