MD @ P&P I love @neworder and I keep things classy and simple. That includes investments and murders
Manhattan - New York City
Joined February 2018
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Time to leave!!!! You can't even speak english
Our third quarter results show strong momentum, and what comes next is even more exciting - science is moving faster than ever and our pipeline is moving with it. Grateful to my colleagues at @Pfizer for the work behind these results.
Quentin Habsburg retweeted
What a wonderful message for retail shareholders… bravo @PalantirTech
Quentin Habsburg retweeted
"He thinks I’m an idiot and I know he’s an idiot."
Ryanair CEO Michael O’Leary says he has no intention to reconcile with Elon Musk after getting into a public spat earlier over the economics of installing SpaceX’s Starlink on its aircraft bloom.bg/3W6f6tL
Quentin Habsburg retweeted
counterpoint: the FCF squeeze is expected to be temporary. Consensus f’casts have Googl, Amazon, Meta & Microsoft rebounding sharply from 2028, generating more than $600b in combined free cash flow by 2030
A lot riding on that recovery
Big tech cant pay for AI out of its own pocket anymore
Cloud demand passed every test this week: AWS +39%, Azure +48%, GCP +103%. Stocks selling off anyway bc the core businesses no longer cover the buildout.
Amazon trailing FCF is –$42b. Alphabet’s Q3 FCF was –$9b. Goldman expects ~$400b in bonds to fund ~35% of 2027 capex.
Only Microsoft says it can self-fund next year (and it just priced $25b in bonds)
Quentin Habsburg retweeted
Lea erhält übrigens durch unser Steuergeld monatlich 17.300€.
Wollt‘s nur nochmal anmerken. 🤷🏻♂️
Quentin Habsburg retweeted
managing europe into a huge stagflation, but green agenda running well. Thanks for nothing
Quentin Habsburg retweeted
you've been cautious at 150 and bullish at 400. It's okay to have no clue Gene. We know it
Quentin Habsburg retweeted
Macron ist ein historischer Volltrottel.
Israeli Prime Minister Netanyahu:
Macron called me on October 7. He said, "You know, we have to work for an immediate ceasefire and to solve this by diplomacy."
And I said, "No, no, Emmanuel. It's not going to be solved by diplomacy. These are monsters. These are neo-Nazis."
I said, "You know, Hamas is like ISIS. In fact, it's worse in some respects than ISIS, even worse than ISIS. And let me tell you, if we don't stop Hamas here, you'll see them on the streets of Paris."
And that's exactly what is happening right now.
eben. Gealtert wie guter Wein. #BRK +11% seit dem "Totengesang" des großen Gekkos @Der_Boersianer während SPY plus minus flat
Dumme Menschen sagen dumme Dinge
So sehr sich die Medien bemühen, die Proteste in Frankreich linksradikalen Chaoten in die Schuhe zu schieben - wir wissen es besser: Hier geht die Jugend gegen Sozialabbau, Kriegsvorbereitung und Genozid auf die Straße. Und ihre Wut springt über auf andere Länder. #Jugendrevolte
Quentin Habsburg retweeted
'Trump, do the right thing... give this guy the support he needs to defeat the modern-day Hitler.'
@piersmorgan gives his message to Trump as Ukraine's President @ZelenskyyUa thanks him and the UK for their continued support.
Watch more 👇
📺 youtu.be/2KrGqdxy_Ag
