Robert

[Mo Investing @MoInvestingHQ]

Everytime I hop on X

Jensen:

[Robert @RObert_1291_]

@MancTotter @Conservatives ...50 miles? Thats not commutable. Seems reasonable to claim rent. We have to have well paid and qualified members of parliament.

[Robert @RObert_1291_]

@CliffordAsness I think in your anger you might have made a small arithmetic mistake there Cliff.

[Robert @RObert_1291_]

@BergAslak @AnnaEconomist Yeah usually arrogant tweet from Taleb, unusually arrogant retweet from Anna.

[Robert @RObert_1291_]

@sdav1986 Why the hate for the ft?

[Robert @RObert_1291_]

@MetacriticCap Yes agreed he doesn't care about money off but he might care about the control. Ultimately I also think his goal is to get the combined entity into the s&p. Can raise equity then easily for terrafab. So maybe you are right and he will just speed things up

[Robert @RObert_1291_]

@aswren Do you think they will call an early election this year?

[Robert @RObert_1291_]

@pequityresearch 70m? I thought it was 50 max.

[Robert @RObert_1291_]

@NoCapCapital5 To play devils advocate: Yes while Ant is eating googles search business for a less profitable one.

[Robert @RObert_1291_]

@SmallCapSnipa JP expects AI capex to be 5.5bn from 2027 to 2030. In your graph we are adding 180 gw of compute. I.e. that is USD30bn per gw. I think there is some divergence there as I think other estimates suggest closer to USD50bn per gw?

https://t.co/YH0MeyidBE

[Robert @RObert_1291_]

@masayoshisson "A long term investment is a trade gone wrong" - City Proverb

[Robert @RObert_1291_]

@pequityresearch Where is that cash going to come from? Hyperscalers are already running out of positive cash flow. That assumes a massive revenue increases by hyperscalers.

[Robert @RObert_1291_]

@PythiaR But is that curve still in backwardation? For all we know those lower priced longdated deals were made in the past. Seems like we don't have data comparing current short term and long term deals.

[Robert @RObert_1291_]

@toadmeister Were any churches burned down? Could be another clue

[Robert @RObert_1291_]

@MoInvestingHQ $SAP could be a bellweather for cloud erp software. In face of reversed engineered software will be an interesting earnings.

[Robert @RObert_1291_]

@toadmeister Why don't we start an insurance business for "uninsurable" homes? Given all of the climate stuff is just a hoax...

[Robert @RObert_1291_]

@tolkathruth @visegrad24 Israel and its destabilization of the Middle East is the reason they are here.

[Robert @RObert_1291_]

@ClarkeMicah @simon_millig If Britain was actively invading France currently, your point would make a lot more sense. Quite sad really seeing a once great debater fall for foreign propaganda this way and make a point any middle schooler could refute.

[Robert @RObert_1291_]

@sdav1986 Probably worried about suffering Harrison's fate...

https://t.co/CQQ86M1UOF