Anthony Qi

Hi, I’m Anthony Qi. Former and aspiring investment analyst, currently working a few different projects!

[Anthony Qi @notesonmargin]

I don’t care which Bill does it, @bstaples or @BillRMcDermott but either / both of the two pubco’s I own needs to build this before I have to pull a Thanos and do it myself:

[Anthony Qi @notesonmargin]

long pitch for $GTLB + other devops tooling:

[Anthony Qi @notesonmargin]

*constraints

[Anthony Qi @notesonmargin]

This is so obviously some sort of ego trip / some sort of weird desire for a swan song on the way out. Cant be the rest of the exec team that said no, because they’re pretty much all gone after the past two quarters aren’t they.

[Anthony Qi @notesonmargin]

How much of an arrogant garden gnome do you have to be to decline a takeover in order to go it alone in public markets? Like dude. Take it private and fix it up there. You came out of retirement to tank the stock like 50%… should’ve stayed home, Todd

[Josh Fineman @jfineman]

$PZZA Papa John's CEO says not selling, sticking with transformation plan - conf call comments https://t.co/c9HNuZvntA

[Anthony Qi @notesonmargin]

There’s absolutely zero appetite for this in the public markets right now. Incremental $ has too many other dips to buy if they’re so inclined (energy, healthcare, “quality” LTM losers). Turnarounds in consumer? Yeah nah everyone’s dead inside after years of $NKE $CMG $LULU $SBUX

[Anthony Qi @notesonmargin]

Sad to hear. Always liked that he was here on Twitter with us like an egg in the trenches.

[Anthony Qi @notesonmargin]

Some big picture (and likely useless) thoughts on the semi chain. $ASML $TSM
https://t.co/EmBpMHCWzE

[Anthony Qi @notesonmargin]

Eventually, Kars

[Anthony Qi @notesonmargin]

@PrinceKiddette @GarladorJones Gotta be GI Joe from 2009.

[Anthony Qi @notesonmargin]

5.6 is really into pet policies for some reason (my query was on a CPU slowdown)

[Anthony Qi @notesonmargin]

Bad juju, counting chickens before they hatch

[Wall St Engine @wallstengine]

Redfin estimates OpenAI and Anthropic employees could hypothetically buy 29% of all homes in the San Francisco metro with post-tax IPO equity.

Breakdown:

OpenAI employees: about $135B post-tax equity, enough to buy 20% of SF homes.

Anthropic employees: about $63B post-tax equity, enough to buy 9% of SF homes.

[Anthony Qi @notesonmargin]

Spider-Noir is so good I’m already mentally preparing for a season 3+ generational choke like The Boys

[Anthony Qi @notesonmargin]

It was not very ADA compliant of the Hunter Association to disqualify that one guy who got his arms turned into flower petals.

[Anthony Qi @notesonmargin]

Algo trading is much less dopamine after you come across the existence of multiple testing / FDR testing

[Anthony Qi @notesonmargin]

oop

[Anthony Qi @notesonmargin]

@jpattueyi But I thought your father passed when you were 4?

https://t.co/VvlgEcmBqk

[JP Attueyi @jpattueyi]

I was unfortunate to have lost my father aged 4. However, his legacy still stands to date. I have gotten favors just being the son of Joseph Attueyi. I definitely can't relate to not celebrating your father.

I wish I had more time with him, but I'm grateful for being his son!

[Anthony Qi @notesonmargin]

@TheTennisLetter Really poor sportsmanship from Basavareddy if it was just an innocuous slip up from Ofner (which it looks like it was).