Jeff Smith

Retired tech analyst

[Jeff Smith @jeff_jasmith]

@BasedMikeLee Great reporting! Who needs facts and confirmation!?!

[Jeff Smith @jeff_jasmith]

@GavinSBaker AI hyperscaler? Why not just hyperscaler? Slice it up to quote the best possible number

[Jeff Smith @jeff_jasmith]

@dnystedt If you can’t make money investing, start a newsletter

[Jeff Smith @jeff_jasmith]

@Srasgon Nonsense

[Jeff Smith @jeff_jasmith]

@SouthernValue95 Highest multiple? What about SNOW?

[Jeff Smith @jeff_jasmith]

@joecarlsonshow MSFT is the least innovative and sophisticated of the hyperscalers. Where AMZN/META/GOOG build many of their components MSFT buys third party. Good biz but least capable of the four. Switching costs/bundling are their biggest moat by far, products aren't exceptional

[Jeff Smith @jeff_jasmith]

@evrgn11112231 @BillAckman META has the biggest moat and is the cheapest by far with some of the best growth prospects. If you assume Reality Labs worst case is shut down eventually it is even cheaper

[Jeff Smith @jeff_jasmith]

@fivepointscap Includes $6/sh of Reality Labs losses that the market is assuming grows forever. Worst case goes to $0 over time and 19x P:E is really 16x

[Jeff Smith @jeff_jasmith]

@bucketshopcap @Ross__Hendricks More likely they generate high ROIC on that capex

[Jeff Smith @jeff_jasmith]

@RihardJarc and massive SBC is a value destroyer

[Jeff Smith @jeff_jasmith]

@Srasgon @ChipotleTweets Where’s the beef?

[Jeff Smith @jeff_jasmith]

@SemiAnalysis_ forward estimates fell from 12Euro/sh to 1Euro/sh. talk about horrible execution

[Jeff Smith @jeff_jasmith]

@zerohedge Net debt doesn't change when issuing bonds as you get cash

[Jeff Smith @jeff_jasmith]

@LukeGrant7 What happened to Jets Film Room? Nothing since week 1 or 2

[Jeff Smith @jeff_jasmith]

@Srasgon Try pork roll egg n cheese instead

[Jeff Smith @jeff_jasmith]

@Srasgon yep, but over in 24hr

[Jeff Smith @jeff_jasmith]

@Srasgon Hahahaha that’s funny

[Jeff Smith @jeff_jasmith]

@chamath A much bigger factor is likely the change in realtor economics following the recent antitrust settlement.

[Jeff Smith @jeff_jasmith]

@altcap @DOGE >20%

[Jeff Smith @jeff_jasmith]

@benthompson @BucknSF Keep up the good work!