Loop Capital

Concentrated L/S positions. Opinions are my own. ⚠️ This is NOT financial advice.

[Loop Capital @loopCapital1]

ERock has the same 30% electrical efficiency but it cost half the price. I don’t think you understand how this stuff works. The 90% efficiency is misleading. That’s only true if you use it all for heating. Chips don’t need heating. Also, Absorption chiller is 6x less efficient than mechanical Chiller. So that 60% incremental efficiency is really more like 10% once you compare to equivalent power for using mechanical chillers for cooling. Lastly, its a completely new design which is a hurdle to get DC customers comfortable with.

[Loop Capital @loopCapital1]

I don't think you understand this very well. Most of the 80% CHP is useless. Electrical efficiency is what goes to AI chips (that's 28-32%). Then the rest can go to cooling, but most efficient AI DCs have a ratio of >10:1 in power needs for workloads vs cooling. So in practice... microturbines can be 40% efficient at best.

[Loop Capital @loopCapital1]

@apppro1 @CapstoneEnergy if no DC deals, stock goes down 80%. Everything else is irrelevant

[Loop Capital @loopCapital1]

@SixSigmaCapital The market still has PTSD from Nov. $CLPT stock should be over $30 on this news.

[Loop Capital @loopCapital1]

@SixSigmaCapital could go much higher. This therapy alone will more than triple $CLPT current revenues, and that's just one partner. There will many more in the next 2-3 years.

[Loop Capital @loopCapital1]

@muddywatersre didn't he do PIPE investments while shorting the stock at the same? Isn't that ilegal?

[Loop Capital @loopCapital1]

@SharkAlertsBio @gruust What about the Part 2 of maintenance data with another ~250 people? I read somewhere here they already have the data. If true, why not just release it to reassure everyone?

[Loop Capital @loopCapital1]

@mike98572986 @filipsamardzicc Shameful

[Loop Capital @loopCapital1]

@ianmiles fake news. Read the article.

President Trump said a 10-point plan proposed by Iran is the starting point for talks to resolve their conflict, calling it “a workable basis on which to negotiate.”

https://t.co/dOMVG0B6ki

[Loop Capital @loopCapital1]

@TroyTeslike @TSLAFanMtl Your usual gap is smaller than Consensus, but this time was much bigger. Why do you think that was? Did you do anything different this time vs your prior analysis?

[Loop Capital @loopCapital1]

@canoebrookbl I read the article. He helps healthcare. Whats the big deal?

[Loop Capital @loopCapital1]

ohh okay got it. Well, I looked at this CLS, tiny sweedish co, ($1.8M LTM revenues). They have no leverage here. I think you guys are making something out of nothing.

I actually thought the quarter was pretty solid. There are a bunch of one-time costs from the IRRAS deal hitting the P&L that should roll off. Yeah, cash burn is still high, but it’s a growth story. And the deal looks pretty attractive — strong revenue and real cost synergies ahead.

[Loop Capital @loopCapital1]

@mike98572986 @Londonfieldsboy but they already closed the transaction. Why would there be any negotiation post-close? that something you do before, no?

[Loop Capital @loopCapital1]

@Londonfieldsboy @mike98572986 Can you elaborate what you mean they don’t agree on the comp? Where did you see that

[Loop Capital @loopCapital1]

@stats_feed I dunno where you buy yours eggs for $4. Mine aren’t for less than $7

[Loop Capital @loopCapital1]

@0xGeeGee @aleabitoreddit Indeed

[Loop Capital @loopCapital1]

That's fair. But ok, you use the software yourself right? so, isn't there things you can now do with AI, like 3d renderings, that used to take hours before? I know some architects are connecting claude code with Revit, to automate 3D modeling structures, at least to kickstart projects. So imagine what these tools will do 1 year from now. Yes, people will still need Autodesk, it's not a 1:1 substitution, but firms won't need as many licenses to do the same amount of work or won't grow seat base. That's the issue with these SaaS names.

[Loop Capital @loopCapital1]

@jukan05 I hear you, but memory historically very cyclical—deserves lower multiple. And isn’t Nvidia and Google starting to design new chips w/o (or with much less) DRAM?