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Analyst. Enjoying voluntary garden leave

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@evrgn11112231 @BuffaloBillCo I mean you’d have to do rev growth compared to comps versus the market, right? 12% seems like a stretch

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@rev_cap The problem with that one is an actual long term distrust and independence from the US

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@briangobosox @gbrew24 You’ve now insisted for two months on a deal favorable to the US. At what point would you consider your priors wrong?

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@atelicinvest I think this is selection bias on your part. I have a bias toward higher prices (but no background whatsoever) and the oil experts I follow are doing very introspective work rn on why they were wrong

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@partners_road Law of large numbers? I'd imagine this looks similar to high end real estate in NYC, vs somewhere like Miami where the base for high end RE was lower in 1998

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@michaeljmcnair @notanobject @npresc I think the idea that you can always 100% defend physical infra (whether with cheap lasers or something else) is naive. If Iran wants to blow up infra, they’ll find a way to do it. You need to keep it not in their interests to do so

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@calvinfroedge I think this is what capitulation feels like

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@taobanker Once the right person notices your potential (and you’re in the right place in the right time) things can happen fast

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@JerryCap it's just really hard to get excited about this when they are clearly leaning on an adjusted number. If your incrementals are so good why not disclose what else you're adjusting for?

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@alex__pitti @chesir3cat @atelicinvest Do they need to IPO if they can raise tens of billions every few months?

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@IsaacEntebi9 @RHouseResearch @bucketshopcap He uses a lot of ad hominem, but I don't see you responding with any data on the other side

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@RHouseResearch @bucketshopcap Highly skeptical of those numbers, thought this was a decent rebuttal https://t.co/r3c5rkskho
https://t.co/oCZaW9iFZ8

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@RHouseResearch @bucketshopcap how do they have healthy operating margins at these compute costs?

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@christianoboria @atelicinvest @GavinSBaker he is saying that even with incredible AI model capabilities, there is a question about the incremental efficiency gains for a corporate worker with great AI. 5% maybe. 20%? 50%? In finance I'd say 10% is fair for the next 1-2 years

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@MurrayHillGuy1 You could also just be getting older

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@dennisihong @FundamentEdge if they've had no investment experience, I don't see how this added context is helpful. Investment first then ML. Students should have better AI instincts than senior investors already at this point

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@gbrew24 Really feels like Groundhog Day at this point

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@atelicinvest @MetacriticCap It seems like covering 10x more names is purely a cost arb for funds and not an excess alpha arb

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@ericwallerstein Ex-data centers?

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@Birdyword Highly correlated with class. Just a systemic slightly conservative bias, at least on this side of the pond