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The Few Bets That Matter
Resolving pain points is one of the most lucrative business.
$PLTR did it. $UBER did it. $SHOP did it. $AMZN did it
Billions were created by focusing on a single pain point & solving it, for enterprises & consumers.
$PATH is on its way to do the same.
https://t.co/dWiVxVZ3Th
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Resolving pain points is one of the most lucrative business.
$PLTR did it. $UBER did it. $SHOP did it. $AMZN did it
Billions were created by focusing on a single pain point & solving it, for enterprises & consumers.
$PATH is on its way to do the same.
https://t.co/dWiVxVZ3Th
tweet
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The Few Bets That Matter
$ORCL management confirmed that they will take on less debt than the market expects them to.
But compute demand is not slowing.
That leaves one alternative: contract compute capacity, similar to what $META & $MSFT did: pushing CapEx and overbuild risk onto third parties.
https://t.co/iqeE5ddkRM
If so, more contracts should flow to players willing to assume that risk - likely $NBIS & $CRWV, assuming they can afford it logistically and financially.
The question being will the market like that or not?
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$ORCL management confirmed that they will take on less debt than the market expects them to.
But compute demand is not slowing.
That leaves one alternative: contract compute capacity, similar to what $META & $MSFT did: pushing CapEx and overbuild risk onto third parties.
https://t.co/iqeE5ddkRM
If so, more contracts should flow to players willing to assume that risk - likely $NBIS & $CRWV, assuming they can afford it logistically and financially.
The question being will the market like that or not?
tweet
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memenodes
took some profits. Thanks Bitcoin
https://t.co/8MyW0uQdWq
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took some profits. Thanks Bitcoin
https://t.co/8MyW0uQdWq
Thanks Bitcoin https://t.co/fMW2DmcvRx tweet
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Fiscal.ai
Waste Management just announced that they're raising their dividend by 14.5% for 2026.
Is there an easier stock to own than Waste Management?
$WM https://t.co/zYQQcu51Hk
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Waste Management just announced that they're raising their dividend by 14.5% for 2026.
Is there an easier stock to own than Waste Management?
$WM https://t.co/zYQQcu51Hk
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Quiver Quantitative
BREAKING: Representative Gil Cisneros just filed dozens of new stock trades.
He bought up to $30K of stock in Palantir, $PLTR.
Cisneros sits on the House Armed Services Committee. https://t.co/FV94dcoqsz
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BREAKING: Representative Gil Cisneros just filed dozens of new stock trades.
He bought up to $30K of stock in Palantir, $PLTR.
Cisneros sits on the House Armed Services Committee. https://t.co/FV94dcoqsz
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Offshore
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The Few Bets That Matter
Databricks just dropped strong numbers & another $4B raised, pushing its valuation to $134B.
That almost certainly lifted the value of $NBIS ~30% stake in ClickHouse as well, and that'll only gets better as Databricks heads toward an IPO.
“If the plan was to stay private long term, we wouldn’t have focused on being cash-flow break-even.”
Market's demand for valuable AI companies is still very much alive, it’s just flowing toward those that make a difference.
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Databricks just dropped strong numbers & another $4B raised, pushing its valuation to $134B.
That almost certainly lifted the value of $NBIS ~30% stake in ClickHouse as well, and that'll only gets better as Databricks heads toward an IPO.
“If the plan was to stay private long term, we wouldn’t have focused on being cash-flow break-even.”
Market's demand for valuable AI companies is still very much alive, it’s just flowing toward those that make a difference.
tweet