Mantis Investments

[Mantis Investments @MantisInvests]

@SixSigmaCapital $GOOG

[Mantis Investments @MantisInvests]

@jrouldz @Pump_fiend_ It's something I'll never understand, more $GOOG shares for me I suppose.

[Mantis Investments @MantisInvests]

@ActAccordingly I honestly don’t understand how people can still believe in the thesis behind point 3 when the numbers and management commentary again and again tell the exact opposite story.

More $GOOG shares for me I guess

[Mantis Investments @MantisInvests]

@Emiliodjorno @aleabitoreddit That's fine, it is dilution.

[Mantis Investments @MantisInvests]

@joecarlsonshow I want to buy more Google

[Mantis Investments @MantisInvests]

@ariaradnia It’s tiny anyway, it actually makes sense to keep it since they will qualify for more kinds of ETFs which means more forced buying and higher valuations

[Mantis Investments @MantisInvests]

@Sandeman52 Nebius will take care of us all

[Mantis Investments @MantisInvests]

@JonahLupton Looks like it might be happy sitting in that range for a bit.

[Mantis Investments @MantisInvests]

@EndicottInvests I love how aggressive they are, proud $GOOG shareholder.

[Mantis Investments @MantisInvests]

@HyperAICapital That’s probably a good guess, Europe is explicitly trying to limit the scope of American big tech, even to the point of doing it through regulation.

[Mantis Investments @MantisInvests]

@mvcinvesting Good stuff!

[Mantis Investments @MantisInvests]

@penguinvesting Great post! I agree completely.

If the maintain debt levels at 3x Adjusted EBITDA and average a 60% prepayment for the next 5 years I have them averaging about 2-3% dilution. This is definitely optimistic but I think it’s possible.

Long term I think they’ll crush it.

[Mantis Investments @MantisInvests]

@frsinvesting The AAOI revenue ramp will be legendary

[Mantis Investments @MantisInvests]

@penguinvesting @EndicottInvests My guess is 55B

[Mantis Investments @MantisInvests]

@DeepValueBagger I made a similar move with Nebius, felt super uncomfortable at the time but glad I did it, my inner Peter made me.

[Mantis Investments @MantisInvests]

@ExitVector The Vibes have Spoken

[Mantis Investments @MantisInvests]

@JonahLupton Gogogo!!

[Mantis Investments @MantisInvests]

@PronkDaniel Let me ask Gemini