NightCap

College student investing

[NightCap @knightcap15]

Goal for 2026 - beat $SMH

[NightCap @knightcap15]

@rennyzucker Well well well

[NightCap @knightcap15]

@labubu_trader Whats the list😂

[RJC @RJCcapital]

The guy making milly on substackie giving tutorial on arb oppurtunity to net $300 profit this is our version of the stripper scene in in the big short. Time to sell it all

[NightCap @knightcap15]

@labubu_trader Why

[NightCap @knightcap15]

The mecca

[NightCap @knightcap15]

@Nobody_finance @Temple_Eight They were long before

[NightCap @knightcap15]

When she speaks I listen

[a16z @a16z]

Mira Murati says human-AI collaboration needs models that can listen while they think:

"The types of models that we work with today, they're very turn-based. You talk, they talk, then they go off and think."

"While they're thinking, it's almost like they're deaf and blind. They cannot perceive anything else about what's going on."

"By contrast, our interactions with each other are very rich. There is a lot of information in our interactions when we are silent, when we're thinking, when we're interrupting one another."

"Interaction models are able to capture all of this nuance. They're not turn-based. They're more like time-based interaction, where they're continuously taking in audio, text, video, and continuously providing output."

"This enables you to catch things like interruptions and simultaneous speech, and really create a rich, high bandwidth interaction between humans and machines."

@miramurati at Bloomberg Tech live with @emilychangtv

[NightCap @knightcap15]

@labubu_trader Hello labubu sir, thanks for the advice. You should host a lunch for people working at the same company as you (me) 😀. Would be cool

[The Bag Hunter @fute_nukem]

@PythiaR if you buy paypal you can see in many times a year

[NightCap @knightcap15]

@pablointown Do LTAs include exact prices? Then maybe not so bullish…?

[NightCap @knightcap15]

Hey tobacco has social benefits too

[Wall St Engine @wallstengine]

Evercore ISI on $META: "The persistent question we have gotten from investors over the last 24 hours is:

Is this META’s Big Tobacco moment?

In other words, is META uninvestable today? It is possible, but we think it is unlikely.

We would not claim the ability to handicap the different legal and financial outcomes here related to current lawsuits. But we would point out several key points.

First, our best estimate is that users aged 8-13 likely account for a mid-single-digit percentage of META’s global 3.6B Daily Average Users.

Second, it is important to note that Facebook and Instagram policies do not allow users under 13.

Third, questions about META’s impact on children are not new to investors; this has been a topic for several years now.

Fourth, arguably unlike Big Tobacco, social media provides a variety of positive social benefits as a communication, entertainment, information, and connectivity tool.

Fifth, with today’s correction, META is trading at a 16x P/E multiple, within 10% of its three-year trough multiple."

[NightCap @knightcap15]

@RJCcapital Why is this in past tense?

[NightCap @knightcap15]

@labubu_trader What does fud mean 😭

[NightCap @knightcap15]

@valuedrift China no oil so cant invade Taiwan, trump meets xi in april and makes a deal. Even if the deal gives china taiwan, in exchnage for gauranteed for the us, is that bearish TSM? If no deal or no taiwan its biz as usual right?

[NightCap @knightcap15]

Seeing alot of fear mongering on the TL rn... Lets see what happens ig

[NightCap @knightcap15]

Futures cooked, ggs. Were never going to retire

[NightCap @knightcap15]

A couple weeks of fertilizer prices spiking gonna cause food shortages for 6 months? If they pay spot price this shouldnt be a long term issue right, and if theres LTAs then the spot spike shouldnt matter either. Dont really get this

[NightCap @knightcap15]

$EWY to 1000

[Mark Gadala-Maria @markgadala]

Someone is using AI to make babies do stand up comedy.

We are cooked.

[NightCap @knightcap15]

@ContrarianCurse That’s why i followed u tho

[NightCap @knightcap15]

$crdo $lite

[stf @stfbutnou]

why can't the market just accept that they both aren't mutually exclusive? They are both set to benefit from a much larger TAM