Random Muppet (@MuppetTrading) profile picture

Random Muppet

@MuppetTrading

I'm tweeting for entertainment purposes only. Before you act on any of my tweets, ask yourself - is "Random Muppet said so" really your thesis?

 NOT in the GS Elevator
Joined August 2012
  • Tweets7K
  • Following1.1K
  • Followers2.8K
808Media
Photo by Random Muppet (@MuppetTrading)Photo by Random Muppet (@MuppetTrading)Photo by Random Muppet (@MuppetTrading)Photo by Random Muppet (@MuppetTrading)Photo by Random Muppet (@MuppetTrading)Photo by Random Muppet (@MuppetTrading)Photo by Random Muppet (@MuppetTrading)Photo by Random Muppet (@MuppetTrading)Photo by Random Muppet (@MuppetTrading)Photo by Random Muppet (@MuppetTrading)
Replying to @psyduckcapital
That's why I do not get the love for AMD off this NVDA saga. When NVDA stops shipping to china via loopholes, it opens up more supply for the western world. Not to mention that AMD has also benefited from all the circular financing Jensen pushing.
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Hey @bzelnick if you cannot publish on $MSFT outage, feel free to comment here
Random Muppet (@MuppetTrading) profile pictureRandom Muppet
@MuppetTrading22 Jul 2024
This $CRWD take by Brad Zelnick should really be an instant classic.
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Replying to @BrianSozzi
It is oppenheimer policy not to have price targets for "peer perform" rated stocks fwiw
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Nice of @Srasgon to "find the time" to still come up with a clever headline.
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Replying to @Lihong062
Due to the recent evens I need to clarify, do you mean AI model or.. model?
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Replying to @markflowchatter
Just need to hire @markoinny as Chief Strategist too for full coverage
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Who cares about cancer, bigger market for $MRNA would be curing the AIDS that has infected neoclouds and semis.
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Replying to @akhenosiris
Ha ok, my coffee maker not working today. Well, that's going to be a wildly volatile number when disclosed on monthly basis, gonna be fun
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Lost in the OpenAI discussion yesterday.. why is it called ARR (as in *recurring*) in the first place when people flip around between models based on what is currently the best/best value? Not that recurring.
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Well, for one day. Enjoy the new job, Mark!
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YES THE MEMES ARE BACK!!!
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Hold music at $VST customer service line: youtube.com/watch?v=wmin5WkO…
The Prodigy - Firestarter (Official Video)

The Prodigy - Firestarter (Official Video)

Tour Dates - http://www.theprodigy.com/Stream or buy all music by ...

youtube.com
Elle (@Elle0govnr) profile pictureElle
@Elle0govnrSep 18
ANOTHER fire at the world’s largest Battery storage facility in Moss Landing. They issued a shelter in place & close your windows. How long this fire will burn uncontrollably? Meanwhile Santa Cruz is busy putting in 2 more, one next to a high school & one in an apple orchard.
Image from Elle (@Elle0govnr)
Image from Elle (@Elle0govnr)
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Would this be called circumcision?
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Replying to @HedgeyeTech
11 factor regression? dude, why bother if 1.02x consensus is what maths all the time.
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When we're talking about $NVDA capital returns to shareholders.. can someone please clarify if we are talking about $NVDA or memory companies' shareholders? via Aletheia
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Different analyst, same horrible coverage by BofA. How do they find these people?
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Random Muppet (@MuppetTrading) profile pictureRandom Muppet
@MuppetTrading30 Aug 2024
BofA $OKTA coverage. Thanks for the value add, Madeline!
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Replying to @ScroogeCap
Most of us celebrate it tomorrow tho
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Stanley Sloppenmiller
Haseeb Qureshi ＞|＜ (@hosseeb) profile pictureHaseeb Qureshi ＞|＜
@hosseebAug 25
IMO the most interesting thing that happened in society today: The WSJ's leading op-ed today, by Stan Druckenmiller, was entirely AI generated. If you read the text, it's glaringly obvious. There's no way the editors at the WSJ don't have an ear for AI-written prose. They know what AI sounds like; they're not stupid. They published this anyway. Is this the new normal? Does it mean AI writing is finally good enough to publish in the WSJ, and we need to stop being so precious about AI-voice? Or does it mean that if you're famous and important, it's OK to just push out AI-written content so long as your byline is on it and you stand by the consequences? We understand that famous people have speechwriters, and so long as they deliver the speech, we consider it theirs. Maybe that feeling that something AI written is not your authorship is an anachronism that will fade away in a few years.
Image from Haseeb Qureshi ＞|＜ (@hosseeb)
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Replying to @jukan05
Everyone else's portfolios are managed by margin calls? :)
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Replying to @ObsvRetardation
thanks, appreciate the feedback
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