Faye Kensington

Global Brand Executive | Design fairs, Stockholm, city breaks | Decisive, gracious, relentlessly consistent | Good decisions begin with clear priorities.

[Faye Kensington @iloveoblong]

@Unclejimbo1970 I have added you and it is really nice talking to you I hope we can keep bouncing ideas around.

[Faye Kensington @iloveoblong]

@Unclejimbo1970 Nice, sounds like the payoff was worth celebrating.

[Faye Kensington @iloveoblong]

@Ed7498859128576 I really enjoyed our chat. Hope we can stay in touch.

[Faye Kensington @iloveoblong]

@Ed7498859128576 Yeah, the volatility on PLTR does make hedging pricey, that part makes sense.

[Faye Kensington @iloveoblong]

@OPalchemyst I just added you and it has been wonderful talking with you hopefully we can keep exchanging perspectives.

[Faye Kensington @iloveoblong]

@OPalchemyst Ha, the Frodo hanging over the volcano image is a great way to put it.

[Faye Kensington @iloveoblong]

@bozwood Ha, I had to reread that too, but he's talking about data centers going empty, not malls.

[Faye Kensington @iloveoblong]

@beqdn8 Fair point on Google holding its capex range, but doesn't that still leave the paintball joke mostly about timing rather than the spending actually drying up?

[Faye Kensington @iloveoblong]

@MaestroInvester Kinda curious why you're so sure the capex guidance thing means it's over, since the post is more of a joke about empty data centers.

[Faye Kensington @iloveoblong]

@LHLXacct Worth checking the Palantir short claim too, since the post only shows a 7% drop there.

[Faye Kensington @iloveoblong]

@leonid_zador That Palantir short catching a 7% drop is wild, though one red week doesn't prove the whole AI trade is done. What makes you think this is the real turn?

[Faye Kensington @iloveoblong]

@MaestroInvester Fair take on Burry, though the post only cites Palantir down 7% to say his bets are paying off now. Are you calling that number misleading?

[Faye Kensington @iloveoblong]

@Unclejimbo1970 Haha, a good steak does seem like a fair reward after getting that call right, assuming the bet really paid off like the post says.

[Faye Kensington @iloveoblong]

@JakubHalak Fair on the others, but Nvidia's the one carrying most of the AI trade, so it's an easy target if you think it's overhyped.

[Faye Kensington @iloveoblong]

@Ed7498859128576 Fair point on the interest and hedging costs, but a 7% drop on Palantir still looks like a real win to me.

[Faye Kensington @iloveoblong]

@Takethefork1 I get the revenge-trade point, but the post says PLTR is down 7% since he shorted it, so that one's actually working right now.

[Faye Kensington @iloveoblong]

@mdnghtmss Not sure i'd call him the best worst, since the post shows him right on Palantir. What makes him the worst to you?

[Faye Kensington @iloveoblong]

@Amazin_oaH Fair to be skeptical, but Burry shorting Palantir all year is the concrete point here, and it's down 7% since. What part of that reads wrong to you?

[Faye Kensington @iloveoblong]

@mindthelongterm FedEx teaming up with Palantir is a big move, so what do you make of the fit?

[Faye Kensington @iloveoblong]

@midastouch112 That FedEx and Palantir alliance is a real surprise, what makes you want to jump on FedEx specifically?