Otis Capital @otiscap
love tweeting about finance. long - term investor Joined June 2019-
Tweets2K
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Followers567
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Following2K
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Likes16K
@DadInvest You sure about that math, brother? You made x / basis of $0
@marc_slans Uh oh. Now I’m nervous about my META holdings…
@BigBoyBern80872 What makes you think that?
Google has now added over $3 trillion to its market cap in the ~2 years since “Boob Shirt Guy” asked Sergey Brin about Woke Gemini images while having a foot long Subway Cold Cut Trio for lunch.
@evrgn11112231 @racetrack275 He’s clearly focused on the short term. But you are tweeting as if you are also focused on the short term… PS I’m also long META
$AMZN CEO: Memory inflation is pushing enterprises toward the cloud “One of the interesting things that we see right now with the change in price and in supply on things like memory is that it is a further impetus pushing companies who have on-premises infrastructure into the cloud. And it's because, in meaningful part, these suppliers are prioritizing their very largest customers, which cloud providers are.”
@MRatable Nah. GOOGL up MSFT flat AMZN up META up
Interesting print on $BKNG. Clean Q1 beat/operating leverage, but forward debate shifts to normalization in travel growth and geopolitical drag.
@dalibali2 @jojo_capital Yes, actually. Almost as many DAU as X
@PythiaR B2C ai models will always be commodities. B2B probably less so
Pulse check that we’ve gone from: 1) search getting disrupted by ChatGPT, 2) actually no Gemini/Google is winning, 3) actually no Claude is winning (Microsoft, ChatGPT fucked) and now seemingly 4) wait no Claude has no capacity and actually Dario sucks too
First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium. Why does Anthropic use TPUs and Trainium? Jensen: "Anthropic is a unique instance, not a trend" I really got to tip my hat to @dwarkesh_sp; he is one of the rare interviewers who first gets extremely well-prepared for an interview and, secondly, is true to his viewers more than the guests and asks tough questions, even though the interviewee might not like that.
Did he stop saying 90%? We’ve reached 15% off premise? Still sounds too good to be true.
Jassy: "85% of global IT spend remains on-premises. This will change."
@CCM_Brett $META is great at one thing, and it prints money like no other: [the thing they've invested billions in] ...worst capital allocators... What? That makes no sense.
@bucketshopcap CEO is not trustworthy and makes it a dealbreaker imo
@PythiaR They are just gonna pass thru the cost of compute. Margins aren’t changing
@junkbondanalyst Yes, he negotiated it, and he’s owed that money. No dispute. That said, it was a bad deal for shareholders. He didn’t deliver commensurate value
@marc_slans It looks cheap on the 5 yr chart, but $MA was trading at ~19x NTM EBIT in early 2019. How are you so sure it will re rate?
Big news for $META - year of efficiency AGAIN
FCF Freddy @FCF_Freddy
133 Followers 253 Following CFA Level II Charterholder. Former intramural athlete. Mainly shit posting to avoid reviewing bond agreements.
Big Boy Bernie @BigBoyBern80872
294 Followers 1K Following Inventor of Smoot-Hawley. Manager of Kim Jung Unos capital. goal is 3100 compound score
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Rabbit Hole Research @RBH_Research
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Miranda @swaniawski48161
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Dan Held` @ManasArora0
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Dividend Solo @dividend_solo
46 Followers 367 Following again. https://t.co/cKRzFAik9d | https://t.co/WcSmVcFgyP | https://t.co/PMvDV37pJT Decoding SEC filings → https://t.co/Qw0xAbBY5v @unctedsociety
Cloud Developer @CloudCompounder
811 Followers 695 Following Christ follower. Husband and dad. CTO building cloud software. Amateur investor looking for quality companies that compound over long time periods.
Arne Ulland @ArneUlland
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Fermion @victor_privin
2K Followers 997 Following If your enemy is superior, evade him. If angry, irritate him. If equally matched, fight, and if not split and reevaluate.
Saran Baskar @_saranbaskar
198 Followers 3K Following “If you believe what I’m saying and you buy the fund, that’s your problem.” - same disclaimer as Terry Smith applies
Mike Marciante @mikem_35
100 Followers 355 Following
Beths Kindig @Beths__Kindiig
2K Followers 7K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis. 9 Financial Services • •
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Waterport @WaterportCap
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Hambino Capital @hambinocapital
512 Followers 703 Following LO concentrated equities slugging on hanging value. If the market hangs it, I bang it. Chicks dig the long ball.
jefernandez @jefernandez8
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K @ksgreezy
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John T. Conover @iBladesi
3K Followers 1K Following Disclaimer: I xeet into the void about mREITs and other widgets.
複利のチカラ実... @Fworqeav534925
44 Followers 2K Following 【完全無料】 25年の株式投資プロチーム（運用資産500億円以上）が提供：毎日の市場分析レポート ＋ 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
T @deyhatemetoo
852 Followers 2K Following buy mangos, watermelons , goat cheese , any mamey, and branzino
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YieldFinder @Yield_Finder
262 Followers 287 Following Compare cash yields fast. Savings accounts, Money Market Funds, and Treasuries - Updated daily.
Qwerty Debutant @mentlmentr
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長期投資の美学 @Preapee1731
39 Followers 1K Following 【完全無料】 25年の株式投資プロチーム（運用資産500億円以上）が提供：毎日の市場分析レポート ＋ 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
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Arwen @DachMarian88131
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Zay Capital @cap_zay
12K Followers 824 Following Working in Renewable development and M&A. Energy realist. Trading stocks, options and futures. DYODD
Price to Tangible Bru... @Tangible_Bruce
255 Followers 314 Following I'm Bruce, a deep value investor. Buying what most investors don't like across global public markets.
Capital Flows @Globalflows
172K Followers 3K Following Christian | Mapping the macro regime across rates, FX & equities to find home run trades | Streaming live every weekday at 8:30am MST | Free daily reports ⬇️
Mario Rivera @NYC_Rivera
3K Followers 1K Following FO Investor. Prior, TMT and consumer PM at $18B hedge fund. Mainly pointless replies and none of this is investment advice. 🇺🇸🇪🇸
Martin Bradstreet @ALEXEIMARTOV
6K Followers 1K Following Used to Poker. Now invest/program. 2021: 41%MW/21%TW 2022: -23% 2023: +30% 2024: +71% 2025:~34%, 2026: ~49%. I am not your financial adviser. Make https://t.co/K5d1HRrxpS
JoJo Capital @jojo_capital
385 Followers 896 Following Ex-HF, tweets for fun. Journeying through these bizzare adventures https://t.co/gNmPPE7LHZ
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83K Followers 4K Following Filmmaker // Director of See Know Evil // Menace Studio
Greg Speicher @Greg_Speicher
8K Followers 1K Following Destination Analysis | Private Investor | Inc. 500 Winner | Wharton | Not Investment Advice
Gojo Capital @GoonKingCap
10K Followers 3K Following Ex-Chillguy Dev | Retired off $TRUMP and $CHILLGUY. Surreptitious Shitposter.
Not Keith McCullough @k3ithmccullough
3K Followers 4K Following The advancement and diffusion of knowledge is the only guardian of true liberty. - Madison
MidCurveCapital @midwit_capital
2K Followers 2K Following Forward Deployed Shitposter / Just midcurving / I own 0.1% of Personalis
Gregory Blotnick @gregoryblotnick
17K Followers 0 Following "I saw under the sun that the race goes not to the swift, nor the battle to the strong, nor favor to men of skill; for a time of misfortune comes to all alike."
MastersInvest.com @mastersinvest
28K Followers 1K Following Portfolio Manager - Adjunct Prof - 'ancora imparo' - NOT Advice - Study great businesses, founders, Buffett, Munger, Sleep, Li Lu, Akre https://t.co/zrxj4An2O4
An American Outside @Tangueray41
257 Followers 829 Following To my fellow Soros-trolls in arms, we need to unionize! Old man Soros is skimping us for all this Pizza Ping Pong, Satan stuff. Awful!
Illiquid Nico 🇨�... @NicoGladia
3K Followers 1K Following Alts, privates, secondaries & distressed because hey, someone needs to buy that stuff... Greek Geek & recent boats enjoyoor
Saam @riceforthought
631 Followers 2K Following Capital implies you're building wealth LT fundamentals/macro + ST opportunity
Ian Kar @iankar_
24K Followers 4K Following Helping F1000 enterprises with AI at Arcana Advisors Ex @fintechtoday_ cofounder (acq), @acorns PM, & writer w bylines in @qz, @theatlantic, @americanbanker +
Jay All Day @JayIsAllDay
107 Followers 415 Following
郭明錤｜Ming-Chi ... @mingchikuo
237K Followers 376 Following 香港天風國際證券分析師，分享科技產業趨勢觀察｜TF International Securities (HK) analyst sharing tech trend insights
ValueInvestor03 @valueinvestor03
3K Followers 1K Following Accumulator of minority stakes in awesome businesses
NC @NoCapCapital5
956 Followers 316 Following Two-time 3rd round pick at 17th street and 8th ave basketball courts
coffeeshop george @coffeshopgeorge
261 Followers 925 Following I am unemployed and live with my parents
Say No To Trading @SayNoToTrading
20K Followers 189 Following Not a trader, I swear. Just obsessed with capturing lowest cost basis on falling knives, which entails lots of buying and selling. NOT INVESTMENT ADVICE.
Del Griffith @Del_Griffith0
279 Followers 266 Following Cereal Entrepreneur, I sell shower curtain rings worldwide. Flunked out of Harvard Business School Online.
Simpsons Daily Glavin... @simpsons_DG
85K Followers 291 Following No context daily Simpsons content (glavin). More content on Insta! Follow on: simpsonsdailyglavins https://t.co/R4rAOsFB6E
Probably Ballistic @prollyballistic
3K Followers 687 Following i post software / finance / defense stuff between work and modafinil crashes.
taobanker @taobanker
13K Followers 7K Following Banana and egg maximalist. Raw milk confusionist (can't make up my mind). Occasional idea-haver.
Andreas Steno Larsen @AndreasSteno
292K Followers 2K Following If you cannot show it in a meme, then it is not true.. Macro and hunting 5-10x equity cases @RealVision 🍾 Also founder of https://t.co/XDcwDI88kQ
Keshav @KeshavBhat
10K Followers 991 Following co-founder and run @charlieintel. email: [email protected]
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Jurassic Capital @CapitalJurassic
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R.F. Kenmore @rfkenmore
69K Followers 411 Following Menswear industry insider • Hotel bar evangelist, Midtown exceptionalist • All-county athlete • [email protected]
Japan Deep Value @JapanDeepValue1
8K Followers 807 Following 60% of all listed stocks in Japan trade below book value. Follow me on a journey to explore. *hint* governance matters. Not giving investment advice.
govro12 @govro12
2K Followers 67 Following I've seen things you people wouldn't believe... Attack ships on fire off the shoulder of Orion... I watched C-beams glitter in the dark near the Tannhäuser GateYou might like
