Brett Davidson

stock tweets

[Brett Davidson @brettddavidson]

@stoic_point @CharlieZvible I speculate they think it would erode their moat. It needs to happen though. Third Bridge and Guidepoint both have MCP connectors that I use daily.

[Brett Davidson @brettddavidson]

@AKWilk Cyclical declines in onshore domestic drilling rig counts hasn't helped. Also theres the secular trend of longer well laterals requiring fewer wellheads. Flexsteel is great though.

[Brett Davidson @brettddavidson]

@sp3cul8r @ChrisCamillo Do you have a source for them loading up on supply long ago?

[Brett Davidson @brettddavidson]

@ChumThumb @LauraLoomer https://t.co/9iLbcGtl0c

[Brett Davidson @brettddavidson]

@hkeskiva @dibsndangles @grok Don't forget the higher competitive intensity coming from Heritage / SRS

[Brett Davidson @brettddavidson]

Is $BLZE a net beneficiary of HDD supply tightening (AI data centers soaking up capacity)? Obviously higher capex to procure drives going forward but does demand for low-cost storage outweigh it?

[Brett Davidson @brettddavidson]

@mithridatistcap @MRatable Or WW construction volume growth is cyclically depressed

[Brett Davidson @brettddavidson]

@verdadcap Think the critque would be around the compounder outliers. 4% of stocks create all net wealth. Trying to fish in that 4% pool likely means you're paying higher than avg valuations

[Brett Davidson @brettddavidson]

@DannyOcean555 Wait, so what's the timing on next gen orders? You're saying they'd be built in 2028 but not delivered until early 2030? When does it hit backlog?

[Brett Davidson @brettddavidson]

@InvestSpecial @Ninepoint Octahedron was infamously very long $PTON back in 2021. Presentation is still floating around online somewhere. Stay skeptical

[Brett Davidson @brettddavidson]

@midwit_capital SBC as a % of market cap would be more informative here. I want to know how much the equity is being dragged annually by SBC. My instinct is that will be a much less scary number than % of revenue

[Brett Davidson @brettddavidson]

@VotrubaLog @aleabitoreddit Has $MOD said anything about humanoid adjacent product at this point? I know they've talked about mobile data centers but those are not even close to form factors that would work in a humanoid.

[Brett Davidson @brettddavidson]

@DeepSailCapital $HWKN midwestern friendly to the max

[Brett Davidson @brettddavidson]

@Compounding_K Yea, I have a hard time believing anyone is going to be willing to pay for agents 1:1 with seats.

[Brett Davidson @brettddavidson]

The biggest risk to $GTLB isn’t developers — it’s CFO perception.

“We stopped hiring developers because of AI. Why should our GitLab bill go up?”

That mindset alone can cap NRR, even if platform usage explodes.

[Brett Davidson @brettddavidson]

@sidecarcap Do we know approximately when he bought?

[Brett Davidson @brettddavidson]

@aleabitoreddit What's the extent of their relationship with Mercedes? Is it so far just the Chinese OEM's that have signed up as customers for the A-PHY chipsets?

[Brett Davidson @brettddavidson]

@irbezek @valuedrift @TheBenSchmark Arn't revs down HSD in Q1 '26? Cost deflation and commoditization in IT outsourcing hurting them here

[Brett Davidson @brettddavidson]

$VITL Vital Farms steelman request: What’s the durable edge here vs private label ($COST) eggs at scale? Is it taste? trust? supply security? retail execution?

[Brett Davidson @brettddavidson]

@rich_toad Should probably mention he had a large multi-year short bet on China's yuan in 2015 that didn't play out. Tried it again in 2019 with a HKD short with Steve Bannons money, which also did not work / produced large losses

[Brett Davidson @brettddavidson]

@akramsrazor @midwit_capital @AnthropicAI @bstaples At 7x sales, yes