slave to the system

raised by the internet

[slave to the system @ned2k_]

@zijing_wu nah. gossips and rumors are fun to run with

[slave to the system @ned2k_]

@ttunguz Great write-up on the impact for the broader AI economy

For Nvidia, Jensen was more than the CEO. He was the rainmaker for deals. Who else is going to convince the SK Hynix chairman to double HBM production over friend chicken, or secure deals with Naver and Hyundai?

[Alejandra MA. @heyyosoyale]

Pinche planeta aburrido, sin dragones, ni elfos, magos ni nada, puro pndejo

[slave to the system @ned2k_]

@jawagner92 “I already cashed out over $1B. I think I’m good for now”

[Culper @CulperResearch]

NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.

[slave to the system @ned2k_]

@markgurman @ianmking his net worth just went down -50%

[Mark Gurman @markgurman]

Breaking news from @ianmking: Nvidia CEO Jensen Huang admits to extramarital affair and the company board is now investigating him being targeted by a Chinese espionage plot. He remains CEO for now. https://t.co/jGYStYFo0M

[slave to the system @ned2k_]

@Caan_Pau owning a share has no value unless it has a shareholder yield. so the equity can be priced at whatever

for SE and NU (i don’t follow INTR), the market is punishing the value of the equity because they’re spending their cash flows on what the market things are bad investments

[slave to the system @ned2k_]

@FreyaResearch07

[slave to the system @ned2k_]

@auchenberg price is determined by whatever the next poor soul is willing to pay

[slave to the system @ned2k_]

@UvyatM that’s not a downgrade. they maintained the Buy rating but lowered the price target. the analyst has his own method of pricing the stock but from my experience working in the industry, you usually do this to adjust to other equity comps

[slave to the system @ned2k_]

@modelsnadderall they might just be running late to the zoom call

[slave to the system @ned2k_]

@SidiqKamardeen VCs aren't public investors. they're in the business of investing in startups, growing them, taking them public in a hot market, and then selling their positions. rinse and repeat. if they believed the valuation still had room to run, they would've kept funding it privately

[M1das @M1das_OW2]

ITS CALLED TWITTER NOW

[Joe Michael @theJoeMichaell]

Pronouns in email signatures by 10am tomorrow

[slave to the system @ned2k_]

@___4o____ short this 💩 to 0

[slave to the system @ned2k_]

@alexanderbittan buy it so that Chamath can dump his shares on you

[slave to the system @ned2k_]

@JaguarAnalytics we pumping $NAIL now