KC

Price is what you PAY value is what you GET- Benjamin Graham

[James Chanos @RealJimChanos]

Can someone explain to me how investors continue to believe that $DASH and $UBER Eats will continue to grow GOV’s 15-20 pts above industry comps for the next decade…?! It’s not such a small base anymore.

[KC @kylethebeast9]

@Hunneybunches12 @leshka_eth I dont care either way but he also went massively long chinese stocks when everyone else was saying they were uninvestable and they more than doubled

[James Chanos @RealJimChanos]

Gotta love the talking heads on FinTV claiming the current market is different from 1999-2000 because unlike then, there is real earnings growth now. (S&P Operating EPS were up 30% from mid-1998 to mid-2000 because, you know, the Internet buildout!)

[KC @kylethebeast9]

@CDInewsletter why is that one has to wonder?

[Bob's Payment Stock Substack @bobspaysubstack]

Quick Thoughts on Fiserv $FISV

Stock is down 8% pre-market. The quarter was ugly, as expected, and $FISV is keeping full year guidance unchanged, which assumes Q2 is the trough before comparisons get more favorable in H2.

In terms of bright spots, Clover's underlying GPV growth accelerated to 12% during Q1 (up from 9% in Q4) with similar growth into April. $FISV called out international strength and noted locations in Brazil increased 30% sequentially.

Financial Solutions continues to be a major concern. Organic revenue declined 6% with a similar decline in banking. Attrition remains uncomfortably elevated, with core accounts down 2%. Although $FISV believes its actions (mainly around improved client coverage and service levels) are starting to 'bend the curve' there's a lot of ground to cover before investors can get comfortable with a return to organic MSD revenue growth for Financial Solutions, if that's even possible.

[Khairallah AL-Awady @eng_khairallah1]

🚨 CEO of Nvidia: "I'd hire the graduate who's expert in AI over the one who isn't. Every time."

two types of people right now:

type 1: uses the chat window. copy-pastes answers.

type 2: knows the 25 tricks, and shortcuts most users have never seen.

type 1 gets replaced.
type 2 gets hired at $350K.

I wrote a full guide on how to start. zero experience needed.

[KC @kylethebeast9]

@RealSkipBayless Skip I love you on Gridiron, but stop just viciously hating on Lebron just for the sake of it!

[KC @kylethebeast9]

@RihardJarc What do you think of Qualcomm

[James Chanos @RealJimChanos]

I think this episode ran during the https://t.co/KzzERVlR7L bust.

[KC @kylethebeast9]

@RealJimChanos Do you think Coreweave is going to zero?

[Bourbon Capital @BourbonCap]

Jim Cramer: "Microsoft has the weakest AI business and that ridiculous Copilot. It sucks. We should have sold Microsoft"

When many people were buying $MSFT below $400 this guy was selling.....Absolutely beautiful

[James Chanos @RealJimChanos]

So Avis Budget Group ($CAR) has negative equity, loses money, has almost $25B in net debt with negative FCF. And is now trading at 60x 2028E hoped-for EPS. No position, but where is the Board here…?! They should be selling equity as fast as possible at these prices.

[Rihard Jarc @RihardJarc]

The $NVDA CUDA moat.

"Claude Code just ported a CUDA backend to ROCm in 30 min. I have never written kernel before.

You don't even need hipify or translation middleware. Just port CUDA with Claude Code, native performance out of the gate."

[KC @kylethebeast9]

@AlderLaneEggs What do you think about coreweave

[WOLF @WOLF_Financial]

STANLEY DRUCKENMILLER: "I SHORTED $200 MILLION OF INTERNET STOCKS IN MARCH 1999. IN THREE WEEKS I COVERED THEM AT A $600 MILLION LOSS."

"I was short 12 stocks. They all went bankrupt. Every one of them."

He was right on every single pick. Still lost $600M.

"If you're dead wrong on a long, you can lose 100%. If you're dead wrong on a short, you can lose 10 times your money."

"Frankly, I'm not sure I've ever made money in shorts. I've never had a down year, but I'm not sure I've made money in shorts. I like it. It's fun. But you can get your head handed to you."

"Don't try that at home."

[Value | Compounding @oldschoolinvest]

How to value a business?

[Marko Papic @Geo_papic]

One of the best charts from a good friend of mine who for compliance reasons can't receive a shout out on this platform. It basically shows that the EXODUS has not even started folks.

[KC @kylethebeast9]

@wiseconnector Fish!

[KC @kylethebeast9]

@bespokeinvest Why? What's going on here? Do you have opinion on this?