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Dimitry Nakhla | Babylon Capital®
Yes, Burry sold all his stocks & purchased $EL
Yes, he purchased a ton of puts $NVDA $BABA $PDD $JD $EL $TCOM
This is not as “breaking news” as many make it seem
These filings snapshot past months
Burry likely cashed in on the April correction, closed shorts & flipped long Q2 https://t.co/EkDQ6GYNhS
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Yes, Burry sold all his stocks & purchased $EL
Yes, he purchased a ton of puts $NVDA $BABA $PDD $JD $EL $TCOM
This is not as “breaking news” as many make it seem
These filings snapshot past months
Burry likely cashed in on the April correction, closed shorts & flipped long Q2 https://t.co/EkDQ6GYNhS
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Capital Employed
RT @capitalemployed: 42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/pd1jpi63Tp https://t.co/TmOdie93hE
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RT @capitalemployed: 42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/pd1jpi63Tp https://t.co/TmOdie93hE
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The All-In Podcast
🚨 HUGE all-in interview
@friedberg sits down with google ceo @sundarpichai
sit back for an amazing conversation covering:
-- will ai kill search? is google about to disrupt itself?
-- sizing up the competition: elon, altman, zuck, satya
-- culture, coddling, and recruitment at google
-- proudest moment and biggest regret as ceo
-- which current $500B+ company google almost acquired
(0:00) david friedberg welcomes alphabet ceo sundar pichai
(2:58) will ai kill search?: google disrupting itself, evolving search to follow the user
(15:32) infrastructure advantage, foundational model differentiation
(25:08) future of human-computer interaction, hardware, competitive landscape in ai
(35:29) energy constraints in ai
(41:20) google's progress in quantum computing and robotics
(47:56) culture, coddling, and talent recruitment in the age of ai
(56:50) does he consider alphabet a holding company searching for google's next $100b business?
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🚨 HUGE all-in interview
@friedberg sits down with google ceo @sundarpichai
sit back for an amazing conversation covering:
-- will ai kill search? is google about to disrupt itself?
-- sizing up the competition: elon, altman, zuck, satya
-- culture, coddling, and recruitment at google
-- proudest moment and biggest regret as ceo
-- which current $500B+ company google almost acquired
(0:00) david friedberg welcomes alphabet ceo sundar pichai
(2:58) will ai kill search?: google disrupting itself, evolving search to follow the user
(15:32) infrastructure advantage, foundational model differentiation
(25:08) future of human-computer interaction, hardware, competitive landscape in ai
(35:29) energy constraints in ai
(41:20) google's progress in quantum computing and robotics
(47:56) culture, coddling, and talent recruitment in the age of ai
(56:50) does he consider alphabet a holding company searching for google's next $100b business?
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Offshore
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The All-In Podcast
Sundar Pichai's Biggest Regret as Google CEO: Not Buying Netflix When He Had the Chance!
@friedberg:
"As we wrap up, I want to ask you one last question to hopefully frame your experience of the last 10 years as CEO."
"Biggest regret? Biggest mistake?"
@sundarpichai:
"There's a lot of small regrets."
"You know, by nature I tend to look forward and I learn from mistakes we make."
"But look, there are acquisitions we debated hard, came close."
Friedberg:
"Just gimme one name."
Sundar:
"We'll get in trouble. Maybe Netflix."
"Right, like we debated Netflix at some point super intensely inside."
"So you go through these moments, right?"
"And I wouldn't call it regrets, but you always look back and in a world of butterfly effects, there were alternate paths, but maybe they are in a different part of the multiverse."
Could you imagine what Google would look like with YouTube AND Netflix?! 🤯🤯🤯
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Sundar Pichai's Biggest Regret as Google CEO: Not Buying Netflix When He Had the Chance!
@friedberg:
"As we wrap up, I want to ask you one last question to hopefully frame your experience of the last 10 years as CEO."
"Biggest regret? Biggest mistake?"
@sundarpichai:
"There's a lot of small regrets."
"You know, by nature I tend to look forward and I learn from mistakes we make."
"But look, there are acquisitions we debated hard, came close."
Friedberg:
"Just gimme one name."
Sundar:
"We'll get in trouble. Maybe Netflix."
"Right, like we debated Netflix at some point super intensely inside."
"So you go through these moments, right?"
"And I wouldn't call it regrets, but you always look back and in a world of butterfly effects, there were alternate paths, but maybe they are in a different part of the multiverse."
Could you imagine what Google would look like with YouTube AND Netflix?! 🤯🤯🤯
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Hidden Value Gems
$BRK.B major trades in Q1 2025:
✅ More than doubled $STZ and $POOL, small increases in $OXY $SIRI $DPZ $HEI.A
❌Sold $NU and $C, reduced $FWONK $TIMUS $BAC
+New undisclosed position https://t.co/HQktpJVVRa
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$BRK.B major trades in Q1 2025:
✅ More than doubled $STZ and $POOL, small increases in $OXY $SIRI $DPZ $HEI.A
❌Sold $NU and $C, reduced $FWONK $TIMUS $BAC
+New undisclosed position https://t.co/HQktpJVVRa
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Wall St Engine
JPMorgan Reiterates Overweight Rating on $RUN, Says IRA Revisions Manageable and Long-Term Outlook Improving, Maintains PT at $13
Analyst comments: "Earlier this week, we hosted investor meetings with RUN’s CEO, Head of Investor Relations/Deputy CFO, and Head of Project Finance. Unsurprisingly, revisions to IRA incentives in the House reconciliation bill released earlier this week were the primary focus. While RUN believes the bill is less than perfect and would have preferred no reduction to current IRA incentives, the CEO believes the bill is more than workable and expects the final version to closely resemble the current draft.
Additionally, the tariff pause has brought welcome relief to supply chain issues since Liberation Day, and RUN reiterated from last week’s 1Q earnings call that a reduction in the 145% China tariff could push the company toward the high end of its $200–500 million FY25 cash flow guidance. The company remains confident in its market positioning and continues to see strong customer response to the newly released Flex product.
We came away from the meetings and related fieldwork incrementally positive on RUN’s long-term outlook under the proposed IRA revisions. While some uncertainty remains (e.g., tariffs and final IRA resolution), visibility on the multi-year opportunity for RUN is improving."
Analyst: Mark Strouse
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JPMorgan Reiterates Overweight Rating on $RUN, Says IRA Revisions Manageable and Long-Term Outlook Improving, Maintains PT at $13
Analyst comments: "Earlier this week, we hosted investor meetings with RUN’s CEO, Head of Investor Relations/Deputy CFO, and Head of Project Finance. Unsurprisingly, revisions to IRA incentives in the House reconciliation bill released earlier this week were the primary focus. While RUN believes the bill is less than perfect and would have preferred no reduction to current IRA incentives, the CEO believes the bill is more than workable and expects the final version to closely resemble the current draft.
Additionally, the tariff pause has brought welcome relief to supply chain issues since Liberation Day, and RUN reiterated from last week’s 1Q earnings call that a reduction in the 145% China tariff could push the company toward the high end of its $200–500 million FY25 cash flow guidance. The company remains confident in its market positioning and continues to see strong customer response to the newly released Flex product.
We came away from the meetings and related fieldwork incrementally positive on RUN’s long-term outlook under the proposed IRA revisions. While some uncertainty remains (e.g., tariffs and final IRA resolution), visibility on the multi-year opportunity for RUN is improving."
Analyst: Mark Strouse
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