yc

equities enjoyor | ✝️

[yc @yc989]

trump is going to win, I don’t think it will be particularly close

people will look back on this election and say “wow how was the market still at 50/50 after trump took a big lead in Nevada”

justice4pnut

[yc @yc989]

@RHouseResearch @CoorsLightCEO @MichaelSelig Kalshi unfortunately is run by deft operators who know how to curry favor with both parties. Total blight on society, but I wouldn’t bet on their demise.

[yc @yc989]

@satzcap Are you the GOAT?

[yc @yc989]

@stfbutnou How can it be the next memory when the stocks already trade at elevated multiples with large rev growth priced in?

[yc @yc989]

at $1.9B market cap, you have:
- 279x P/E multiple for FY 2028
- Massive execution risk
- No serious customers / revenue streams yet

$SIVE is a dud, sorry.

[Serenity @aleabitoreddit]

@RJCcapital Bruh $SIVE is $GFS reference laser, $JBL 1.6T pluggable laser, Ayar CPO scale up laser, $POET scale out laser, O-Net ELS laser.

And many other undisclosed partnerships.

Watch and learn.

[yc @yc989]

When claude is doing all my excel modeling, PowerPoints, and responding to emails, I assure you I will not need to pay for Office any further

[CapexAndChill @CapexAndChill]

Ackman views $MSFT as having an "impossible to disrupt" position in enterprise software. The base Microsoft 365 package has 450M users at a very low cost per seat, roughly $200 per customer. It would be nearly impossible for an enterprise to replace these various components with 3P vendors, even at twice the price.

Microsoft Copilot gives enterprise employees a secure way to access AI tools without putting the company at risk of extreme cloud computing bills or exposing proprietary data.

[yc @yc989]

@grok estimate the amount of capex and overhead OAI spent on this

[OpenAI @OpenAI]

We’ve designed and built our first AI chip: Jalapeño.

Designed from the ground up by OpenAI and brought to production with @Broadcom, Jalapeño is purpose-built for the LLM workloads powering ChatGPT, Codex, the API, and future agentic products.

Chips are foundational to the AI economy. Building our own expands our full-stack platform from products to models to infrastructure, and will help us scale intelligence, serve more people, and expand access to AI.

[yc @yc989]

@satzcap I think it’d be too much to sell all AI exposure. You just want to be in a position to buy the dip.

[PurpleDrinkCapital @PurpleDrink_LLC]

Swing trading $CRWV is like sticking your penis in a cheese grater

[yc @yc989]

@satzcap

[Josh Young @JoshYoung]

The end of this video is stunning. Trump signs the MOU, Macron says good job, everyone applauds and then Trump says "oil down, stocks up" - with hand motions!

[yc @yc989]

Even better example than Amazon

[Punnett Square Capital @punnettsqrcap]

@ADHD_Capital Yes no reason Coca Cola and See’s Candy should trade at higher multiples than the cane sugar farmers 🤪. Farmers control the supply, Buffet has it all wrong lololol

[yc @yc989]

Amazon relationship with its sellers is a good counter example against Chanos’ point.

[Wall Street Rollup @WallStRollup]

Jim Chanos: "Middlemen should never trade at higher multiples than the company that controls their supply"

[yc @yc989]

It's more fun to believe in Burry as a mythical hero, a contrarian savant and a generational investor.

Unfortunately, it is increasingly unlikely to be the case.

[Negligible Capital @negligible_cap]

Burry in shambles

[yc @yc989]

Just asking a question in response to your tweet.

DEI still exists at many institutions, just because it is illegal, does not mean it is not being practiced.

I suspect that this incoming analyst class would show some statistical anomalies when compared to the racial composition of the "qualified" applicant pool.

[yc @yc989]

@rennyzucker @Vandelay_Ind__ @chadfinglebutt I count more black women than white people. Do you think that is proportional representation to the qualified applicant pool?

[yc @yc989]

Me, getting baited into buying $CRWV above $100 at local tops, for the third time this year:

[yc @yc989]

Imagine paying $100k for courtside seats trying to impress a girl and getting absolutely blown out for two hours straight 😂

[yc @yc989]

Knicks fans are among the lowest forms of human life and I am absolutely hate watching rooting for the Spurs

[yc @yc989]

Knicks fans are among the lowest forms of human life and I am absolutely hate watching rooting for the Spurs

[yc @yc989]

holy shit

[Ethan Mollick @emollick]

Fable: "write me a rhyming poem with six four line stanzas, each stanza removes another vowel. the first has no u, the second no u or i, etc."

[yc @yc989]

@satzcap orange man giveth
orange man taketh