MNSportsNation

[MNSportsNation @svocktigon]

@DrewCohenMoney Why do you think copart has more Reddit posts talking about it and App Store reviews? Are IAA buyers more institutional?

[MNSportsNation @svocktigon]

@BramVGenechten There’s still time to close the short @realsteveeisman

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@ariaradnia Maybe trim a lot of ASML?

[MNSportsNation @svocktigon]

@buccocapital Not if you’re long term

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@dailyurabe Definitely the worst account on that app

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@RAMCOCAPITAL @breadcrumbsre Yes, that is a mitigant

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@RAMCOCAPITAL @breadcrumbsre Independent service providers

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@PythiaR Realizing the entire semiconductor trade is all the same and just beta is humbling

[MNSportsNation @svocktigon]

@HettyGreen2020 Yeah I mean he’s an interesting guy and has had success but LTL trucking and waste were still very fragmented with no Goliath on the horizon when he was consolidating

[MNSportsNation @svocktigon]

@stockpickerspb It’s ok. I’m sure there are plenty of capitalists who are “stalin disciples”

[MNSportsNation @svocktigon]

@stockpickerspb What happens when hyper scalers, cash strapped and under pressure from investors, decide the best way to cut costs is to bribe TSM, make their own chips and languages, and stop this egregious pricing pressure from nvidia?

[MNSportsNation @svocktigon]

@CeleritasRe Private equity back service providers are eating their service revenues and new 🆕 placements are fiercely competitive

[MNSportsNation @svocktigon]

@Alb_dgi @rhunterh That is not a network effect….

[MNSportsNation @svocktigon]

@GabGrowth Growth reaccelerates and is lumpy all the time

[MNSportsNation @svocktigon]

@PythiaR @IgnoreNarrative The oracle of Delphi!

[MNSportsNation @svocktigon]

@Biohazard3737 The moat for exchanges was never regulatory

[MNSportsNation @svocktigon]

@DurableCreators Yeah, but I feel that should be made up for in pricing right? Semicap just looks like the same trade to me, would probably buy a bundle of them than concentrating on one