Cliff Booth Capital

[Cliff Booth Capital @CapitalCliff]

@jukan05 They pay you for this tweet?

[Cliff Booth Capital @CapitalCliff]

@AndreasSteno So how come no one was shitting their pants in February? Or is it just that the data is terrible and no one pays attention to it?

[Prepared Remarks @P_Remarks]

This should be illegal and is 1000x worse than what Andrew Left did

[Cliff Booth Capital @CapitalCliff]

@evrgn11112231 @PatrickMoorhead No rebuttal reply guy, classic

[mcdksao @mcdksao]

When the WCF is over, some will say ppl overreacted to the way OKC played unethically and was nevertheless rewarded by the refs. Here's a thread for posterity #AdamSilverBasketball

[Hoop Central @TheHoopCentral]

De'Aaron Fox was called for a foul on SGA here. 😅

[Cliff Booth Capital @CapitalCliff]

@atelicinvest Not everyone in the world is glued to their computers trading stocks that benefit from new data centers being built. Energy price considerations, noise, increased traffic around the site. They’re being put in rural-ish America, CEOs and HF managers unaffected

[Cliff Booth Capital @CapitalCliff]

@GavinSBaker @TotemMacro @atelicinvest Where is it disclosed they have 80% gross margins? Seems material.

[Bleacher Report @BleacherReport]

STILL NOT OVER THIS SHOT 😭

WHO WAS WEMBY FEELING LIKE??

[Cliff Booth Capital @CapitalCliff]

@PythiaR On the basis of what?
"Anthropic’s ARR has reportedly reached $44B+, up from $30B in our last update"
"This year Anthropic’s ARR has exploded from $9B to over $44B today"
"When framed this way, it’s no wonder why Anthropic ARR has exploded from $9B to potentially $44B+ YTD."

[Dereck Lively II Muse @DL2Muse]

You’re right man Dort is just so clumsy 🤪

[Ahmed/The Ears/IG: BigBizTheGod 🇸🇴 @big_business_]

Whoa.... Devin Booker just WENT OFF on the NBA refs right now in the post game press conference:

"It's definitely something that has to be looked at. I heard (Alex) Caruso tell them to call the tech and he ended up doing it. In my 11 years, I haven't called a ref out by name, but James (Williams) was terrible tonight, through and through. It's bad for the sport, bad for the integrity of the sport. People are going to start viewing this as the WWE if they're not held responsible."

"I know I haven't won a championship in this league but I have been in it for 11 years now, so to get to this point to be treated like that, for me to even be saying something out loud, it's bad. It's my first time in 11 years but it's needed. Whatever, I get fined for it, everybody can pull the clips and see where the frustration comes from."

[Cliff Booth Capital @CapitalCliff]

@AndrewKSchlecht Horseshit call, didn't even touch him but your boy Caruso flopped like a fish

[barney @barneyxbt]

let me make sure i’m understanding this correctly

the supreme court is refunding all tariff money back to corporations.

the same corporations that didn’t pay a single cent of those tariffs to begin with.

they passed every dollar directly to you through higher prices on everything you buy

you went to the store and paid more for groceries. you paid more for clothes. for car parts. for literally everything.

that money came out of YOUR pocket not theirs

and now the refund goes to THEM?

the corporations who used the tariffs as an excuse to raise prices even higher than the tariff itself and pocket the difference

the american people funded the tariffs.

the corporations profited off the tariffs.

and now the corporations get a refund on money they never spent in the first place
and nobody in washington thinks the people who actually paid should get the money back.

not a single person has even suggested it

guess we are never getting our DOGE checks either

this country does not work for you.

it works for them. it’s a joke

and they’re not even pretending anymore

[Hater Report @HaterReport]

Shai Gilgeous-Alexander WENT OFF in Game 1

5-18 FG
0-4 3P
15-17 FREE THROWS 🔥🔥

DEEP IN HIS BAG

[misto @mistowho]

went into dominoes and said "pizza pizza" they shot me in the chest with a rifle

[Cliff Booth Capital @CapitalCliff]

@stalkermustang Hey Igor, can you provide detail or proof on how inference is profitable at OpenAI and Anthropic? Seriously interested in seeing it

[Cliff Booth Capital @CapitalCliff]

@_clarktang @DMTCapital @ContrarianCurse Where is the monthly/quarterly evidence of improving operating leverage?

[Cliff Booth Capital @CapitalCliff]

@JosiahOrdi @tbpn Provide a straightforward example for why this is important. Bigger TAM? How much bigger? Maybe this kind of announcement doesn’t get attention because it reads like a generic partnership announcement filled with buzz words.