Quant Capital

[Quant Capital @quantentangle]

@tanayj surprised they even did slides. this shit writes itself

[Quant Capital @quantentangle]

@rubicon59 heard on the street - the number of PMs/ middle managers switching back to classic software engineering IC roles has exponentially grown with AI. It's all hands on deck

[Quant Capital @quantentangle]

@rubicon59 some ppl dont like easy wins

[Barry Schwartz @BarrySchwartzBW]

20% roic and 5% organic growth. Stick it in my veins. $CSU.TO $TOI.V

[Chairlift Capital @ChairliftCap]

One of the more depressing conversations a person can have is public markets investors talking about their career outlook

[Geiger Capital @Geiger_Capital]

If you just put your entire portfolio into $GOOGL last April and then sat on the beach, you'd be up +155% in one year…

You stupid idiot.

[Jerry Capital @JerryCap]

12 months ago

"DA Davidson believes the "only way forward" for Alphabet $GOOGL is a complete breakup that would allow investors to own the business they actually want."

[CDM Capital @CDMCapital]

Was recently speaking w/ a Tier 1 POD team in TMT, they are spending $1,500 a day per person in tokens on a 9 person team.

Roughly $400K +/- per month, or put another way an additional 12 full-time analysts. That full pass-through expense is going to be nutty!

[Quant Capital @quantentangle]

great chart by @buccocapital on the new profit pools in this market

[Quant Capital @quantentangle]

nah that's been having a moment too

[Quant Capital @quantentangle]

it's a good thing Bloomberg isn't public bc i'd short that shit purely on the hell that is ASKB

[Quant Capital @quantentangle]

@ltmleverage its exactlly what CSU would buy...

[Kalshi Finance @Kalshi_Finance]

Just got this DM. Shit is getting real out there.

If you might be affected by this, I’d start making your exit plan and building up savings now

[Quant Capital @quantentangle]

@boneGPT so near term catalyst for all their share prices? lol

[Quant Capital @quantentangle]

@BoringBiz_ why not lock in while living a quiet life in the middle of nowhere

[Quant Capital @quantentangle]

@anandragn buy those two and log off for a decade

[Quant Capital @quantentangle]

@PythiaR shopping time

[Quant Capital @quantentangle]

@rubicon59 fantastic earnings - should see a stronger reaction tmrw hopefully

[Quant Capital @quantentangle]

@rubicon59 crossing my fingers for a juicy pipeline

[Quant Capital @quantentangle]

@JerryCap this. ppl don't seem to get that.