galyon

equities; good artists create, great ones steal - galyon (not Picasso)

[galyon @galyoncap]

@negligible_cap The @evrgn11112231 infinite apps thesis

[galyon @galyoncap]

@evrgn11112231 Thanks for everything and wishing you well and Godspeed. I guess my Q for your AMA is at what point did you know you should go on your own (despite being in a great fund)

[galyon @galyoncap]

@WaterworldCapi1

[galyon @galyoncap]

@evrgn11112231 Podification of markets. Everyone having to chase the incremental data point (which are valid esp if that’s your mandate / or at least tracking broader structural thesis)

[galyon @galyoncap]

@WaterworldCapi1 Just say

[galyon @galyoncap]

@evrgn11112231 @taobanker Actually crazy how much spec sales ink have been wasted debating info that’s been around for 6 months or more now

[galyon @galyoncap]

@evrgn11112231 @P_Remarks So basically capital returns by marathon lol

[galyon @galyoncap]

“Funding short”. You’d be surprised how more and more podified run of the mill LOs have become… which is the complete opposite of what they should be doing (leaning into their strengths). But alas, career risk (visible AI impact, changing world breaking boomers and zoomers, and general whiplash). Show me the incentives…

[galyon @galyoncap]

@evrgn11112231 @lfg_cap @rev_cap Have you tried to quantify how much p&l impact this double counting would’ve been

[galyon @galyoncap]

New $META bear case just dropped

[DiscussingFilm @DiscussingFilm]

First trailer for ‘THE SOCIAL NETWORK’ sequel, starring Jeremy Strong, Jeremy Allen White and Mikey Madison.

The film follows an engineer who becomes a whistleblower on Facebook's most guarded secrets.

In theaters on October 9.

[galyon @galyoncap]

@FearedBuck @WaterworldCapi1

[galyon @galyoncap]

@WaterworldCapi1 @TedPillows Ramps and drops sir

[galyon @galyoncap]

@evrgn11112231 @akramsrazor You need to repost the list of the things that people think matters that don’t

[galyon @galyoncap]

@WaterworldCapi1 How about memes sir

[galyon @galyoncap]

@WaterworldCapi1 @madthunderdome Most interesting industries to fish around these days?

[galyon @galyoncap]

@WaterworldCapi1 Can’t spell Akamai w/out AI

[galyon @galyoncap]

@WaterworldCapi1 I like it for the special sit setup of finally being able to file 10Ks and eventually be added to indices

[galyon @galyoncap]

@WaterworldCapi1 AKAM leading the charge

[galyon @galyoncap]

@WaterworldCapi1 Thunderdome can confirm 100%

[galyon @galyoncap]

@WaterworldCapi1 Better yet take over $IDR and stop all the nonsense.

Then use it to take over Greenland