Offshore
The Few Bets That Matter Remember the $NVDA “inventory bear case”? The one built on 2 digit IQ that generated millions of views? I broke down why it was deadly wrong in my repost. Turns out the so-called “inventory” included ~700,000 H200 units; over $15B…
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Shanaka claims that this was thankfully found by algorithm - and I can agree with him based on the market's behaviour and violence. But he forgets that algorythm are built to find fraud in 99% of cases.
But $NVDA is the 1%.
When revenue grows 60–80% YoY, it's normal for inventories, receivables, and payables to grow at least comparably in dollar terms. Maybe even slightly higher when added real-world constraints.
What matters is whether these metrics grow disproportionately relative to revenue.
And once normalized, $NVDA ratios are stable, which is consistent with a rapid ongoing expansion, not accounting games or demand collapse.
That being said, everything isn’t necessarily perfect. But again: algorithms are configured to gauge 99% of the market, so of course the 1% will raise red flags.
Add some organic grey cells, context and reality, and the picture is very different, even if the stock continues to fall.
The market is about emotions, not rationality. And X is great at sharing emotions, less for rationality.
Conclusion.
I might be proven wrong in time and $NVDA might be an accounting fraud. I personally continue to believe in the AI revolution, have my own concerns about the circular economy but did not find any indications that AI won't yield cash flow and that commitments can't be honored as of today.
I continue to be bullish. And shared all my moves and reasoning with subscribers yesterday.
The future is bright for those with a system. - The Few Bets That Matter tweet
Shanaka claims that this was thankfully found by algorithm - and I can agree with him based on the market's behaviour and violence. But he forgets that algorythm are built to find fraud in 99% of cases.
But $NVDA is the 1%.
When revenue grows 60–80% YoY, it's normal for inventories, receivables, and payables to grow at least comparably in dollar terms. Maybe even slightly higher when added real-world constraints.
What matters is whether these metrics grow disproportionately relative to revenue.
And once normalized, $NVDA ratios are stable, which is consistent with a rapid ongoing expansion, not accounting games or demand collapse.
That being said, everything isn’t necessarily perfect. But again: algorithms are configured to gauge 99% of the market, so of course the 1% will raise red flags.
Add some organic grey cells, context and reality, and the picture is very different, even if the stock continues to fall.
The market is about emotions, not rationality. And X is great at sharing emotions, less for rationality.
Conclusion.
I might be proven wrong in time and $NVDA might be an accounting fraud. I personally continue to believe in the AI revolution, have my own concerns about the circular economy but did not find any indications that AI won't yield cash flow and that commitments can't be honored as of today.
I continue to be bullish. And shared all my moves and reasoning with subscribers yesterday.
The future is bright for those with a system. - The Few Bets That Matter tweet
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Fiscal.ai
Constellation Software is still in its largest drawdown ever.
Current EV/FCF: 21.3x
Why wouldn't this beat the market over the next 5 years?
$CSU https://t.co/XxMdVkbe6F
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Constellation Software is still in its largest drawdown ever.
Current EV/FCF: 21.3x
Why wouldn't this beat the market over the next 5 years?
$CSU https://t.co/XxMdVkbe6F
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App Economy Insights
🎉 Welcome to 2026!
Did you keep track during the holidays?
📈 Sandisk absolutely crushed 2025
🧠 Meta bets on AI startup Manus
🤖 NVIDIA + Groq: The $20B deal
🔎 Gemini’s very good year
$SNDK $META $NVDA $GOOG
https://t.co/WTFLZRkimA
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🎉 Welcome to 2026!
Did you keep track during the holidays?
📈 Sandisk absolutely crushed 2025
🧠 Meta bets on AI startup Manus
🤖 NVIDIA + Groq: The $20B deal
🔎 Gemini’s very good year
$SNDK $META $NVDA $GOOG
https://t.co/WTFLZRkimA
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Appeconomyinsights
📈 The Top Stock in 2025
The S&P 500’s best performer wasn’t on your bingo card
Offshore
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memenodes
the real-time training https://t.co/QMfikXDbii
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the real-time training https://t.co/QMfikXDbii
USERS AREN’T JUST LIKING GROK, THEY’RE TRAINING IT IN REAL TIME
What’s spreading right now isn’t just praise for Grok.
It’s people actively helping it get better.
Grok isn’t a sealed black box.
It’s designed to learn directly from users.
Every thumbs up tells it what worked.
Every thumbs down sharpens what didn’t.
People get this, and they’re engaging with it like a tool they actually want to improve, not just consume.
Why?
Because Grok feels worth the effort.
The answers are direct.
No corporate hedging.
No censor-heavy tone.
Take two two seconds to hit feedback because they know it counts.
Source: @grok tweet
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The Few Bets That Matter
$LYFT is the equivalent of price action porn.
Don't follow the company and wouldn't buy against $UBER. But every stock has a price.
And this one is going higher. https://t.co/uBcds1IDPN
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$LYFT is the equivalent of price action porn.
Don't follow the company and wouldn't buy against $UBER. But every stock has a price.
And this one is going higher. https://t.co/uBcds1IDPN
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Offshore
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memenodes
he is getting too powerful
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he is getting too powerful
Happy new year!!! https://t.co/IRDaFYbWIs tweet
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The Few Bets That Matter
Ignoring China in 2025 was costly. Ignoring it in 2026 will be even more so.
$BABA is one of my top pick for this year, for one simple reason: the government is crytal clear on its 2026 focus.
1. Consumption
2. Innovation
And when China sets priorities, it tends to execute. If you have paid attention over the past decades, you wouldn't bet against them.
Why would this time be any different?
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Ignoring China in 2025 was costly. Ignoring it in 2026 will be even more so.
$BABA is one of my top pick for this year, for one simple reason: the government is crytal clear on its 2026 focus.
1. Consumption
2. Innovation
And when China sets priorities, it tends to execute. If you have paid attention over the past decades, you wouldn't bet against them.
Why would this time be any different?
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Offshore
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Quiver Quantitative
JUST IN: One of the most successful political accounts on Polymarket has bet $100K that Gavin Newsom will be the Democratic nominee in 2028.
They will win almost $300K if correct. https://t.co/rFQmwby1Q9
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JUST IN: One of the most successful political accounts on Polymarket has bet $100K that Gavin Newsom will be the Democratic nominee in 2028.
They will win almost $300K if correct. https://t.co/rFQmwby1Q9
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Offshore
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memenodes
First time the liquid covers her face is actually water.
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First time the liquid covers her face is actually water.
NEW: Lily Phillips has been baptized & now accepts Jesus Christ as her Lord & Savior.
The odds of Him returning this year are now down to 2%.
https://t.co/UeOTKmnjGU tweet