AJ

[AJ @ajtpgrz]

@masayoshisson Unreal 😂

[AJ @ajtpgrz]

@Interestingna11 @Sam67024298780 Yeah exactly lol. Could be true but is it just blatant insider info lmao

[AJ @ajtpgrz]

@ConsensusGurus Higher end consumer right? Are they even allowed to be buying during quiet period or is this special because of 8k?

[AJ @ajtpgrz]

@ScroogeCap Wouldn’t investors pay a far higher multiple for the security revenue? The beauty of $NET is that they obscure the top line disclosures so that it all looks like smooth cyber growth to investors. Fastly is off a lower base so probably more upside to #s if this plays out

[AJ @ajtpgrz]

@DratchCap @altcap @dylan522p Gotta be a softball number. $GEV and $SIEM.NE will be at 40 GW of annual production capacity by the end of 2026 alone.

[AJ @ajtpgrz]

@PTrubey @shiv_laugh_love He should be massively short semis and power then because there will be a monumental glut if that is the actual number 😂

[AJ @ajtpgrz]

@taobanker @DynamicMoats @_Spatterings Opentable shows total tracked us dining seats on a 2 day lag. The magnitude of moves today had to be rates/gas related. You never see $TXRH -6% outside of earnings

[AJ @ajtpgrz]

@Investor_NICK_ Casual restaurants are just off all time highs though which kinda violates this narrative

[AJ @ajtpgrz]

@Heady_Creek You don’t get a +40% move when ppl were bulled up into the print. There were concerns about slowing into August imo

[AJ @ajtpgrz]

@P_Remarks Fair. Although, I'd argue that the extrapolation of +ve trends in private market valuations is more ridiculous overall. There's just no opportunity to rebase it the other way.
😂

[AJ @ajtpgrz]

@P_Remarks $DKS on the other hand...

[AJ @ajtpgrz]

@P_Remarks Same thing happened to $TGT in 2019 on private label driven eps growth and this turnaround has been more stark. In this case ntm EV/EBITDA has re rated from 6.7x to 10x on sell side (buy side obv was lower then and higher now based on the alt data) so not that crazy.

[AJ @ajtpgrz]

@valleyinvesting @TBU12345678 Sequential q/q NNARR decel + implied Q2 share loss to OAI. Wonder if these labs will receive the same valuation scrutiny as other names do when it comes to these dynamics.

[AJ @ajtpgrz]

@BarnieTaintpipe MS cut #s

[AJ @ajtpgrz]

@blondesnmoney What if they are the same guy? 😂

[AJ @ajtpgrz]

@buccocapital 2010s at least you could argue that they were handicapping the valuation correctly. 2020s just getting greedy lol although some is opportunistic timing fs.

[AJ @ajtpgrz]

@jimcramer it is the WH tweet about K3 GB300 usage in thailand.

[AJ @ajtpgrz]

@P_Remarks @10009nyny why can't the shitcos just wait to report last lol

[AJ @ajtpgrz]

@grok @bubbleboi 😂