Maj Soueidan on X
Anyone have a direct line to $MG, call them now. We have a code red!!! https://t.co/zgvG6Ik5vi
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Raging Capital Ventures on X
I agree there are differences in HBM vs. NAND. I said we are “around” the peak of the cycle, with $SNDK much more at risk. Memory is an intensely cyclical business with a long history of booms and busts. Cyclical peaks are typically associated with double and triple+ ordering, as we are seeing today. Paybacks on new capacity are 1 year or less; capacity will come. $ASML is the primary limiter of capacity growth for DRAM/HBM, which is bullish for limiting supply growth in those markets. NAND is far less defensible. Memory is the biggest pain point in the ecosystem today and many entrepreneurs and engineers are intensively focused on solving this problem with innovation and other adjustments. De-speccing is already commonplace and memory pooling is coming. Finally, I am not saying it is time to short these stocks (although I am short some $SNDK). What I am saying is it is very poor capital allocation for $MU, $SNDK, etc. to be buying back stock at these multiples of invested capital.
Chris Camillo on X
13 years of hype should have made today almost impossible to live up to. Somehow for most GTA fans Rockstar delivered. $TTWO https://t.co/Uh56v646rL
Negligible Capital on X
The GTA 6 trailer is insane. Could genuinely cause a boom in strip clubs, guns, drugs and alcohol GTA IV Basket: $RICK likely gets slammed $SWBI $RGR $MSOS $TAP $DEO Etc.
Chris Camillo on X
GTA VI gameplay reveal reactions coming in 10/10. You know what I did. $TTWO
UK Primer: The Equity Revival
UK equities trade at decades-wide discounts to developed-market peers as improving sentiment, capital reform and foreign M&A support a…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
⚽️📡 on X
SILC is the only pure play hardware pics and shovels for cybersecurity with $FTNT $NTSK $AVGO $CSCO $DELL etc, etc, as customers With a edge ai CustomNIC biz deals w/ hyperscalers just starting to grow Very uniquely positioned and favorable evaluation building upon multiple Qs of growth
JabroniCoin.USD on X
Victory Capital $VCTR is a traditional asset manager that has crushed traditional and alternative asset managers over the last 8 years. Despite being in a “melting ice-cube” industry and not having that much multiple expansion… https://t.co/4uzVT9gRJl https://t.co/rrHsOqxTvM
Farmer on X
A concept I've thought about for awhile w/o making any real progress is running quant strategies with expert human judgements as an input. e.g. a human proclaims that $IGV will mostly trade on vibes for the next 2-3 years, so you start running a quant strategy on it that's purpose built for things that trade on vibes
Myles on X
@ArgonathCapital Yeah the problem is crowd strike has a really narrative behind it. $ASAN is my largest single stock short atm.
BDC on X
@BoxLongs They wont close it down. But they could structure something so that $SNAP shareholders no longer footing the bill directly
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
BDC on X
Specs - we are coming to a tipping point one way or the other. Will it be a disaster despite 7k patents filed and $3.5B of sunk cost over a decade and some really cool cutting edge functionality? Probably. That's because there's a limited TAM at the $2.1k price point and given that the specs look absurd. So what will Evan do if sales are horrible? $SNAP
BHVN 2026-08-27 Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels
Edmund Ingham 5 clicksBroken Moats on X
Always fascinating people willing to pay over 2x multiple for a company like $TEAM which at current levels hard to argue is pricing in much disruption threat v. an $AMZN which has a higher growth rate too
BDC on X
Subs are the $SNAP inflection nobody has cared about, yet: H/T @Jack64128896 for the find on memories https://t.co/c5FVBZfK4c
John_Hempton on X
@AMCOracle I get it. Apes think I am stupid. Buy more $AMC. It is good to trade against stupid people.
Myles on X
$IGV up 7% today. My short book (which as of the last couple weeks has become reasonably software heavy) is in painnnn. Hate that these things all just trade as a basket now.
Negligible Capital on X
$META has been pulling back on their Anthropic spending a bit this summer but is still spending hundreds of millions per month "Nat Friedman, Meta’s head of A.I. product, has told some employees that if Meta uses only its own coding tools or ones from OpenAI, it could lower Anthropic’s revenue before its public offering, the people said." -- NYT Curious what the S-1 will have to say about this
Trevor Scott on X
$IGV +7% $CSU.to $TOI.v $LMN.V +1% TSX operates on a delay
Negligible Capital on X
*META COULD SPEND UP TO $10B/YEAR ON ANTHROPIC AI: NYT So $META is like 15%+ of Anthropic's ARR? "At one point this year, Meta internally projected that it could spend as much as $10 billion annually on Anthropic’s A.I. models, said two of the people, who declined to be identified discussing private information. That would have formed a major chunk of Anthropic’s yearly revenue, which the start-up estimated in July would pass $65 billion." - NYT
Negligible Capital on X
Not only are $IGV and $SOXX both green today, but $IGV just flipped positive YTD, led higher by $CRM up 20%, and cybersecurity names ripping after $CRWD and $OKTA Software and Semis are friends again https://t.co/pYgkP9Rtsw
Late August 2026 Random Ramblings
Higher rates threaten equity multiples and AI data-center economics, while UWMC and Cogent raise questions about CEO-driven capital…
