Credit | Ex-L/S, PE https://xitter.gq/t.co/zt4wcXrfRq https://xitter.gq/t.co/dVpl14Nel2
Joined June 2018
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I believe $ENR.de could generate 20B EBITDA in in 2030, which puts the stock at 6x 2030 EBITA and 4x after FCF.
Siemens Energy: The Art of the Possible newmooncap.substack.com/p/si…
if nvda is down 30, neoclouds are down 60 or more. easy
We believe if Jensen was removed as CEO, Nvidia is worth a lot less (25%-30%) as a company/stock and would change the future direction of the company and create a dramatically different competitive environment around AI GPUs globally especially for China. ~15% chance he removed (as of now) in our view
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Newmoon Capital retweeted
Happy Monday! The H100 forward curve just flipped into contango.
For the first time since Ornn started tracking it, the 6-month term is pricing over the 1-month.
Do we think this is a trend or a blip?
SHUT THE FUCK UP AMY KREMLIM
Resign NOW @JensenHuang.
You have sacrificed America’s national security and should be as far away from @nvidia as possible.
Nvidia should lose all government contracts until you are no longer affiliated with the company.
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If true, war experts on twitters in shamble 🥲
#OOTT | Iran Has Apparently Dropped Its Demand To Control The Strait Of Hormuz And Collect Transit Fees From Vessels Passing Through The Strategic Waterway – Israel Hayom
israelhayom.com/2026/11/09/8…
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