TheLAPurchaser (@TheLAPurchaser) profile picture

TheLAPurchaser

@TheLAPurchaser

L/S Equity. Not financial advice.

 Los Angeles, CA
Joined April 2020
  • Tweets4.9K
  • Following757
  • Followers7.6K
445Media
Photo by TheLAPurchaser (@TheLAPurchaser)Photo by TheLAPurchaser (@TheLAPurchaser)Photo by TheLAPurchaser (@TheLAPurchaser)Photo by TheLAPurchaser (@TheLAPurchaser)Photo by TheLAPurchaser (@TheLAPurchaser)Photo by TheLAPurchaser (@TheLAPurchaser)Photo by TheLAPurchaser (@TheLAPurchaser)Photo by TheLAPurchaser (@TheLAPurchaser)Photo by TheLAPurchaser (@TheLAPurchaser)Photo by TheLAPurchaser (@TheLAPurchaser)
Have a great weekend
TheLAPurchaser (@TheLAPurchaser) profile pictureTheLAPurchaser
@TheLAPurchaserOct 16
Have a great weekend
Image from TheLAPurchaser (@TheLAPurchaser)
1
15
723
$AMZN just guided AWS 1000bps above you on 2028 (the first time they’ve ever given a multiyr guide) and you’re negative because they missed the Q3 bogey by 100 bps?
16
15
2
334
28,792
I got a lot of flak for this... $GOOG $GOOGL
TheLAPurchaser (@TheLAPurchaser) profile pictureTheLAPurchaser
@TheLAPurchaserMay 7
My experience -- i rarely use search anymore. wonder if that comes back into the fray for $GOOG at any point. Curious how people's search usage has changed after downloading CC/Cowork and Codex?
5
1
31
7,976
Fire Mahoney $BSX
TheLAPurchaser (@TheLAPurchaser) profile pictureTheLAPurchaser
@TheLAPurchaserFeb 5
Fire Mike Mahoney $BSX
Image from TheLAPurchaser (@TheLAPurchaser)
2
14
3,462
The beatings will continue until morale improves
2
1,178
TheLAPurchaser retweeted
JADED BULL (@jksti) profile picture
JADED BULL
@jkstiOct 25
Replying to @rev_cap
That never delivers on his promises
1
3
682
Have a great weekend
Image from TheLAPurchaser (@TheLAPurchaser)
TheLAPurchaser (@TheLAPurchaser) profile pictureTheLAPurchaser
@TheLAPurchaserOct 16
Have a great weekend
Image from TheLAPurchaser (@TheLAPurchaser)
9
1,613
Do any funds use @Aiera ?
1,485
the loudest bulls at the top are now the loudest bears down -50 to -70% i know the 'trade' is over but y'all a bunch of morons
2
1
85
6,903
Lot of tourists in healthcare...try not to trip over yourselves
6
1
64
5,492
Here it comes $DIM.FP $SRT3.GY
TheLAPurchaser (@TheLAPurchaser) profile pictureTheLAPurchaser
@TheLAPurchaserSep 22
$DIM.FP / $SRT3.GY still a laggard as the rest of the group getting bid. Catch-up incoming.
1
5
1,785
Julie 'Sandbag' Sawyer Montgomery Great first showing. Welcome! $DHR
TheLAPurchaser (@TheLAPurchaser) profile pictureTheLAPurchaser
@TheLAPurchaserOct 21
Fire Rainer $DHR
1
1
22
3,814
Fire Rainer $DHR
TheLAPurchaser (@TheLAPurchaser) profile pictureTheLAPurchaser
@TheLAPurchaserJul 20
Alright Rainer. You didn't have a lot of fun at 16x did you?? Let's try this again tmwr. Wow me. Seduce me. $DHR
2
1
23
8,235
Have a great weekend
Image from TheLAPurchaser (@TheLAPurchaser)
1
45
4,160
Upward rate pressure ending Tax loss selling coming to an end Move past midterms in a couple weeks Positioning washed Everyone broken Adoption curves more than ok Dont have to aggressive on valuations Earnings will be great Think it's all ok from here
3
1
74
4,856
Do you guys hear that? Silence. Not a word from the sellside on Anthropic. IPO gag rules have them hiding in witness protection. Cowards.
TheLAPurchaser (@TheLAPurchaser) profile pictureTheLAPurchaser
@TheLAPurchaserOct 14
The bankers advising Anthropic are jackasses for letting this closed door, pre-roadshow analyst day happen
82
6,325
Well guys. Looks like Trump figured out a way to get rates down
Image from TheLAPurchaser (@TheLAPurchaser)
4
2
95
8,677
The bankers advising Anthropic are jackasses for letting this closed door, pre-roadshow analyst day happen
5
6
2
429
43,281
*I didn’t bother to correct it b/c it gave me time to appropriately adjust my portfolio to capitalize upon a future correction.* Not even mad about it, but can we call a spade a spade?
Brad Gerstner (@altcap) profile pictureBrad Gerstner
@altcapOct 10
Replying to @negligible_cap
There is near zero chance anybody on the finance team at OAI said $70 B was “net revenue.” This is shit reporting & CYA by @FT. I didn’t correct it bc it was so obviously end of year not current run rate. Pretty common knowledge had FT bothered to ask around. 🧐
2
56
9,901
Pretty cool what health systems are already doing…
Image from TheLAPurchaser (@TheLAPurchaser)
Scott Gottlieb, MD 🇺🇸 (@ScottGottliebMD) profile pictureScott Gottlieb, MD 🇺🇸
@ScottGottliebMDOct 8
My article in the Journal of the American Medical Association's Health Forum proposes a new regulatory model for clinical AI. 'Congress has the chance to advance clinical AI through a framework that carefully balances the need for local innovation and wider access' @AEI
Image from Scott Gottlieb, MD 🇺🇸 (@ScottGottliebMD)
Image from Scott Gottlieb, MD 🇺🇸 (@ScottGottliebMD)
Image from Scott Gottlieb, MD 🇺🇸 (@ScottGottliebMD)
1
1
26
3,378
Load more