.

MedTech + TMT L/S

[. @lc_fund]

Any engineers can speak to FinFET v/s RibbonFET from a technical perspective and upper bounds on yields? Thx $INTC

[. @lc_fund]

@TheBiotechBear Plus some of the smartest, most diligent investors I know. Will spend hours talking to management, getting to know them as family men, etc. Wonderful place if you want to do investing, and not “investing” at a MM

[. @lc_fund]

@TheBiotechBear I think LOs are underrated. Bespoke and tailored research process where you can spend weeks, days, months even on a single name. Helps to filter out all the day to day noise happening in markets when you have the freedom of deep research and long investment horizons.

[. @lc_fund]

So tired…j let me day trade SOXL and SOXS at home thx.

[. @lc_fund]

Ngl nyc sucks. Insane mental claustrophobia of living in a dense and urban human rollercoaster giegenpress. Need vast open spaces of nature to walk and listen to musics

Unfortunately SF publics seats are…um…gg

[. @lc_fund]

@YunLi626 @pernasresearch I would like to chat.

[. @lc_fund]

@Rubbabubub I hate you

[. @lc_fund]

@TheBiotechBear live life enjoying getting railed in the ass

[. @lc_fund]

Doesnt vitinha look like skinny palmer luckey

[. @lc_fund]

i'd look for more Voyage attach rest of fy27...doing the technical diligence on the "undisclosed" wink wink customers shows several new Voyage X Atlas products in prod or A/B stage

[. @lc_fund]

$MDB more room to run v/s $SNOW $DDOG imo. Makes a lot of sense that the latter two benefit first with telemetry, logs, analytics, model eval data, etc. needed in the prototyping stage. Now in production / deployment, $MDB operational database becomes mission crit

[. @lc_fund]

Callback mgmt said that Atlas strength = core enterprise workloads with use cases at prototyping stage for AI natives and frontier labs. Makes a lot of sense that we see meaningful torque in Atlas rev accel

[. @lc_fund]

@Rubbabubub finally got on the correct satellite data

[Little Kevin 5, cpa @pootsobotka]

Kyle kuzma, the financial advisor?

[. @lc_fund]

@finnnbarrr Phebes??? Lock this man up in ADX Florence

[. @lc_fund]

@vivekmehtagyat Altimeter 🥵

[. @lc_fund]

我不知道Rapid API 和 $UBER 的确切收入贡献， 可使要 $EXPE 想到逼上个第一季度的22%，Expedia得加跟多的合作关系。 $EXPE 的2H 业绩指引意味着下半年苏放缓。 在Q1OTA同业群体很强。 $EXPE 必须大超预期 在b2b 分部。

[. @lc_fund]

$EXPE 我觉得 ChatGPT 和 Anthropic 《Agentic Commerce会相 Google对 OT A 的影响。 短期内抽会下降，ER说 OAI加Stripe ACP 现在是 0-5%， 以后肯恩到～15%因为OAI画的Capex 和 利润率可持续性在IPO的时候。 现在 3P 抽成是 ～15%。 Pod investors 想看 b2b 收入增长在 2q’26。

[. @lc_fund]

@victor207755822 @zephyr_z9 要外国人嘛？ 我懂 Codex + Composer pretraining 和 SFT

[. @lc_fund]

sry if difficult to read on the K rn

[. @lc_fund]

$SPCX S-1 initial thoughts and read-throughs:

Dominant cost per token = f(hardware cost, energy cost, deployment speed), with AI economics constrained currently by power, TTG, cooling, construction lead times, chip supply, etc.

[. @lc_fund]

3) CPOs replacing copper...4) $NVDA + industry CPO roadmap targeting ~1.6tbps, 5) optical tensor matmul...parallel optical mat^2 multiplication with tensor ops perf through coherent light prop, attacking both interconnect cost and compute cost.