buckets and bps

capital compounder | msu hoops and football | nature enjoyer

[amit @amitisinvesting]

$PLTR

Palantir CEO Alex Karp at AIPCon 10:

“Our biggest sales secret is that we want you to go to the model companies. We hope you go through the process of being sold by them. Because when you do, you will think you feel smarter, but you will soon realize that they actually don’t care about you. They don’t want to understand your business. They want to show you how many tokens you can use. The real value comes from an ontology that builds with you, understands your business, and actually wants you to win. That’s how we sell at Palantir.”

[Jon Erlichman @JonErlichman]

“When people start telling you you’re crazy, you just might be on to the most important innovation in your life.”

~ Larry Ellison

[buckets and bps @bucketsandbps]

@FindleysFinance it’s about forward earnings and revenue growth not TTM

[Stock Market Nerd @StockMarketNerd]

I’m convinced that $SOFI skeptics think $100 in net income & 10 shares is better than $1,000 in net income & 20 shares.

Dilution is bad because it eats into profit per share.

SoFi had wildly expensive debt on its balance sheet. They raised capital to pay off that debt & lower interest expense enough for the EPS & TBV/share impacts to be either neutral or adaptive to profit per share.

So the E rose by as much as or more than the S. For every single raise. This isn’t a normal occurrence. It’s a byproduct of all the balance sheet optimization they had left to do in connection with their bank charter. Going from expensive warehouse-funded credit to freely using deposits leaves a lot of room for cutting hefty, hefty interest expense.

And that optimization is now largely wrapped up, so these capital raises should be too.

If I told you a company could grow share count by 10% to durably boost net income by 20%… would you actually say no?

Because I’d say yes every single time.

[buckets and bps @bucketsandbps]

Selling $MU for a double in 2024 continues to haunt me everyday… only thing keeping me sane is I loaded a lot of $AMD in 2025 🙃

[Antonio Linares @alc2022]

$amd shareholders right now

[Geiger Capital @Geiger_Capital]

The people who just killed an airline by blocking capitalism and free markets, also want to "fix" our healthcare and housing in the same way.

[Qualtrim @qualtrim]

"Google Cloud revenues grew 63% with backlog nearly doubling quarter on quarter to over $460 billion."

Analysts Projection: +52% YoY

Google Results:

- Cloud Revenue: +63% YoY
- Cloud Backlog: +300% YoY

$GOOGL $GOOG

[buckets and bps @bucketsandbps]

is $SOFI not an easy buy here? I have never put much weight into tech platform outside of what it can help SoFi with in their own offerings in terms of cost savings, new product innovation, etc.

I’m considering making it a double digit weighting across if this continues

[Fiscal.ai @fiscal_ai]

SoFi formed SoFi Bank in 2022.

In just 4 years, they added $40 billion in total deposits.

$SOFI

[Alejandro Chavez @aletechview]

Now you tell me this $SOFI print deserves a 12% correction on top of an already existing 50% correction?

This is crazy, buying $SOFI here.

[buckets and bps @bucketsandbps]

walking into work seeing $AMD premarket price action

[Shay Boloor @StockSavvyShay]

$AMD NOW UP OVER 10% TODAY 🤯

[Joseph Carlson @joecarlsonshow]

The great thing about investing is it forces you to be humble.

If you’re not, you’ll eventually get smoked by a stock, which is a humbling experience. Every public investor has been there, and if you haven’t, you will be soon.

This is why I think almost all great investors are incredibly humble. Buffett, Munger, Lynch, all these guys have a deep respect for the unknown, risk, and making mistakes.

The stock market will absolutely punish ego.

[buckets and bps @bucketsandbps]

@TradexWhisperer everyday I’m reminded of the mistake of selling for a double at 120 🥀

[buckets and bps @bucketsandbps]

@FrameworkWisely I sold way too early but 100% agree

[Aakash Gupta @aakashgupta]

Google put ~$3B into Anthropic for a 14% stake worth ~$53B at February's $380B round. At the $800B offers sitting on Anthropic's table right now, that same stake is worth ~$112B. 17 to 37x on paper.

Then look at the commercial side.

In October 2025, Anthropic signed a deal to buy up to 1 million Google TPUs worth "tens of billions." Two weeks ago they expanded it to multiple gigawatts of Broadcom-designed Google TPUs running through 2031. Anthropic's revenue run-rate just hit $30B, up from $9B at the end of 2025. A growing chunk of that spend flows through Google Cloud.

Google invested $3B in a competitor, booked a $50B+ paper gain, and signed that same competitor to a decade-long cloud contract worth considerably more than the equity.

The SpaceX stake runs the same play. Google wrote a $900M check in 2015 for 7.4%. Starlink runs core workloads on Google Cloud. At the $1.75T IPO target, that 7% is worth ~$122B, over 130x the original check, with a multi-year cloud contract sitting underneath it.

The 12,508% Alphabet chart only shows public Alphabet. The hidden column is ~$175-250B of stakes in two companies Google technically competes with, each one also feeding the cloud business that competes with AWS and Azure.

DOJ tried to force Google to divest these during the antitrust case. They dropped the proposal in March. Google now runs its own frontier lab (Gemini), owns 14% of the second lab, sells the chips both train on (TPUs), and rents the data centers both run on. Four revenue streams on the same AI trend, with $250B of equity optionality as the kicker.

Alphabet sits in two ledgers. Public market cap at $341 a share. And $250B in strategic stakes that each come stapled to a decade-long cloud contract. Google figured out how to get paid four ways for every dollar its competitors spend.

[BuccoCapital Bloke @buccocapital]

Another total victory for the dip buyers. Bears in shambles. This is America. Stocks go up in this country.

[WOLF @WOLF_Financial]

STANLEY DRUCKENMILLER: “I HAD IMPOSTER SYNDROME FOR 15 YEARS. MAYBE LONGER.”

“I would literally throw up once or twice a week just from anxiety when I’d have a drawdown.”

“At some point in my career I learned that you’re gonna continue to make mistakes. You’re gonna continue to get emotional. But you’ve got a gift. Just stop torturing yourself for 48 hours over this.”

“The hard lessons have been hundreds of mistakes, but they’re just a moment in time.”

“If there’s money managers listening to this and you’re good: it’s easier said than done. Just get over it and move on.”

[Crossroads @Dr_Crossroads]

$SOFI just hit $19. Here are the retail sentiment price levels you need to know:

Below $15 - "This is going to $0. Everyone should be fired."

$16 to 19.99 - "They are diluting us into the ground. They haven't done anything lately."

$20-$24.99 - "They are growing above 30% sustainably, launching new products, and executing well."

$25-$29.99 - "They're going to grow 50%+ revenue soon! They will dominate the intersection between TradFi and Crypto! LPB is thriving! Their tech platform is the only black spot."

$30-$39.99 - "AWS of Fintech, baby! Top 10 bank is coming. See you at $50+!"

$40-$74.99 - "We're going to be bigger than $V and $JPM combined!"

$75+ - "Greatest company ever. $SOFIUSD will become the new SWIFT."

[Noah @antibearthesis]

POV: people who panic sold watching the stock market rally 10% without them