Clausius

Public markets. Short list of companies. Long only.

[Clausius @clausiusiv]

ai credit tape, wk 1. hot cpi started it but the damage stuck in credit. treasuries rallied, ig spreads barely moved, and $CRWV bonds still went to ~15% yields. so it's the most levered borrowers getting repriced, broad credit barely noticed $NVDA

[Michael Sikand @michaelsikand]

Reminder to make sure your board can't do sh*t.

[Clausius @clausiusiv]

@nvidia Jensen you dawg

[Clausius @clausiusiv]

@P_Remarks Twitter, I hereby grant you authorization to investigate Zuck!

[Clausius @clausiusiv]

@JerryCap @benthompson

[Clausius @clausiusiv]

@Midnight_Captl Don’t think he’s the guy, we need a guy who can do the fund raising, backstopping…etc

[Clausius @clausiusiv]

@elonmusk @goodhunt @cradrrat Cc @ying11231

[Cluseau Investments @blondesnmoney]

Anytime someone posts a historical PE chart there's a 90% likelihood they get bagged

[Clausius @clausiusiv]

@JerryCap cc @firstadopter

[Ben Pouladian @benitoz]

@Midnight_Captl Remember. Nothing is beneath him. Suffering is necessary. He needs to redeem himself

[パウロ @paurooteri]

Vera Rubinは減産しないでくれ
これが減産されると色々おかしくなる
TSMCもメモリーも

[Clausius @clausiusiv]

@AshlynHe1129 You are the best!

[Clausius @clausiusiv]

Nvidia is still a great company, but the risk now is just too high, he will be humiliated by the congress and the American public and even his customers… don’t know if he can take it…

[Boris Cherny @bcherny]

We wanted to do more for the people who’ve been with us the longest. So with Fable 5.2, the longer you’ve been subscribed, the more Fable resets you get.

[Clausius @clausiusiv]

@niubi Feels like politics is the reason

[Clausius @clausiusiv]

@markminervini Yeah let’s give you a second chance…

[Clausius @clausiusiv]

@SouthernValue95 @c0n5tantinople Tbh every Chinese employee in OpenAI is an intelligence asset (if their family is in China)

[Clausius @clausiusiv]

@0xEthan666 Cc @niubi

[Clausius @clausiusiv]

@ns123abc I mean, why is Jensen so dumb

[Clausius @clausiusiv]

@mobav0 cc @sydney_sweeney

[Clausius @clausiusiv]

@wolfejosh I.e their option value