Tsachy Mishal @CapitalObserver
Tweets are not recommendations or offers of services & are for educational purposes only. I may buy or sell securities I tweet about for myself or clients. Joined April 2009-
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Suddenly people want out of their AI trades? *COREWEAVE REPORTS HOLDER OFFERING OF UP TO 9.2M SHARES $CRWV
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Does every tech exec hate Elon and just want to mess this up for him?
With the market already down 2% the $META news was like...
Usually we hear X times oversubscribed. Not great
SPACEX IPO IS REPORTED TO RECEIVE MORE ORDERS THAN AVAILABLE SHARES.
Amazing how many former darlings trading with reasonable valuations but all anyone wants is AI $NFLX $CMG $V $SPGI
Looks like the former is happening. Have to wonder if $GOOGL spoiled the party and took SpaceX's liquidity
Will be interesting to see if market pulls back into the SpaceX IPO because people realize it's a liquidity suck or if it ramps into it. Ramp into it seems like an easy fade if it happens
@inelegantinvest I thought of a few software names but purposely left them out to prove the point that it's not about AI disruption
I was in Soho and there was a line well out the door at a coffee shop (all young people). I asked the guy in the back of the line "is the coffee so good". He answered "no, it's the matcha". I moved on
58% of Gen. Z said they waited in line for 30 minutes or more to eat a specific food or at a specific restaurant last year Source: @newconsumer and Coefficient Capital survey, conducted by @TolunaCorporate (Nov. 2025)
@Biohazard3737 75% if they do a full deal
People are assuming AI will be so powerful that it will replace humans. But the almighty AI won't be able to figure out how to use less DRAM when that has become the bottleneck? x.com/brandonjcarl/s…
This is exactly the shift I've been highlighting: innovations in attention mechanisms reduce the size needed for KV cache (as well as FLOPS and thus power). Hat tip @HiCagr citing @SemiAnalysis_ ––
Analysts see peak FCF for $MU as $97.5 billion before supply shortages ease up in 2029. A $1,600 price target implies a $1.8 trillion valuation. Some analysts are advocating a valuation of 18+ times peak FCF at the height of the biggest memory cycle ever.
@SJOldValueGuy @AminPriyakant @fifteenCAGR to be clear I think $CHTR is undervalued and eventually will rally as long as the buybacks continue. just saying that the short interest stats are somewhat misleading
@SJOldValueGuy @AminPriyakant @fifteenCAGR even if arbs arent short any CHTR short interest adjusted for Liberty is 16%
@SJOldValueGuy @AminPriyakant @fifteenCAGR Also, once the Liberty shares are turned into CHTR the float will increase by 1/3 so percentage of shares shorted will be lower
@SJOldValueGuy @AminPriyakant @fifteenCAGR How do you know that 80% of shares traded are shorts? is this mandatory reporting?
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