DaRazor @akramsrazor
Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis. the-razors-edge.ghost.io Joined December 2011-
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Aged wagyu beef Would you eat this?
Bristlemoon just published a deep dive (c.16k words) on $PINS. We detail the many changes to the platform that we believe will cause revenues and earnings to accelerate well-beyond sell-side numbers and management's 3-5 year targets:
RT if you wore your hat backwards because of the Kid
How did meta come up with 700ml Mau restriction threshold for 🦙 3?
So if u stop buying weekly calls every week that actually makes a stock fall.
What this guy shud be asking himself after all that's transpired is what other explanations might there be for cmo/cro/cto/ceo/cpo changes all at once...execs don't bounce as a squad ahead of a ramp. That's a given. So, he's lost the plot already. Better question is do you now…
What this guy shud be asking himself after all that's transpired is what other explanations might there be for cmo/cro/cto/ceo/cpo changes all at once...execs don't bounce as a squad ahead of a ramp. That's a given. So, he's lost the plot already. Better question is do you now…
If an entire c-suite bounces in like 4 months I can assure you with 100% confidence of one thing..business is not ramping. If you are trying to argue otherwise as someone already long a stock, you have lost the plot on the market.
$spt “our business is accelerating “ CEO,cmo, cro, cto, cpo bounce in a couple months of each other.
I regularly tell fine dining restaurants they are underpriced these days thanks to how much more expensive fast food and fast casual has gotten.
I regularly tell fine dining restaurants they are underpriced these days thanks to how much more expensive fast food and fast casual has gotten.
Gosling so hot right now
Gosling so hot right now
Groq’s pivot to become a high speed inference cloud through the acquisition of @DefinitiveIO and @sundeep was brilliant - but Chamath’s comments on @theallinpod comparing @GroqInc and $NVDA misses the mark. Groq provides tremendous price / speed on smaller models - and there is…
Groq’s pivot to become a high speed inference cloud through the acquisition of @DefinitiveIO and @sundeep was brilliant - but Chamath’s comments on @theallinpod comparing @GroqInc and $NVDA misses the mark. Groq provides tremendous price / speed on smaller models - and there is…
One of the best jokes in television history
I’m the biggest Yankees hater but Aaron Judge playing catch with a fan in-between innings makes me hard to hate them sometime
Too good. Lol.
lol
Age is just a number. For us, that number is 1.
Prepared Remarks @Rebrand_As_Y
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Gavin Baker @GavinSBaker
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Compound248 💰 @compound248
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CapitalGuy🇺🇦 @Crussian17
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InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Bill Brewster @BillBrewsterTBB
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Sam サム @ HIRAC FU.. @smlsantoso
1 Followers 197 Following インドネシア出身。アメリカ、台湾の留学を経て台湾で7年間勤務 (証券会社、銀行、VC) 、2022年9月に日本のMBAに入学で来日。2023年9月から @hiracfund_vc にてキャピタリストとしてスタートアップを支援。日本語・英語でつぶやいたりします。よろしくお願いいたします。
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Compound248 💰 @compound248
58K Followers 659 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Pythia Capital, Baron.. @PythiaR
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CapitalGuy🇺🇦 @Crussian17
21K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
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22K Followers 37 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
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3K Followers 365 Following investing @ altimeter // be humble, never stop learning // no investment advice
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5K Followers 315 Following We publish research reports in the public interest. Not investment advice. Our social media manager is dyslexic. Disclaimer: https://t.co/O3NxrXlqpQ
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NFL Memes @NFL_Memes
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Tweets from Zach Wein.. @zachweinberg
59K Followers 350 Following I do healthcare & tech stuff. Founder of https://t.co/uJTXjZVNJt, Flatiron Health (acq @Roche~$2b) & Invite Media (acq @Google~$81m). Invest @ https://t.co/2D00yW2Be4
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frostybyte ᯅ @0xbad1dead
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AnilVohra1962 🇬�.. @AnilVohra1962
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Ian Bezek @irbezek
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Probably *not* super bullish for application software: “We also introduced today a powerful new capability called Q Apps, which lets employees describe, in natural language, what apps they want to build on top of this internal data, and Q Apps will quickly generate that app.…
RT if you wore your hat backwards because of the Kid
...related: x.com/AnthPB/status/…
/4 ...in other words: 'If we don't do this ourselves in-house, we're cascading toward a future disequilibrium in which there's not enough supply-side capacity (chips/storage/compute) to accommodate the demand trajectory that's been redoubled by AI/ML'
Lotta big tech CEOs have obviously mentioned custom silicon as part of their chip roadmaps, but it is kinda funny how they talk about Nvidia $nvda GPU orders (Elon/Zuck) like being anointed w an Hermes bag – you don't hear anyone bragging about their $amd MI300 pipeline… #brand
btw meta/snap, i made almost 25% of my IRS draw-down back
@akramsrazor Started with llama 1, WhatsApp mau at the time?
The common narrative is big tech is not doing M&A because of big govt. I think that’s completely false.
Reluctantly joined another board this week because of a team member departure. With each new board seat, another piece of my soul leaves the body
It ain’t much but it’s honest work
Going short on NVDA today, short term im buying 1000C, then building more size on the short as we go.
Puru has discovered perplexity. Sorry aravind
Iran: Our attack/defense was a success. Israel: Our attack/defense was a success. I love these self-define goal posts. Everybody's a winner! This reminds me of "pro forma" accounting... (that all said, I truly hope things de-escalate in the Middle East).
Anyone remember when a stock crash was actually like a crash? Fintards always throwing out 'crash' when a stonk is down 3%, and now Axios basically joining the party. Axios: "Netflix's stock crashed Thursday after the streaming giant said it would no longer report subscriber…
@akramsrazor Don’t tell @pmarca. 🤫 They funded the most early stage deals in Q1 (surprise surprise) while closing 7.2B in new funds yesterday.
@when_to_fold_em Watch out for @akramsrazor
@akramsrazor Not sure if there is a more bearish signal than multiple exec departures
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