Next @nextidea_

Equity L/S in tech, always trying to find the next idea. Not investment advice. Do your own diligence. New York, NY Joined August 2023

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Next @nextidea_

a month ago

$CLS is up 70% this yr. The risk is that it’s become a single issue stock as a data center switch ODM, with $GOOG and $AMZN at 40% of revs and $META now at 10%. Still interesting to see them ambitiously build full system integrated racks, and move into campus & pluggable optics.

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a month ago

This is what makes $PLTR a scary valuation short: defense spending across the US, UK, and EU spans over $1.29 trillion dollars, of which $PLTR has just 0.2% of. Chart from Piper.

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2 months ago

superb

Dirty Texas Hedge @HedgeDirty

2 months ago

superb

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2 months ago

Cash remains stubbornly prevalent for transactions under $25. Correlates with low income spenders. Runway still for $V / $MA

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4 months ago

Would be poetic for Ackman to go activist on Berkshire and split it up. Greg is probably a great operator, but he’s not an investor. Not sure if I learned a single thing this weekend that would make me trust him as a capital allocator.

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4 months ago

$SBUX: “EPS may not be the right metric to measure success.” 😬

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4 months ago

I don’t think $SPOT needs super fan tier to improve gross margins from here. But it does sound like Sony is dragging its feet there. The 2Q gross margin guide being flat from 1Q should be taken as a positive vs. fears yesterday around how much they could invest into podcasting.

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6 months ago

This is the tradeoff that makes builds a moat around specialization.

Chris Virnig @chrisvirnig

6 months ago

This is the tradeoff that makes builds a moat around specialization.

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6 months ago

$MSFT execs scrambling to blame their partner channel for their shitty software. lol 😂

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7 months ago

Great thread — reducing exploitable tendencies is a powerful framework.

Pernas Research @pernasresearch

7 months ago

Great thread — reducing exploitable tendencies is a powerful framework.

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7 months ago

Made me laugh - every time I think sentiment for HC has bottomed, it surprises me to the downside. Great sector.

TheLAPurchaser @TheLAPurchaser

7 months ago

Made me laugh - every time I think sentiment for HC has bottomed, it surprises me to the downside. Great sector.

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7 months ago

Wednesday we have $APP and $RDDT. Solid potential to make this thread.

Dynamicmoats @DynamicMoats

7 months ago

Wednesday we have $APP and $RDDT. Solid potential to make this thread.

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7 months ago

After Cali approved a 20% increase in home-insurance rates, State Farm announced it would not renew 30k policies in March 2024, then asked for a 30% price increase on top. State Farm understood that CA wasn't addressing the wildfire risks..

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7 months ago

$PLTR / Palantir is understandably controversial. Controversial tech, controversial valuation, but that commercial revenue growth was impressive. And if we exclude the share rewards, the margin improvement was unusually strong.

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8 months ago

Xi: "it's okay to make mistakes." Meanwhile: "disciplinary cases" at an all time high

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8 months ago

From GS and Sensor Tower: Waymo MAUs are at 2% of $UBER US MAUs, 5% of $LYFT. Waymo has higher user churn, with significantly lower usage frequency when looking at the same markets, suggesting some use is more about experimentation and for the novelty-factor.

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8 months ago

Interesting to see the market roll mid afternoon. Post 2:45pm $MSFT $META $NVDA all down.

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8 months ago

$NVDA has harsh words for Biden’s AI diffusion legislation: “The Biden Administration now seeks to restrict access to mainstream computing applications with its unprecedented and misguided “AI Diffusion” rule, which threatens to derail innovation and economic growth worldwide.…