Rob’s Educated Guesses @RobEducated
Old hedge fund manager replaced fundamental analysis for narrative watching. I ain’t here on business, I am only here for fun. robs.substack.com Palm Beach, FL Joined May 2013-
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Buying $ethz here you get Thiel, Warsh (new Fed Chair?) and you paying 80c for $1 , 20% discount to NAV. One these days will rip 20% on nada....today?
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Cleveland moved $meta huge on uptick. Saying $pins uptick today.
As solid as $avgo update was, tomorrow it is important if the $10b one time customer for 3q next yr allows analysts to raise their $31b AI by $10b or does it mean the rest are less. That’s what am reading for. Logically if not completely additive the stock should get sold.…
Rob’s Educated Guesses retweeted
Samsung Electronics, Shift in HBM Strategy: ‘Second Chicken Game Foreshadowed’ Samsung Electronics is going all-in to overturn the landscape of high-bandwidth memory (HBM). The company is pushing for a volume offensive in order to complete quality certification (qualification…
Rob’s Educated Guesses retweeted
SAMSUNG SIGNALS AN AGGRESSIVE PRICING STRATEGY FOR HBM4, LEAVING ALMOST NO MARGIN (ACCORDING TO KOREAN LOCAL REPORTS).
$ko down tick at conf just now "We saw in Q2 we were slightly negative on volume and continue to see slow momentum in key markets like Mexico India"
Love my @Tesla but would not buy another ever again. Complete run around service department after accident. They said tow to your house and bring back in 2 weeks. We don’t have space on site, cmon? king of Prussia pa branch My daughter loves it but this is IT
$ethz is 10% discount to NAV folks. Silly. Adding
$ethz the Peter Thiel DAT is actually at 3% discount to NAV fully diluted. They have enhanced yield plan and assume ability to meme. My long proxy Ethereum is this!
So does $glxy so 100 bagger? Get a grip Maybe $open to $80 too
So does $glxy so 100 bagger? Get a grip Maybe $open to $80 too
Happy. Birthday . Also been neg stocks? I am older but think you might be too old lol
Happy. Birthday . Also been neg stocks? I am older but think you might be too old lol
Not what bulls want to hear from perennially bullish $mchp from ISI bus tour. If you undershipped for many qtrs and July strong but August falls off and need big turns, you are over your skis. Esp this one now but multiple assuming rapid recovery.
$crwd had a solid 2H net new ARR guide but you still paying 100x eps for 20% grower. Hard to make sense of that if logic exists.
Fact: $nvda eps won’t change after this qtr. people had thought could think $7 next year. Not happening. Is that end of world? No but deserves a breather. Jensen did try and say 50% cagr but saying $3-4 trillion is that installed? Annual sales? The numbers don’t make…
Rob’s Educated Guesses retweeted
More AI capex $GLXY is undervalued imo & expect it to get repriced, especially once it gets ERCOT approval from TX for rest of Helios (hopefully soon). Leasing rest of Helios out at same economics as current Coreweave deal would add multiples to its entire mkt cap.
More AI capex $GLXY is undervalued imo & expect it to get repriced, especially once it gets ERCOT approval from TX for rest of Helios (hopefully soon). Leasing rest of Helios out at same economics as current Coreweave deal would add multiples to its entire mkt cap. https://t.co/NiivyzKsTa
Rob’s Educated Guesses retweeted
Demand for Data Centers & Power is infinite $GLXY. McKinsey estimates US data center capacity was ~25GW in 2024 and will surge to 80GW by 2030. $GLXY's 3.5GW in potential power could be ~6.5% of the 55GW in predicted added capacity. Below is a quick comparison between Galaxy’s…
Demand for Data Centers & Power is infinite $GLXY. McKinsey estimates US data center capacity was ~25GW in 2024 and will surge to 80GW by 2030. $GLXY's 3.5GW in potential power could be ~6.5% of the 55GW in predicted added capacity. Below is a quick comparison between Galaxy’s… https://t.co/kYXTbgrplh
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