AnonSi

[AnonSi @anonymous_IC]

NVDA for Arm is a watershed moment for semis, TMT, & world

[AnonSi @anonymous_IC]

@RadnorCapital Check this one out 👇

[US Small Cap Investor @stocks102]

I just bought stock in $BYRN Byrna. A US smallcap. It pre-announced today. Huge sales beat. What does it do? See the photo. Guns. But non-lethal ones. It's got celebrities to endorse these and direct-to-consumer sales have gone crazy. If you fire one at an intruder...

[AnonSi @anonymous_IC]

@HouseGOP @RepAshleyHinson @SpeakerMcCarthy https://t.co/wbeNPwRNya

[AnonSi @anonymous_IC]

@RepAshleyHinson MAKE ARIZONA TAIWAN

[AnonSi @anonymous_IC]

@RepAshleyHinson MAKE ARIZONA TAIWAN

[AnonSi @anonymous_IC]

@jamesbulltard7 @PythiaR @JSchmanathan Data from blue states (MA) w fairly common sense gun laws suggest otherwise

Plenty of happy 2A supporters in MA, very few assault weapon murders (relatively speaking)

[AnonSi @anonymous_IC]

@jamesbulltard7 @PythiaR @JSchmanathan Nuanced example

I appreciate large parts of your position, particularly around tyrannical gov'ts and the fact that political climates change quickly

Defending the fact that many states proudly have ZERO process to screen out the worst/sickest assault weapon buyers is a toughie

[AnonSi @anonymous_IC]

@jamesbulltard7 @PythiaR @JSchmanathan Some cars can't be started without the established bad actor driver breathing into a device...

[AnonSi @anonymous_IC]

@jamesbulltard7 @PythiaR @JSchmanathan I can't disagree w that take but it at least partially overlooks the two key words/phrases in my original reply:

"avg citizen" & "no questions asked"

So much of this could be prevented if we just addressed those two; primarily the 2nd one

[AnonSi @anonymous_IC]

@PythiaR @jamesbulltard7 @JSchmanathan The truth is somewhere in the middle, it usually is. Meaning, both of you have defensible positions.

Overly embracing the wildest fringes of society is a bug not a feature

AND

The avg citizen's right to own one or more AR-15's, no questions asked, is preposterous

[AnonSi @anonymous_IC]

@HighyieldHarry @firstrepublic you may want to have your @SECGov reps come get their mans @mikealfred

[AnonSi @anonymous_IC]

@witeken And surely one would be gigabullish to the third power on the only x86 vendor that has demonstrated it can execute within this decade, actually has bleeding edge silicon in datacenters, and is winning sockets next to $NVDA

Oh and it’s $130bn cap that trades at 12x FY2E EBITDA

[AnonSi @anonymous_IC]

@ecommerceshares @Fidelity at 4.1% right now

[AnonSi @anonymous_IC]

@ecommerceshares Show me MS 2022 ECM/DCM/IB fees earned from GOOG & which side of any deals they were on I should be able to tell you exactly how they were high by $25bn

[AnonSi @anonymous_IC]

@quinwoodlncap @dalibali2 Some of the most inconsequential analysis I wrote as a Sell Side associate got some of the best readership. Especially overseas. The international LO’s just eat this 💩 up

[AnonSi @anonymous_IC]

@phatal187 @nerdtechgasm Assumes INTC product is remotely competitive with AMD / in-house silicon (such as Graviton) by then (nvm today)

INTC has relinqueshed technological competitiveness every year for >ten years. No amount of subsidy can fix that. If it could, China would have leading edge silicon.

[AnonSi @anonymous_IC]

@BluthCapital The usual suspects $OPEN $CVNA perhaps $LCID barring some massive irrational bagholder bailing it out for show

[AnonSi @anonymous_IC]

@VetTechTrader @romanealy @nvidia 2018 A-day

[AnonSi @anonymous_IC]

@VetTechTrader @romanealy @nvidia 2022 A-day

[AnonSi @anonymous_IC]

@Quiet_Investor @pmje73 @rustyryanxi Crowded? Definitely. Technicals crap? Sure. <$4.50/sh in 2024? No chance. Not with XLNX in numbers.

+ they cut first & deep

[AnonSi @anonymous_IC]

@GavinSBaker

[AnonSi @anonymous_IC]

@MadsCapital It’s like stopping on a hike to watch a few ants fighting on the side of the hill.

Interesting? In the least intellectual terms possible, perhaps. Consequential? Absolutely not.