@outerbridgecap

equities

 Y'all Street
Joined May 2025
  • Tweets2.1K
  • Following994
  • Followers535
62Media
Court case says $META “Infinite scroll is designed to be addictive” yeah thanks captain obvious so is the 1000 grams of sugar in Coke, Netflix automatically playing the next episode, video games, colorfully packaged Little Debbie’s that inject you with fat, LITERALLY EVERYTHING. It’s called a business
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He always used this type of language talking about FSD btw. $TSLA $SPCX
P Equity Research 📰
@pequityresearch1h
$SPCX: "I would be surprised if we're brought on less than 13 gigawatts of compute by the end of next year."
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Hmm seems like a short to me
Wall St Engine
@wallstengine2h
ANTHROPIC'S DRAFT IPO FILING • Revenue: $16.3B in the first half of 2026 • Net loss: $80.7B, driven largely by accounting charges • Compute spending: nearly $9B in the first half • Cloud commitments: about $450B over the next 7 to 10 years, including $111B with Google and $31B with Microsoft • Nvidia: up to $86B on renting Nvidia chips • Future compute: signaled it could spend $750B on more computing capacity in the coming years • Supply: says cloud partners are unwilling to sell it all the compute it needs Per WSJ, citing a draft S-1
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Need food stamps but for Claude/ChatGPT usage - @SecScottBessent make it happen
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Well $AXON bounced off the $380 line I was referring to. We’ll see though
obcapital
@outerbridgecapOct 7
$AXON have to think this bottoms soon, looking to add pretty significantly right around the trend line at $380
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I would like to place a $10 dollar bid on one $NVDA Vera Rubin system upon $CRWV chapter 7 bankruptcy.
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I think fintwit is 0/20, maybe worse, for the year on predicting “black monday”
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My conclusion of $CBRS research is that I don’t understand how $NVDA doesn’t eat this company alive
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What would $TSM trade at if it was HQ in Palo Alto?
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$AXON guess I’m a “long-term” investor now
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$APP seems like a pretty obvious long even if you factor in the competition risk. Margins could get cut in half then what? It’s at 30x earnings and still growing at 30%+
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You buy $AXON after seeing the France footage all weekend
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Oh right, AI stocks have a little dead cat bounce so $RDDT has to piss down its leg
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I don’t think I’ve ever bought premarket then had the stock open higher then where I bought it
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C’mon Trump put, we’re gonna need something better than that
First Squawk
@FirstSquawkOct 16
TRUMP: OIL PRICES GOING TO COME DOWN VERY SOON
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$RDDT shining green in a red tape, feel like I made it for a change
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Are you serious? Slime time over a Miami mint?
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This is gonna be so helpful on my way to work! $TSLA to $10T market cap now!
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$TSLA has the best fundraising system. They reveal a new roadster every ten years, take $50k deposits on it, never ship it. Rinse and repeat
Tesla
@TeslaOct 16
Our design language has evolved since the last reveal: from S3XY to Cybertruck, Cybercab & Optimus Roadster is inspired by the SR-71 & F-35
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Just a light $500b off the top like its nothing
Wall St Engine
@wallstengineOct 15
ANTHROPIC IPO VALUATION EXPECTATIONS DROP TO ~$1.5T FROM $2T: RTRS Some existing and prospective investors are reconsidering the Claude maker's valuation ahead of its anticipated November IPO, according to Reuters. Anthropic reported Q3 revenue of $16.8B, up 45% QoQ, compared with growth of more than 100% in Q2, when revenue reached $11.6B. Despite reporting adjusted profitability, the slowdown disappointed some investors, with a broader tech selloff and concerns over rising AI infrastructure costs adding pressure. The company has committed to spending at least $518B on cloud computing and infrastructure over the next decade. Source: Reuters.
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Yep buying $TSLA at 350x earnings and no revenue growth is a great way to derisk from all those bubbly AI stocks
amit
@amitisinvestingOct 15
BRAD GERSTNER: - WE HAVE SOLD ALL OUR $CRWV COREWEAVE, DON'T OWN ANY OF IT TODAY - WE'VE TAKEN EXPOSURE DOWN OVER THE LAST 3 MONTHS, WE FELT AI HAD OVERSHOT AND WOULD LEAD TO A PERIOD OF CONSOLIDATION - MOVED 10% OF OUR BOOK INTO $META AND $TSLA as of the last 13f filing on 8/14, which accounts for all trades up until 6/30, Altimeter reported a stake of 6M shares in which they added 1.5M shares in Q2 since then, they seemed to have liquidated the entire position and rotated
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