Daave “3 and 30” Tepper @institLP
top-3 endowment investor. the world is a productive asset. mostly bullish, always prepared. tyj. disclaimer: I do not own an NFL team. Whatever’s working Joined October 2021-
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remember in the end. All that matters is what happens in the end. Qe is the end. For soft fx like $ewz and $mxn no one fking cares. Cool. No one cares. Europe Japan? No one actually cares. In the end, the us will just print to satisfy the pretend game.
@solesalami @blondesnmoney Who knows frfr but it’s prob not bullish rel to stx based on recent qs
@RihardJarc @alexandr_wang Yes but just catastrophic for Anthropic sooooooooo pull up the ladder on all others?
@martin_casado interesting if they can structurally handicap everyone else and still constantly maintain the frontier they win in two markets
@damiendamien was talking about passionate engineers. yes I know they don’t have 9bn of those either
america is toast. look at this guy. and they've got 9 billion just like this
Chinese bride gifts her partner a flagship GPU at wedding — he breaks down in tears She handed him an ASUS ROG Astral RTX 5090 that costs around $12,000
@grantbelden MATCH ACT STRIKE
For now, I am giving this cyclical (and secular) bull the benefit of the doubt, assuming (hoping?) that the stellar earnings momentum is not about to mean-revert. I suspect that the “melt-up” phase of this bull (since April 2025) may have ended in early June, but perhaps that is just a pause in the momentum during the seasonally weakest timeframe (July-October). I’ll stick to my 60/20/20 playbook, which has held up quite well, even though it diversifies away from the mega cap theme.
@ThiemManage got caught speeding - was up 20% prior to the exit at -5% rough justice :)
if your inference cloud isn't on this list, it's not an inference cloud. it's low value, bare metal. $crwv $iren $nbis
@ThiemManage had a 15% position now 5% Just ai var reduction And tax loss harvesting It was a trading position Gotta trade the trade
Nearly impossible to say what the market is pricing in at divergences like this - with reference to s&p tech p/e now vs then. But in hindsight it’s completely obvious. not saying we’re going higher or lower, just saying the market probably isnt missing soemthing. and if you want to say the blue sky isn’t priced in, I’ll just say the capital constraint is pretty damn obvious at this point and I don’t think 5tn market caps double overnight. Bumpy roads ahead. Still 65% net long and primarily ai.
Perhaps unrelated (or not), we have now reached the climax of the 1998-2000 internet bubble analog. Price analogs tend to fail sooner or later, and I won’t be surprised if this one fails sooner (given the difference in valuations), but it has been a good roadmap.
1. Meta and major other enterprise customers moving away from Claude AGGRESSIVELY and 2. Distillation crackdown But if you think that’s bad, wait til Zuck does a $100bn equity offering right before Anthropic prices it’s IPO $meta
@beniaminoblanco @FullPortLiam @Jesse_Livermore What ru smoking now
Time for LLM price competition to eat that margin! $nbis Ps sold some nbis today
*ANTHROPIC REVENUE JUMPS TO $16.8B IN THIRD QUARTER BEFORE IPO Not good enough. It’s over.
Mostly concerned w macro - mainly oil and war spillover - and what happens to yields if dems win senate Can’t shake the @Jesse_Livermore hypothesis of trump allying with democrats to get stuff done - is a scary scenario Had a 15% NBIS position, cut to 5% Took a short term trading tax loss again a lot of YTD st gains so there’s an idio tax component to it
Just noticed $crwv -5 ah following the ant data. Market not stupid.
@brubarian im hunting for regulated businesses - defense fits the category and should be working but risk to secular war fighting?
that "felt" like a capitulation, but haven't bought anything still 24% cash think the market will be deeply surprised by the upcoming nebius quarter but trump is fking retard and the next few weeks in middle east / oil headlines could be bleak
Coreweave: “they don’t have what we built” Keep burning cash at this pace and Nebius will have what you built alright $nbis $crwv
@shreyasbhardwj "add decades to patient's life expectancy"
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matthew sigel, recove... @matthew_sigel
66K Followers 3K Following Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). ❌️ Disclosures https://t.co/oN8RR1GzoJ https://t.co/kuyqdO3qgW
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