multi strat, delta hedging, acquisition intelligence
Hong Kong
- Tweets 4,039
- Following 789
- Followers 450
- Likes 3,784
Pinned Tweet
The SaaS dead narrative is being applied indiscriminately to ALL software. But the real losers are point solution SaaS single-purpose tools like DocuSign, Asana, Salesforce. The real winners are platform companies that can become the operating system for AI agents.
$MSFT and $ORCL are platforms, not point solutions. They are the infrastructure layer that AI agents run ON. The irony is the SaaSpocalypse should long-term be bullish for both: more AI agents = more Azure compute = more Oracle database queries = more revenue.
Price creates its own narrative. A stock falling 50% looks like it deserves to fall 50%. Most investors don't dig deeper or waiting for actual numbers because of capex fears.
MSFT reports April 28. ORCL reports June 8. Those are the first moments the market gets real confirmation or denial of whether the infrastructure thesis is correct.
The market does NOT yet know:
1. Whether ORCL's $553B backlog converts on schedule ❓
2. Whether Azure guides 40%+ acceleration on April 28 ❓
3. Whether Copilot adds 20M+ paid seats by June ❓
2
11
1,641
rate hikes will attract more capital into safe profitable compounder like $MSFT
1
50
imagine being the guy in 2077 who has to tell his grandkids they own nothing and should be happy about it, because he spent his life trying to stop the AI revolution, the singularity, space exploration and was looking forward to live like a medieval peasant.
1
30
$ORCL pulled the clause because power for project Jupiter is late, and late power can make 2028 opening miss. Jupiter is a 2.45 GW campus, tenant Oracle, customer OpenAI / Stargate and it does not run on the public grid at scale, so it needs its own gas → $BE fuel cells or $GEV turbines.
permits already failed once: original plan was gas turbines + diesel, but state/air issues forced a pivot to Bloom fuel cells (thanks anti data centers goyim) and that bought political cover, but cost more / slipped the calendar.
big news? not really, delay payments if it misses 2028, not tear up Stargate, official line is still “on schedule.”
permitting + midstream killed the original power plan → fuel cells still need gas → gas is late → 2028 COD is at risk → they froze the payment clock.
2
2
371
fintwit goyim will panic about 5.1% yields and preach doom, same as when they said the world economy would collapse if Hormuz stayed closed until June
39
#Bitcoin ripped from $64k to nearly $80k in 3 days on a weak treasury buyback signal + the biggest short squeeze in years.
$80k is the first real resistance, but most likely this leg tops out somewhere in the $85k-$90k zone before it fades back to $55-$65k or consolidates hard around $70-$75k
squeeze fuel is largely spent, treasury buybacks signal is moronic, clarity act is getting treated as a joke and it's common to have initial delusional pump to get faded before major trend reversals $IBIT
yet it's probably going up again post midterms thanks to potential broader bull market
1
85
Muse killing saas thesis seems a bit retarded, but I would not be surprised if you will all fall for it once again
1
32
isn't muse is just another OpenClaw, but for goyim?
thanks for pumping by bags... I guess, took profit before keynote event just in case
45
they're gonna announce a temporary ceasefire in the ukraine war soon, but that's gonna be a scam - that's what I saw in a dream last night
124
TACO incoming, Donald always fold when oil and yeilds are going up $SPY
173
Trump’s “stop trading with deficit countries if the Fed doesn’t cut” is real crash trigger, not rate hikes - a real embargo is worse than tariff day, but chance he does the literal thing before midterms are very low.
what Trump can actually do before midterms to help the market $SPY?
1) high chance of a headline Iran war pause, but low chance it survives contact.
2) ukraine war pause is easier to fake, almost impossible to finish: this pause Russia can rent to Trump for a month fo a political win because this win will crash the US economy.
if he is not retarded he won't embargo countries like Taiwan, China, Mexico or Germany even if they have a deficit with US, but what are the odds of that?
block Taiwan? ai bubble pops and kill the economy
block China? it attacks Taiwan and ai bubble pops
block Mexico and Germany? auto crisis for Midwest
this would be like a war time blockede of yourself, is it not?
1
128
フ ォ リ ス
Nicotine
