Netflix VP, hobbyist stock picker, Past: Rippling CPO, CIO@JPM CIB, EVP @lyft & Googler, I walk a lot. I live to eat, I restrict hours. Dabbling in calisthenics
San Francisco
Joined July 2008
- Tweets20.3K
- Following1.2K
- Followers1.3K
- Likes3K
Pinned Tweet
$SPCX started trading on June 12.
Capital was needed to participate, so tech selling started earlier, some of which were Traders front running
We are in a tighter liquidity environment now, and the Anthropic IPO is slated for week of November 16th.
I guess QQQ bottoming next Friday and there is a shakedown on the IPO price, say $1.25T
Mike Wilson told you as much over the weekend
SPX to 7100, and I guess QQQ to 607.73 (-20% from Oct 6th close)
bloomberg.com/news/articles/…
Eisar Lipkovitz retweeted
AI is almost certainly not over. It’s barely begun. The stock market just got a little ahead of its skis bc all the return chasing tourists came in and put on way too much leverage. And then incomes a shock, kinda doesn’t matter what it is, AI ROI, midterms, sunspot, and boom. We’ll be back.
Eisar Lipkovitz retweeted
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
Eisar Lipkovitz retweeted
Breaking News:
Lieberman Lifts His Veto on the Ultra-Orthodox Parties
The Change Bloc is moving forward with forming a government that includes United Torah Judaism, based on a lenient military conscription law.
Full details coming shortly.
This story is under appreciated.
@kimmaicutler did her best here to shine light on this clown, but alas we have a Voter problem
Eisar Lipkovitz retweeted
California elected the Chesa Boudin of home insurance amid a wildfire crisis. The system was starting to stabilize in the last two years of Lara’s term, but now it might blow up again.
Eisar Lipkovitz retweeted
Video for today
🤖 Made with AI
Eisar Lipkovitz retweeted
Comprehensive list of hedge funds blowing up this week, getting large redemptions, or shutting down PMs:
- Axebrook
- Walleye
- Engineers Gate
- Lone Pine
- Millennium internal pods
- Verition pods
- Samlyn
Letter from Walleye closing internal funds below
Eisar Lipkovitz retweeted
Democrats take back Congress in a historic wave? Stock market tanking because of fears of a bubble? A Christopher Nolan film climbing to the top of the box office?
Gen Z, welcome to 2008.
Eisar Lipkovitz retweeted
The Democrats have solved the inflation problem in 24 hours:
Everyone is poor now.
Eisar Lipkovitz retweeted
Remember that harebrained public bank idea? San Francisco is on the verge of approving it!
Eisar Lipkovitz retweeted
If there is one macro data point to watch it is the average annual growth rate of productivity over the entire cycle.
It barely changes month to month: it was 2.17% through Q2, with today's data it rose to 2.22% through Q3.
It matters more than anything else.
It is shocking to me how I continue to be surprised to be surprised how easily manipulated the CA voters are.
Below is one of the funniest posts yesterday
This is Gary Michelson.
Spent around $72 million to get prop 38 on the ballot.
Now a non-profit he controls will get $4.2 billion from taxpayers.
The prop also includes statutory exemption for his non profit from public sector transparency and ethics laws.
Generational grift. Ballot props are a bad idea.
Eisar Lipkovitz retweeted
🇺🇲 Google extends voluntary buyout offers to employees in several countries - Reuters
reuters.com/business/media-t…
xitter.gq/C_Barraud/status/21149…
🇺🇸Microsoft to Offer Buyouts to 60,000 Workers in New Cost Cut – Bloomberg
bloomberg.com/news/articles/…
xitter.gq/carlquintanilla/status…
Eisar Lipkovitz retweeted
It is almost like the people who will fund the San Francisco public bank and the people who will benefit from it have different perspectives.
Eisar Lipkovitz retweeted
it’s so crazy that so many democratic candidates sound like they're doing an obama impression.
i.e. they all have that familiar cadence, the dramatic pauses that obama uses, & of course that very sermon like delivery.
it’s like if they were an ai model trained on all of obama’s content.
