Cullen Coyne

I was quietly thinking things like that.

[Cullen Coyne @cullencoyne]

@S_curvecap $CPNG $MELI u/p with internet/software despite very different and company specific setups, even before agentic fears. Think they figure it out.

[Cullen Coyne @cullencoyne]

@dalibali2 Thinking the same. Just give us ads, take our data, etc… consumers talk big but don’t want to actually pay.

[Cullen Coyne @cullencoyne]

@ChairliftCap It did okay even with multiple compression and remaining upside! Sure, could’ve had better time-weighted returns with a better entry point (like waiting until earlier this year)

[Cullen Coyne @cullencoyne]

@SahilBloom The opposite can do the same. Both work. Happy people simply choose to be happy; it’s just perspective.

[Paul Enright @pmje73]

I have been thinking a lot lately about how similar these two quotes are that run around in my head.

“I profoundly believe that 50 through 70 are the peak performance years for professional investors.” - Gavin Baker

“I have the answers to the test now. You can’t surprise me on defense. I’ve seen it all. I’ve processed 261 games, I’ve played them all. It’s an incredibly hard sport, but because the processes are right and are in place, for anyone with experience in their job, it’s not as hard as it used to be. There was a time when quarterbacking was really hard for me because you didn’t know what to do. Now I really know what to do, I don’t want to stop now. This is when it’s really enjoyable to go out.” - Tom Brady

[Cullen Coyne @cullencoyne]

@OnodaCapital daddy, are you ok? are you ok, daddy?

[Cullen Coyne @cullencoyne]

@Amarillo_Slim1 Insane view. Jealous.

[Cullen Coyne @cullencoyne]

@PythiaR @S_curvecap META not even included. GG.

[Cullen Coyne @cullencoyne]

@sidecarcap MSFT, AMZN, NVDA probably

[Cullen Coyne @cullencoyne]

@dalibali2 Mission critical monopoly.

[Cullen Coyne @cullencoyne]

@P_Remarks You think people model bear cases?

[Cullen Coyne @cullencoyne]

@evrgn11112231 Think $meta is cheap but wouldn’t this move signal either (1) selling compute is higher ROI than using internally, (2) they have more compute than they internally need or (3) it’s a longer term play for engagement/audience?

[Cullen Coyne @cullencoyne]

@JerryCap Conflating potential outcomes with probability. Ask OP’s son what he thinks the “50” in “50/50” means

[Cullen Coyne @cullencoyne]

@JerryCap

[Cullen Coyne @cullencoyne]

@dalibali2 OAI has some stigma re NP->P.. think people view it as corporate greed/selling out. And then many online prefer Claude given the early coding advantage

[Cullen Coyne @cullencoyne]

@evrgn11112231 @rev_cap When you have this much conviction, how big is meta in your port?

[Wholesome @wholesome_X_]

Life is more beautiful when you have friends who know how to be friends.

[Cullen Coyne @cullencoyne]

@ecommerceshares

[Cullen Coyne @cullencoyne]

@P_Remarks How do you manage the position when you entered too early? Cut and look for reentry pt, let it ride or add on support?

[Cullen Coyne @cullencoyne]

@FintwitPeaked Fights with his hands down, but he’s no Wonderboy