MetaCritic Capital @MetacriticCap
Looking for opportunities in Philadelphia.. metacriticcapital.substack.com The metaverse Joined February 2022-
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$TSLA is retreating from Gigacasting, a technology you could buy the entire company for $2B a couple of years ago Who could have predicted it wasn't a moat??
$TSLA is retreating from Gigacasting, a technology you could buy the entire company for $2B a couple of years ago Who could have predicted it wasn't a moat?? https://t.co/9X6O7EECNk
Today the congratulations goes for @jimcramer, who is doing God's work in making sure the world's resources are correctly allocated. He absolutely grilled the $SBUX CEO. It's worth a watch.
Today the congratulations goes for @jimcramer, who is doing God's work in making sure the world's resources are correctly allocated. He absolutely grilled the $SBUX CEO. It's worth a watch. https://t.co/SvMp6VYDOJ
Trump's stake in #DJT is now worth $5.7 BILLION, courtesy of Susquehanna and Jeff Yass, who orchestrated this thing from the start. Meanwhile, CNN covers this bogus Trump show trial like it was OJ, and everyone else is 24/7 on LARPing student clowns. IT'S. ABOUT. THE. MONEY.
My boy @satyanadella is still embracing, extending, extinguishing. Fuck these sovereign cloud! $MSFT
My boy @satyanadella is still embracing, extending, extinguishing. Fuck these sovereign cloud! $MSFT
$AMZN is cutting costs motherfuckers
$AMZN how much do you burn on rocket science??
The fact that $AMZN stopped being a hopeful shitco after @ajassy stopped being cocky and attended earnings calls is yet another evidence of the disciplinary and important role that public markets play in guaranteeing a rational allocation of world's resources. Great to see.
Am I morally bankrupt for being surprised that human life wagering is largely illegal in the US?
I recently updated my view on EM. He TRULY believes in what he says. And he's gambling the whole company on autonomy. You can whine all you want that $TSLA is a car company. Leadership doesn't think so. And if they think that scraping the car part to solve autonomy is the way to…
Maybe we'll never see car prices like we did in 2021/2022!! $TSLA Below, Stellantis inventory.
Good they are now providing more disclosure. $PYPL also removed SBC from their Non-GAAP number. Maybe this CEO is decent indeed.
We are so blessed to have a stock like $PARA. It seems to be a magnet for entertainment.
"We compound our cash flow over a long arc of time in the mid-teens area." $ROP
Nothing better than your microcaps running when the mega caps get tired
If Bezos was running $BIDU, he would have asked for warrants in $TSLA 🤣
Obviously people won't pay. It's a software that runs in your own hardware. What other situation there's a (pro)consumer subscription or a 4 digit figure for a software that runs in your hardware? "Oh, but updates." You should not want updates for software that is Full Self…
Obviously people won't pay. It's a software that runs in your own hardware. What other situation there's a (pro)consumer subscription or a 4 digit figure for a software that runs in your hardware? "Oh, but updates." You should not want updates for software that is Full Self…
Pythia Capital, Baron.. @PythiaR
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@dalibali2 @MetacriticCap @BucknSF This obv could all change but what we have heard, and seen some CIO/CTO research from, is most are in "project" mode and that is coming from budget shift, but they indicated when they move to deploy that will be additive budget.
@LukeWolgram I think we see a lot more of this in the future, the one that comes to mind is Netflix rn
$SBUX is a classic example of a company that has slight pricing power that pushes it too far in my opinion.
@MetacriticCap @BucknSF I have no data to support this but suspect a part of reason is u take out the budget elsewhere but haven’t been able to deploy a production AI fast enough
@MetacriticCap @RichardHanania Being a well trained MMA fighter and still not be able to save Mr Floyd from this state supported evil has to be even more traumatic.
Thrilled to share that I was able to participate in the future of AI through my LARGE investment in data center as a service innovator and disruptor, Coreweave. *AI Cloud Computing Startup CoreWeave Valued at $19 Billion in New Funding Round -- WSJ
Trump's stake in #DJT is now worth $5.7 BILLION, courtesy of Susquehanna and Jeff Yass, who orchestrated this thing from the start. Meanwhile, CNN covers this bogus Trump show trial like it was OJ, and everyone else is 24/7 on LARPing student clowns. IT'S. ABOUT. THE. MONEY.
A bizarre (and bad, disgusting) trend in the past few years is the growth in self-dealing grift that would have been fraudulent in the very recent past, but now is technically not fraud because it's disclosed and done out in the open. Memestocks changed the scam game
Trump's stake in #DJT is now worth $5.7 BILLION, courtesy of Susquehanna and Jeff Yass, who orchestrated this thing from the start. Meanwhile, CNN covers this bogus Trump show trial like it was OJ, and everyone else is 24/7 on LARPing student clowns. IT'S. ABOUT. THE. MONEY.
Congrats to $CVS Dividend bros, It will now only take you 4 years of dividend payments to make up for today's loss.
This is just a complicated way of asking “do you think there is ROIC to AI spend” Meta and Google very clearly say yes, I think reasonable to believe them. Microsoft says yes but we’ll see.
AMZN, GOOG, META & MSFT: are we ignoring that this massive capex will eventually hit the P&L as D&A, or are we just assuming AI revenues will offset it? Just wondering if we're ready to have this conversation or not
Alexa down to 17 job openings Amazon Devices (Mostly Kuiper openings) up to 152, almost equaling AWS at 167 job openings💀 At what point will Project Kuiper receive the same scrutiny that Alexa did? $AMZN
The big picture thing I think is funny is that AMD had a few good years where they finally got away from the low cost cheap intel alternative label only to become poor man’s option to NVDA.
Time to punish $amzn for wasteful spend. Core biz is amazing but they don't generate enough FCF to waste on this other stuff..
$AMZN how much do you burn on rocket science??
Of all big tech, Amazon arguably has the best case for messing around with quantum computing. Packing bins, traveling salesmen, they've got it all.
@ajassy is focusing in actionable innovation, like on how to put more items in the same box before shipping. The margins story has legs. $AMZN
@MetacriticCap @ajassy Well said
@HadiNasrallah @RichardHanania One grandparent from each group. Do we have to explain the birds and the bees to you?
Campus leftists are finished. This Columbia student is black, Native American, and Jewish. She compares Jews who are anti-Zionist to Gays for Trump or Blacks for Trump, says they’re tokens. Leftists beaten at their own game. Close up the encampments.
$2 billion in earnings for a $500 billion stock is also immaterial
“Sir they’ve managed to invent Artificial Intelligence” “WHAT? How? What are they doing with it?” “No, sir, like… it’s fine. We’re fine. They’re just using it to sell more ads.”
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