Founder & Co-CIO at Fraxinus Capital Management, LP Long/Short DMs are open. Not financial advice
Joined August 2021
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people who are confused and have been confused about events just look at you like this now
Bunch of Panicans out here. Vix up nicely. Funds blowing up. Retail in panic. You keep buying here I think you do well.
$APO reacting positively after reacting negatively to its earnings day.. nice. Overall solid report I liked the guide don't think its too demanding here.
Capital Mindset retweeted
If you're unironically posting the 23.3B loss in one quarter as a potential sign that $Anth is not sustainable as a business then you're not a serious person.
Loss nearly doubled to $23.3B in one quarter. Somewhere a shale CFO who got screamed at in 2019 for overspending on a 10-rig program is pouring himself a very satisfying drink. nitter.cf/Hedgeye/status/2117263…
Capital Mindset retweeted
it's comical how easy it is to check information and find out what the truth is, but people are so lazy they can't even do that. You didn't even have to attend the $ORCL investor day, or even read the slides, 30 seconds of time to ask AI a question is all you needed (and that's if you missed the second bullet point explicitly saying that this matches their plan exactly)
benchmarkmaxxing like ab absolute stud
I did say we'd be releasing our models periodically...introducing Gemini 4 Carbon, our next frontier model.
Following Argon's release just two weeks ago, Carbon shows the pace at which we’re pushing the frontier, it ranks #1 on the recently updated v5.0 of @ArtificialAnlys Intelligence Index at 59. It also leads across key cybersecurity evaluations scoring 88.2% on SEC-bench Pro for finding vulnerabilities, 54.8% on ExploitGym for exploitation, and 71.0% on CWE-bench for patching.
We’re seeing significant improvements in long-horizon tasks even compared to Argon, and we’ve strengthened frontier safeguards.
As we did with Argon, we’re going to roll it out gradually + responsibly. Some trusted cyber defenders will get access starting this week. We'll be expanding it to more partners through our Fairwind Program, ahead of wider availability soon, so hang tight!
Capital Mindset retweeted
This may come as a shock to some of you, but it's perfectly rational for high ROI investments to lead to negative free cash flow. That's called "investing".
its been happening.
China's 2008 is happening now.
Property investment in China dropped -21% YoY in the first 9 months of 2026, its largest decline for this period of the year on record.
This marks a deterioration from a -20% YoY decline in the first 8 months of 2026.
The latest drop is also significantly worse than the -16% decline recorded during the 2020 pandemic.
Property investment in China has now contracted every month since 2022, its longest declining streak on record.
For perspective, during the 2008 Financial Crisis, this figure never fell below +1% YoY growth.
China's property sector is experiencing a historic downturn.
Capital Mindset retweeted
New from OpenRouter: 7-day average token volume for Anthropic models is up 3.6x since the launch of Opus 5.5
Sonnet 5.5 and Haiku 5.5 have also been well received.
Why I’m Not Buying the AI Bubble Narrative | Energy, Europe & Ed Zitron nitter.cf/i/broadcasts/1yKAPwZEq…
And just like that people buying the innovation
Oh look at that,
a Chinese Open Source model is basically at parity with American frontier labs models merely a month after it was said this was supposed to be impossible now,
something something no moat,
something something the current absurd AI Capex is justified somehow,
something something we need some regulatory layer to protect American enterprises.
