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Everything we have picked from this writer, newest first.
Saw a post that "non-AI" stocks have nearly -1 corr to the market. What are some examples of good companies getting left behind by capital flows? Maybe $OTIS at 15x '17 P/E with ~80% of EBIT coming from elevator maintenance? Any other good ones with a 10 year time horizon?
@breadcrumbsre $FERG is already what $QXO wants to be! $QXO…raise tons of equity at inflated values (while Brad buys stock for peanuts). Buy companies in auctions at high prices. Pitch magical synergies to double EBITDA to raise more equity at high valuation….profit?
Just migrated my wife from @evernote to @joplinapp because @bendingspoons $BSP is a predatory company that price gouges old consumer apps. They make everything hard to do (on purpose) because $BSP is a scam company. @FTC @OIGFedCFPB
@VJNCapital Look at $GOOG comparison (made by Muse AI)! https://t.co/WhXddWHhUj
@BlueDuckCap Long TF outta $META 🚀
More $QXO short victory lap here!
@realroseceline $SPOT
@Gubben89 Replacement cost for $MU production capacity is probably $100-150B today. Why doesn’t @elonmusk announce that he is going to spend $50-100B building DRAM/HBM in US? A pittance for $SPCX and resolves the bottleneck? Even if it takes years, it helps alleviate current price gouging?
$BSP https://t.co/zo5oqwTXa3
@kevin_smith45 $LLY
@dalibali2 $META $AMZN $HONA $PM $COF $GSHD $523A.JP
@TrungTPhan $BSP will end in tears. So obvious.
Wen $BSP borrow? The Valeant of B2C software. I was told that all software is a zero bc of Claude?
$QXO short has been okay
$DRAM short has been okay
@FoxNews Paging $SABR
@ramahluwalia $GSHD ~double off the early June lows was easy money!
$DRAM ETF has $10.5B of creation equity since April inception. I am sure these are all sophisticated investors that have closely mapped supply and demand, not fast money retail bag holders chasing momentum. 🧐
Bubble Spidey sense is starting to tingle pretty hard here! $GOOG and $META secondaries, silly SpaceX IPO valuation, Anthropic and OpenAI IPOs coming. Who is going to soak up all of this incremental equity supply? If investors start to balk, the music stops pretty quickly!
$BGS LOLZ! Just priced $475M sr notes at 11.625% to refinance 5.25% 2027 sr notes. Way worse than I expected. Circling the drain! Mark it zero! https://t.co/lwXYgOO069
