Springbok Finance

Thematic research and stock deep dives. Finding outliers in a sea of noise. Join us at Substack for free! 👇

[Springbok Finance @springbok_fin]

4% of public companies have generated 100% of net U.S. stock market wealth since 1926.

The other 96%? They returned no more than a one-month T-bill.

Most investors are diversifying across a graveyard and calling it a portfolio.

The real risk isn't volatility - it’s owning the 96%.

(1/5) 🧵

[Springbok Finance @springbok_fin]

@TradexWhisperer What is the source, please?

[Springbok Finance @springbok_fin]

@edzitron People who have used Claude, how do you expect Anthropic to not grow?

[Springbok Finance @springbok_fin]

@jukan05 NAND ASP increases from $0.3/GB in 2026 to just$0.32/GB in 2027. This rise seems very small.

[Springbok Finance @springbok_fin]

@jukan05 Projecting a very sharp decline in 2028 in ASP. Seems overly aggressive

[Springbok Finance @springbok_fin]

@DeepIceValue Just tell me what's the stoploss so I know how much money you're gonna lose

[Springbok Finance @springbok_fin]

@NoLimitGains Micron is trading at a much lower valuation than any stock you are talking about

[Springbok Finance @springbok_fin]

@min_aws @FoamOnTheRunway Please improve your English, you sound like a retard

[Springbok Finance @springbok_fin]

@min_aws @FoamOnTheRunway What you have written makes no logic. Just go to Micron's investor presentation and check out yourself which segment generates how much revenue.

[Springbok Finance @springbok_fin]

@CapitalObserver The company would know that the cycle is turning because they would start getting fewer contracts. That is when they are going to cut production to sustain the prices.

[Springbok Finance @springbok_fin]

@saxena_puru Bernstein's dead wrong. Let me tell you right now.

[Springbok Finance @springbok_fin]

@DeepIceValue If anybody can do it, then why are they not doing it? China is working overtime and spending billions trying to catch up on technology of these memory companies and will not catch them AT LEAST till 2030

[Springbok Finance @springbok_fin]

@DeepIceValue * I have the same brain

[Springbok Finance @springbok_fin]

@QC_Capitals Buy today itself. AI stocks usually run up a few days before the earnings and then correct once the results come out.

[Springbok Finance @springbok_fin]

@fiscal_ai $NOW The pretty revenue graph can only be generated by a SaaS company

[TrendSpider @TrendSpider]

No words

[Springbok Finance @springbok_fin]

@MilkRoadAI This is a good summary, but 3 months old news

[Springbok Finance @springbok_fin]

@DeepIceValue Man, it is so much fun to see your tweets 🤣🤣🤣

[Springbok Finance @springbok_fin]

@DumpitDE @DeepIceValue Imagine what will happen if Elvis Presley and Michael Jackson comes alive again!

[Springbok Finance @springbok_fin]

@itsmichaelluu We will have to learn to time travel to get to your buy zone