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@ContrarianCurse Is ads not ripping?

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@bucketshopcap Is there a 50/50 shot their distribution channel will be illegal in 3 months?

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@Restructuring__ What if we raised prices

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@RepNateMoran Like you aren’t going to just do whatever he tells you too like a good boy

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@TMT_Jack_ @viggy_krishnan AMZN will be at $225 and thriving

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@jbulltard1 Search accelerated, anything else is just backfilling narrative

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@gordocap18 Before there were pod shops it traded at 16x for a decade?

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@evrgn11112231 It’s DRAM

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@kaizen_cap Yes. Get a theragun

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@lfg_cap Agree, but why does AMAT get painted with this and not Lam/tokyo?

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@PrefShares Idk about PA scale. Institutionally was told we had to fund purchase via a local domiciled bank which was nonstarter

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@TBU12345678 The General Electric Company

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@lokoyacap @viggy_krishnan @losaturnalia @doodlestein @JaredKubin LLM rev could go to zero tomorrow and ATVI would still be the worst capital allocation decision of the last 5 years

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@PrefShares He’s conflating ORAN and shared RAN and thus is completely wrong. ORAN is using open source radios so it’s easy to mix and match between Ericsson and Nokia. Shared RAN is expressly forbidden in all US tower contracts but would be two carriers sharing a single radio

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@DeepSailCapital ICE

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@ChairliftCap Aero engine transition to RPFH

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@tangentstyle 🎉🍾

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@ChairliftCap That write off is going to be a great tailwind to EPS next year

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@dalibali2 Bvf