Sam

Interested in undervalued growth companies, resources and turnarounds

[Sam @Tradin1983]

@CDInewsletter I don't want diversification. I want tier 1 cities only.

[Sam @Tradin1983]

@options_seller7 DCF value is $54. Gross margins unlikely to improve. Poor OpEx control.

[Sam @Tradin1983]

@BladeoftheS No, US AI labs and Neocloud are gone. AI as a whole will go from strength to strength

[Sam @Tradin1983]

@Liecatcher1 🤪

[Sam @Tradin1983]

@Liecatcher1 ad hominem attacks are a sign of someone who is rattled and is feeling mental pressure

[Sam @Tradin1983]

@FinanceLancelot Makes no difference if taxes are higher and spending is higher but with free state healthcare, compared to lower taxes and lower spending with private healthcare. What matters is whether there's a deficit (taxes<spending) and Debt/GDP. US, France, UK all in a mess on that metric

[Sam @Tradin1983]

@sridharfyi Not possible to renegotiate. The 1% holding exists.

[Sam @Tradin1983]

@Liecatcher1 @kennardmatt your charts are very suspect

[Sam @Tradin1983]

@kennardmatt interested to know if you have any examples of foreign news outlets reporting on Britain's involvement in the genocide?

[Sam @Tradin1983]

@ChrisCamillo It will be transformative, but the reality is that AI is getting so efficient at using compute that far fewer Nvidia chips are needed, far fewer data centres are needed and the current market caps of many AI supply chain companies and AI labs do not reflect this overcapacity

[Sam @Tradin1983]

@YahooFinance There need to be legal consequences for misleading financial statements being made about listed company

[Sam @Tradin1983]

@ireallyhateyou The zionists have no shame

[Sam @Tradin1983]

@WorkyJ @valuehurts in a 6% risk free environment, I'm not sure that valuations above 17x make sense unless growth is strong and proven.

[Sam @Tradin1983]

@michaelsikand Deepseek has made AI so cheap that US providers of AI models can never make their market caps make sense. The US models have already been commodified and the only profits will go to the hyperscalers through upselling other services. SPCX has no moat, while the neoclouds are naked

[Sam @Tradin1983]

@NorthstarCharts oil prices fall

[Sam @Tradin1983]

@spcohn @econcallum @darioperkins external is growing in absolute terms, but that growth rate is falling and seems to be levelling off....we will see what happens!

[Sam @Tradin1983]

@iamgingertrash the data centres already exist at the crypto miners. Coreweave's compute will be sold off to miners that already have buildings up and power connected. These will subsequently be sold off to the hyperscalers when the small AI data centre compute-only model fails to turn a profit.

[Sam @Tradin1983]

@HussainShafiei We all know who runs the BBC. Just wish that some people would admit to themselves what a monstrous organisation it has become

[Sam @Tradin1983]

@grok @grok do you have this information?

[Sam @Tradin1983]

@grok what are Michael Sikand's main holdings at present?

[Sam @Tradin1983]

@doctor_rahmeh You aren't missing much from Lloyds and Revolut. Try N26