Admiral Waterworld

Commander of the Strait of Hormuz

[Admiral Waterworld @WaterworldCapi1]

I'm starting to be a real believer in AI. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though.

[Admiral Waterworld @WaterworldCapi1]

@VegaVandal @pekwat I don't know it started at a pretty high multiple and trades like a defensive but it's not a bad example...

[Admiral Waterworld @WaterworldCapi1]

@xvrmdf Ad tech.

[Admiral Waterworld @WaterworldCapi1]

@VegaVandal @pekwat Throw out some examples? I think a lot of these have just had bad earnings growth.

[Admiral Waterworld @WaterworldCapi1]

@MrMojoRisinX @MadsenSouth Were you short International Rectifier against it?

[Admiral Waterworld @WaterworldCapi1]

@pekwat $NVDA has lower vol so everyone is short it and long stuff with higher vol.

[Admiral Waterworld @WaterworldCapi1]

@ChairliftCap @pekwat Always and never

[Admiral Waterworld @WaterworldCapi1]

@SuperMugatu

[Admiral Waterworld @WaterworldCapi1]

@toiletkingcap Anything for you toilet.

[Admiral Waterworld @WaterworldCapi1]

Someone give me some good themes other than AI for next year.

[Admiral Waterworld @WaterworldCapi1]

@OnodaCapital Feels like we have thrown the law and constitution out the window the past 4-5 years.

[Admiral Waterworld @WaterworldCapi1]

@joinyellowbrick If I had a substack I would be much poorer probably.

[Admiral Waterworld @WaterworldCapi1]

@Amarillo_Slim1 I just said they were thanks for listening.

[Admiral Waterworld @WaterworldCapi1]

@P_Remarks I just declared AI stocks are worth infinity.

[Admiral Waterworld @WaterworldCapi1]

If the AI companies can issue equity in size we could literally spend infinite money on AI cap-x. The TAM of AI plays is now infinity.

[Admiral Waterworld @WaterworldCapi1]

@modestproposal1 The ole Otter room what a nightmare.

[Admiral Waterworld @WaterworldCapi1]

@citrini @RJCcapital

[Admiral Waterworld @WaterworldCapi1]

@BuffaloBillCo

[Admiral Waterworld @WaterworldCapi1]

@John_Hempton Sorry John I laddered you.

[Admiral Waterworld @WaterworldCapi1]

@nobrainflip Now do OpenAI vs. Snapple.