LegendKelly

Sophisticate

[LegendKelly @legendkellym]

@evergreencap3 how do you plug all these chips in? every single DC project is delayed. what happens to orders after that?

[LegendKelly @legendkellym]

@NickNemo17 @grok summarize

[LegendKelly @legendkellym]

@MudlarkCapital $15 per share - slightly lower than expected but maybe getting leverage <2x more accretive in the long term

[LegendKelly @legendkellym]

@KC_Invests XLE exceptionally low vol today

[LegendKelly @legendkellym]

@GavMcCracken any thoughts on why XLE been so weak?

[LegendKelly @legendkellym]

@calvinfroedge once they wipe out half of humans you'd need more AI to do enterprise workloads; we're short compute!

[LegendKelly @legendkellym]

@HandelsOle @lasse108 Can you expand on why?

[LegendKelly @legendkellym]

@qthomp @grok assess the validity of the claims

[LegendKelly @legendkellym]

@HFI_Research @grok what does @professorpape say per this post

[LegendKelly @legendkellym]

@DrewCohenMoney PDD's doing fine with its live streaming format + discovery engine - PDD & Douyin consistently taking share away from core Taobao / JD, hence the delivery wars of last summer to drive traffic to the integrated apps....

[LegendKelly @legendkellym]

@allenf32 @grok AI driven deflation should be welcomed by central gov if they’re doing their jobs correctly?

[LegendKelly @legendkellym]

@allenf32 @grok what is his point here

[LegendKelly @legendkellym]

@PauloMacro How do you model demand destruction with the scale of this deficit?

[LegendKelly @legendkellym]

@ed_fin Ed, great podcast 2 days ago - curious if your view has changed given the developments overnight?

[LegendKelly @legendkellym]

@MudlarkCapital Seems like little else can go wrong on rail - the RemainCo is capitalized at a ~3-4x EBITDA so a ~8x exit would drive meaningful upside..

[LegendKelly @legendkellym]

@Sleepysolcap Meta just entered to discussions for that expansion; would say more idio to OAI than broader GW buildout

[LegendKelly @legendkellym]

@friedoystercult Remainco is a 3x EBITDA stub on trough earnings

[LegendKelly @legendkellym]

@Larryjamieson_ What do you think about portals broadly? Rightmove, Scout24, etc.

[LegendKelly @legendkellym]

@ArrakisGlobal What do you think about their push to retail?

[LegendKelly @legendkellym]

@blondesnmoney Not read up in the space but do you think there will be a structural repricing of the brokers?