ZenCap (@kaizen_cap) profile picture

ZenCap

@kaizen_cap

No investment advice. Weak opinions, strongly held. Specialize in widget making. West coast born and raised

Joined January 2022
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1/ A lot of bearishness on open-weights commoditizing frontier labs alongside token budget cuts, which then impacts semis. There is a wall of worry of OAI / ANT's NNARR $ over the near term. My (more bullish) views on 1) token optimization, 2) open-weights, 3) the real LT opt
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The slut defense case odds are slowly building up
ZenCap (@kaizen_cap) profile pictureZenCap@kaizen_capNov 11
Nah $NVDA should be up on this. It just means Jensen is a hoe, not a traitor to China. Bullish
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$NVDA is the reference custome here
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OpenAI is losing to Anthropic because Chat-GPT can't even check the obvious 2006 typo lol
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Breaking news. CD&R abandons $GPN takeover after dataroom access confirms $GPN still remains a levered piece of shit
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I mean...if we are about to turn green on #2, I want $NVDA to uncover #3 through #10. Index will be up 50% by then
ZenCap (@kaizen_cap) profile pictureZenCap@kaizen_capNov 9
If AI stocks don’t go down tmrw on the news that one of the most important CEOs got honeypotted by the CCP, then we bounce. Max pain as funds are now underweight AI infra relative to its market cap. I don’t make the rules
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CUDA moat this. CUDA that. You CUDA seen Jensen's Huang
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Breaking news. Tae Kim is reportedly applying to $NVDA's health care division to suck Jensen off one more time
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$NVDA
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The way $AVGO been ripping off Jensen's affairs...Hock Tan about to change his name to Hawck Tuan
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You think Zuck hasn't cheated on Priscilla? LOL. I know when too - early summer 2024. You want proof? How about this obvious apology statue $META bbc.com/news/articles/cx29e0…
Mark Zuckerberg reveals 'Roman' statue of his wife

Mark Zuckerberg reveals 'Roman' statue of his wife

Facebook creator says 7ft statue follows "Roman tradition of making sculptures of your wife".

bbc.com
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Nah $NVDA should be up on this. It just means Jensen is a hoe, not a traitor to China. Bullish
zerohedge (@zerohedge) profile picturezerohedge
@zerohedgeNov 11
BOOOOOOM *JENSEN HUANG SAID TO HAVE HAD AFFAIR WITH NVIDIA EXECUTIVE: NYT
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What is Dario doing lol
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Anthropic bogey was Fable 5.5. But we only got 5.2. Disappointing!
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If AI stocks don’t go down tmrw on the news that one of the most important CEOs got honeypotted by the CCP, then we bounce. Max pain as funds are now underweight AI infra relative to its market cap. I don’t make the rules
ZenCap (@kaizen_cap) profile pictureZenCap@kaizen_capNov 5
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He didn’t wake up no loser
Bloomberg (@business) profile pictureBloomberg
@businessNov 8
Nvidia's board is launching an investigation into whether Chief Executive Officer Jensen Huang was targeted by a foreign espionage plot after he admitted to employees that he was unfaithful to his wife bloomberg.com/news/articles/…
Nvidia Board to Probe Spying Case After CEO Admits Infidelity

Nvidia Board to Probe Spying Case After CEO Admits Infidelity

Nvidia Corp.’s board is launching an investigation into whether Chief Executive Officer Jensen Huang was targeted by a foreign espionage plot after he admitted to employees that he was unfaithful to...

bloomberg.com
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$CRM $FIVN
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Breaking news. Making up rumors that a fund is shutting down to make me feel about about my own performance
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“Idk, this seems like a downtick from his usual postings pre EPS. The 2nd deriv of tone worsened sequentially. Clearly a short” Every pod analyst to their PM
Matthew Prince 🌥 (@eastdakota) profile pictureMatthew Prince 🌥
@eastdakotaNov 1
It’s that time again: writing earnings and listening to music. Going with some obscure Talking Heads, a bit of Prince, mixed with the best songs off Ryan Adams’s cover of Taylor Swift’s 1989 Album. Let’s go!!
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Guys chill. If ANT hits Oct ARR with a $8 handle, we all know everything is fine again. War will end. Yields crash. Trump and AOC kiss. And GTA 6 actually drops
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