@NStepmum

Nothing you can compare to your neighbourhood nutjob https://xitter.cf/t.co/YBAn6pyphH

 Belgium
Joined December 2020
  • Tweets2K
  • Following1.4K
  • Followers921
NS Investments retweeted
High Yield Harry
@HighyieldHarry3h
Permabears seeing Anthropic generate FCF
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Long a basket of spicy stuff $AEVA $PURR $LODE $FEAM $PCT $CSIQ
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Playing for a bottom in small caps/ sentiment in retail or spin the weel names
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Think we are progressing in a positive way
NS Investments@NStepmumOct 22
$iwm look likes it wants to bottom? Time to buy some nasty blown out small caps?
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Anthropic financials better than expected. Rates peaked
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Either you win or you end up in jail What a country
unusual_whales
@unusual_whalesOct 26
BREAKING: Flávio has reportedly been summoned by the Federal Police to surrender his passport
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The theme within the theme? Lulu winning is be bullish $AGBK. Bank for retirees and pensioners. Social benefits🔼. Of the Gazillion BR fintechs, it is the only bank accredited as a payer for the Brazilian social security system, a payroll of over 42 million people 0.89x TBV/ PE<5
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*it is the only *challenger* bank accredited as a payer for the Brazilian social security system
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Busted IPO - additional special sit layer.
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$CAN.L Update was meh. Chart looks terrible. Sold my shares 2w ago in the 240's before earnigns Havas came in with 10m shares last time around this level. Happy to reload in the lower 200's. Curious whether we see more of a 'Bolloré put' in the following days
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Hard to see this stock go anywhere before they show material organic growth. Insiders keep accumulating (through various vehicles)... What do they know? Material cap returns are hard to see before '28 as they want to bring leverage down 😴
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NS Investments retweeted
David Schamis
@dschamisOct 26
For over a year I've been explaining @HyperliquidX to anyone who will listen. It mostly has been a monologue from me. We decided we needed to turn it into a presentation. All comments are welcomed. Tell us what you like, what you don't like, and what you hate. Like everything in HL, this should be a community effort. Hyperliquid hypestrat.xyz/presentations/… @HypeStrat $PURR
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Wanted some crypto exposure $PURR which is HYPE DATs is a interesting way to play Beneficiary of perps (Ant/ possibly OAI pre ipo additional tailwinds) At a discount to NAV. Declining no tokens available
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Long $PURR
trade.xyz
@tradexyzOct 26
The Pre-IPO Perpetual (IPOP) Market for Anthropic is now live.
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Imagine being elected president and equity market sells of 25% in hard currency terms
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80% payout ratio 7x 2028 ev/ebitda. Low capex intensity $AMC.L
NS Investments@NStepmumOct 23
$AMC.L unfortunate IPO timing. I have it here at 8.7x ebitda which is rather cheap given no mcx high tam busines. Growth cagr of rev has 20%-25% and will probably grow at this rate going forward. FX risk big, i dont see multiple going double digits
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New EM dividend compounder?
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NS Investments retweeted
Z
@ZeeContrarian1Oct 25
Honestly, this looks very suspicious. @elonmusk is trying to crush his competition outside the boxing ring. $SPCX is competing for the same AI-compute business, yet he keeps posting about how doomed $CRWV, $NBIS and the other neoclouds are. Then @chamath and the rest of the cheerleading squad echo the same message. That’s Soros-style reflexivity: the narrative hits the stocks, funding gets harder, and the prediction starts creating itself.
Elon Musk
@elonmuskOct 25
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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Flowtraders $FLOW.AS small premium to NTBV/ share - €21/sh A good 'long vol' name. Resurrection of crypto is a tailwind on forward earnings 8x ttm earnings. Structural beneficiary of ETF-ization. Ive figured EU names are more backwardslooking. R/R deff not bad here
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$BAK proposal and counter from creditors Looks like creditors will get what they want Rights offering will be interesting
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