@institLP

top-3 endowment investor. the world is a productive asset. mostly bullish, always prepared. tyj. disclaimer: I do not own an NFL team.

 Whatever’s working
Joined October 2021
  • Tweets4.6K
  • Following635
  • Followers6.2K
348Media
Include

Only show posts containing:

Exclude

Hide posts containing:

Time range
-
Minimum likes
Replying to @VKMacro @blippd
it’s been trading pretty closely w China See comparison vs klac/lcrx vs Soxx vs listed Shanghai sub Acmr the worst performer has to be the match risk getting priced in IMO
1
138
Replying to @blippd
i like the stock would be adding if i not completely over my skis, think the q will be great, the 27 outlook will be great. only reason i wouldnt add more here is the match act binary. 35% it gets done, dont think it's catastrophic but would def be a punch in the gut.
1
153
Replying to @JELQR_
It depends on funding cost and levered yield risk adjusted for contact quality and future business plan funding risk - I do think there’s merit for $hut but at a better price
1
1
167
Replying to @JuanValdezGPT
have not added back - don’t think the space is out of the woods. Might move to the quality spectrum into the LPS plays. But still need better value.
2
105
Checked my priors in $wulf $hut $cifr again this morning great trading vehicles but still don’t see value $hut is close with the least risk of financing execution and the best contracts I’m a buyer in a final shakeout otherwise too hard relative to other higher quality names - maybe 58?
Daave “3 and 30” Tepper
@institLPOct 1
Replying to @acoscap18259
these are all reits with a growth story higher rates are very, very bad for these companies reminds me of the mlp re-rating circa 2014 slow moving train wreck $IREN $SHAZ $WULF $BRUN $CRWV
3
13
2,669
Negligible Capital
@negligible_capOct 18
*NSCALE INVESTORS URGE COMPANY TO TRIM $30B IPO VALUATION TARGET Nscale investors now looking for a $16B - $19B range, below the prior target of $30B. Bit of a haircut there…
7
1,126
this is problematic We’re stuck in the AI is inflationary phase and the rest of the macro backdrop is too
Peter Berezin
@PeterBerezinBCAOct 18
So far, AI has not produced an economy-wide acceleration in productivity growth. Adjusted for shifts in utilization rates, total factor productivity growth was zero in Q2.
3
1,038
frontier closed api labs must do unnatural things for competitive reasons open source is inevitable
Noah
@noahreeveshqOct 16
I’m about to cancel Claude Code man I swear to God. It’s REQUIRING me to sign in to a TEST account on LOCALHOST so it can QA! This is absolute 🐴💩 !! I am so close to cancelling my subscription and switching to Codex or open-source models that won’t slow me down. I really don’t care for the extra intelligence cuz Fable isn’t that much better than Astra anyway. Neither is Opus 5.5 vs. 6.1 Sol. I just got a taste of what these AI companies will do once they have power and it’s going to be a total dictatorship. They will decide what you can or cannot do even though you’re paying for it and they’re stealing all your data. This made me realize I really need to invest in my own infrastructure and have an unrestricted model to free myself from the chains of these AI overlords. This is insane! @AnthropicAI please do something about this!
2
9
1,998
Replying to @TheStalwart @tracyalloway
Haven’t listened yet but Byrne was at ACL in maybe 2017 and damn he was fire
470
Replying to @AndrewCurran_
Yall Street then?
1
205
Replying to @n0th0stl3tk0v3r
The Bulgarian seems like a positive outlier vs the others. Elevated backleg??
1
135
Replying to @HerculeanThug @HedgeFundClips
Nope, gotta add back rebate on the short book
80
Replying to @KHerriage
who are you?
1
232
Daave “3 and 30” Tepper retweeted
Mike Zaccardi, CFA, CMT 🍖
@MikeZaccardiOct 17
The S&P 500 is now in bear-market territory.. ..the valuation, that is. P/E has contracted from 23.2x a year ago to 18.7x today.. .that's just about a 20% de-rating @dualityresearch Multiple is the cheapest since Liberation Day April 2025
94
208
41
1,172
125,423
Replying to @institLP @Glassesman88 @TMTLongShort
*wasnt
272
Replying to @Glassesman88 @TMTLongShort
clearly. but for international economic and technology warfare, it’s a sacrifice china is willing to make. their pain tolerance is far higher than the average americans. of course it was always this way.
1
2
305
Replying to @HerculeanThug @HedgeFundClips
yes but the return residual he’s talking about is factor neutral including duration… which is how the pod shops gen fairly stable returns no matter what equities or rates are doing
1
280
Replying to @realassetrebel @HerculeanThug @HedgeFundClips
It’s the same thing when factor hedged
1
124
remember in the end. All that matters is what happens in the end. Qe is the end. For soft fx like $ewz and $mxn no one fking cares. Cool. No one cares. Europe Japan? No one actually cares. In the end, the us will just print to satisfy the pretend game.
10
1,431
Replying to @solesalami @blondesnmoney
Who knows frfr but it’s prob not bullish rel to stx based on recent qs
85
Load more