Frank

L/S equity analyst. no positions. not investment advice.

[Frank @frankzerabbit]

@TBU12345678 Four Horsemen top 1 is absolutely wild. Cant take rest of the list seriously.

[Frank @frankzerabbit]

@firstadopter You are such a dipshit. You and 90%+ of everyone covering the space. Why do you shamelessly self-promote so much?

[Frank @frankzerabbit]

@BKJester @inglouriouscap @YankeeGehrig4 List ‘good’ areas, then. Non-BK.

[Frank @frankzerabbit]

@jefernandez8 @TMTLongShort He remains the undisputed champion of it

[Frank @frankzerabbit]

@maxflowminclout $5m in personal account? $100m allocation? What? This is gibberish. Nobody starting under $300m these days and average is above $500m at this point.

[Frank @frankzerabbit]

@magetrades You’re only 18 months late to the thesis!

[Frank @frankzerabbit]

@firstadopter You have zero clue how pods are positioned at any time. Retail may have gotten decimated, but to imply pods did is nonsense. You think risk models let them run naked long those names? Clueless.

[Frank @frankzerabbit]

@pradeeepk Adding service headcount through year, underinvested in biz in ‘21-‘24 + attrition rates remain high. Losing in China to ISPs (who are now even pricing above OTIS). Look at required 2H ramp to hit FY. Not happening. Mgmt team needs to go.

[Frank @frankzerabbit]

@ConsensusGurus No John’s of Bleecker and Mama’s Too at #2? 🚮

[Frank @frankzerabbit]

@marketswithmay This is just word vomit. It’s 50x EPS and it trades at that multiple because orders continue to accelerate, if that stops, it de-rates heavily because the market has more vis into cycle. “Insane comps” bringing EBITDA/EPS in line? Sounds like you just repeat words you’ve heard.

[Frank @frankzerabbit]

@LunarResearcher Fully fabricated AI slop

[Frank @frankzerabbit]

@JaredKubin With an account based in West Asia….the slop on here knows no bounds

[Frank @frankzerabbit]

@davidlee Because they know no matter what they won’t lose the liberal base who would rather end their lives than vote right. Now they’re trying to win the 20-35 year old white male vote.

[Frank @frankzerabbit]

@taobanker A metric management has explicitly called out and hand-held you on is alpha? Boy oh boy.

[Frank @frankzerabbit]

@Piper_O_Brien @JeffreyHelsdon @jgmagnus @stevenfiorillo It’s 51%, you’re using stale numbers. My question remains, and is genuine: what amount is “fair share” to you? They pay a higher rate, they pay well above their percentage representation, what do you propose?

[Frank @frankzerabbit]

@Piper_O_Brien @JeffreyHelsdon @jgmagnus @stevenfiorillo You’re dancing around the point: what is “fair share”? The top 1% of NYC residents account for 50%+ of income tax dollars collected - explain in any other statistical setting how that could possibly be “not their fair share”. A % base is CoL adjusted, your pt makes 0 sense.

[Frank @frankzerabbit]

@Piper_O_Brien @JeffreyHelsdon @jgmagnus @stevenfiorillo Does the top 200,000 residents paying more than 50% of total taxable income dollars collected not count as “fair share”?

[Frank @frankzerabbit]

@Mayhem4Markets This is of course well-articulated and convincing in language, but DeepSeek was ultimately a nothing-burger, and the only investors who were punished were those who took it as a paradigm shift and diverged from the core AI thesis - which has been unchanged for two years now.