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Not surprised by the overwhelming decel takes on this. It is the same myopic snobbery of inventions past. David Hockney called photograph "looking at the world from the point of view of a paralysed cyclops". Rodin believed photography had no soul and "lies". Virginia Woolf…
Not surprised by the overwhelming decel takes on this. It is the same myopic snobbery of inventions past. David Hockney called photograph "looking at the world from the point of view of a paralysed cyclops". Rodin believed photography had no soul and "lies". Virginia Woolf…
Here's three banal takes that will get you likes but have a high probability of being completely wrong: Meta bad Capex bubble Tariffs bad Notice what they all have in common. They are pessimistic. They make you sound smart and feel safe.
On a long enough timeline every interesting account on here ultimately gets addicted to likes and starts posting the same banal takes to farm validation
We are $600B into global AI datacenter capex and UberEats still recommends pepperoni pizza to a lifelong vegetarian who has used their app for almost a decade. Maybe the doomers have a point.
It's likely that in the future (3-4 years out) we'll have our credit cards linked to our Meta glasses so that you can just look at a bill, say "pay it" and be done with the transaction. None of this is priced into $META's stock. Still early.
Zuck built a trillion dollar company monetizing an app that had 4 inches of screen real estate that lived on someone else's platform. What do you think is going to happen when he controls the device and the monetizable surface area is literally your field of view. Do not…
Zuck built a trillion dollar company monetizing an app that had 4 inches of screen real estate that lived on someone else's platform. What do you think is going to happen when he controls the device and the monetizable surface area is literally your field of view. Do not…
The split reaction to $META's demo "failures" is revealing. People who get spooked with one missed quarter vs people who understand that all progress comes from trial and error.
The Venn diagram of people who didn’t watch the Meta Connect presentation and people who say Meta wasted money on AI is a circle
this is your periodic reminder that however much $META you own it's probably not enough
Yeah sex is great and all but have you tried bottom ticking the Chinese stock market?
Yeah sex is great and all but have you tried bottom ticking the Chinese stock market? https://t.co/rW1IRsxiUF
I regret to inform you that yet again the pessimists were wrong and the optimists made money. They did feel safe and sound smart at dinner parties though, so there is that 🤷🏻
You know what to do $BLND $UWMC $RKT $COOP
You know what to do $BLND $UWMC $RKT $COOP
For all the hedge fund analysts whose PMs told you to find a rate cut beneficiary this morning, may I direct you to my write up on $BLND? Ps $RKT $COOP $UWMC will be huge winners as well. Don’t overthink this, own them all. Link in bio.
Fly my eagles, fly $BLND $UWMC $COOP $RKT
I LIKE THE SMELL OF RATE CUTS IN THE MORNING $BLND $RKT $UWMC send it
Beating a dead horse here but asymmetric investments with limited downside and unbounded upside are exceedingly rare. $BLND is that plus founder led, capital light, and building a moat. Best time to buy is when they are building the moat not afterwards when it’s obvious.
Haveli just purchased $1.65M of $BLND on the open market at $2.98/share. You have a chance to let one of the world's greatest software investors compound your capital in a company levered to mortgage recovery at the bottom of the cycle. Don't over think this 🫡
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