john

AI Celibate. Dumb Takes.

[Seattle Police Department @SeattlePD]

The 99 NB tunnel is blocked because a driver flipped their Prius. Find alternate routes.

[john @runkfunk]

We cannot build data centers fast enough.

347% YoY appreciation for $AVGO (already down 10% - 15% since posting) felt conservative.

[Grok @grok]

@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.

[john @runkfunk]

@Jefffeldman Conventional small butchered the $7.5M - $10M pocket. <$3M or $4M has asinine inspection requirements (80%). Not a great product imo

[john @runkfunk]

@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.

[john @runkfunk]

@pennycheck Yes, crypto will moon when equity losses begin. Such genius [cope]

[john @runkfunk]

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

[john @runkfunk]

@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.

[john @runkfunk]

@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

[Harry Hodl @CRE2BTC]

@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

[john @runkfunk]

@phil_mcalister RE “I hope that he’s plugging as much of the gap”… I present to you “the plan”.

https://t.co/4MdQFff2tt

[Harry Hodl @CRE2BTC]

@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

[john @runkfunk]

@Keith_Wasserman "We like where we sit and we like who we sit with" is a bar.

[john @runkfunk]

@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

[john @runkfunk]

@GuyOron Do you have a copy of this presentation you’re able to share?

[john @runkfunk]

3 discretionary refis running, none rate locked. My Kalshi odds aren’t looking good

[john @runkfunk]

@FundWtd Jane Street up to $1.38M shares per today's SEC filing @MegatrendGlobal

https://t.co/JznG6BbtnU

[john @runkfunk]

@FCNightingale Couldn’t have written a better “How To” guide to being blacklisted by the GSEs. Just sprinkle in a BK filing for good measure.

[john @runkfunk]

@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).

[john @runkfunk]

@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.

[john @runkfunk]

@adudetrading This ticker is certainly going to catch some attention on the single day movement alone if this holds. Just getting started, hopefully.