Latent Capital

Open equity research and market hot takes

Not financial or investment advice

[Latent Capital @Latent__Capital]

@linbo_tang Makes no sense

[Latent Capital @Latent__Capital]

Disturbing videos from #Bordeaux #France as rioters hit a pinata shaped like #Macron 's head.

If #Europe had any investable companies, i might have had to fire sale my portfolio

[Latent Capital @Latent__Capital]

Weekend explainer: backlog is revenue a customer has signed for but you haven't delivered yet.
Amazon's is ~$578B, 2.7x what it spent on capex in the last 12 months.
It's a promise, not cash upfront.

Donyou think the backlog justifies the capex?

[Latent Capital @Latent__Capital]

@keimusu2 What can you tell me about what happened in June 1989 in Beijing?

[Latent Capital @Latent__Capital]

Weekend chart - no one wants to finance AI infrastructure anymore

Sharp jump in spreads for cloud buildout CDS

The market wants to see token prices go up before they regain confidence in financing more data centers

[Latent Capital @Latent__Capital]

Gold is for zombie apocalypses and fleeing dictatorships in a rush.
It won't do you any good tied up in a fancy ETF.

[Bespoke @bespokeinvest]

Gold $GLD is not seeing defensive inflows from the carnage in Tech (or crypto) this morning. The gold ETF $GLD is set to open below its July bear market low:

[Latent Capital @Latent__Capital]

@BrnMeetsWlth Also, in any other setting

[Latent Capital @Latent__Capital]

@KobeissiLetter Money faucet just broke

[Latent Capital @Latent__Capital]

@Jason Everything

[Latent Capital @Latent__Capital]

@ModernDayInves Why should i rage when i can bait?!?

[Latent Capital @Latent__Capital]

@linbo_tang Have they heard stonks are down?

[Latent Capital @Latent__Capital]

Good time to step back and remember that $GOOG and $AMZN have backlogs 2.7-3.6x of their capex.

We will see returns on these investments.

Or so i hope.. 😂

[Latent Capital @Latent__Capital]

@nikitabier

[Latent Capital @Latent__Capital]

@amitisinvesting Yes

[Latent Capital @Latent__Capital]

@citrini

[Latent Capital @Latent__Capital]

I'm a good long term investor, i don't panic over short term market volatility.
I'm a good long term investor, i don't panic over short term market volatility.
I'm a good long term investor, i don't panic over short term market volatility.

Is it over yet?

[Latent Capital @Latent__Capital]

@KobeissiLetter Me showing I'm a confident long term investor, not panicking over short term noise

[Latent Capital @Latent__Capital]

@TheEquityHub Nice chart!

[Latent Capital @Latent__Capital]

@TheEquityHub Well the backlogs suggest they can. But i don't know how firm and diversified are these backlog commitments