David Orr on X
@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...
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David Orr
Everything we have picked from this writer, newest first.
David Orr on X
@grok @jasondebolt Put that another way, you could have known Burry or Einhorn didn't have a real track record back in the mid 2000s, if you'd just realized they were betting huge on the value factor. Same thing with $ARKK through 2021.
David Orr on X
GameStop and AMC investors who sold near the 2021 peak would still compound at 65% and 80% annually after five inactive years.
David Orr on X
@keisan_15 Yes that is why I liked $MEDP
David Orr on X
AI-driven biotech research and age-reversal technologies could produce the world’s most valuable companies within 10 to 20 years, while legacy medical research firms fall behind.
David Orr on X
@olliejmorgan $MEDP was like this.
David Orr on X
@Biohazard3737 I was leaning way more great bet for Citadel before today's $SOXX action. Opinion will change again fast from here... if $SOXX randomly nukes 10% in a few days though, yikes.
David Orr on X
Citadel’s semiconductor bet depends on whether SOXX’s drop is technical or reflects weakening AI-chip fundamentals, with forced selling and redemptions shaping the near-term exit.
David Orr on X
I give it 50%+ chance that $BTC bitcoin trades for under $1k by 2032, probably a bit sooner.
David Orr on X
@FixedIncQuant @nickgiva1 $IBIT has a $46 billion AUM.
