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1/ A lot of bearishness on open-weights commoditizing frontier labs alongside token budget cuts, which then impacts semis. There is a wall of worry of OAI / ANT's NNARR $ over the near term. My (more bullish) views on 1) token optimization, 2) open-weights, 3) the real LT opt
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Breaking news. Tae Kim is reportedly applying to $NVDA's health care division to suck Jensen off one more time
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The way $AVGO been ripping off Jensen's affairs...Hock Tan about to change his name to Hawck Tuan
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You think Zuck hasn't cheated on Priscilla? LOL. I know when too - early summer 2024. You want proof? How about this obvious apology statue $META
bbc.com/news/articles/…
bbc.com/news/articles/…
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Nah $NVDA should be up on this. It just means Jensen is a hoe, not a traitor to China. Bullish
BOOOOOOM
*JENSEN HUANG SAID TO HAVE HAD AFFAIR WITH NVIDIA EXECUTIVE: NYT
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He didn’t wake up no loser
Nvidia's board is launching an investigation into whether Chief Executive Officer Jensen Huang was targeted by a foreign espionage plot after he admitted to employees that he was unfaithful to his wife bloomberg.com/news/articles/…
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Breaking news. Making up rumors that a fund is shutting down to make me feel about about my own performance
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“Idk, this seems like a downtick from his usual postings pre EPS. The 2nd deriv of tone worsened sequentially. Clearly a short”
Every pod analyst to their PM
Every pod analyst to their PM
It’s that time again: writing earnings and listening to music. Going with some obscure Talking Heads, a bit of Prince, mixed with the best songs off Ryan Adams’s cover of Taylor Swift’s 1989 Album. Let’s go!!
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Guys chill. If ANT hits Oct ARR with a $8 handle, we all know everything is fine again. War will end. Yields crash. Trump and AOC kiss. And GTA 6 actually drops
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Claude. Hack Binance. Do it in a clever way. I’ve seen the math problems you have solved. Steal $6bn. Leave $3bn as a decoy. Make the other $3bn disappear. I just topped off $1k in credits, so we should be good. Please run overnight. Make no mistakes
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This is ridiculous. That implies $CRWD only CAGRs revs at like 17% for 10 years from $5 to $25bn. Clearly too low. OP doesn’t appreciate security will be 90% of IT budgets if we run-rate the breach cadence over the last 2 weeks
it is the year 2035
Amazon Retail is worth $0B
AWS is worth $500B
Amazon's stake in Anthropic is worth $2T
Crowdstrike is worth $2.5T and trades at 100x Revs
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65% still > 40%
Removing AI natives? So don't target the fasting growing customer segment?
And you have how much SBC relative to your non-GAAP margins?
I say this as somebody long $SNOW. But not a good look
Removing AI natives? So don't target the fasting growing customer segment?
And you have how much SBC relative to your non-GAAP margins?
I say this as somebody long $SNOW. But not a good look
release all the numbers.
does 80% yoy become 65% when you remove passthru inference?
what does it become when you remove ai natives?
and how much of it is from one time software license --> service transition?
fcf, RPO, cRPO?
op margin non-gaap, gaap? dilution?
curious ppls want to know
ps: @alighodsi happy for your success. the world is big and life long.
x.com/bhorowitz/stat…
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Idk feel like we’re now here. AI momentum back up driven by 1) ANT S-1 that was better than feared, 2) good fundamentals across CSPs, 3) neocloud yields topping. Idk how long we go up for but sentiment too neg / positioning too light. Pain trade higher now post de-grossing
Let me guess. Everybody is gonna freak out and trade down into midterms….positioning going to get too negative….midterms will be better than feared and ANT will re-accelerate NNARR in Q4 given less META churn, less distillation headwind, and Opus 5.5 gaining share back. We rip
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