Degenerate Capital

Musings from a former long-only investor. Not investment advice (Please seek help if you 100% trust someone named Degenerate Capital)

[Degenerate Capital @DegenCap0391]

Ah yes another always on, listening device in my pocket is what I want

[zerohedge @zerohedge]

*META DEBUTS A DEDICATED, PALM-SIZED DEVICE WITH 5G TO USE MUSE

[Degenerate Capital @DegenCap0391]

@c_miser Stocks will find a way to be at ATHs regardless because we are so detached from fundamentals.

Everything is just flows and positioning.

However if we hit 9%, im parking half my portfolio in 5-10yr bonds and going to the beach

[Degenerate Capital @DegenCap0391]

@c_miser One day the hyperscalers will go up, I may die before that happens though

[Degenerate Capital @DegenCap0391]

@Crussian17 Momentum has to die at some point one would assume

[Degenerate Capital @DegenCap0391]

This just tells me there are more incremental buyers…../s

[Callum Thomas @Callum_Thomas]

Investor allocations to Bonds has drifted to the lowest level since...

*checks*

oh, just immediately prior to the Global Financial Crisis.

(and similar to dot com peak)

This is ..fine, right?

😬

[Degenerate Capital @DegenCap0391]

@andruyeung Compute constraints probably

[Degenerate Capital @DegenCap0391]

@marc_slans Full Gen-Z tweetboi

[Degenerate Capital @DegenCap0391]

@c_miser

[Degenerate Capital @DegenCap0391]

@c_miser

[Degenerate Capital @DegenCap0391]

And somehow software is up…

$CRWD grinding higher with rates where they are at is a joke

[Jerry Capital @JerryCap]

5.07%

[Degenerate Capital @DegenCap0391]

@Investor_NICK_ Imagine unemployment would look worse if you factor in people who have given up

[Degenerate Capital @DegenCap0391]

@paulcerro Or $FICO

[Degenerate Capital @DegenCap0391]

@Investor_NICK_ Most days as an $AMZN shareholder

[Degenerate Capital @DegenCap0391]

@JerryCap Good things we have a man in charge who knows a thing or two about going bankrupt

[Degenerate Capital @DegenCap0391]

@ChairliftCap Meta and its endless thirst to do payments

[Degenerate Capital @DegenCap0391]

Everyday the CNBC explainer for the market move is some permutation of this sentence lmao

[Degenerate Capital @DegenCap0391]

@c_miser @Restructuring__ Classic PE move

[Degenerate Capital @DegenCap0391]

$AMZN will never be a clean story because some part of its business is always under assault.

But doesn’t mean it can’t be a winner LT due to sheer growth in fundamentals

[Rihard Jarc @RihardJarc]

$AMZN essentially trading at AWS + Anthropic stake value, with zero value assigned to all its other parts not to mention the pricing leverage AWS is about to get with the demand for VMs and AWS having the biggest fleet of them.

[Degenerate Capital @DegenCap0391]

Companies that are agreeing to deals for interoperability with Muse are probably going to be long term losers unless they have some physical, real world moat

[Degenerate Capital @DegenCap0391]

@zerohedge