Eric Crawford, CFA

2 boys;
Equity Research Analyst;
New Englander in Hoosier country

[Eric Crawford, CFA @ericcraw4d]

@AssusStinkus @PeteNakos @CathVSConf Boarded a flight down to Dallas rn
And gonna hang with a Tech alum who was on the roster back in the day

We have a bet (irony aside) over whether he'll play this year

If he does play, I gotta wear Tech socks on Saturdays this fall
He wears ND if he doesn't

[Eric Crawford, CFA @ericcraw4d]

@TimBrando @NCAA Bad take
Plenty of examples to throw legit shade at the NCAA
This isn't one of them

[Eric Crawford, CFA @ericcraw4d]

@CFBGuy999 It is for me!

[Eric Crawford, CFA @ericcraw4d]

@DanielPoneman @WEAVE 💪🏼💪🏼💪🏼

[Eric Crawford, CFA @ericcraw4d]

@IV_Musketeer @Apple Apple lovers are living, breathing examples of Stockholm Syndrome

[Eric Crawford, CFA @ericcraw4d]

@InsideHoops Or investing it in an ETF for yourself, your kids, or grandkids

[Eric Crawford, CFA @ericcraw4d]

@PabloTorre @carlquintanilla That's how much the owner loves the fans

Keep buying merch though!

[Eric Crawford, CFA @ericcraw4d]

@YahooSports Comparing peak Hakeem (1st ring at 31 years old) to 23 yo Wemby is apples and oranges

But no one wants to wait before running their mouth, positive or negative. Right or wrong doesn't matter. Just be heard! 🤮

He's not going anywhere. He's a joy to watch already. So enjoy it

[Eric Crawford, CFA @ericcraw4d]

@YahooSports Would be better if he stayed home

[Eric Crawford, CFA @ericcraw4d]

@13F_Pro @CNBC An index level return was pretty fantastic

I don't think he was calling things overvalued in October 2022, but I could be wrong

[Eric Crawford, CFA @ericcraw4d]

@JonRothstein @StorrsCentral The Andre Jackson glue guy of the squad

[Eric Crawford, CFA @ericcraw4d]

@FrankRundatz It's completely disingenuous

But if they were too, we'd be on the lookout for chicanery around 2q earnings, 3q eps, and ipo+180 days (tiered lock-up dates)

I am staying a MILE away from this one

But think Goog is on the level
$SPCX just has excess compute cuz xAI is a bust

[Eric Crawford, CFA @ericcraw4d]

@FrankRundatz Sooooo

1) They can't dump shares, regardless of where it prices

2) they invested $900m for their stake ($12B valuation), a 100x return at $1.2T

3) if they were interested in manipulating the price, it would be prior to their lockup expiry, when they could actually capitalize

[Eric Crawford, CFA @ericcraw4d]

@jdpickell Notre Dame in a Renaissance post BK
LSU might be on track for one as well

[Eric Crawford, CFA @ericcraw4d]

@FrankRundatz They are subject to a lock-up period

[Eric Crawford, CFA @ericcraw4d]

@FrankRundatz Some customers (many customers) prefer using GPUs

[Eric Crawford, CFA @ericcraw4d]

@NickyPerkss This is why Bama doesn't do economics

[Eric Crawford, CFA @ericcraw4d]

@PolitlcsGlobal FIFA should move them

But they won't

Iran should just boycott

Not a fan of their regime, but the treatment is ridiculous

[Eric Crawford, CFA @ericcraw4d]

@Jaikishen_AJ @EdLudlow xAI is a massive failure

So Elon rolled it up into $SPCX before initiating the IPO

Now the company has spare compute to sell