Linsanity Capital @linsanitycap
on a long enough time horizon everything is a shitco New York, USA Joined November 2013-
Tweets7K
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Followers24K
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2022 saas analyst daughter or 2027 semis hardware coverage son?
Nothing about this differentiates from historical capex cycles Telco/fiber Shale boom RET Colossal $ value of forward commitments magnifies the trade but numbers always look too small on the way up and overstated in drawdowns
@joinyellowbrick My main takeaway is that AI skeptics are anchored on the ~$1 trillion in unfunded MOUs being a massive risk and it is therefore upsetting to hear that no one in the supply chain takes them seriously. There are so many good, realistic bear cases. Such a strange one to focus on.
@citrini idk man the Citrini holiday party was pretty lit
Alts can do well here Funding gap will be exemplified with rates higher for longer PC originations should tick up off the bottom
Setup into YE is so funny Fast money largely sidelined with impending DNC sweep + AI sec & regulatory overhang Risk premia at 25 year high Max pain = stonks + rates ripping as everyone chances their watermark?
lost me at emerging brand $BROS
We are short $SBUX with a PT of $70.76 and a 27% projected NTM IRR with 2.8x R/R. The Street believes Brian Niccol’s “Back to Starbucks” turnaround is a success, extrapolating accelerating SSSG into sustained demand and normalized margins. We disagree. Our geospatial imagery
Why do my electrification stonks drawdown the most but display the least torque on the way up Make it make sense
Energy storage: 10GW to 100GW in 4 years. Battery storage is becoming a critical part of the energy stack, helping shift solar power from midday production into evening demand as electricity needs rise. More in the latest C:\Take ⬇️
SALP undergoing a 90% drawdown 1 week prior to ATHs is something to behold
Someone had to walk so Leopold could run 🥹
@rennyzucker There’s still a decent chance Bichette opts out if he finishes the szn >.250BA. Not sure how many years a 31yo depreciating asset with no legs fetches in FA
@rennyzucker That or this on 5/155 Which way western man?
Citrini undefeated
TRUMP: SOMEBODY LEAKED SOMETHING, WE'RE LOOKING TO FIND THE LEAKER TRUMP: WE'RE GOING TO GO TO THE MEDIA COMPANY THAT RELEASED IT
If I told you 3 years ago we were at war with Iran & Pete Hegseth was calling the shots. You’d question if I was a retard
This is actually why the #lag7 will continue to underperform
SPACEX HAS OFFICIALLY FILED FOR AN IPO. SpaceX Revenue — $15B, targeting a $1.75T valuation $META Revenue — $200B, currently at a $1.45T valuation Are you buying the SpaceX IPO?
Guys these trading boxes on the opposite end of the cap stack just blew up Do we really think this is a good idea
@pekwat What I don’t get is if epic fury was to destroy nuclear capabilities (again) and bounce without instilling a new regime. You’ve just brought instability to a region that collectively (ex Iran) was moving in the right direction and a further radicalized IRGC
Eliant Capital @eliant_capital
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James @ttpjames
15 Followers 1K Following And what I would like to see is Lacazette drop down... So it's kind of a false 9 sort of area. He then links up to a four-pronged triangle which will be Saka,
steiny @steiny134
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Moneta @happyhap12345
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Liæ the Tradëř �... @L_iathetraders
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bd capital @blinddartcap
526 Followers 783 Following Chain smoking angry small dog owner gary payton. Probably won't accept follows. I'm still around/on DM's. Doubt I'll tweet much anymore.
not hostile takeover @n0th0stl3tk0v3r
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Vl01010101 @vl01010101
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Ryan Walker @RyanWalllker
24 Followers 127 Following Wars begin with hate and end with ordinary people suffering.
Cliff R @MIWA_gyosei
67 Followers 106 Following why does my DCA strategy hit different when it's the dining hall budget? 🫠
Eliant Capital @eliant_capital
205K Followers 1K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Never Financial Advice
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blake @blakestonks
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Reformed Trader @Reformed_Trader
122K Followers 342 Following Content is for info/entertainment purposes only and not for financial or investment advice. Investing involves risks. *NFA = Not Financial Advice. Hebrews 13:5
Special Situations �... @SpecialSitsNews
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unusualwhales.com Sno... @snorlax_uw
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Angie G @MomAngtrades
89K Followers 999 Following Investor | Trader | Married Mom of 3 | Rated PG-18 | Spelling Bee Qualifier 1992 | I like my water like Kyrie Irving likes his Earth, Flat🇺🇸 Anti-feminist
Fed @lord_fed
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Bully BullShark🦈 @BullSharkCharts
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Fortune🔮 @FortuneOptions
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Rahul @rhemrajani9
64K Followers 416 Following I try to simplify the markets ➡️ Macro insights 🔎 | Stock market info 📊 | Tech news 💬 | 𝐅𝐫𝐞𝐞 🗞️ @TheOneRead | Not financial advice.
TSDR Trading @TSDR_Trading
54K Followers 2K Following TELL. SHOW. DO. REVIEW. Trader from MN. 4 young kids. Capturing market opportunities one chart at a time.
Minerva Capital @MinervaCap
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shweta @shwedotai
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Boring_Business @BoringBiz_
211K Followers 1K Following Nobody asks about your external rate of return
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peepeepoopoo @DeepDishEnjoyer
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BetterIRR @BetterIRR
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Masa’s Son @masayoshisson
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Gregory Blotnick @gregoryblotnick
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Brett Gibbs @OilandGibbs
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Mets Weather @WxMets
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10K Followers 542 Following Semi-retired hedge fund founder. Ex hot-shot lawyer, ex hot-shot strategy consultant. Macro+picks in crypto, commodities, tech, old-economy & a few special sits
MacroMan @Three12Capital
1K Followers 1K Following L/S Equity PM. Life long learner. Seek and you shall find.
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75K Followers 2K Following Hedge Fund manager specialized in commodities. GLORY_WS co-founder and chairman. Life long learner. 7 MSc. Oxford, Columbia, LSE, JHU, INSA and HEC alumnus
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Dash Dashington @AlwaysBeBullish
558 Followers 1K Following Buyside vet. Looking to educate and learn. Core Beliefs: EPS drives value; moats drive duration; Avoid blowups & target 15% IRR.
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