Blue Duck Capital Partners @BlueDuckCap
L/S Hedge Fund. Blue Duck Capital, LLC is soliciting no action or endorsement based upon tweets, retweets, likes. Do your own due diligence. blueduckcap.com Manhattan Beach CA Joined February 2019-
Tweets17K
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Followers12K
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Following2K
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Likes95K
This is true.
Blue Duck Capital Partners retweeted
"Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will require 4.5 GW of power (the equivalent of 2.25 Hoover Dams or four…
Reminder!
Zuck has murdered @ajassy and @JeffBezos. $AMZN $META
$TOI remains superbly positioned as a leader in value based oncology care. globenewswire.com/news-release/2…
Since Andy Jassy became CEO: $AMZN: +26% (+5.6% ARR) $SPY: +54% (+10.7% ARR) $GOOGL: +101% (+18% ARR) $META: +114% (+19.7% ARR) $WMT: +118% (+20% ARR) What are we even doing @ajassy ?
Going to drop a new idea on Friday around 9AM. Market cap is much too small relative to comps, position, and opportunity. Highly thematic which is our bread and butter. More eyes and awareness should benefit this company which we think can be a 5 bagger. Stay tuned for Friday Sep…
Wow $PFE cannot even confirm the data in their own deck because they are afraid to be on the record speaking to what that data actually means (e.g. more birth defects in babies of mom's who took the shot).
Wow $PFE cannot even confirm the data in their own deck because they are afraid to be on the record speaking to what that data actually means (e.g. more birth defects in babies of mom's who took the shot).
8 birth defects in the vaccinated group vs 2 in the unvaccinated group. $PFE lady trying to spin this as normal.
Dr. Malone is crushing it at this meeting. Well done and thank you. @RWMaloneMD
Pretty sure that Dr. Cody Meisner at the ACIP meeting just admitted the shots you get the more covid you get. With diminishing protection against severe disease over time. $mrna
A lot of people agree. The next “tentpole” w the balls to abandon any sense of woke indoctrination will be a blockbuster. The next studio to embrace this as a creative strategy for more films than not will absolutely crush it. Until then - we’re short $cnk.
A lot of people agree. The next “tentpole” w the balls to abandon any sense of woke indoctrination will be a blockbuster. The next studio to embrace this as a creative strategy for more films than not will absolutely crush it. Until then - we’re short $cnk.
Scary, criminal, surreal. $mrna
Scary, criminal, surreal. $mrna
$AMZN growing N. America +12%...International +14%...AWS just shy of +18%...FCF will accelerate materially in coming 24 months. 5 year low vs $GOOGL
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