FO / HF, L/S securities, real estate, private equity. Behavioral finance. Joyologist. Eastern Shore. Mortimer is greedy. 🇺🇸 #BillsMafia Buffalo native
Joined October 2019
- Tweets19.1K
- Following2K
- Followers8.5K
- Likes18.5K
Pinned Tweet
"Federal government is too big!" Oh yeah, how do you know? What's your quantitative routine in analyzing that? It's been getting more efficient since the 1950s. And what kind of systems theory perspective do you have on this question? Do you have a position on how big the
Randolph Duke 🇺🇸 retweeted
Bleecker Street Is Short Roblox $RBLX. Please see our full trading disclaimer below as well as on our report. Report Link: bleeckerstreetresearch.com/r…
The Obama Library is not the White House. Different aesthetic principles entirely.
And a former Soros fund manager who owns a 9,000 sq ft pink mansion on the Battery in Charleston throwing shade at "the elites" is pretty funny.
🚨Treasury Secretary Scott Bessent on President Obama mocking the Cheesecake Factory:
“This is the man who built the museum and it looks like Darth Vader’s tomb.”
Bessent also told @FoxBusiness' @FBNNicoleMac he frequents the Cheesecake Factory and always orders the French dip cheeseburger — and suggested the “Martha’s Vineyard set” should “give it a try.”
ANT provides zero KPIs on tokens, its basic revenue unit, and has zero mentions of any derivation of the word "watt."
Really helpful.
Consensus currently has SPCX "SI" revenue of $133B in 2027, with ending compute capacity of 8.7 GW, implying (after "X") revenue per MW of $23.5M.
It's not just the bears who doubt SPCX's "SI" outlook. It's the sellside.
few years was 13-15 GW annually before these pronouncements from SPCX. If SPCX "SI" doesn't replicate the frontier LLMs' business, that capacity is going to swamp short-term GPU rental rates.
Not sure why it is so exciting for SPCX to enter mobile telecom into a crowded market where T and VZ generate 6% ROIC.
Gonna be interesting seeing what happens to short-term GPU rental pricing when SPCX pours 2-5 GW per quarter into the spot market.
Building their own turbines is pretty smart for SPCX. That's definitely an advantage if they can pull it off at 3-5 GW per quarter (a big if).
Pods chickening out on airlines into earnings on GE print (like airlines are gonna cancel deliveries). Meanwhile, jet fuel going nuts just off the highs (and way above consensus for Q2 2026 into 2027 and 2028.
