Larry@LongOnlyLarry

TMT Public Equities

Joined June 2024
638 Photos and videos
If you give me the 10Y at 8% I am moving all my $ out of equities and into bonds lol
pump
@hasntpumpedyet
Sep 24
They could moon the 10Y to like 8% and no one under 30 years old would even blink, lol
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Oh yay I get to buy DoorDash 30% lower from here
This tweet is unavailable
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These Internet companies are legit all retarded this sector is as good of a short right now as software was before Q1
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Starting with instacart their ebitda evaporates and they have the longest to fall since their ad rev is a bigger portion of GTV & EBITDA than any other in the sector
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😂😂😂😂
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Brutal frame mog here
Salesforce
@salesforce
Sep 15
Live: @DarioAmodei x @Benioff The @AnthropicAI co-founder & CEO joins us at @Dreamforce for a conversation worth hearing ☁️
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Someone explain in NBA terms
Jensen's Bicep
@BillyTheKid_59
Sep 11
*LONE PINE CO-CHIEF INVESTMENT OFFICER TO LEAVE FOR ATREIDES: FT Gavin Baker’s $15bn investment firm Atreides Management has hired Lone Pine’s co-chief investment officer Kelly Granat, marking a major shake-up for the three-decade-old hedge fund.
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Me after getting broken up with again
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The moment you become vulnerable with a girl
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Larry retweeted
🍐@Krokmouu_
Sep 3
Quand elle te raconte plus ses journées
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Larry retweeted
Rage 🔞
@rageinpeople
Sep 3
Making peace with the fact that some things that I really really want aren't meant for me in this life
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Anyone’s girl ever broke up with them before getting literally raped by every single earnings print? Convinced a bullet would be less painful
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a química que você sente com a mulher que vai te fazer ficar sem fome por dias
Cinéphilie
@cinephiIie
Aug 27
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How is this not bullish for security stocks?
Kyle Chan
@kyleichan
Aug 25
Major Western companies that have built AI products on Chinese models: - Thomson Reuters -> Qwen - Harvey -> Kimi K3 - Cursor -> Kimi K2.5 - Airbnb -> Qwen - Perplexity -> DeepSeek
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My one socialist take is I think the U.S. needs to nationalize AI in the same way Norway did Oil and create a fund that redistributes the wealth to its citizens. I’m a pretty firm believer that AI will reduce jobs, and if the wealth accumulates to mainly a handful of companies—
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— and the private investors behind them, only benefiting the top .01% then that will be the downfall of America. And would lead to a period of social instability.
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Every CEO of a value stock that announces and executes a big buyback
Geiger Capital
@Geiger_Capital
Aug 20
Scott Bessent watching bonds completely erase his buyback announcement move
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All that Stripe & PayPal talk for them to turn around and buy OpenRouter
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Went from a “valuation isn’t a thesis” to “valuation is a thesis” market. Is it value investors time in the limelight?
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