Investing and markets. Gambling is illegal and I never slice!
Joined February 2017
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Data center commentary from Constellation CEO:
"Bit of an overreaction in the market to the election results"
"With labor such a key constituent for Democrats, it's hard to imagine that we are going to halt work."
$CEG +10% today
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I'm not an expert because I read one Twitter thread.
But it seems very obvious $NVDA was aware of everything happening related to China buying chips via Singapore. And this "affair" was in the wide open.
9) $NVDA CEO Huang has walked alongside Megaspeed at every step, and seems to have a close relationship with Megaspeed's Alice Huang. They partied together in June 2024 - same month as the Apex/Alibaba pledge, then dined together in May 2025 - just after U.S. trade restrictions.
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NVIDIA was trading at its lowest multiple in a decade before this news.
Markets are smart.
Market likely sniffed out a meaningful % of revenue was coming from China. $NVDA
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Caleb Williams was ready to put together a masterpiece in 1Q then decided to throw three (3!) “fuck it let’s see what happens” interceptions in 2Q.
Officiating in Mizzou/Texas game will be studied by scholars 100s of years from now.
Mickey Mouse wants Texas in the playoffs. Unfair and I hate it! #mad
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DraftKings stock down 30% today...
Business was inflecting to profitability few years ago. Today? Biggest net loss in at least 3 years.
Kalshi/Polymarket have their feet to fire investing into predictions business. $DKNG
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“We got regime change in Texas before we got regime change in Tehran.”
What a quote
You Ain’t Seen Nothing Yet 🚨
On episode 267 of The Compound and Friends, @Downtown and @michaelbatnick are joined by Dan Clifton of @BairdStrategas to break down the post-midterm market chaos, the AI stock selloff, growing backlash against data centers, and why stocks could be setting up for a rally.
Plus, the future of the Fed, oil prices, healthcare stocks, and what Washington's political shakeup means for investors.🎙️
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Another quarter from Under Armour that belongs in the landfill.
Sales (-7%)
Margin decline
Net loss
Time to sell. $UA
wsj.com/business/earnings/un…
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Mercadolibre: we’re growing really fast. we’re going to invest in our business to continue growing.
Stock market: WRONG ANSWER!
$MELI
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Power and chips the most attractive AI investment opportunities because of capital imbalances.
Power = underinvested in energy for decades in the US.
Chips = GPUs + TPUs will be in short supply w/ visibility several years out.
Via Apollo $APO:
Gas turbines sold out through 2031. And 2032 will likely be sold out in next few quarters.
Via Howmet Aerospace $HWM:
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Dan Ives (@DivesTech) on where we are in the AI buildout:
Think we’re in year 3 of a 10-12 year buildout.
On ServiceNow:
Has phenomenal customer base. Sales people believe in strategy they’re selling.
When stock sells off way it does, you own it. $NOW
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