Long term investor - https://teapawt.net/t.co/9CsbGgAktB Day job: PE fund @IncVangal with investments in @yirlaagency, @peridotdev @fundamentell & 18 other startups
Joined March 2007
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My threads, data, tools I use, investment philosophy and frequently asked questions. Please review these links.
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I think the time they realize this will help blue collar workers who help build datacenter's , this changes.
So the 41 datacenter moratoria across the country are, I predict, going to go 41-0. In nearly every case it's about 67-80% opposing datacenters. True in California, Ohio, everywhere. Read all the results here:
dashboard-production-c2fc.up…
$DDOG Q3 was a beat on revenue and EPS, but Q4 guidance of ~25–26% YoY growth spooked the market given the stock trades at ~70x earnings.
Management's explanation
OpenAI concentration drag, early renewals compressing unit pricing, and seasonal factors
is structurally coherent but hard to sell at this multiple.
The key signal for investors is that non-AI customer growth is actually accelerating (high-20s% YoY, fifth consecutive quarter), and
GPU monetization remains a future opportunity not yet in numbers. At 70x, you need a perfect story; this quarter delivered a complicated one
The Bay Area has 9% of Indian-Americans and 33% of the $5M+ people in our database.
Where many ≠ where rich.
• California: 19% of Indian-Americans, 42% of the $5M+ people in our database.
• Texas has the 2nd-largest Indian-American population, and 7% of the $5M+ people in our database.
First reply: Full data + the report → heyalbert.site/report
Kiosk ordering just moved the bottleneck from ordering line to pickup line.
Does not solve any problem.
Because they won’t be able to have more space to cook and same number of people cooking does not do anything
$PLTR Palantir Technologies Inc. reported after close today. EPS $0.44 vs $0.41 expected (beat 7.3%), revenue $2.31B vs $2.18B expected (+96% YoY)
$PLTR Palantir reports earnings tomorrow. Expectations are for $2.18B in revenue (+85% YoY) and EPS of $0.41 (+95% YoY).
My Bet. U.S. commercial revenue doubles and Palantir raises its full-year guide again. 🚀🪔
$ANT growing but slowing.
ANTHROPIC Q3 2026 FINANCIAL HIGHLIGHTS:
- Revenue: $17.0B, +1,127% YoY & 47% QoQ
- Oper Loss: $567M (vs. $974M profit in Q2)
- Net Loss: $23.3B, vs. $12.1B YoY
- Adj. Oper Income: $2.5B
- Adj. Oper Margin: 15%, down from 19% in Q2
- 9M Revenue: $33.2B
Anthropic attributed its return to an operating loss partly to $5B in higher-cost short-term compute and a $2B noncash donation-matching charge.
Its nine-month net loss reached $104B, largely reflecting $94.3B in noncash charges from the rising value of its convertible notes.
Anthropic also disclosed approximately $895.4B in aggregate purchase and lease commitments as of and after Sept. 30, largely tied to AI compute infrastructure.
