Wall Street Walrus, CFA

[Wall Street Walrus, CFA @wallst_walrus]

@ihatepivots was falling off

[Wall Street Walrus, CFA @wallst_walrus]

@gaIaxygang or a meeting that was purposefully telegraphed to paparazzi vs one that wasn’t…….!

[Wall Street Walrus, CFA @wallst_walrus]

@camiswise89 it’s a photo op

[Wall Street Walrus, CFA @wallst_walrus]

@danywander yo his hands are weird

[James Chanos @RealJimChanos]

This isn’t even remotely true. $AMZN went public in 1997 at a $450M valuation, or 3x revenues. $GOOGL went public in 2004 at a $23B valuation and at 7x revenues. $META had a $104B valuation in 2012 at 20x revenues(and immediately sold off almost 50%). SpaceX dwarfs these numbers.

[Wall Street Walrus, CFA @wallst_walrus]

@Hulk9Smash it’s wild because in the s-1 they specifically cite GlobalFoubdries $gfs and their supplier and skywater isn’t mentioned once…

[Wall Street Walrus, CFA @wallst_walrus]

@paullecoque one has demonstrated logical qubits…the other hasn’t. where are you coming from

[Wall Street Walrus, CFA @wallst_walrus]

@DesFrontierTech uhhhh how are you spinning the positive for the one company you like being excluded

[Wall Street Walrus, CFA @wallst_walrus]

@avgvalueinvest It’s been interesting to see that barons consist3ntly ignores them for some reason, maybe pay to play

[Wall Street Walrus, CFA @wallst_walrus]

@PScatterpatter what happened to milwaukee? I thought they were the goat for a while there

[Wall Street Walrus, CFA @wallst_walrus]

@miscomputate it’s not about numbers with this stock, it’s about narrative. and where was the narrative that the 256 qb computer did something new? no news, sell

[Wall Street Walrus, CFA @wallst_walrus]

@polinapompliano anything to see this loser in a bad mood

[Wall Street Walrus, CFA @wallst_walrus]

@valuedrift “sort of” is doing a lot of heavy lifting here

[Wall Street Walrus, CFA @wallst_walrus]

hmmmm… $wlac $nbis $crwv

[SPACuity @SPACuity]

Whether you own it or not, $WLAC is critical for SPACs. 90%+ of SPACs don't work; but names like this are what give us hope. Not just hope - but the ability for the theoretical "equity upside" to be a reality. Otherwise, these are just discounted TBills. Hopefully there are more.

[Wall Street Walrus, CFA @wallst_walrus]

@SPACuity ytd in data center land…orange is WLAC

[Wall Street Walrus, CFA @wallst_walrus]

@friedoystercult the only one to get me to chuckle so far

[Wall Street Walrus, CFA @wallst_walrus]

@lisaabramowicz1 we just ignore the bear market crypto commentary then? step up your game lisa

[Wall Street Walrus, CFA @wallst_walrus]

@NickNemo17 pe-level keverage on dual-sided platform businesses with a declining core retail business model hit damn who wouldn’t be cool with 8x that 4d chess move

[Wall Street Walrus, CFA @wallst_walrus]

@Iliekstonkz @ryancohen ? this is a fair way that things have been done previously…ackman does it too