ShortHypeLongCashFlow @RetiredValuePM
It’s the cash flows, stupid. Edgartown, MA Joined July 2022-
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Record breaking LBOs… checking another market top box ✅ $EA
Record breaking LBOs… checking another market top box ✅ $EA
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ShortHypeLongCashFlow retweeted
Today: COREWEAVE WINS NEW OPENAI DEAL WORTH UP TO $6.5 BILLION
Today: COREWEAVE WINS NEW OPENAI DEAL WORTH UP TO $6.5 BILLION
ShortHypeLongCashFlow retweeted
top is in
ShortHypeLongCashFlow retweeted
End of Private Equity? Funds are choking on unsold assets. LPs are waiting nearly a decade for cash back. GPs cling to marks that no buyer pays Thread
ShortHypeLongCashFlow retweeted
Nvidia gives money to OpenAI who gives money to Coreweave who gives money to Nvidia who gives money to OpenAi who gives money to Coreweave who gives money to OpenAi who gives money to Nvidia
Hot take- Mr. Buffett finances the $PSKY/ $WBD deal cc: @dkbilson
ShortHypeLongCashFlow retweeted
We're short $CRWV. Report at kerr.co/crwv. $CRWV has shot to a $75B valuation on technicals and hype, but strip away the noise and it’s just a levered GPU rental shop with lousy economics. 1/10
ShortHypeLongCashFlow retweeted
These circular GPU deals are getting bigger by the month. $CRWV $NVDA
The irony of a Valhalla reference to a devout Christian is something
The irony of a Valhalla reference to a devout Christian is something
Ask ChatGPT what a ponzi scheme is
Ask ChatGPT what a ponzi scheme is
There's no crying in baseball
ShortHypeLongCashFlow retweeted
"Private markets have outperformed public markets...for 21 of the last 22 years"
ShortHypeLongCashFlow retweeted
The New Axis of Evil
Mentally preparing for the grifter shift from crypto to gold
Never deleting X
ShortHypeLongCashFlow retweeted
Berkshire Hathaway DID acquire Bell Laboratories — as reported in several trade publications, but not officially confirmed until now. An eagle-eyed reader spotted that Bell has been added to the list of subsidiaries on Berkshire’s website.
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