Sloth Capital

[Sloth Capital @sloth_cap]

@Zynchronic1ty @taobanker And then 3x or 4x if @taobanker is correct? This type of thinking is such a poisonous mindset.

[Jukan @jukan05]

* OpenAI Considers Drastic Price Cuts, Anticipating Costly War For Users With Anthropic - WSJ

[Sloth Capital @sloth_cap]

@ArneUlland Unless you were still adding, this makes no sense

[Dylan Patel @dylan522p]

Usage share of OpenAI grew vs Anthropic yesterday despite Mythos 5 / Fable 5 launch
Multiple power users at SemiAnalysis tried Mythos / Fable
Got refusals for nonsensical reasons
Got pissed off at Anthropic
Gave Codex a legitimate try
Now they actually prefer it to 4.8 Opus

[Sloth Capital @sloth_cap]

@teto8k 100%

[illiquidity providooooor @skyquake_1]

We're not quite there yet but its getting close with the mega raises...

[DaRazor @akramsrazor]

"The strength of my kids is that they’re too young to remember anything bad, and they are making so much money they feel invincible.”

“My solution to the current market,” the Great Winfield said, “Kids. This is a kid’s market. This is Billy the Kid, Johnny the Kid, and Sheldon the Kid.” “Aren’t they cute?” the Great Winfield asked. “Aren’t they fuzzy? Look at them, like teddy bears. It’s their market. I have taken them on for the duration. I give them a little stake, they find the stocks, and we split the profits,” he said. “Billy the Kid here started with five thousand dollars and has run it up over half a million in the last six months.” “Wow!” I said. I asked Billy the Kid how he did it. “Computer leasing stocks, sir!” he said, like a cadet being quizzed by an upperclassman. “The need for computers is practically infinite,” said Billy the Kid. ”Leasing has proved the only way to sell them, and computer companies themselves do not have the capital. Therefore, earnings will be up 100% this year, will double next year, and will double again the year after that. The surface has barely been scratched. The rise has scarcely begun.”

“Look at the skepticism on the face of this dirty old man,” said the Great Winfield, pointing at me. “Look at him, framing questions about depreciation, about how fast these computers are written off. I know what he’s going to ask. He’s going to ask what makes a finance company worth fifty times earnings. Right?” “Right,” I admitted. Billy the Kid smiled tolerantly, well aware that the older generation has trouble figuring out the New Math, the New Economics, and the New Market. “You can’t make any money with questions like that,” said the Great Winfield. “They show you’re middle-aged, they show your generation. Show me a portfolio, I’ll tell you the generation.”

[Sloth Capital @sloth_cap]

@KairosPraxis @4drant FoA grew 33% in Q1, anecdotal evidence is useless

[Greg Price @greg_price11]

BESSENT: "Sen. Wyden has slandered the Treasury building to cover up his son having an investment with Jeffrey Epstein."

WYDEN: "Nobody is interested in the rambling of a capo in the most corrupt regime in American history."

BESSENT: "Your son's largest investment position was Rick's Cabaret. Did your son and Epstein talk about poll dancing?

[Citrini @citrini]

@AlphaTrader00 @zephyr_z9 @VKMacro is a legend and honestly I emphatically agree with him at this point - you have to have a view on a lot more than just “this is a bottleneck” to expect to outperform durably from here

[Eliant Capital @eliant_capital]

Looks like the OpenAI, Anthropic & SpaceX IPOs are going to be very successful

[Sloth Capital @sloth_cap]

@bubbleboi Google is better than xAI at literally everything you mention here

[Eliant Capital @eliant_capital]

AAII Sentiment Survey posted its most bearish reading since the March lows with the indices 20%+ higher

[Mojo @MrMojoRisinX]

Value "investing" and macro "prognosticating" are a toxic combination...

Get your mind right

[Mojo @MrMojoRisinX]

SpaceX is rumored to IPO at ~$1.5T. The market says $TSLA is worth $2T.

Add X (Twit), Grok, Neuralink, Starlink, Boring Company and you're looking at a holding company structure like $SFTBY SoftBank or $BRKB Berkshire, not a car company.

But everyone's still arguing about car margins.

Buffett attained superhero status. So did Musk.
Page and Brin? Brilliant, but not superheroes. Bezos is somewhere in between.

Going long = "audacious ambition still matters"
Going short = "I'm exhausted watching rule-breakers get rewarded while I played it safe"

I've been long Tesla. I've been short Tesla. Both 'trades' worked. Neither felt right.

Because your position isn't really about Musk. It's about how you see your own life.

Are you proud of what you've built? Do you still believe impossible things can happen? Or has that belief faded?

If you're not even in the trade but can't stop thinking about the valuation, ask yourself why it bothers you.

Tesla and your view about Musk are really about the human condition.

Perhaps your Tesla position reflects how you feel about your own path?

[Worst Contrarian - BACK OFFICE @ LARP CAPITAL @larpcapitalwc]

whos laughing now ?

[Sloth Capital @sloth_cap]

@Plum_Capital @bucketshopcap I think it's more like 6-7 bn

[chatSBC @chat_SBC]

Hating on the best $CSU analyst for a very legit question is why the CSU investor base has a bad rep for being complacent/dumb (speaking as a long-time s/h)

Esp when AI and implications to growth/mgns are changing so quickly, understanding quarterly datapoints is critical

[Sloth Capital @sloth_cap]

@WaterworldCapi1 Probably lol. But a lot of people who were bearish AI from 2023-2025 have flipped, semis and momentum 3+ standard deviations extended to the upside, hedge funds just had their best month in 20+ years in April so why not take some profits. Reversal doesn't mean it's over.

[Sloth Capital @sloth_cap]

Seems like the most obvious factor reversal coming up that I've ever seen