MacroValue @pradeeepk
Markets...Value...Macro... Asia Joined August 2009-
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Reviewed some US macro data, it doesn't look weak to me Pretty inline with what we saw from the start of the year Don't see any big weaknesses like what jobs data suggests
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$FICO update from management at Barclays conference last week -Pricing strategy continues -Implementation of VS in the system has not happened post announcement -VS will remain a non factor with LSD share
$FICO
Refi boom coming $FICO
Reducing risk Raising cash Not selling a share of $FICO
$GOOGL has excess compute
$GOOGL has excess compute
$FICO in Barclays conference today
Morgan Stanley has Tokyo Electron 8035.T growing the most in 2026 It is also the cheapest among WFE
Sell USA lol
MacroValue retweeted
WSJ article this morning on the impending refi boom as mortgage rates fall. Rates and volumes are non-linear, with a material inflection in activity if mortgage rates drop below 6%. $EFX, $FICO, and $RKT are the most levered to a rebound in mortgage activity.
As china builds leading edge fab capacity, Tokyo Electron would most benefit Also cheapest amount semicaps
As china builds leading edge fab capacity, Tokyo Electron would most benefit Also cheapest amount semicaps
$BMBL direct payment on US IOS has already reached ~26% adoption Highest amoung peers Thats ~8% tailwind to EBITDA At 50% its a ~16% tailwind Source: Morgan Stanley
*BUMBLE WORKING ON A NEW AI-POWERED MATCHMAKING APP: WSJ *BUMBLE LOOKING TO RELEASE BETA VERSION OF NEW APP IN FALL: WSJ $BMBL
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