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The Transcript
Hyatt Hotels: "RevPAR growth in Q4 25 was highest among Luxury and Upper Upscale chain scales. Leisure transient continued to be the strongest customer segment."
$H: +0.2% Pre-Market https://t.co/QBNJL21kKm
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Hyatt Hotels: "RevPAR growth in Q4 25 was highest among Luxury and Upper Upscale chain scales. Leisure transient continued to be the strongest customer segment."
$H: +0.2% Pre-Market https://t.co/QBNJL21kKm
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The Transcript
Stratechery's @benthompson on AI agents:
"Actually, one thing that Mark Zuckerberg said on a couple earnings calls ago that I thought was very astute, is we get hung up on technological definitions like, 'What is an agent?' and he’s like, 'Actually the largest and most successful agent in the world today is Facebook advertising', which is exactly right. Facebook advertising, people have it in their head that you go and you put in like demographics and you’re targeting and stuff"
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Stratechery's @benthompson on AI agents:
"Actually, one thing that Mark Zuckerberg said on a couple earnings calls ago that I thought was very astute, is we get hung up on technological definitions like, 'What is an agent?' and he’s like, 'Actually the largest and most successful agent in the world today is Facebook advertising', which is exactly right. Facebook advertising, people have it in their head that you go and you put in like demographics and you’re targeting and stuff"
Stratechery's @benthompson: "I think the ideal outcome for Google is they never put ads in Gemini, but they understand so much about you because of what you do in Gemini that they can then manifest that through ads on YouTube, through ads on Google, through ads on their other properties, and the challenge for OpenAI is they only have one place to put inventory, which is in ChatGPT." tweet
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The Transcript (@TheTranscript_) on X
Stratechery's @benthompson: "I think the ideal outcome for Google is they never put ads in Gemini, but they understand so much about you because of what you do in Gemini that they can then manifest that through ads on YouTube, through ads on Google, through…
Offshore
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God of Prompt
RT @alex_prompter: The best marketers, coders, and content creators are using Claude right now.
But 99.9% of the people don't know how to unlock its full potential.
I'm about to share a mega prompt that will turn Claude into your super assistant who will do ANYTHING for you.
Steal it here ↓ https://t.co/8fwCI4AM8f
tweet
RT @alex_prompter: The best marketers, coders, and content creators are using Claude right now.
But 99.9% of the people don't know how to unlock its full potential.
I'm about to share a mega prompt that will turn Claude into your super assistant who will do ANYTHING for you.
Steal it here ↓ https://t.co/8fwCI4AM8f
tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @SowingAlphaSeed: Healthcare is eating the world https://t.co/HWHNlLdLrr
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RT @SowingAlphaSeed: Healthcare is eating the world https://t.co/HWHNlLdLrr
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Giuliano
The peculiarity of intellectual work is that, even when you see the world expanding, to the world you remain the same. You can experience immense progress and be of more value to others, yet there's "nothing to show" for it. It works very weirdly. But you only need one chance.
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The peculiarity of intellectual work is that, even when you see the world expanding, to the world you remain the same. You can experience immense progress and be of more value to others, yet there's "nothing to show" for it. It works very weirdly. But you only need one chance.
tweet
Offshore
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The Transcript
$NET CEO talking to analysts:
"Journalists deserve to get paid, but so do research analysts....you all deserve to be able to monetize the work that you're creating. And we're going to have to create some new business to support that because AI bots don't click on ads" https://t.co/BFyHpiZXed
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$NET CEO talking to analysts:
"Journalists deserve to get paid, but so do research analysts....you all deserve to be able to monetize the work that you're creating. And we're going to have to create some new business to support that because AI bots don't click on ads" https://t.co/BFyHpiZXed
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Offshore
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Brady Long
RT @thisguyknowsai: BREAKING: Google Gemini just launched a new feature called Guided Learning.
You can now use it to learn literally anything, step by step, like a personal tutor.
Here’s how to access it 👇 https://t.co/cEDbogvX6v
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RT @thisguyknowsai: BREAKING: Google Gemini just launched a new feature called Guided Learning.
You can now use it to learn literally anything, step by step, like a personal tutor.
Here’s how to access it 👇 https://t.co/cEDbogvX6v
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Javier Blas
RT @pickeringenergy: "Energy as an AI hedge" has traction. Stat from Goldman today - $XLE on track for 7 straight weeks of outperformance vs. SPX to the tune of +25percentage points. Monster. Welcome after 3 years of underperformance. Sustainable..guess we have to see if tech trade get reborn. #EFT
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RT @pickeringenergy: "Energy as an AI hedge" has traction. Stat from Goldman today - $XLE on track for 7 straight weeks of outperformance vs. SPX to the tune of +25percentage points. Monster. Welcome after 3 years of underperformance. Sustainable..guess we have to see if tech trade get reborn. #EFT
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Jukan
>> 2025 Q4 Global CPU Market — AMD Sets All-Time Highs in Both Shipments and Revenue
- According to a report by market research firm Mercury Research, AMD achieved record highs in both shipment volume and revenue in the global CPU market in Q4 2025.
- Specifically: CPU revenue share reached 35.4%, up 6.8pp YoY and 2.9pp QoQ. CPU unit shipment share reached 29.2%, up 4.5pp YoY and 3.6pp QoQ.
- In short, AMD significantly expanded its share of the global CPU market in Q4 2025, with both shipments and revenue reaching their highest levels on record.
$AMD $INTC
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>> 2025 Q4 Global CPU Market — AMD Sets All-Time Highs in Both Shipments and Revenue
- According to a report by market research firm Mercury Research, AMD achieved record highs in both shipment volume and revenue in the global CPU market in Q4 2025.
- Specifically: CPU revenue share reached 35.4%, up 6.8pp YoY and 2.9pp QoQ. CPU unit shipment share reached 29.2%, up 4.5pp YoY and 3.6pp QoQ.
- In short, AMD significantly expanded its share of the global CPU market in Q4 2025, with both shipments and revenue reaching their highest levels on record.
$AMD $INTC
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Offshore
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Michael Fritzell (Asian Century Stocks)
Flows into EM Asia ETFs finally picking up. Via Dr Doom https://t.co/5Oc2afLL4p
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Flows into EM Asia ETFs finally picking up. Via Dr Doom https://t.co/5Oc2afLL4p
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Offshore
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Dimitry Nakhla | Babylon Capital®
Dan Sundheim, Founder & CIO of D1 Capital Partners, on what stock he’d buy if there was a 10-year lockup:
“There’s very few tech companies I feel comfortable saying because I think tech just changes too quickly so it wouldn’t be a tech company. It would have to be a company with a moat that’s incredibly difficult to penetrate, with a growth rate well above GDP for a long time.
I like 𝐒𝐢𝐞𝐦𝐞𝐧𝐬 𝐄𝐧𝐞𝐫𝐠𝐲 quite a bit… a company called 𝐂𝐥𝐞𝐚𝐧 𝐇𝐚𝐫𝐛𝐨𝐫𝐬 which I like a lot… they own the majority of the incinerators in the United States. You can’t really build more incinerators because of NIMBY.”
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𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧:
Investing ultimately comes back to analyzing a company’s moat. Not just whether a business has competitive advantages — but: how easily can those advantages be replicated?
How many layers of barriers to entry protect the business?
How durable are those advantages over long periods of time?
𝘛𝘩𝘦 𝘭𝘰𝘯𝘨𝘦𝘳 𝘺𝘰𝘶𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘩𝘰𝘳𝘪𝘻𝘰𝘯, 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘤𝘳𝘪𝘵𝘪𝘤𝘢𝘭 𝘵𝘩𝘦𝘴𝘦 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴 𝘣𝘦𝘤𝘰𝘮𝘦.
𝘈𝘴 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺 𝘢𝘥𝘷𝘢𝘯𝘤𝘦𝘴, 𝘥𝘪𝘴𝘳𝘶𝘱𝘵𝘪𝘰𝘯 𝘳𝘪𝘴𝘬 𝘯𝘢𝘵𝘶𝘳𝘢𝘭𝘭𝘺 𝘳𝘪𝘴𝘦𝘴. 𝘞𝘩𝘢𝘵 𝘭𝘰𝘰𝘬𝘴 𝘥𝘰𝘮𝘪𝘯𝘢𝘯𝘵 𝘵𝘰𝘥𝘢𝘺 𝘮𝘢𝘺 𝘯𝘰𝘵 𝘳𝘦𝘮𝘢𝘪𝘯 𝘴𝘰 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘳𝘦𝘢𝘭 𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘢𝘭 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘰𝘯𝘴 — 𝘪𝘯𝘵𝘦𝘭𝘭𝘦𝘤𝘵𝘶𝘢𝘭 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺, 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘰𝘳𝘺 𝘣𝘢𝘳𝘳𝘪𝘦𝘳𝘴, 𝘪𝘯𝘴𝘵𝘢𝘭𝘭𝘦𝘥 𝘣𝘢𝘴𝘦, 𝘴𝘸𝘪𝘵𝘤𝘩𝘪𝘯𝘨 𝘤𝘰𝘴𝘵𝘴, 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘦𝘧𝘧𝘦𝘤𝘵𝘴, 𝘩𝘢𝘳𝘥 𝘢𝘴𝘴𝘦𝘵𝘴, 𝘦𝘵𝘤.
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𝙒𝙝𝙖𝙩’𝙨 𝙗𝙚𝙖𝙪𝙩𝙞𝙛𝙪𝙡 𝙖𝙗𝙤𝙪𝙩 𝙎𝙪𝙣𝙙𝙝𝙚𝙞𝙢’𝙨 𝙛𝙧𝙖𝙢𝙞𝙣𝙜 𝙞𝙨 𝙩𝙝𝙚 𝙚𝙢𝙥𝙝𝙖𝙨𝙞𝙨 𝙤𝙣 𝙙𝙪𝙧𝙖𝙗𝙞𝙡𝙞𝙩𝙮 𝙤𝙫𝙚𝙧 𝙚𝙭𝙘𝙞𝙩𝙚𝙢𝙚𝙣𝙩.
Particularly what he mentioned about 𝐂𝐥𝐞𝐚𝐧 𝐇𝐚𝐫𝐛𝐨𝐫𝐬:
“You 𝘤𝘢𝘯’𝘵 𝘳𝘦𝘢𝘭𝘭𝘺 𝘣𝘶𝘪𝘭𝘥 𝘮𝘰𝘳𝘦 𝘪𝘯𝘤𝘪𝘯𝘦𝘳𝘢𝘵𝘰𝘳𝘴 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘰𝘧 𝙉𝙄𝙈𝘽𝙔 and as you have 𝙢𝙤𝙧𝙚 𝙤𝙣𝙨𝙝𝙤𝙧𝙞𝙣𝙜𝘵𝘩𝘦𝘳𝘦’𝘴 𝘨𝘰𝘪𝘯 𝘵𝘰 𝘣𝘦 𝘮𝘰𝘳𝘦 𝘩𝘢𝘻𝘢𝘳𝘥𝘰𝘶𝘴 𝘸𝘢𝘴𝘵𝘦 and they have both the incinerators and 𝘵𝘩𝘦𝘺 𝘩𝘢𝘷𝘦 𝘵𝘩𝘦 𝙣𝙚𝙩𝙬𝙤𝙧𝙠 𝘵𝘰 𝘨𝘰 𝘤𝘰𝘭𝘭𝘦𝘤𝘵. And so it’s just a very very good business and the starting multiple is very reasonable.”
𝐓𝐡𝐞 𝐛𝐚𝐫𝐫𝐢𝐞𝐫𝐬 𝐭𝐨 𝐞𝐧𝐭𝐫𝐲 𝐞𝐦𝐛𝐞𝐝𝐝𝐞𝐝 𝐢𝐧 𝐭𝐡𝐚𝐭 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐚𝐫𝐞 𝐢𝐧𝐜𝐫𝐞𝐝𝐢𝐛𝐥𝐲 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥:
𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐁𝐚𝐫𝐫𝐢𝐞𝐫𝐬 → Hazardous waste facilities face extreme permitting hurdles
𝐍𝐈𝐌𝐁𝐘 𝐄𝐟𝐟𝐞𝐜𝐭 t → Even if permitted, communities resist new incinerators
𝐒𝐜𝐚𝐫𝐜𝐢𝐭𝐲 𝐨𝐟 𝐀𝐬𝐬𝐞𝐭𝐬 → Very few licensed hazardous waste incinerators exist
𝐇𝐚𝐫𝐝 𝐀𝐬𝐬𝐞𝐭 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 → These are not easily replicated digital products
𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 → Collection, transportation, disposal ecosystem
𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞𝐝 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 → Owning both disposal + logistics compounds the moat
This is what a real moat looks like.
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Interestingly:
$SIE.DE: +13% YTD
$CLH: +13% YTD
𝐀 𝐫𝐞𝐦𝐢𝐧𝐝𝐞𝐫 𝐭𝐡𝐚𝐭 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐬𝐧’𝐭 𝐚𝐛𝐨𝐮𝐭 𝐜𝐡𝐚𝐬𝐢𝐧𝐠 𝐭𝐡𝐞 𝐟𝐚𝐬𝐭𝐞𝐬𝐭 𝐬𝐭𝐨𝐫𝐲 — 𝐢𝐭’𝐬 𝐚𝐛𝐨𝐮𝐭 𝐨𝐰𝐧𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐭𝐡𝐚𝐭 𝐚𝐫𝐞 𝐡𝐚𝐫𝐝𝐞𝐬𝐭 𝐭𝐨 𝐝𝐢𝐬𝐫𝐮𝐩𝐭.
___
Video: Stripe | Dan Sundheim of D1 Capital | (10/22/2025)
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Dan Sundheim, Founder & CIO of D1 Capital Partners, on what stock he’d buy if there was a 10-year lockup:
“There’s very few tech companies I feel comfortable saying because I think tech just changes too quickly so it wouldn’t be a tech company. It would have to be a company with a moat that’s incredibly difficult to penetrate, with a growth rate well above GDP for a long time.
I like 𝐒𝐢𝐞𝐦𝐞𝐧𝐬 𝐄𝐧𝐞𝐫𝐠𝐲 quite a bit… a company called 𝐂𝐥𝐞𝐚𝐧 𝐇𝐚𝐫𝐛𝐨𝐫𝐬 which I like a lot… they own the majority of the incinerators in the United States. You can’t really build more incinerators because of NIMBY.”
___
𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧:
Investing ultimately comes back to analyzing a company’s moat. Not just whether a business has competitive advantages — but: how easily can those advantages be replicated?
How many layers of barriers to entry protect the business?
How durable are those advantages over long periods of time?
𝘛𝘩𝘦 𝘭𝘰𝘯𝘨𝘦𝘳 𝘺𝘰𝘶𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘩𝘰𝘳𝘪𝘻𝘰𝘯, 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘤𝘳𝘪𝘵𝘪𝘤𝘢𝘭 𝘵𝘩𝘦𝘴𝘦 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴 𝘣𝘦𝘤𝘰𝘮𝘦.
𝘈𝘴 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺 𝘢𝘥𝘷𝘢𝘯𝘤𝘦𝘴, 𝘥𝘪𝘴𝘳𝘶𝘱𝘵𝘪𝘰𝘯 𝘳𝘪𝘴𝘬 𝘯𝘢𝘵𝘶𝘳𝘢𝘭𝘭𝘺 𝘳𝘪𝘴𝘦𝘴. 𝘞𝘩𝘢𝘵 𝘭𝘰𝘰𝘬𝘴 𝘥𝘰𝘮𝘪𝘯𝘢𝘯𝘵 𝘵𝘰𝘥𝘢𝘺 𝘮𝘢𝘺 𝘯𝘰𝘵 𝘳𝘦𝘮𝘢𝘪𝘯 𝘴𝘰 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘳𝘦𝘢𝘭 𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘢𝘭 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘰𝘯𝘴 — 𝘪𝘯𝘵𝘦𝘭𝘭𝘦𝘤𝘵𝘶𝘢𝘭 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺, 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘰𝘳𝘺 𝘣𝘢𝘳𝘳𝘪𝘦𝘳𝘴, 𝘪𝘯𝘴𝘵𝘢𝘭𝘭𝘦𝘥 𝘣𝘢𝘴𝘦, 𝘴𝘸𝘪𝘵𝘤𝘩𝘪𝘯𝘨 𝘤𝘰𝘴𝘵𝘴, 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘦𝘧𝘧𝘦𝘤𝘵𝘴, 𝘩𝘢𝘳𝘥 𝘢𝘴𝘴𝘦𝘵𝘴, 𝘦𝘵𝘤.
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𝙒𝙝𝙖𝙩’𝙨 𝙗𝙚𝙖𝙪𝙩𝙞𝙛𝙪𝙡 𝙖𝙗𝙤𝙪𝙩 𝙎𝙪𝙣𝙙𝙝𝙚𝙞𝙢’𝙨 𝙛𝙧𝙖𝙢𝙞𝙣𝙜 𝙞𝙨 𝙩𝙝𝙚 𝙚𝙢𝙥𝙝𝙖𝙨𝙞𝙨 𝙤𝙣 𝙙𝙪𝙧𝙖𝙗𝙞𝙡𝙞𝙩𝙮 𝙤𝙫𝙚𝙧 𝙚𝙭𝙘𝙞𝙩𝙚𝙢𝙚𝙣𝙩.
Particularly what he mentioned about 𝐂𝐥𝐞𝐚𝐧 𝐇𝐚𝐫𝐛𝐨𝐫𝐬:
“You 𝘤𝘢𝘯’𝘵 𝘳𝘦𝘢𝘭𝘭𝘺 𝘣𝘶𝘪𝘭𝘥 𝘮𝘰𝘳𝘦 𝘪𝘯𝘤𝘪𝘯𝘦𝘳𝘢𝘵𝘰𝘳𝘴 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘰𝘧 𝙉𝙄𝙈𝘽𝙔 and as you have 𝙢𝙤𝙧𝙚 𝙤𝙣𝙨𝙝𝙤𝙧𝙞𝙣𝙜𝘵𝘩𝘦𝘳𝘦’𝘴 𝘨𝘰𝘪𝘯 𝘵𝘰 𝘣𝘦 𝘮𝘰𝘳𝘦 𝘩𝘢𝘻𝘢𝘳𝘥𝘰𝘶𝘴 𝘸𝘢𝘴𝘵𝘦 and they have both the incinerators and 𝘵𝘩𝘦𝘺 𝘩𝘢𝘷𝘦 𝘵𝘩𝘦 𝙣𝙚𝙩𝙬𝙤𝙧𝙠 𝘵𝘰 𝘨𝘰 𝘤𝘰𝘭𝘭𝘦𝘤𝘵. And so it’s just a very very good business and the starting multiple is very reasonable.”
𝐓𝐡𝐞 𝐛𝐚𝐫𝐫𝐢𝐞𝐫𝐬 𝐭𝐨 𝐞𝐧𝐭𝐫𝐲 𝐞𝐦𝐛𝐞𝐝𝐝𝐞𝐝 𝐢𝐧 𝐭𝐡𝐚𝐭 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐚𝐫𝐞 𝐢𝐧𝐜𝐫𝐞𝐝𝐢𝐛𝐥𝐲 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥:
𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐁𝐚𝐫𝐫𝐢𝐞𝐫𝐬 → Hazardous waste facilities face extreme permitting hurdles
𝐍𝐈𝐌𝐁𝐘 𝐄𝐟𝐟𝐞𝐜𝐭 t → Even if permitted, communities resist new incinerators
𝐒𝐜𝐚𝐫𝐜𝐢𝐭𝐲 𝐨𝐟 𝐀𝐬𝐬𝐞𝐭𝐬 → Very few licensed hazardous waste incinerators exist
𝐇𝐚𝐫𝐝 𝐀𝐬𝐬𝐞𝐭 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 → These are not easily replicated digital products
𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 → Collection, transportation, disposal ecosystem
𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞𝐝 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 → Owning both disposal + logistics compounds the moat
This is what a real moat looks like.
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Interestingly:
$SIE.DE: +13% YTD
$CLH: +13% YTD
𝐀 𝐫𝐞𝐦𝐢𝐧𝐝𝐞𝐫 𝐭𝐡𝐚𝐭 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐬𝐧’𝐭 𝐚𝐛𝐨𝐮𝐭 𝐜𝐡𝐚𝐬𝐢𝐧𝐠 𝐭𝐡𝐞 𝐟𝐚𝐬𝐭𝐞𝐬𝐭 𝐬𝐭𝐨𝐫𝐲 — 𝐢𝐭’𝐬 𝐚𝐛𝐨𝐮𝐭 𝐨𝐰𝐧𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐭𝐡𝐚𝐭 𝐚𝐫𝐞 𝐡𝐚𝐫𝐝𝐞𝐬𝐭 𝐭𝐨 𝐝𝐢𝐬𝐫𝐮𝐩𝐭.
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Video: Stripe | Dan Sundheim of D1 Capital | (10/22/2025)
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