Accel Decel @Accel_Decel
L/S TMT. My innie crunches the Yipit data. Not investment advice Joined March 2025-
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Exited my $GOOGL long, which is up 39% since this post Think you got paid on every one of these thesis points below, and the multiple is now back to pre ChatGPT levels. x.com/Accel_Decel/st…
Exited my $GOOGL long, which is up 39% since this post Think you got paid on every one of these thesis points below, and the multiple is now back to pre ChatGPT levels. x.com/Accel_Decel/st…
$EBAY feels like a great short here. A lot of the upside to Q2/Q3 from strong collectibles trends (e.g. Pokémon cards, labubus) is starting to reverse in the last couple of weeks, leading to meaningful topline deceleration Seems like a good way to short a “temporary fad”
$EXPE feels like a great short here. I think elevated prices are causing some headwinds to travel booking behavior, specifically in the US, which is Expedia’s core market. They also have some pretty tough year over year comparisons in the months ahead. Their P/E is also at the…
Finally taking off the $DUOL short. It’s down 33% since this post. I think the 3p data has stopped decelerating meaningfully, and it’s become too consensus on the short side. x.com/Accel_Decel/st…
Finally taking off the $DUOL short. It’s down 33% since this post. I think the 3p data has stopped decelerating meaningfully, and it’s become too consensus on the short side. x.com/Accel_Decel/st…
$WIX feels like a great long here. It’s the best way to play vibe coding in the public markets, and if you run the math, the Base44 acquisition should lead to 10% upside to ARR.
Nothing ever happens.png Might take some profits on $GOOGL tomorrow x.com/Accel_Decel/st…
Nothing ever happens.png Might take some profits on $GOOGL tomorrow x.com/Accel_Decel/st…
$DUOL recently announced the departure of their top 2 social media managers, and there’s more and more proof points emerging that they’re an AI loser Still feels like a great short here
Really like $AMZN long here. AWS capacity is coming online in the 2H (which is now) and I think they implied capacity got better throughout Q2. EPS estimates came up a good amount from the strong retail EBIT performance, so there’s been a ton of multiple compression over the…
$ETSY might be worth taking a flier on the long side: 1. Comps get easier in the 2H 2. The deminimis ruling has forced one of their biggest competitors out of the market (Temu) 3. Still one of the most shorted names in Internet at ~23% short interest
$BKNG feels like a good short here. It’s trading near its all time highs and will: 1. See tougher y/y comps until October-November of this year 2. Lap a lot of strong event related bookings activity including the Olympics, Copa America, and the Euros 3. See elevated cancellation…
On the other side of this trade, I like $VRSN (Verisign) long Verisign is essentially a monopoly on the registration of .com and .net domains. They get a fee every time one is registered and renewed. The stock trades on domain name growth, which was negative in late 2023/2024…
On the other side of this trade, I like $VRSN (Verisign) long Verisign is essentially a monopoly on the registration of .com and .net domains. They get a fee every time one is registered and renewed. The stock trades on domain name growth, which was negative in late 2023/2024…
$GDDY (GoDaddy) feels like an under the radar AI loser that isn’t trading like one The new wave of AI app creation is going through open, programmable, infrastructure, not nontechnical SMBs looking for website templates. GoDaddy is absent from the modern AI stack, with no GPU…
$GRND feels like the next big ‘boycott short’ similar to $DUOL a month ago Since the beginning of the year, they’ve introduced unskippable 30 second ads that have caused a lot of churn in their user base. There are complaints all over social media, dating blogs, etc., with…
$DUOL down roughly 20% since this post. While I’ve taken a bit of profit here, it’s worth noting that DUOL is still up 22% YTD and up over 100% over the last 12 months. It’s still one of the most expensive stocks in Internet. I think there’s probably another 20-25% downside from…
$DUOL down roughly 20% since this post. While I’ve taken a bit of profit here, it’s worth noting that DUOL is still up 22% YTD and up over 100% over the last 12 months. It’s still one of the most expensive stocks in Internet. I think there’s probably another 20-25% downside from…
Nasdaq is up +22% since this post. While I think sell side estimates are still too low because they’re baking in tariffs that didn’t happen, I’m inclined to take a bit of profit here, especially after Q2 earnings are over
Nasdaq is up +22% since this post. While I think sell side estimates are still too low because they’re baking in tariffs that didn’t happen, I’m inclined to take a bit of profit here, especially after Q2 earnings are over
Am I crazy or is $RBLX still a long, even after its recent run?
Am I crazy or is $RBLX still a long, even after its recent run?
Feels like Zohran Mamdani will win the NYC mayor race despite betting markets at 50/50 - 25% of early voters are new to Dem primaries (vs 3% in 2021), with record 47% turnout under 44 (his key demo) - Historic heatwave tomorrow will discourage older Cuomo voters from showing up
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