Current L/S Analyst and Head of Macro - in the arena, trying things. Former Murray Bro. Not investment advice, just vibes. #RIPBroJs
NYC
Joined November 2021
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But they're spending $20B a year on repurchases why would they dilute themselves now 🤣 Going to be debt...
Microsoft $MSFT: "We will access additional sources of funding when we believe it is attractive to do so."
Up 60% in the last 4 months and ~at ATH in after-hours.. Have to think right now would be a pretty attractive time to raise capital.
They should rename the MAG7 to the Cornell 7 for the amount of penetrating they’re about to commence with these equity raises
Bullish $RRX
ORCL telling us capex is down in FY'29 not FY'28 and we are mooning this stuff? Okay, I'm in...but isn't this telling us something ...?
They just one shotted Instinct ...@noahrshinn are you okay?
By popular request, you can now text your dot.
Give it a task to take off your plate or something to keep an eye on, using text, photos, or even voice notes. It will text you proactively with relevant updates.
Safe, secure texting via iMessage or RCS. You’re the only one who can text your dot, and your dot can only text you. Rolling out now as a preview for Pro users in the US.
Can someone link me to law twitter so I can get caught up to speed on the tea around this Weil implosion please?
If I was an AI CEO or adjacent I’d be air dropping money into Texas in support of Abbott. Existential risk if you’re not.
Few realize this.
I'm not a turbine bull or bear by any means but $GEV -5% / ENR full reversal on this print seems odd
Gen Z Brooklyn bro wearing a $NBIS hoodie, cargo pants and birks spotted near 9W. Short it all.
I want someone from public markets (@GavinSBaker maybe) to talk about Athene and the shenanigans in these variable/ fixed annuities machines as much as Rowan talks about stonks. Feels like he is deflecting eyeballs from something 👀
Apollo's Marc Rowan says index buying took SpaceX from $1 trillion private to $3 trillion, and something tells him Anthropic gets the same treatment
"There's no right price. Whether it is Anthropic or OpenAI or SpaceX, we're talking about companies that are literally changing the world and whose business models are not predictable at this point."
"When it moves to the public market, because of the structure of our market, particularly if you are included in the index, everyone has to buy you."
"What we saw with the big IPO of SpaceX is a trillion dollar plus market valuation in the private market, two trillion as it went public, as everyone had to buy them, three trillion as people filled out their position, and then ultimately settled into whatever valuation it was going to have."
"Something tells me we may see a little bit of the same phenomenon with respect to Anthropic."
By the looks of Surgo Cap’s (albeit stale) 13f, looks like they just got annihilated this Q. Not even that much AI stuff - this has been a HARD year.
15% comp. American eater wins again.
Can't tell if because of all this air time $CAKE daily CC data is about to inflect and its a long or is about to decel and its a short. There is something to do here it's just unclear what we should o
Rezdora is also mid. This guy has the palette of a 57 year old chain smoker who thinks pepper is spicy.
This might alarm a lot of people, but the quality of Italian food I’ve been having in NYC has been better than 90% of the meals I ate in Italy.
This meal at Rezdora was incredible, and the chef worked under Massimo Bottura. Some of the best pastas and maybe best pork chop in NYC.
This cuisine is from the Emilia Romagna region, where I spent 2 weeks this summer in Italy. This was better than almost anything I tried there.
Can't tell if because of all this air time $CAKE daily CC data is about to inflect and its a long or is about to decel and its a short. There is something to do here it's just unclear what we should o
Every cycle there is always one blue chip firm that bites the dust, feels like it could be $BX this time around. Key business leaders / old school investors have left and are leaving - their retail products are duration mismatched and they’ve yolo’d into this DC buildout thematic that could end badly. Have interviewed some of their PE associates and pretty much 5/10 candidates - firm is dying.
If we really want to kick this economic cycle into over drive we need them to burn the boats, spend all the cash and bet on some moonshots. This hoarding cash is cuck behavior - just look at Zuck.
The most mind blowing stat we've seen so far is this:
"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."
That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
xitter.gq/AnthropicAI/status/211…
*BREAKING NEWS*
Ken, Steve an Dmitri are meeting this AM to discuss a group defenestration of their Brazil / FinTech teams after $NU falls 25% pre-market. Analysts slowly realizing they in fact had no edge on Brazilian elections. Shocking.