Terminal Value Victim, CFA

Financial shenanigans - Not financial advice

[Trung Phan @TrungTPhan]

sending this video to a group chat with your parents, uncle and aunts to see their reaction is single-handedly worth $2T in capex, a 3x in electricity bills and 14x DRAM price hike

[Terminal Value Victim, CFA @alphanotfound]

@HedgieMarkets Yes the heavily indebted are at risk in this case

[Patrick OShaughnessy @patrick_oshag]

Despite being widely regarded as one of the best venture investors of all time, Michael Moritz says he's never once felt like he was good at something:

"I've never felt I'm really good at something. That's not false modesty on my part.

Everybody is plagued by doubts and competitiveness.

And it's a failing on my part. I have a very difficult time celebrating good things and celebrating success.

I think I've always felt everything is unfinished and could be improved. None of it's ever been perfect.

Sometimes when I paint and compare a painting to what I might have been able to paint 10 years ago, I see a road to improvement, but then you go to MoMA or the Met and you're diminished, and you're reduced to being an insignificant speck."

[HY6 @highyield6]

So Leopold’s wife (who is chief of staff at Anthropic) and Leopold were having dinner last week and she says to him:

“Hunny we are going to slow down and pause advancement”

Leopold then calls his broker and loads AI INFRA calls.

hmmmmm

[Donald J. Trump @realDonaldTrump]

Don't let Obama buy the election by handing out unlimited free money to states.

[Terminal Value Victim, CFA @alphanotfound]

@PhotonCap Could get some exposure to BESI through AMAT as well, with more optionnality and broader WFE exposure. Similar China exposure tho

[Terminal Value Victim, CFA @alphanotfound]

@HedgieMarkets I feel like MCD pushed self order so much to be able to employ foreign workers. If you remove the langage barrier any nationality (cheap labor) can work anywhere

[Terminal Value Victim, CFA @alphanotfound]

@FirstSquawk What happens to $ when you give everyone $?

[Terminal Value Victim, CFA @alphanotfound]

@FirstSquawk lmao

[Mads @europemaxxed]

This and a Marlboro Gold

[Terminal Value Victim, CFA @alphanotfound]

You got Gassnered

[Terminal Value Victim, CFA @alphanotfound]

@DurableCreators $VEEV is one of the most under radar software stock. Recently added to SP500 yet nobody talks about it. Mission critical software in a a slow moving industry. Overhang from $CRM competition seems like a good entry point. SBC have to come down tho

[Terminal Value Victim, CFA @alphanotfound]

@JLinvilleFert 10-15 years

[JH @CRUDEOIL231]

It’s blindingly obvious: higher flows = heavier liftings. You don't even need to watch Fujairah STS ops to see it—Strait transits are clearly ramping up.

Can't remember the last time the lineup at Basra and Jubail was this stacked with vessels actively loading. Looks like the entire Persian Gulf finally ran the ADNOC playbook.

Say it again, daily prelim prints are pure noise. 7d avg at 3mb/d? Give me a break... It has consistently shown an upward revision bias and all proxies right now suggest that's exactly what will happen.

Not pushing a permabear agenda or looking for a fight here—just trading the physical fact. The 'hard floor' is 6mb/d and will be higher than that.

#oott #iran

[Terminal Value Victim, CFA @alphanotfound]

@KevinMaris @cog_roos @EWErickson Thats a Canadian company genius

[Terminal Value Victim, CFA @alphanotfound]

@SgtPlinko @theojaffee Yes we will cover everything with data center. No patch of grass will be left

[Nicholas Mugalli @RealNickMugalli]

If you’re a $AVGO or $MRVL investor, and got scared of the $GOOGL deal yesterday…you have to bookmark and read this word by word.

This is JP Morgan trading desk thought on the deal. XPU ASIC programs at Meta (5 XPU MTIA ASIC programs), OpenAI (Jalapeno 1st/2nd gen XPU ASICs), Anthropic (TPU v7/v8/ v9), ByteDance/Alibaba (XPU ASICs), SoftBank/ARM (XPU ASIC), Apple (AI CPU ASIC), and SambaNova (XPU ASIC) all remain on track and in various stages of design/ramp/full blown production.

[Terminal Value Victim, CFA @alphanotfound]

Donny giving us econ 101 right now