lucas

[lucas @luc5sa]

@FriedgeHNIC What are the rangers doing trading 2030 picks. Who the fuck do they think they are

[lucas @luc5sa]

@zerohedge But they locked in all those agreements. This time is different surely

[lucas @luc5sa]

@ThomasDrance The Oilers offseason going from the draft to July 1

[lucas @luc5sa]

$OUST literally has zero pricing power once several chinese competitors scale at a fraction of the cost

[lucas @luc5sa]

I think it became clear today that the hyperscalers could put neoclouds out of business next week if they wanted too

$NBIS $IREN $CRWV

[lucas @luc5sa]

@TruthTrumpPost Less than 20% of that is going to actually to American families and children. Anyone thinking otherwise is delusional as fuck.

[lucas @luc5sa]

@FriedgeHNIC Great 2-way player. Wins every board battle

[lucas @luc5sa]

@zerohedge This is getting so fucking cringe

[lucas @luc5sa]

@amitisinvesting Amit you holding some palantir bags?

[Autism Capital 🧩 @AutismCapital]

The first Crypto President means he makes a billion dollars and you lose 90% in the bear market. Thanks for playing.

[lucas @luc5sa]

@Mr_Derivatives It’s time to ask some hard questions regarding $NVDA

[Kalshi @Kalshi]

JUST IN: Nvidia is now worth more than India

[lucas @luc5sa]

@Rayan_sarah22 Hopefully the thesis is durable enough to withstand higher interest rates

[Bitmund Freud @BitmundFreud]

I started talking to my wife like Claude

[lucas @luc5sa]

@michaeljburry Everyone load up on $LULU calls tomorrow - the king has spoken

[lucas @luc5sa]

When Jim Cramer calls the top - you listen

[Jim Cramer @jimcramer]

There is only so much money....

[Silicon Salvage @SiliconSalvage]

There is a graveyard in American tech right now and nobody is walking through it. Companies down 70, 80, 90% from the highs. Still profitable. Still growing. Still the leader in their category. Just unloved. The Trade Desk at 9x earnings. PayPal at 12x with $6 billion in free cash flow. Adobe at 17x and people are talking about it like it’s Kodak. Etsy at 8x EBITDA running a marketplace that two billion people have heard of. Roku trading below its own balance sheet liquidation value if you squint. Match Group, Zoom, Pinterest — each of these would have been a hedge fund’s top pick at this multiple in 2017. Now they’re orphans. Everyone is buying the Mag 7 because the Mag 7 is the trade. The Mag 7 IS already the trade. The trade is over. The next trade is in the rubble pile. You don’t get rich buying what worked. You get rich buying what stopped working for reasons that turn out to be temporary. Every name on that list was a market darling 36 months ago. The fundamentals didn’t fall 80%. The narrative did. Narratives come back. Earnings compound. I’m not buying NVDA at 45x. I’m buying the names CNBC won’t say out loud anymore