Dani Mckdani

[Dani Mckdani @DMckdani]

@KalshiSports Excellent game!

[Dani Mckdani @DMckdani]

@unusual_whales They are full time gamblers in the equity bull market!

[Dani Mckdani @DMckdani]

@SamanthaLaDuc That's usually not what you are at tops!🤔

[Dani Mckdani @DMckdani]

@WagieCapital Mind-blowing how many are clueless about semi or cyclical valuation and how the P/E works 😂

[Dani Mckdani @DMckdani]

@SamanthaLaDuc Directly he is correct. AI in current form, business model and spend $ won't generate the ROI but will be transformational once the dust settle and capex rationalize, cost comes down we see better results. Yes it does mean neoclouds going just, semis down a lot, big reset.

[Dani Mckdani @DMckdani]

@AMeshkati So you we all agree a painful crash is coming? Maybe once we double from here.

[Dani Mckdani @DMckdani]

@P_Remarks Incredible! Didn't even notice. Lots of quite rotations though. HC big move.

[Dani Mckdani @DMckdani]

@RihardJarc With the this demand and lack of supply they now seel excess capacity? Or they prepare for the inevitable...

[Dani Mckdani @DMckdani]

@gurgavin As soon as Trump loses credibility with investors watch out 💣

[Dani Mckdani @DMckdani]

@zerohedge At what point will the marker lose patience....

[Dani Mckdani @DMckdani]

@SixSigmaCapital Most expensive is $NVDA

[Dani Mckdani @DMckdani]

@Ross__Hendricks Investors are voting with their feet. $MSFT and $META are upper runner for capex cut. Who will blink first?

[Dani Mckdani @DMckdani]

@taobanker Not so crazy he owns the big tech dogs. I think at the right discount to NAV it's a good way to play these.

[Dani Mckdani @DMckdani]

@rdd147 Prediction markets = legal gambling = casino for stocks

[Dani Mckdani @DMckdani]

@gurgavin IV= $70-100. And I'm generous!

[Dani Mckdani @DMckdani]

@rev_cap Stock down, capex cuts incoming...

[Dani Mckdani @DMckdani]

@jbulltard1 What's the play to express super bearish view 6-12m out? Can't short.

[Dani Mckdani @DMckdani]

@rdd147 What are the sources for off balance sheet debt? Does it include capitalizing operating leases for some?

[Dani Mckdani @DMckdani]

@jenzhuscott What is a moat?

[Dani Mckdani @DMckdani]

@RHouseResearch @SemiAnalysis_ @fabknowledge @tbpn Have the link to replay?