Maximus Capital

Anti ZIRPer

[Maximus Capital @MaximusCap_]

@jbulltard1 Flat today?

[Stacy Rasgon @Srasgon]

The yields Jerry, the yields!

[Maximus Capital @MaximusCap_]

@Srasgon the marine biologist episode but the whale is a 2nm ramp

[Maximus Capital @MaximusCap_]

@zerohedge the FCF didn't vanish, it moved down the supply chain. hyperscalers chose to convert cash flow into compute; the semis are where it landed. whether it comes back as revenue is the entire AI debate in one chart

[Maximus Capital @MaximusCap_]

@insane_analyst Tell that to $lite

[Maximus Capital @MaximusCap_]

@NoLimitGains down 20-30% in two weeks means you were long the highest-beta names in a cyclical correction inside a secular buildout. the tourists leaving is how the theme gets investable again

[Maximus Capital @MaximusCap_]

@lisaabramowicz1 a company generating ~$100B of operating cash flow terming out debt at 40-50 year maturities to fund compute is not distress, it's duration matching. the interesting question is the spread they're paying, not the headline number

[Maximus Capital @MaximusCap_]

@ParadisLabs "demand is infinite" is now on its 4th memory cycle and it's undefeated at the top

[Maximus Capital @MaximusCap_]

@0xBADB01E @LightmatterCo

[TBU @TBU12345678]

Refs in US-Bosnia more corrupt than anything in crypto. Let our boys cook. USA USA!

[TBU @TBU12345678]

$META is as likely to cut capex as $AAPL is to get CXMT approval

[Maximus Capital @MaximusCap_]

@zephyr_z9 Lol you mean just be long semi

[Maximus Capital @MaximusCap_]

This build is so gross - ai is going way higher

[Maximus Capital @MaximusCap_]

@P_Remarks Well, don't these SCA's just mean it's going to crowd out future demand even more for the top spenders? Says a lot that auto companies are securing memory when SAAR is ex-growth and stuck at 16m ha

[Maximus Capital @MaximusCap_]

@OnodaCapital @WaterworldCapi1 @rev_cap Mrvl sndk mu cat intc be vrt amd
Some of the top ones

[Maximus Capital @MaximusCap_]

@rev_cap why do you delete your 15 reply messages just becuase yields started moving down? haha

[Maximus Capital @MaximusCap_]

@rev_cap well we will see if the market is right - already has 2 cuts (2yr 50bp ahead of fed funds) but has also been very wrong many times the opposite way

also looking at UE is pretty pointless vs 50yrs ago lol the difference in population/household growth is night and day

[Maximus Capital @MaximusCap_]

@rev_cap okay and real yields are now positive/normal? So I don't follow your point. Past mistakes mean you should go and make another?

[Maximus Capital @MaximusCap_]

@rev_cap he is def not the most dovish ever but okay lets accept the premise they need to hike - How much and for how long until UE moves higher?

tough to hike in low hire/fire economy because tipping point is close

[Maximus Capital @MaximusCap_]

@TexDoggie @rev_cap Ha this is why I say they arent hiking we are talking Xbox