Cool ATCS

[Cool ATCS @coolATCS]

@weipeng12194891 @CaoChangqing 多听听不同的声音。

[Voice of Rabbis @voiceofrabbis]

A video Netanyahu don’t want you to see.

"If you're Jewish or non-Jewish, please, let the world know:

Jews all over the world are not responsible for the actions of the Zionist State of Israel!

Israel doesn't represent the Jewish people!"

- Rabbi Yakoov Shapiro in Jerusalem.

[Cool ATCS @coolATCS]

@weipeng12194891 @CaoChangqing 以下是真实的加沙。如果你真信耶稣，就应该离此人越远越好，因为他会把基督徒引入地狱！

[X Global @X_Global_tv]

A Japanese nurse who volunteered in Gaza hospitals held a press conference after returning to Japan.

"What did the people of Gaza do wrong? Isn't the burden of life the same for everyone? This world has never been fair."

"The whole world is attacking them, and they have no rights as individuals... You occupy their land and kill them."

"Maybe these words will never reach the world, or they will be ignored... The Palestinian people are fighting for their existence."

"I will try to make the voices of the people of Gaza heard by the world..."

[X Global @X_Global_tv]

"I carry with me a photo of a Muslim child who was killed in Lebanon. He was holding a sign that read, 'Hello, Pope Leo,' during my visit to Lebanon, and he was killed during this latest phase of the war. I cannot support war."

[Cool ATCS @coolATCS]

@CaoChangqing 教你什么叫人性。

[X Global @X_Global_tv]

🚨 BREAKING:

Italian Prime Minister Meloni:

"I accuse Israel of crossing the red line, condemn the massacre of Palestinian civilians, and announce that Italy will support European sanctions against Israel."

[Cool ATCS @coolATCS]

@CaoChangqing 只会指鹿为马，胡说八道。 价值观扭曲，怀疑你是不是被人虐待过。建议去看精神科。 😂

[Cool ATCS @coolATCS]

@MichaelHXHX 😂都有精神分裂症。

[Cool ATCS @coolATCS]

Interesting perspective. What are the underlying assumptions behind his argument? Are they logically sound, and do they align with reality?

[Bill Ackman @BillAckman]

The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment.

But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable.

Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything?

And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on.

But what if the old models don’t apply to the current paradigm and the Fed is wrong?

I think the Fed might have just made a mistake. Am I right or am I wrong?

[Cool ATCS @coolATCS]

Growth capex (investment) vs maintainence capex (operating expenses).

[Milk Road AI @MilkRoadAI]

Bill Ackman made the perfect bull case for Meta months before even Muse arrived.

At the time, the market looked at Meta’s massive AI spending and assumed Mark Zuckerberg was lighting money on fire.

However, @BillAckman argued that investors were asking the wrong question.

Investors should not focus only on how much Meta was spending but rather on why it was spending.

If Meta had doubled its capital expenditures simply to protect its existing business, then the stock deserved to fall.

But if the company was investing in AI infrastructure that could create new products and generate attractive returns, the spending was growth capex rather than maintenance capex.

But now Muse made that argument much easier to understand.

Meta used its AI infrastructure to launch a personal agent that could send emails, book travel, make purchases, and complete other tasks through its own app or WhatsApp.

Instead of building distribution from scratch, Meta could place Muse directly inside an ecosystem already used by billions of people.

Muse also introduced paid subscription tiers, giving Meta another potential revenue stream beyond advertising.

Muse may only be the beginning because if Meta can keep turning AI infrastructure into new products, that massive capex bill starts looking a lot more like an investment than an expense.

[Cool ATCS @coolATCS]

@MilkRoadAI @MelvinInvests @BillAckman Fundamentals of a company will not change materially by a qtr or two. The recent price action is solely driven by speculation.

[Cool ATCS @coolATCS]

@MilkRoadAI @MelvinInvests @BillAckman he made a good point of the differences of growth capex and maintenance capex. However, the magnitude of growth capex is whopping. It is too early to call that it will have a decent ROI or ROIC.

[Cool ATCS @coolATCS]

😓

[Clash Report @clashreport]

Xi Jinping laughs as Trump shows him the autopen portrait he put up for Biden.

[Cool ATCS @coolATCS]

@emmii_67 iwatch.

[Cool ATCS @coolATCS]

@dennisottawa 以偏概全。 逻辑谬论。😂 小粉红只能打打鸡血，割些流量。 反贼和小粉红本质上是一路人，只是立场不同而已。

[Cool ATCS @coolATCS]

@THATSWHATSHESAI @dannyctkemp Not all Asians. Japan is an exception to some extent.

[Cool ATCS @coolATCS]

@THATSWHATSHESAI @dannyctkemp 😂 in Asian culture, everywhere is crowded. No one cares about personal space. Competition is intense. A person may get nowhere if that person does not push. Unfortunately Everything has two sides.

[Cool ATCS @coolATCS]

@vivianwubeijing 美国白人哪有这闲工夫。

[Cool ATCS @coolATCS]

@wangdan1989 安保工作是美方负责，封锁多少街道同中方没有逻辑关系。 张冠李戴。

[Cool ATCS @coolATCS]

@CaoChangqing 😂 你真的有精神分裂症。 一天一个样。 原来你是个毫无底线，毫无立场的投机分子。

[Cool ATCS @coolATCS]

What else would you expect?

[Serenity @aleabitoreddit]

$AAOI has finished a $500m ATM In April.. $600m ATM in June. Then filed another $600m in August.

It's out of my control if management wants to abuse this trash repeated ATM structure. Instead following $AXTI like LTA prepayments and using that to fund buildout.

Or taking private placements like $NVDA + Nebius for $2B and using that to fund buildout.

Or convertible notes at 40% premiums.

It's really hard for the stock to break out of $100 or $150 or $200 if there's $600M of selling pressure at those levels (and maybe expectations of future ATMs).

I had the same criticism with $IREN with their $6B ATM, which is why it's been rangebound for half a year. And I'll say the same thing with my own thesis names too.

I see $AAOI operationally very bullish for 2027, with $471m/month transceiver revenue. 400k ELSFP units/month entering 2028.

The revenue ramp is absurd and can compress to single digit forward P/E.

But I find it hard to get excited over funding infinite ATMs during the buildout, when you're sacrificing opportunity cost with names currently profitable like $SNDK or Samsung.

I think a lot of retail investors conflate stock performance with how a company is doing operationally.

$AAOI is capitalizing on a bottleneck with high demand visibility, but stock has been going nowhere near-term with repeated ATMs.

I do expect AOI to strongly outperform (especially in 2027) if they stop issuing these stupid ATMs.