Dynamicmoats @DynamicMoats
Allocator of things to allocate. Views are my own. Not investment advice. No political views. San Francisco, CA Joined November 2012-
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AI is where the fish are
Lots of ramps to come Still quite a few names at reasonable valuations
Lots of ramps to come Still quite a few names at reasonable valuations https://t.co/LTnHJ1cX4I
$RDDT
Financing is the only bottleneck
Financing is the only bottleneck
Big competitive dynamic changes coming to the digital ads market, as decade-long penetration gains slow
Big competitive dynamic changes coming to the digital ads market, as decade-long penetration gains slow
$INTC
More and more assets in the public markets won't have a DCF anymore
More and more assets in the public markets won't have a DCF anymore
Grok accelerating pretty fast How much appetite is there for 100bn of financing for Grok? It's Elon so not out of the question
Grok accelerating pretty fast How much appetite is there for 100bn of financing for Grok? It's Elon so not out of the question
Cycle peak will be much higher
No alpha in large caps
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117K Followers 848 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
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