Coffee Meets Capital

Hunting deep value/compounders and special sits. Assume I own stocks mentioned. Tweets are opinions and not investment advice. Always do your own research.

[Kevin Gee @kevg1412]

https://t.co/vfRWLXhGEy

[Coffee Meets Capital @coffeemeetscap]

@blondesnmoney fund flows + crayons + catchup trade

[Coffee Meets Capital @coffeemeetscap]

Watching $WRBY and $VUZI - possible AR/wearable glasses theme forming

[Coffee Meets Capital @coffeemeetscap]

@SantiagoAuFund And I’d add can’t make semis in Korea because no helium or natural gas? Who else makes the most helium in the world and has been wanting fabs? $sndk $mu No natural gas for fertilizer? Funny we burn it here. If you were cynical enough we hit our biggest competitor in a duopoly

[Coffee Meets Capital @coffeemeetscap]

/1 Iwill say this - it’s probably worth questioning whether retaking the strait will be a horrible boondoggle. It’s so consensus and polymarket is pricing high probability of an attempt. Examine the inversion. Many people are drawing Suez Canal allegories but it’s only a rhyme.

[Coffee Meets Capital @coffeemeetscap]

@SantiagoAuFund And note I am only speaking from a stocks/economy perspective. I know enough not to LARP on the military feasibility of doing it

[Coffee Meets Capital @coffeemeetscap]

$SPY during iran oil crisis #1

[Coffee Meets Capital @coffeemeetscap]

$spy

[Coffee Meets Capital @coffeemeetscap]

@blondesnmoney I think the confusion in the debate on where value will accrue. The base assumption is a huge accumulation to disruptor types but that isn't even close to certain. There's also a subtle "death of the corporation" in the convo. what about the corporation's engineers?

[Coffee Meets Capital @coffeemeetscap]

@JasonStrom_ @GROK is this true

[Coffee Meets Capital @coffeemeetscap]

@blueprintsmb22 Eh there is going back you have core finance skills probably similar type door busting work like getting into IB from a non target and might not end up in direct risk taking

[Coffee Meets Capital @coffeemeetscap]

@blondesnmoney The Q is if a market with a bunch 100 iq level participants isn’t already approximating AI in many ways

[Coffee Meets Capital @coffeemeetscap]

@MasaSonCap Strong runway imo

[Coffee Meets Capital @coffeemeetscap]

@blondesnmoney Fidelitys app is the bear case for vibe coding and if AI will do anything