Top Tweets for #codecodes

about 1 year ago

Moats are being drained when #CodeCodes 24 x 7. Scale infinitum is limited by available compute resources at number penciling math. Goodbye weighted average cost of capital. Hello weighted average cost of compute. The new WACC.

David Nicoski CMT

@davevermilion

about 1 year ago

Markets at new highs, everyone keeps fishing in so many names that have only lost money in the last 5-years. $SNOW has now lost 58% of its value vs the S&P 500. $MDB down 59% in the last 2 years, $CRM down 20% vs S&P 500 in the last 2 years. HUBS down 38% in the last 2 years vs S&P 500. Just remember this is a bull market and while these names are good for trades at times. They continue to just leak.

davevermilion's tweet photo. Markets at new highs, everyone keeps fishing in so many names that have only lost money in the last 5-years. $SNOW has now lost 58% of its value vs the S&P 500. $MDB down 59% in the last 2 years, $CRM down 20% vs S&P 500 in the last 2 years. HUBS down 38% in the last 2 years vs S&P 500. Just remember this is a bull market and while these names are good for trades at times. They continue to just leak.

Antíthetos @AntithetosCptl

over 1 year ago

From Maximum Employment to Maximum Unalignment™ Collision course heightens as policy leaders have their heads in the (AI) clouds University costs keep rising while creating degrees w/ highest UE Δ Incentives/outcomes from AI accelerates Age of Maximum Unalignment. #CodeCodes

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