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The Few Bets That Matter
The market keeps punishing $NFLX on the belief it will win the bid for $WBD.
Hard to say how low it will push the stock, but it feels starts to feel like we’ll get a major buying opportunity out of it.
Yes, adding ~$75B in debt is scary. But if the deal happens, the value created should more than offset the costs.
Not a buyer today, but I’m almost certain I’ll be buying in the coming months/years if the stock keeps falling.
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The market keeps punishing $NFLX on the belief it will win the bid for $WBD.
Hard to say how low it will push the stock, but it feels starts to feel like we’ll get a major buying opportunity out of it.
Yes, adding ~$75B in debt is scary. But if the deal happens, the value created should more than offset the costs.
Not a buyer today, but I’m almost certain I’ll be buying in the coming months/years if the stock keeps falling.
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Fiscal.ai
What an insane stat.
Shares of Microsoft were under water for 15 years after their dot-com peak.
But from that peak to today... they've still doubled the S&P 500 total return.
$MSFT https://t.co/Pkz6D13m10
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What an insane stat.
Shares of Microsoft were under water for 15 years after their dot-com peak.
But from that peak to today... they've still doubled the S&P 500 total return.
$MSFT https://t.co/Pkz6D13m10
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The Few Bets That Matter
$GOOG and others keep locking up energy supply, but the real bottleneck will be solved by hardware & software.
There will never be enough energy to run AI data centers at scale. Efficiency is the only way out. That’s where companies like $NVDA & $ALAB come in.
More efficient hardware > finding new energy sources.
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$GOOG and others keep locking up energy supply, but the real bottleneck will be solved by hardware & software.
There will never be enough energy to run AI data centers at scale. Efficiency is the only way out. That’s where companies like $NVDA & $ALAB come in.
More efficient hardware > finding new energy sources.
GOOGLE JUST MADE AN ALMOST $5B ACQUISITION
Google $GOOGL has agreed to acquire Intersect "a data center and energy infrastructure company" for $4.75 Billion in cash in addition to the assumption of debt - CNBC https://t.co/3HiV1940mL tweet
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EndGame Macro
https://t.co/tTHlRMhdYQ
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https://t.co/tTHlRMhdYQ
Retail sales data release postponed to mid-January, new home sales data postponed, housing starts report delayed to January 9th - scheduled for today
#MacroEdge tweet
AkhenOsiris
$CRM
While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% increase that executives say demonstrates a widening gap between speculative AI hype and deployed enterprise solutions generating measurable returns.
Agentforce, the company's autonomous AI agent platform, now serves 18,500 enterprise customers, up from 12,500 the prior quarter. Those customers collectively run more than three billion automated workflows monthly and have pushed Salesforce's agentic product revenue past $540 million in annual recurring revenue, according to figures the company shared with VentureBeat. The platform has processed over three trillion tokens — the fundamental units that large language models use to understand and generate text — positioning Salesforce as one of the largest consumers of AI compute in the enterprise software market.
"This has been a year of momentum," Madhav Thattai, Salesforce's Chief Operating Officer for AI, said in an exclusive interview with VentureBeat. "We crossed over half a billion in ARR for our agentic products, which have been out for a couple of years. And so that's pretty remarkable for enterprise software."
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$CRM
While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% increase that executives say demonstrates a widening gap between speculative AI hype and deployed enterprise solutions generating measurable returns.
Agentforce, the company's autonomous AI agent platform, now serves 18,500 enterprise customers, up from 12,500 the prior quarter. Those customers collectively run more than three billion automated workflows monthly and have pushed Salesforce's agentic product revenue past $540 million in annual recurring revenue, according to figures the company shared with VentureBeat. The platform has processed over three trillion tokens — the fundamental units that large language models use to understand and generate text — positioning Salesforce as one of the largest consumers of AI compute in the enterprise software market.
"This has been a year of momentum," Madhav Thattai, Salesforce's Chief Operating Officer for AI, said in an exclusive interview with VentureBeat. "We crossed over half a billion in ARR for our agentic products, which have been out for a couple of years. And so that's pretty remarkable for enterprise software."
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AkhenOsiris
$CART
Instacart is ending its AI-powered pricing tests, which led some users to see higher prices on certain products than others. “Now, if two families are shopping for the same items, at the same time, from the same store location on Instacart, they see the same prices — period,” Instacart writes in a blog post on Monday.
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$CART
Instacart is ending its AI-powered pricing tests, which led some users to see higher prices on certain products than others. “Now, if two families are shopping for the same items, at the same time, from the same store location on Instacart, they see the same prices — period,” Instacart writes in a blog post on Monday.
🤡
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The Few Bets That Matter
RT @WealthyReadings: The market is in a bubble.
I’m not sure anyone can or should even try to deny this, but most here misunderstand its source. It isn’t a valuation bubble, and the comparisons to the dot-com era are just plain wrong.
But we are in a bubble: a liquidity bubble.
To be more precise, we went through different liquidity bubbles and reached the point where this excess liquidity is now a necessity for the U.S. government. They issued too much debt, reached a point where they can’t pay it back, and now have to issue more simply to survive.
Part of this excess is distributed to companies which can sustain markets in ways that were not possible before, other to workers who can consume while they shouldn't be able to, or wouldn't have in the past.
In brief: it won’t be fixed tomorrow.
For decades, markets lived and died based on access to liquidity from the private sector. This is no longer the case. We entered an era of continuous liquidity from fiscal policies, which can be further boosted by monetary policies. But the baseline is, and will remain, much higher than historically - and will only grow from here.
So please, leave your Buffett Indicator and average multiples at the door. The data is real: we are above averages, but we also evolve in an incomparable environment.
You wouldn’t compare a lion’s lifetime in Siberia to one in Africa. Seems stupid, right? Same thing here.
We'll continue to have volatility, crashes, corrections and such. But in the medium term, without any resets, valuation's average will continue to trend higher because liquidity continues to trend higher.
Our job is to make the most of any situation. So let's focus on that.
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RT @WealthyReadings: The market is in a bubble.
I’m not sure anyone can or should even try to deny this, but most here misunderstand its source. It isn’t a valuation bubble, and the comparisons to the dot-com era are just plain wrong.
But we are in a bubble: a liquidity bubble.
To be more precise, we went through different liquidity bubbles and reached the point where this excess liquidity is now a necessity for the U.S. government. They issued too much debt, reached a point where they can’t pay it back, and now have to issue more simply to survive.
Part of this excess is distributed to companies which can sustain markets in ways that were not possible before, other to workers who can consume while they shouldn't be able to, or wouldn't have in the past.
In brief: it won’t be fixed tomorrow.
For decades, markets lived and died based on access to liquidity from the private sector. This is no longer the case. We entered an era of continuous liquidity from fiscal policies, which can be further boosted by monetary policies. But the baseline is, and will remain, much higher than historically - and will only grow from here.
So please, leave your Buffett Indicator and average multiples at the door. The data is real: we are above averages, but we also evolve in an incomparable environment.
You wouldn’t compare a lion’s lifetime in Siberia to one in Africa. Seems stupid, right? Same thing here.
We'll continue to have volatility, crashes, corrections and such. But in the medium term, without any resets, valuation's average will continue to trend higher because liquidity continues to trend higher.
Our job is to make the most of any situation. So let's focus on that.
tweet
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Fiscal.ai
PayPal is at a 10% free cash flow yield.
Value play or value trap?
$PYPL https://t.co/psALvs7fkW
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PayPal is at a 10% free cash flow yield.
Value play or value trap?
$PYPL https://t.co/psALvs7fkW
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