Luis Salom

Finance bro.

[juju 💰 @ayeejuju]

we are so cooked 😭

[miguel VAI VER STROKES 05/12 @selacnog]

I DON'T WANT ANYTHING
UNLESS IT'S YOU
UNLESS IT'S YOU
I DON'T WANT ANYONE
UNLESS IT'S YOU
UNLESS IT'S YOU

[Garry Tan @garrytan]

Make something agents want

[Boring_Business @BoringBiz_]

Beyond a certain age, a man still believing in discounted cash flows can be a very bad thing

[can 𓏲ּ𝄢 @idkhowera_]

cada día se pone mejor es increíble https://t.co/6ryUT4cGO2

[Luis Salom @luisdavidcs16]

@aesthost Looks like Julián Casablancas

[Shay Boloor @StockSavvyShay]

$MSFT pushed back on AI overcapacity concerns saying “if the demand environment changes, you just slow down” CPU and GPU spending while its own applications provide another outlet for capacity.

Management also said Microsoft will extend the estimated useful life of its data centers and office buildings from 15 to 25 years beginning in FY27.

[Luis Salom @luisdavidcs16]

@belanabelbel Bueno: álbum original, nueva dirección, suena bien instrumental y vocalmente pese al autotune, no están llegando a esa edad tratando de ser complacientes como bandas como Muse que ya no saben ni cómo hacer para recrear éxitos pasados. Malo: tardar 6 años para sacarlo.

[Luis Salom @luisdavidcs16]

@_saturnz Muy bueno, me parece un gran álbum, creo que el único defecto es que hayan tardado 6 años después de TNA, uno pensaría que estaban haciendo una obra maestra y no es eso aunque sea buen disco.

[Luis Salom @luisdavidcs16]

@thestrokes Great album!!

[🎼 gerard #HARMONICMINOR @liarsremorse]

Oomf wasnt really trusting julian with the autotune and just sent me this 😭

[Duldul @Duldul_Capital]

Women are like options. Their peak value is when they are between 21 and 24 years old. After that, Theta eats them up. They are getting closer and closer to expiry. When they are over 45, they expire worthless. The sweet spot on the market is to buy calls with a 21 strike and sell calls with a 25 strike. Otherwise, Theta eats up your portfolio. And you make a profit when you secure kids/marriage. Dating women over 25 seriously is playing with fire. Mathematically, you are bound to lose.

[autist @litteralyme0]

Growing up hearing “Wikipedia isn't a valid source” and then entering a workplace where people say “just ask ChatGPT” is a surprisingly strange timeline

[DiscussingFilm @DiscussingFilm]

The new trailer for ‘DUNE: PART 3’ has been released.

In theaters on December 18.

[Oguz Erkan @oguzerkan]

Bloomberg: "AI demand begins to justify data center buildout."

Based on the current cost of capital and operating margins of hyperscalers and the depreciation periods, ROI on AI capex turns positive at ~1.7-1.8x revenue/D&A.

We are now around 1.2x.

If capex doesn't explode and sales growth remains robust, ROI will likely turn positive somewhere in the next 24 months.

[Anthropic @AnthropicAI]

To keep pace with AI progress, we're advancing how we study Claude's economic impact.

Hourly sampling and survey data show us how the cadences of life shape usage, what people produce with Claude, and how perceptions of AI's impact may be changing. https://t.co/Waov1B6iG1

[High Yield Harry @HighyieldHarry]

When the government says your model is so good it’s a national security threat right before your IPO