Monopolycap

Global equities

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@ThainRos @GavinSBaker he adjusted nvda 1Q25 to exclude china (makes 1Q26 comparable to 1Q25)

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@OfficialLoganK when meta renamed to meta, wasn’t this what they wanted to be able to do?

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@Jason considering anti trust issues, only tesla could do it

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@ContrarianCurse @brayl3n_14 yep, trainium also has a cost advantage

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@BucknSF what if the coordination layer is on chatgpt and anthropic and gemini? chatgpt already has multiplayer

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@levie if most of the software gets connected to an ai agent overlay (openai, anthropic or gemini) instead of using the specific incumbent ai agent, the value will accrue at the ai overlay agent level instead of the incumbent pipes

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@PythiaR my view is that there is no risk of displacing asml machines in tsmc intel and samsung fabs, the risk long term would be that chinese fabs are able to produce advanced chips for chinese products that eventually displace western world products diminishing demand for tsmc and asml

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@S_curvecap ie lyft adbe bkng?

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@Speedwell_LLC since the pandemic luxury has taken quite a bit of price increases and last year they had to slow down the price hikes. not sure if consumers can still take price ex hermes, brunello and loro piana...

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@LADEig @swishcultures_ @grok did luka commit travel violations?

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@kakashiii111 seasonally december is weaker than november

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@Goyal_Vivek what was the assumption used for aws capex?

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@LukeWolgram didn’t the cloud also diminish the cost of distribution and switching cost for vms? can you tell me what happened with csu software organic results and acquisitions results?

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@The_Jolly_Co @rev_cap not sure but issue could be earnings estimates are dropping and unemployment just started to rise

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@LukeWolgram or a valley forge fund copy

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@josemorgado rude

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@TheTennisLetter tough draw

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@Jason biden on tilt, not looking good

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@josemorgado djokovic vs ruud
zverev vs medvedev
tistipas vs alcaraz
? vs sinner