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Losing half your portfolio in 6 months from SaaS re-rating from 12x sales down to 5x and you stumble on some old BRK letters where you are introduced to this funky new idea called book value
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Gabriel Tamez retweeted
Has there ever been a more beautiful advertisement for forgiveness?
Fireside Alpha
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Gabriel Tamez retweeted
tbh pretty proud how non-butthole the muse logo looks
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Not a technopessimist by any means but you can tell today's frontier nerds have no creativity. Take me back half a century to when we gave cars whimsical names like the Chevelle, Thunderbird, El Camino, LeSabre… instead of RX350, CX-90, MDX, QX60 and GLE
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Gabriel Tamez retweeted
"GPT-6 Astra, use Ableton Live and make an absolute banger".
AGI is here.
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Gabriel Tamez retweeted
@jukan05 they discovered a new bottleneck
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You wake up from your nightmare. It's a chilly December morning in 1992. Bush, Mulroney and Salinas just signed NAFTA, the largest free-trade zone on earth. Pearl Jam is coming through the wall from your brother's room. You're too young to know what a tariff is
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If your stock's management team isn't stripping the engines off the corporate jet to power AI data centers, are they even serious about maximizing shareholder value?
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Personally i'm much more impressed by
sunlight → grass → cow feed → dairy → parmigiano reggiano → bliss
Marc Andreessen describing AI. "We've turned sand into thought. And it's possibly the most revolutionary technology in the history of the species"
Sand → silicon → chip → data center → power → AI → thought
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Something cooking over at $MXCT ahead of earnings? Up 23% on the overnight
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Gabriel Tamez retweeted
just about the kind of tweet one would expect by someone with that flag soup in the name...
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Does Citadel have any interest in a portfolio of illiquid microcap deep value shitcos across developed and EM markets? Negative beta to the AI trade, goes down every day on no news. I'm open to hearing offers
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Brought to you by $ALSEA
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