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Exile of the Mainstream

@exileofthemain

Unconventional Ideas, Random Musings, And Meditations About: Work, Life And Business https://xitter.cf/t.co/vEbHgRzD3h

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exileofthemainstream.com
Joined October 2019
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April 15: $TLT $88 $RH $251 September 27: $TLT $98 $RH $339 +10.2% change in TLT +35.0% change in RH
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Exile of the Mainstream (@exileofthemain) profile pictureExile of the Mainstream@exileofthemain15 Apr 2024
It's funny how $RH luxury furniture store is basically 1:1 correlated with bonds $TLT (Same is for $CHTR no news, goes lower)
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In the old days, circa. 2021, and 2017, the #Crypto launches, meme-coins, shit-coins, and charlatans would ICO and write a white-paper, describing (read: made-up fantasy) of what their coin was and how they were revolutionising something.... Now they don't even do that. $STRUMP
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Image from Exile of the Mainstream (@exileofthemain)
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Awesome Art
James Lucas (@JamesLucasIT) profile pictureJames Lucas
@JamesLucasIT26 Apr 2024
The power of street art - a thread 🧵 1. Patrick Commecy
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People don’t have kids because their partner is obese, so they get a divorce. The math checks out.
ZUBY: (@ZubyMusic) profile pictureZUBY:
@ZubyMusic20 Apr 2024
Replying to @elonmusk
Birth rate, obesity rate, divorce rate = scary Then national debt. 😯
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Kind of interesting while AI stocks in the US have doubled since October 2023, In China, Ernie by $BIDU is down -10% since the same point even though they went from 100M users in December to 200M today.
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It's funny how $RH luxury furniture store is basically 1:1 correlated with bonds $TLT (Same is for $CHTR no news, goes lower)
Image from Exile of the Mainstream (@exileofthemain)
Image from Exile of the Mainstream (@exileofthemain)
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Another chat bot. 🤖 why are all these AI reminding me of Siri/alexa/Google voice assistants which no one really uses. How many image generators does the world need?
Paul Couvert (@itsPaulAi) profile picturePaul Couvert
@itsPaulAi14 Apr 2024
I've just received access to Meta AI. Its reasoning, web search and image generation capabilities are surprisingly good. I wasn't expecting anything, but I'm going to keep using it. Here are a few examples and how to access it 🧵
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Yikes there is so much spam when you type in $LBRDA in Twitter search. When did $CHTR and cable become a bedrock for discord servers and financial spam?
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Amazing, only 6 weeks ago $NVDA had earnings and was around $680 per share and was seen as overvalued by 50%. Now it's around $980 per share and up 40%. That's like $500+ Bn This increase in market cap is like a $BABA ($180Bn) + Tencent $TECYH ($350Bn) combined in 6 weeks!
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Aswath Damodaran (@AswathDamodaran) profile pictureAswath Damodaran
@AswathDamodaran9 Feb 2024
Replying to @AswathDamodaran
Intrinsic valuations require assumptions that will be always wrong, in hindsight, and your best estimates for the future. That said, they represent a tool that I use to convert my perceptions of a company into value. bit.ly/4bsNEcB
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$CVNA has gone up 10x this past year.
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The Merger we need: BigBearAI $BBAI trading at 3.2 P/S and has negative earnings. But still nearly $500M in market cap. Build-a-bear $BBW trading at 0.9 P/S and a P/E of 8. Up 28x in March 2020. $400M market cap. Why is no one thinking of putting AI in teddy bears🧸?
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$BF.A $BF.B Brutal sell-off here:
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Recession came and went. $FDX up 12% pre-market off earnings and 2x now from lows in 2022.
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How much capital flows into AH in $NVDA to drive the stock up 3% on a no news (no earnings) day? And this puts to rest that all flows into $NVDA is options each day if it is happening after the market closes. Or even index flows into ETFs like $QQQ or $SPY.
The Kobeissi Letter (@KobeissiLetter) profile pictureThe Kobeissi Letter
@KobeissiLetter8 Mar 2024
This is just insane: Nvidia, $NVDA, fell to $914 at 4:15 PM ET today after the market closed. But then, by the end of the after hours session at 8:00 PM ET, the stock closed above $946. That's a 3.5% swing in AFTER HOURS trading, adding $80 BILLION in market cap. If you include the regular hours session, Nvidia casually added $180 BILLION of market cap today. This would be the third largest daily gain EVER by market cap in a stock. The craziest part? This has become completely normal.
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$GOOG everyone complaining about the company and also saying it's a buying opportunity. Still up 42% in 1 year:
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Exile of the Mainstream retweeted
Exile of the Mainstream (@exileofthemain) profile picture
Exile of the Mainstream@exileofthemain8 Mar 2024
Replying to @HappyKitty4U @NorthmanTrader
If $NVDA and $SMCI behaved like $KO or $COST & went up every year by 10-15% for a decade on AI. That would be fine. It would reach $1000 over time due to compounding and fundamentals. But in this market, they go up by 15% a week with no downside volatility. And even negative Beta
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Chocflation
Michael Green (@profplum99) profile pictureMichael Green
@profplum9923 Feb 2024
Cadbury has announced that formerly solid chocolate Easter rabbit chocolates will be filled with marijuana as a cost saving measure.
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$NVDA 2 weeks later. Now up 65% YTD:
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Exile of the Mainstream (@exileofthemain) profile pictureExile of the Mainstream@exileofthemain6 Feb 2024
$NVDA 45% YTD. 1% a day continues.
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$SPY is up 25% in 3 months. At this rate we have annualised returns of 100%. $QQQ What happened to QT?
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$NVDA 45% YTD. 1% a day continues.
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Exile of the Mainstream (@exileofthemain) profile pictureExile of the Mainstream@exileofthemain9 Jan 2024
$NVDA up nearly 10% YTD: 1% per day. $QQQ
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