Chart Bae

buy side analyzer of old economy

[Chart Bae @chart_bae]

Citadel saw this brown turtleneck and decided to take this guy out for sport. cant blame em.

[Chart Bae @chart_bae]

24 year old wiz they called him. wiz enough to figure out high beta and high leverage. i dare you to find a more punchable face.

[Chart Bae @chart_bae]

this is my quant

[Ryan Detrick, CMT @RyanDetrick]

Want to know a secret?

Leaving my house super early yesterday, I grabbed two shoes and put them on. It was dark and I was hurrying to get to the airport.

Yesterday afternoon I looked down and realized I had two different colored shoes on!

After two days in NYC, either no one noticed or they couldn't bring themselves to call me out. 👟

[Chart Bae @chart_bae]

“Despite June’s pullback, nonresidential planning remains on solid ground,” said Sarah Martin, Director of Economic Research at Dodge Construction Network. “Data center activity continued to drive the Index, but its pace moderated from the extraordinary levels seen in recent months and drove the DMI to pull back over the month. Otherwise, planning activity accelerated across nearly every other sector.”

Within the commercial portion of the Index, slowing data center planning momentum drove this month’s decline. Meanwhile, planning activity for traditional office buildings, warehouses, retail stores and hotels improved. On the institutional side, healthcare planning continued to accelerate in May, alongside recreational, government and religious building activity. Educational planning slowed down for the second consecutive month. Year-over-year, the DMI was up 21.8% when compared to June 2025. Both the commercial and institutional segments were up also 21.8% over the same period. When removing data centers, the commercial segment would be up 7.6% from year-ago levels.

[Chart Bae @chart_bae]

@jaycaspiankang ofc the private equity cancer has infected this whole youth sports whole space some time ago. pay to play for all sounds great to them.

[Chart Bae @chart_bae]

@DannyDayan5 @BobEUnlimited yes it is growing 23% (census data). it was growing 80% plus. so the growth rate has slowed as he says. not a big deal though based on other data and indicators as you say.

[Chart Bae @chart_bae]

#ISM. ok i guess.

[Chart Bae @chart_bae]

@BrianRoemmele you know if there external hosting biz is a big success this stock is going to be a disaster since the vast majority of the discounted value here is in the model/enterprise apps biz, right?

[Chart Bae @chart_bae]

@chigrl will there be a $LIN operated plant at the end of it?

[Chart Bae @chart_bae]

@DudeWhoInvests blue is price. green if fy2 fcf per share.

[Chart Bae @chart_bae]

@Grady_Booch boy Carl really wouldnt like the $SPXC estimates.

[Chart Bae @chart_bae]

"Year-over-year, the DMI was up 33.8% when compared to May 2025. The commercial segment was up 41.2% (+6.6% when data centers are removed) and the institutional segment was up 17.7% over the same period."

[Chart Bae @chart_bae]

@DudeWhoInvests Maybe this goes til everything does what silver did

[Chart Bae @chart_bae]

i guess people dont own enough semis

[Chart Bae @chart_bae]

"Planning activity for traditional office buildings, data centers, warehouses, hotels and parking garages grew in April, while retail store planning slowed pace. On the institutional side, education and healthcare planning re-accelerated, while recreational, public and religious planning slowed down over the month. Year-over-year, the DMI was up 14.1% when compared to April 2025. The commercial segment was up 37.2% (+5.8% when data centers are removed) and the institutional segment was up 28.8% over the same period. "

[Chart Bae @chart_bae]

@jackprandelli The multiples on most of the AI industrial infrastructure plays are MUCH higher than NVDA’s multiple.The market is massively LONG the theme.

[Chart Bae @chart_bae]

#ISM. meh

[Chart Bae @chart_bae]

@WarrenPies FCF much less flattering. seems like you have energy and materials eps benefitting from war (not exactly great for rest of econ) and rest of sectors feeding off the lavish spending of the hypers (which is killing the aggregate fcf).