@LongOnlyLarry

TMT Public Equities

Joined June 2024
  • Tweets9.1K
  • Following741
  • Followers10.7K
647Media
wut
Cernovich
@CernovichOct 23
Multiple credible and not easily spoked friends of mine working in AI have said that everyone should assume their account balance and porn the patching habits and everything else will be public within a year or two, if not sooner. Strange times.
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When your PM is asking why your long is down 7% and you have no clue why
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How the fuck did this kid get $26B
Seth Bregman@notsethbregmanOct 15
Wow the VARA AI fund that just blown up was basically founded by a baby can he even drink yet?
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This is like an average Larry experience
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Even if you try and say this is only about juniors, it is so so so so wrong, and any junior that is telling you this doesn’t even understand why he/she was hired in the first place (and I’d guess won’t be around much longer!)
Ethan Kho
@ethanrkhoOct 9
I spend a lot of time with pod shop analysts. They’re scared for their jobs. They prompt the models all day, so they see exactly how much of their own work is already being done for them. Just what I'm hearing.
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notice how she says tall before kind
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At this point tweets like “cyber” and “valuation” together or “if you buy cyber up here you’re NGMI” are just signal the sector is going 20% higher lol
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Would kill for a girl that looked like this
Silly Little Guy
@Czar_Of_SillyOct 9
How can you not be romantic about college football
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“Hey Larry are you going to have a date for the work holiday party?”
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How has he not been impeached yet
unusual_whales
@unusual_whalesOct 6
Trump on Iran: "With the war, it's just artificial… It's a small price to pay... let them take out Los Angeles, let them take out San Diego. This is a very small price to pay."
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👀
Larry@LongOnlyLarry29 Aug 2025
Don’t know when it’s going to be a full out attack but DASH is going to come after Toast. Starts with Sevenrooms, but they want that market, and I’m not betting against them.
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Larry: uh hey what’s your name Absolute rocket: guess, it’s 3 letters Larry: uh Mary Her: I said 3 letters
Larry@LongOnlyLarrySep 27
Going to bed after spitting the worst game ever at the bar
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Going to bed after spitting the worst game ever at the bar
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If you give me the 10Y at 8% I am moving all my $ out of equities and into bonds lol
pump
@hasntpumpedyetSep 24
They could moon the 10Y to like 8% and no one under 30 years old would even blink, lol
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Oh yay I get to buy DoorDash 30% lower from here
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These Internet companies are legit all retarded this sector is as good of a short right now as software was before Q1
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Starting with instacart their ebitda evaporates and they have the longest to fall since their ad rev is a bigger portion of GTV & EBITDA than any other in the sector
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😂😂😂😂
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Brutal frame mog here
Salesforce
@salesforceSep 15
Live: @DarioAmodei x @Benioff The @AnthropicAI co-founder & CEO joins us at @Dreamforce for a conversation worth hearing ☁️
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Someone explain in NBA terms
Jensen's Bicep
@BillyTheKid_59Sep 11
*LONE PINE CO-CHIEF INVESTMENT OFFICER TO LEAVE FOR ATREIDES: FT Gavin Baker’s $15bn investment firm Atreides Management has hired Lone Pine’s co-chief investment officer Kelly Granat, marking a major shake-up for the three-decade-old hedge fund.
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