milian

[milian @milian_cap]

@HedgeyeRetail_4 @HedgeyeRetail Good for the Q but do you have a view on the multiple?

[milian @milian_cap]

It was always Knicks in 5.

[milian @milian_cap]

They need to add the Vatican to LineLeap… this is ridiculous. Neon would never.

[milian @milian_cap]

Most anticlimactic OAI x Elon verdict… Elon said he’ll file an appeal but case will just get thrown to the bottom of the stock

[milian @milian_cap]

$WLFC long term maintenance reserves and gain on sale thesis exceeding expectations… still trading ~1x MV of portfolio

[milian @milian_cap]

Is the knicks hawks score real? Am I reading this right?

[milian @milian_cap]

@ContrarianCurse Even rel to IFX now?

[milian @milian_cap]

I also don’t think $PATH becomes the control layer between systems of record and enterprise AI. They don't own any data

[milian @milian_cap]

Posted +30% gain on $PATH short since Dec

I don't like the setup anymore, but I still believe that Dines is narrative maxing... Also changing their GTM to sell outcomes vs products intensifies competition and will lower sales efficiency even more (already laggard)

[milian @milian_cap]

$AAON is a contract manufacturer with makeup

[milian @milian_cap]

Would love to hear a strong bear case for $ASML

Consensus long for a reason

[milian @milian_cap]

They tried to tell me get to the airport two hours early for my flight. No, try 30 mins. TSA was sub 5 min at sky harbor

[milian @milian_cap]

@leevalueroach All for there to be no incremental buyers or sellers on the name…

[milian @milian_cap]

@MikeLevin Can’t it be? Despite it feeling unfair, spread of factual knowledge helps us all feel more informed

[milian @milian_cap]

@jbi_research Tenuous sources… DYOD

[milian @milian_cap]

@neet_sol Tax savings retarded?

[milian @milian_cap]

@weary_centurion RPA TAM is saturation and Path is digesting oversold contracts whereby customers will renew at lower $$ size contracts

[milian @milian_cap]

@jbi_research @drfakergayfield @blowraji @steelcitysb1 Players should understand that actions come with consequences. With that being said, this league doesn’t respect my value, and I will be taking my talent to the UFL. #freeagent #nextchapter

[milian @milian_cap]

@FinanceLancelot We find every excuse to undermine successful people doing good things

[milian @milian_cap]

@drfakergayfield @jbi_research @blowraji @steelcitysb1 Last weeks forecast was aggressive so guiding conservatively this week:

Monday - Out
Tuesday - Out
Wednesday - Active
Thursday - Pre game warmups
Friday - Active
Saturday - Doubtful
Sunday - Football

@drfakergayfield @steelcitysb1 @jbi_research @blowraji