CFA who has heard ''Great quarter guys!'' on many conference calls. Just opinions. GreatQuarter @ Twitter, Substack & SeekingAlpha. DMs open.
Joined July 2015
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I shorted $PURR but have covered at a profit due to lots of credible parties -- Citrini, Novogratz, Duncan --thinking its real. Being real would surprise me, but I have been surprised before! "Excited" seems surprising.
Elice Inc. 0158S0:KS "the $750 million data center and AI developer became a surprise poster child for the loss of faith in so-called neoclouds when it tanked 32% on its debut in Seoul."
bloomberg.com/news/articles/… [unlocked]
$CRWV ’s pain raises questions about how AI companies will fund themselves bloomberg.com/news/articles/…
$TSLA $SPCX
first 5 minutes is just music
next 25 minutes is a memorable product unveil
livestream.tesla.com/
"The IMF is no stranger to debt distress, but typically with a focus on the emerging world...
A government bond selloff has sent yields in the US, Europe and Japan to longtime highs — adding to already acute budget strains, and threatening to spill into emerging economies."
$ASTS filing a Senior Management Change of Control Severance Policy (filed with the SEC after the close yesterday) could be a material development?
sec.gov/Archives/edgar/data/…
Wonderfully incisive piece by @felixsalmon
"as a general rule, “The next gen don’t want it,” Hoffman says. “They want something different.”"
Yikes. Like pianos, brown furniture, etc.
bloomberg.com/news/features/… [unlocked for 7 days]
$LESL "expanded as homeowners aggressively upgraded their properties, including pools, as a result of [the COVID] quarantine, pushing the chain past 1,000 stores in 2023."
Was management willing to bet LESL that the COVID boom would not materially fade?
wsj.com/pro/bankruptcy/lesli…
Point72:
“More companies in Japan are likely to reevaluate their capital allocation and redirect funds toward growth investments” following corporate governance reforms, Shinji Ogawa, the US hedge fund’s Japan head, said... “There are very attractive investment opportunities.”
Point72's "Ogawa said the battle for talent is “extremely fierce” and the firm is strengthening its employee development efforts. The Tokyo office has hired an internal trainer and a recruiter for its graduate training program, he said."
bloomberg.com/news/articles/…
" Stanley Druckenmiller , a close ally of Federal Reserve chair Kevin Warsh, told a private Wall Street audience [today] that US borrowing costs remained a “little low” and central bankers who thought monetary policy was restrictive were “ridiculous”."
"sell-off in Treasuries... sparked by:
1) the jolt of inflation caused by President Donald Trump’s Iran war,
2) the US’s spiralling public debt and
3) huge issuance of bonds by AI companies."
Druckenmiller “I don’t find it alarming at all.”
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