blah capital

In the Cloud(s) [not advice]

[blah capital @mentalmodelcap]

@LongVollllll Care to share catalyst/ dm on the name? Think the long thesis can work if they get to 9gw+ by 2030. A stretch but not crazy

[blah capital @mentalmodelcap]

@ContrarianCurse risk is we don’t really know the degradation and BE on the hook

[blah capital @mentalmodelcap]

@rev_cap what if he actually wants tighter policy to bring down home prices and also wants plausible deniability 😀

[blah capital @mentalmodelcap]

@Globalflows But do you have a view on JP's tone at Jackson Hole? We all know that will drive markets if more hawkish/dovish than WIRP is pricing. If I had to guess it sounds like he has to be more hawkish given the inflation risks but then you would be cutting risk into it

[blah capital @mentalmodelcap]

@MrMojoRisinX CPI or complacency/15 vix/august seasonals r/r trade ?

[blah capital @mentalmodelcap]

@ContrarianCurse hugel is fire

[Rob Henderson @robkhenderson]

Mamdani is the candidate of the “haves,” who disguise their rage at the “have-mores” as concern for the “have-nots” (who don’t support Mamdani). The typical pattern you see with socialist movements in general.

[blah capital @mentalmodelcap]

no. the market is signaling easy money and positioning and new Tina (need to escape inflation driven poverty)

[David Rosenberg @EconguyRosie]

What is Mr. Market signaling? 1. Zero chance of recession. 2. No tariff damage; more reprieves at a minimum. 3. Peace in the Middle East. 4. Passage of the big beautiful bill. 5. Fed to start cutting right away and a go-for-growth Powell replacement ahead. 6. That equities have been repriced to being a riskless asset – in the same risk bucket as T-bills and Treasury notes.

[blah capital @mentalmodelcap]

Mgmt thinks this is v important strategically but transition will be painful given backdrop. While EHS can sit in purgatory with wide bid/ask, new builds force price discovery. Ironically, this should push the margin focused builders in their markets to cut starts even more

[blah capital @mentalmodelcap]

$LEN wants to be a manufacturing co, run high utilization and get those inventory turns to drive returns; it's not what investors want right now and should hurt the stock and the industry to a degree given how weak the housing market is but should eventually pay off

[Conor Sen @conorsen]

Housing industry professionals (myself included) are completely baffled by Lennar’s approach right now.

[blah capital @mentalmodelcap]

@TBU12345678 near term dc datapoints still strong so hard to get in front of; some of these E&Cs seem more at risk (say vs EE) - which are you thinking?

[blah capital @mentalmodelcap]

Flight to safety here in $MSTR at 2x NAV

[blah capital @mentalmodelcap]

So ppl thinking there will be big Tech retaliation - but if Trump doesn’t care about them, what does that do for those countries?

[Geiger Capital @Geiger_Capital]

*SCOTT BESSENT: “The equity market selloff is a Mag7 problem, not a MAGA problem”

Insanely hard quote.

[blah capital @mentalmodelcap]

$VRT

[blah capital @mentalmodelcap]

@RadnorCapital @formula1champ service is is getting worse with more complaints. also aren’t they hitting capacity constraints? seems like they can’t do more than $2.5bn/q if everything goes well. mgmt very defensive too. 90% of biz is not liquid cooling and has already been ordered for the next. 2yrs $vrt

[blah capital @mentalmodelcap]

@RadnorCapital @formula1champ service is is getting worse with more complaints. also aren’t they hitting capacity constraints? seems like they can’t do more than $2.5bn/q if everything goes well. mgmt very defensive too. 90% of biz is not liquid cooling and has already been ordered for the next. 2yrs $vrt

[blah capital @mentalmodelcap]

@WaterworldCapi1 @S_curvecap @OnodaCapital Yea, but also need to differentiate between site/shell, grey, and white space

[El_Duderino @Baup0stGOAT]

@stressed_assets Nitin Sacheti of Papyrus Capital

Long $GEL on SumZero

Distribution set to 3x over next 12 months and they just sold their BadCo for 10x and using proceeds to clean up cap structure

Growth is already embedded with projects coming online within 1 to 2 months from today

[blah capital @mentalmodelcap]

@Zerosumgame33 @BeenThereCap White House, in Reversal, Rescinds Freeze on Federal Grants

[blah capital @mentalmodelcap]

White House, in Reversal, Rescinds Freeze on Federal Grants

[blah capital @mentalmodelcap]

@BDM110110 https://t.co/fEF1F141Ls

[blah capital @mentalmodelcap]

It's even more clear than that. Look at this memo; the pause of disbursements only applies to EVs $CLMT

Look up section 2 of the original order

https://t.co/2AHplwW0Fz