tweets ≠ investment advice
Asheville, NC
Joined July 2022
- Tweets926
- Following456
- Followers2K
- Likes1.6K
Pinned Tweet
This is an underappreciated quote from $WISE's CEO during their April 3rd investor day that I haven't seen floating around in here yet.
This sort of analysis used to be reserved for the ARKK’s of the world.
GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030
Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.
AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.
I let my son (7) pack his bag for our flight this afternoon. Went to check it before we left and found eight baseballs, an entire pouch filled with legos, and three pocket knives stuffed in various pockets.
Despite being in a -45% 5-year drawdown and currently trading at <10x P/E, $BBY has still compounded at 12.5% p/yr for 40 years! There is a lesson somewhere in here about the LT compounding of businesses with a unique value proposition (which was then the big box retail format)
The reason many of these companies trade for less than cash value is because, as a minority shareholder in Japan, you can look at but you can't touch the cash on their balance sheets. Management views that as "company property" that shareholders have no right to. I'd love to be wrong BUT barring significant management changes here there will be no payout of this cash and no re-rating anytime soon.
xitter.cf/Jake___Barfield/status…
Jake Barfield retweeted
The Montreal Expos are exiting the baseball space. During Q2 and Q3 2026, we will transition to acquiring high-performance GPU assets. This is all part of our long-term vision to become a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider.
Combing through old @Journalytic notes and came across this one from three years ago: JMDC ($4483) a 🇯🇵 healthcare data company. The past 3Y performance is not surprising given the starting valuation and while its not clearly cheap at the moment it could be very interesting to follow given the indispensable data that they seem to have a near monopoly on and low churn rates within their customers.
. @BradoCapital thanks for making this happen. You guys are actually taking customer feedback and iterating. 👏
Its pretty comparable. I just pulled up Medley ($4480), a Japanese small cap that I know well, in Tikr and Fiscal. Tikr has a "news" section on the company's webpage that is helpful and accurate that Fiscal doesn't have. Fiscal has a "research" section (that Tikr doesn't have) that produces an AI generated report that is fairly accurate with helpful charts -- albeit with some important nuances that requires actual research and familiarity with the business in order to understand.
Fiscal has an "industry" section that listed most of Medley's competitors, although it is missing a few. But it is editable so I am able to add the missing ones myself.
Both have modelling tools that might be helpful but which I don't use much yet (I still like to build my own models at this point).
Tikr has the ability to change the currency denomination to USD in the overview section that is super useful, given that I look at companies all over the world and like being able to toggle it to see what the market cap, EV, etc is in USD terms. Perhaps @BradoCapital could integrate this one day.
Fiscal has a better tools for looking at IR reports and integrating AI to then ask questions about those reports, while Tikr has a better "all filings" section. I use both regularly.
Fiscal has the ability to listen to recent earnings calls alongside transcripts while Tikr only has the transcripts.
Very good piece in WSJ about AAPL's AI bet. No strong opinions here yet.
$AAPL: Apple’s own benchmarks show the M5 running a 30-billion-parameter model—capable of drafting legal briefs, debugging code, synthesizing research—in under three seconds on a standard MacBook Pro. Eighteen gigabytes of memory. No internet. No subscription. No API key. The trick is an architectural advance called Mixture of Experts: The model carries 30 billion parameters but fires only three billion per query, like a law firm where all the partners are on retainer but only the relevant specialist answers your call... Billions of daily queries will never touch a server. Hundreds of millions of knowledge workers on iPads and MacBooks currently paying $20 a month for ChatGPT or Copilot can get equivalent capability baked into hardware they already own.
$META: Meta has no platform layer, no operating system, no cloud business, no device. It is an application running on Apple’s hardware, spending up to $135 billion this year to build consumer AI features that Apple now ships free, at the OS level, on every device it sells. The Meta AI assistant competes with Siri on Apple’s home court. But Apple Intelligence intercepts user intent before it ever reaches a Meta app. Every query Siri resolves on-device is a session that never begins on Instagram or another Meta product. Every AI-generated notification summary that compresses 20 minutes of scrolling into 30 seconds is 20 minutes of ad impressions that Meta never serves. Meta’s targeting algorithms are still best-in-class. But targeting is a supply-side advantage. Apple is draining the demand side—the attention itself.
wsj.com/opinion/apples-cheap…
My son is super excited for baseball season, and we're planning to go to spring training to watch some games. He's been familiarizing himself with the players and wants to get autographs. Needless to say, this is a disappointment.
BREAKING: Atlanta Braves designated hitter Jurickson Profar is facing a 162-game suspension after testing positive for a performance-enhancing drug for the second time, sources told ESPN. News free at ESPN: espn.com/mlb/story/_/id/4809…
. @grok what is the sugar content of these buckets and the % of daily value?
Dunkin’ is selling giant 48-oz buckets of coffee, currently available in only 2 states trib.al/TqZgNKq
I find it hard to believe that the $INPST supervisory committee ran a "diligent process" if they didn't seek competitive bids, Rafal mysteriously winds up with an incremental 3.5% equity stake, and the only justification that these people can give for the current price being "right" is that its at a 50% premium to the Jan 2 price.
Also, the message was heavily focused on what this does to further InPost going forward. But to that I'd ask, why should shareholders care one bit about InPost's future economics if we don't get to benefit from those earnings?