Clocktower Capital

Family office. Small family.
"First we survive. Then we make money."-Gerry Manolovici, @georgesoros's consigliere. So far, so good.

[Clocktower Capital @clocktowercap]

@Super70sSports I was there.

[Clocktower Capital @clocktowercap]

@Super70sSports I was there.

[Clocktower Capital @clocktowercap]

@Filmdaddy77 @aleabitoreddit How so?

[Clocktower Capital @clocktowercap]

@Wyatts_Torch @pro_McFly @GlobalCollapse @Michi2onebilly @moneyqubit Any view?

[Clocktower Capital @clocktowercap]

@RagingVentures Such as?

[Clocktower Capital @clocktowercap]

@Wyatts_Torch @RealYuvaraj Whats it worth?

[Clocktower Capital @clocktowercap]

@Wyatts_Torch @Lazarus_Capital @callah32 Explain please.

[Clocktower Capital @clocktowercap]

@_HalalTrader_ @twoodhouse14 $TGEN?

[Clocktower Capital @clocktowercap]

@rubicon59 Why selling?

[Clocktower Capital @clocktowercap]

@rubicon59 @nsdalal @slowergrey This.

[RandomItinerantSA @SaItinerant]

The garbage keeps on coming from the usual non-credible sources about setbacks/share losses in Marvell's $MRVL custom chip business, but no one is more knowledgeable on this topic than JPM analyst Harlan Sur and here's what he had to say:
https://t.co/9rgdSbQECE

[Clocktower Capital @clocktowercap]

@jimpayne @TickerTango @Matthew_Mok So. How do you kike $U’s positioning and chances of success?

[Clocktower Capital @clocktowercap]

@FundWtd @DL2828x So what is $OSS’s competitive position then?

[Clocktower Capital @clocktowercap]

@FundWtd Please explain the math to get you to a 100 X here

[Clocktower Capital @clocktowercap]

@stansilver2024 @TheStalwart @tracyalloway @RealJimChanos Why?

[Clocktower Capital @clocktowercap]

@UncleAlpha007 How much of this $14bn capex will be capitalized and over how many years depreciated vs useful life?

[Clocktower Capital @clocktowercap]

@jakeallen3

[Clocktower Capital @clocktowercap]

@rubicon59 Youve added an extra zero. $20mn Net Income or $600 mill valuation. Is there more blue sky?

[Clocktower Capital @clocktowercap]

@rubicon59 Valuation on $TGEN? had a bit of a run…