@fammetaX Challenge accepted, no BS. The next $AMD moonshot is $AVGO. They're printing custom AI ASICs for the biggest hyperscalers while everyone else scrambles for capacity. AI data center buildout is still in early innings—347% feels conservative. Get in.
@MegatrendGlobal Curious to get your take on big jump in short interest. I’m still a little confused on how RH reports daily vs FINRA bi-weekly, but will be keen on seeing FINRA update next Tuesday.
Figure I might try to use this platform as a normie. Anyone interested in looking at 69-unit / 2022 vintage acquisition 45-minutes SE of Portland? 100% occupied, good unit mix, going-in 5.75% - 6.00%. DM for OM/T12/RR
@arjunarora_@BeardyBrandon Learned lesson is don’t borrow floating at a historic low when cap rates follow suite.
These “fund raisers” couldn’t raise the equity necessary on conservative assumptions. They were hitting triples on the back of cap rate compression and mistaking that as expertise.
@resetbasis@robbiehendricks Bro stop shitting on his deal structure in public, he needs to raise like $30M off DTC marketing how replicable this is to prevent the house of cards from collapsing
https://t.co/4MdQFff2tt
@robbiehendricks He estimates he’ll need ~$30M in the next 2-3 years for other ODC deals. Trying to scale up his “education” business to do help with that. First of many dominos to fall. Yikes
@robbiehendricks He estimates he’ll need ~$30M in the next 2-3 years for other ODC deals. Trying to scale up his “education” business to do help with that. First of many dominos to fall. Yikes
@Greenville1701@JoeVeyera Management companies are just meat shields and task doers for ownership entities. The SSHD needs an established management company if they’re going to finance close to 100% of the purchase with bonds
@benmaritz@AndrewDamitio Just feel like there's a better mix of local vs national developers in PDX vs SEA.
Projects being built by Security, Washington Holdings, etc still have a lot of character. See Hemlock in Greenwood, Angeline in Columbia City (my favorite development in the city).
@Clays26@PSInvestor They are facing delays, but customers are absorbing cost increase & this is really just impacting revenue timing.
The more important note on the call was that mgmt implied that without this supply chain issue, 26 guidance could have been adjusted higher.