me

[me @papster7]

@wingoz Post 2013-2026 overall cable subscribers. Your chart is as misleading as it gets

[me @papster7]

@orrdavid Correct…they moved the goalpost last August / September from more compute creates God to more compute bc of agents. Market is late to that and software is really cheap now

[me @papster7]

@fivepointscap Disney is worth less than Netflix right now

[me @papster7]

@cap_zay @AC_newtothis Yea I agree completely. Looked that way to me for a little bit now and trying to figure what multiple is “fair” just wasn’t worth it.

Also the end state bull case from most always sounded exactly like current day Disney which was trading for half the value 🤷🏻‍♂️

[me @papster7]

@conorsen Dude what hahaha

[me @papster7]

@cap_zay @AC_newtothis It’s a media company that pushed price hard for 7 years. They’re building studio lots and realizing they need theater distribution. They have the worst live rights and no experiences. The entire bet is on advertising growth. All yours for $300 billion after a 50% drawdown

[me @papster7]

@WaterworldCapi1 Peloton

[me @papster7]

@PythiaR @atharvakpr Getting away from biz prospects of AI

Everyone that invests is talking about CPO scale out and memory wafer capacity. Trades fuckin donezo very soon. These stocks are fluttering hot air and have been for a minute and 2 yr+ forward estimates on tech hardware is absurd

[me @papster7]

@HughyJass58 @WaterworldCapi1 @P_Remarks There’s a comp issue in 2027 staring at most players in the space. Not all…can see an AMD accelerate but it’s slightly capped to me via dilution from meta & open ai.

growth at 10-20% from 140%…the risk reward probability isn’t great. Not a complex thing to grapple with imo

[me @papster7]

@HughyJass58 @WaterworldCapi1 @P_Remarks When dram prices peak, even momentarily, the stocks are dropping 30-50% in a month. I’m a memory bull but you have to be realistic about the velocity of the quarterly price increases. The long term contracts mean less than zero just like they did during Covid

[me @papster7]

@volisdead It’s coming for them and meta

[me @papster7]

@LiLa__lee18 No one cares. Twitter is mainly miserable people yelling about things. Do ur thing and have fun

[me @papster7]

@James17fly @SayianUzi @BrettSiegelNBA @ClutchPoints It does completely change it. That’s why I said it. 300 mil viewers in one country changes everything. Also was thunder pacers and 70 million viewers total watched the finals in the US. Ur comping to baseball w LA and LA vs NYY recently. Lakers Knicks would be 10 mil a game?

[me @papster7]

@XCorpHub @JimHODL Lol

[me @papster7]

@CorbinSmithNFL In theory a lot of the tax code is designed to incentivize investment and spending. The deductions are there as another financial justification to build a factory or do research, donate to charity, etc. Everything is about growth with a touch of greedy fraud sprinkled in

[me @papster7]

@stevehou @jakehalloran1 And OpenAI is a utility. That’s a new point

[me @papster7]

@stevehou @jakehalloran1 The talking points are revenue will 10x every year bc of coding ability and people will want ai to make a dinner reservation. Everyone’s dead but Google search is still selling ad space to the zombies to fund Gemini which killed Google search but search will still grow

[me @papster7]

@Investor_NICK_ @Crussian17 This is what everyone sounded like the day after Kobe scored 81 haha