Moon

unemployed

[Moon @_moonaki_]

@jeremie0117 my worst performing account is up 80% in the past year. you're not slick bud.

and PLEASE find a profile picture where you're not cross-eyed. I feel like I'm bullying a retarded child.

[Moon @_moonaki_]

@jeremie0117 now post your P&L YTD, or for last year buddy

why so angry and so eager to prove others you're right? I see your comments. weak, attention seeking behavior. consider MAID :)

[Moon @_moonaki_]

@emollick entropy batteries :')

[Moon @_moonaki_]

@DefenderOfBasic boosting, watching with interest. irl or virtual?

[Moon @_moonaki_]

@GavMcCracken yeah idk why calvin so obsessed. whole category loaded with debt. nukes fcf.

side q: we assume trump will try close out war b4 midterms, when really his constraint is keeping gas prices in a survivable spot (sub 6/gal) until nov?

doable w/ export restrictions

realistic? wdyt?

[Moon @_moonaki_]

@calvinfroedge ok man. you're kind of being an ass and im trying to engage constructively.

you should overlay ur chart with net debt/ebita. the amazing fcf yield and div will get zero'd out by deleveraging.

imo these are really good longs post a div-cut washout

[Moon @_moonaki_]

@jeremie0117 run spellcheck on your article before chirping, retard

[Moon @_moonaki_]

@calvinfroedge This is our counterparty. be sure to give thanks

[Moon @_moonaki_]

@Sokio8D clarify your bags are worth 0

[Moon @_moonaki_]

@calvinfroedge to be fair she replied "what year" to "this is a 100 year flood zone"

[Moon @_moonaki_]

@thinkingshivers "never ever IPO when its ideologically comfortable" ftfy

self righteous scumbags at anthropic excited for exit liquidity after pumping it to a trillion

at least sam altman is an honest shark, and elon has financial engineering talent. dario doesn't even have a hairline

[Moon @_moonaki_]

@scaling01 luckily you're both poor AND european. good luck!

[Moon @_moonaki_]

@GavMcCracken wdyt of $JOY in that case? insiders have been net sellers (though, arguably taking profit from earlier buy)

[Moon @_moonaki_]

@calvinfroedge it doesn't help that zionists will intentionally conflate anti zionism with anti semetism

jewish people should be the loudest anti zionists. the current trajectory is existential for them

[Moon @_moonaki_]

@cryptopunk7213 https://t.co/IgtpzTLkhs

[Moon @_moonaki_]

now that leopold has confirmed that I'm actually not schizo, here is my brief take on semi's in medium term:

in short, it's crowded and also forward earnings are not as cheery as market thinks. YES AI is in high demand, and is a structural tailwind for semis. But there is simply not enough space for GPUs/CPUs anymore.

For that reason all chips trades are cooked for the forseeable future. The companies themselves are fine and will continue being dominant for decades to come, but valuations are simply too stretched.

It doesn't matter how much capex mag7 puts out going forward (and tbh, if you've been listening, they aren't actually doing any new capex stuff despite apparent raises across the board which are actually driven by supply chain re-pricing vs new builds), there simply is nowhere to put the chips ex-spacex starcloud which is pie in the sky for next 2-3 years anyways

but on flip side this sets up an absolute monster tailwind for datacenters which will reap a tremendous margin from the differential between available datacenter supply and demand.

investors correctly assess neoclouds and hyperscarlers are businesses as capex heavy commodity sellers, but are seemingly still failing to understand the second order consequence of what happens when commodity spot rates are far above the cost of producing said commodity

the ONLY problem with going max-long datacenter right now is it looks like rates will be going much higher on the back of oil-driven inflation, so if you long now there's a good chance you will suffer a drawdown while market mechanically sells everything.

but they are absolutely a long. AI penetration in broader population is still very low, and I think there is a broad underestimation of how much a GPU/hr is worth when OAI/ANT finally manage to train genius-level intelligence.

[Moon @_moonaki_]

now that leopold has confirmed that I'm actually not schizo, here is my brief take on semi's in medium term:

in short, it's crowded and also forward earnings are not as cheery as market thinks. YES AI is in high demand, and is a structural tailwind for semis. But there is simply not enough space for GPUs/CPUs anymore.

For that reason all chips trades are cooked for the forseeable future. The companies themselves are fine and will continue being dominant for decades to come, but valuations are simply too stretched.

It doesn't matter how much capex mag7 puts out going forward (and tbh, if you've been listening, they aren't actually doing any new capex stuff despite apparent raises across the board which are actually driven by supply chain re-pricing vs new builds), there simply is nowhere to put the chips ex-spacex starcloud which is pie in the sky for next 2-3 years anyways

but on flip side this sets up an absolute monster tailwind for datacenters which will reap a tremendous margin from the differential between available datacenter supply and demand.

investors correctly assess neoclouds and hyperscarlers are businesses as capex heavy commodity sellers, but are seemingly still failing to understand the second order consequence of what happens when commodity spot rates are far above the cost of producing said commodity

the ONLY problem with going max-long datacenter right now is it looks like rates will be going much higher on the back of oil-driven inflation, so if you long now there's a good chance you will suffer a drawdown while market mechanically sells everything.

but they are absolutely a long. AI penetration in broader population is still very low, and I think there is a broad underestimation of how much a GPU/hr is worth when OAI/ANT finally manage to train genius-level intelligence.

[Moon @_moonaki_]

the bull case for SaaS: it helps u spend less money on tokens

[Moon @_moonaki_]

He played this perfectly.

His goal is a leveraged buyout of Ebay funded by the massive dilution of shareholders

He's on CNBC to mop up retail that is dumb enough to read the website (which, if you don't think about it too hard, sounds very bullish) and ape in (provide exit liquidity)

Everyone else is irrelevant, bc they are not the marginal buyer.

[Josh Young @JoshYoung]

Instant classic