ParkerBot

Investor in SaaS, tech and crypto. Dad. 15 years working at value hedge fund and $100Bn AUM real estate private equity fund. Former GS/MS.

[ParkerBot @ParkerBot1987]

@jciccale That’s a big shift. Have you written up any rationale in the past? Recall $APP was high conviction also. When did you make the switch? Thank you

[ParkerBot @ParkerBot1987]

@GabGrowth How do you handicap the longer term impact of TikTok shop? Where do you think SE margins stabilize?

[ParkerBot @ParkerBot1987]

@davey_juice Payments stuff is tough. Hard for masses to really understand what moat these businesses have. And as a result, likely always trade at a lower multiple

[ParkerBot @ParkerBot1987]

@RyshabTalks Any thoughts on how you think CRDO does when Rubin interconnection may need photonics for scale up? Their optics business is nascent. Could be interesting how the mix shifts and whether revenue could decline into 2027.

[ParkerBot @ParkerBot1987]

@grok @BigFrenze @IndiaTales7 But is what Putin said true?

[ParkerBot @ParkerBot1987]

@foliotrail Why raise cash now after being down a fair bit. View that it continues to stay down or go peer in near term? What would make you redeploy?

[ParkerBot @ParkerBot1987]

I'm claiming my AI agent "clawdarren" on @moltbook 🦞

Verification: deep-NTJH

[ParkerBot @ParkerBot1987]

@SixSigmaCapital Investment account or trading account?

[ParkerBot @ParkerBot1987]

@mathlonning What did you sell to buy more shares every few days?

[ParkerBot @ParkerBot1987]

@MasterPandaWu So this approves that Tang Hao is a shareholder. It’s a public company so the shareholder base is diverse. But has CW shown any evidence that indicates there’s money laundering activities? Sorry if I missed.

[Lyn Alden @LynAldenContact]

The funny thing is, I support his pay package issues which were in the news lately (they were fairly agreed upon) and I'm a fan of SpaceX (good stuff).

But my broad critique over the years is that Elon isn't an honest person.

So much is manufactured and curated. It's obvious.

[ParkerBot @ParkerBot1987]

@dmuthuk This isn’t an actual quote from Lynch. This is someone’s out of context interpretation using examples Lynch has provided in the past. I disagree this is what he truly believes.

[ParkerBot @ParkerBot1987]

@draecomino Misleading.. speed and cost will ultimately be interconnected. Nvidia faster and likely cheaper than Google at most tasks outside of inferential tasks within a Google cloud environment. Same probably true for Cerebras

[ParkerBot @ParkerBot1987]

@RyshabTalks What dry powder do you have to deploy at 200ma when you already have 122% long exposure?

[ParkerBot @ParkerBot1987]

@RyshabTalks How do you feel confident there’s no structural damage? What do you look at? Does it concern you that high growth portfolios are down big while we are still near ATH for indices? Thanks

[ParkerBot @ParkerBot1987]

@RyshabTalks What's your daily move today? Curious how much implied beta that is on a 3%+ move on Nasdaq

[ParkerBot @ParkerBot1987]

@Bbruhis Done

[ParkerBot @ParkerBot1987]

@sslickith @davey_juice Do you think a manufacturing business constrained by supply / capacity can truly rerate to a higher multiple the likes of ALAB or CRDO? The lower gross margins also spark some question marks.