Ghost Correlation

Investing. Tweets are not advice.

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@matt_slotnick Pretty sure this was known, I think they just provided incremental details

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@JerryCap @benthompson 😂

I hope more people feel that way

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@ContrarianCurse Could be missing something, so was curious why you think exponential capex from here without an associated return?

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@ContrarianCurse I mean, capex is up a ton already, so exponential from here is what, >100% of 2027 revs?

It’s possible, but I assume you’d see either: (a)ROAS through the roof or (b)significant consumer adoption of a Meta LLM, both of which should lead to significantly higher operating profit?

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@nachkari In my view, open models feel like they reached their “Opus 4.5 moment” in the last month or so.

Can now constantly reach for them in certain use cases, especially simple coding / data visualization use cases against large databases. Way better at instruction following too.

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@KairosPraxis @JerryCap $2345 I think

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@evrgn11112231 I think APP was one, not sure about any others

[Anish Chopra @AnishChopra_PMC]

What everyday products we take for granted today didn’t exist the last time a Canadian team won the Stanley Cup.

That was 1993. The Montreal Canadiens defeated the Los Angeles Kings for their 24th title. No Canadian club has lifted the Cup since.

Consider these fixtures of everyday life that only came along in the years that followed:

📱 Smartphones. The iPhone arrived in 2007.

🔎 Google search. Beta tested in 1998.

💾 USB flash drives. Introduced in 1999.

🧹 Swiffer mops. Debuted in 1999.

🍵 Frappuccinos. Starbucks launched them in 1995.

🍟 Air fryers. Popularized in the mid-2000s.

🧴 Febreze. Hit shelves in 1996.

🍿 Streaming services. Netflix shifted to video in 2007.

What products would you add to this list? Please weigh in below.

#StanleyCup #NHLPlayoffs #Innovation #BringTheCupHome

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@NicoperJES How are you calculating gross profit, considering it’s not disclosed?

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@Biohazard3737 Think it might be due to Google’s incorporation of AI in search?

I find myself increasingly leaning on that.

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@PythiaR Pretty sure organic growth has stayed steady / slightly improved over time, or at least on a 10Y basis

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@TechFundies Similar-ish background.

Seems like a great version of autocomplete today. Works good for menial tasks.

Would you agree with that?

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@buccocapital @rebrandTBD Too lazy to check if these numbers look right and haven't adjusted for transaction costs.

[NHL @NHL]

🚨 LINUS ULLMARK 🚨

WE HAVE A GOALIE GOAL. 🤯

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@DavidTaggart @KrisAbdelmessih Financial Hacking

[Matt Hollerbach @breakingthemark]

Two years ago SBF wrote a thread on bet size and Kelly betting.

I questioned him on it. He engaged with me.

Let’s take a look at this thread and SBF’s views on bet sizing in light of the events with FTX and Alameda this week.

[Bear Force 1 @BearForce_Won]

The disparity between the number of companies/mgmts/boards that BELIEVE they have earned the right to invest ~undisturbed through a slowdown, vs the number that have actually earned that right, is astounding

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@TheDukeofDirt 5. Lever up