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978.8K views
When you learn to cook steak at home no restaurant can come close
533.7K views
I called it with META, then Google, now I think Amazon is next.
$AMZN is trading at its lowest P/OCF multiple since 2023 when it was trading at $90.
AWS is on fire and Amazon will save billions in OPEX due to AI/Automation.
Bookmark this and check back in 2 years.
222K views
Pick your fighter
$GOOGL
Revenue $282B
YoY Revenue Growth: 1%
Operating Margin 26%
Market Cap: $1.17T
P/E 20
$NVDA
Revenue $28B
YoY Revenue Growth: -17%
Operating Margin 25%
Market Cap: $583B
P/E 100
Google has 10x the revenue and only 2x the market cap. Bonkers
📊 Post performance
🔥 Top post: Legendary investor Howard Marks just released a new memo. “In m · 3.1M views
📊 Activity & format
Recent posts
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I called it with META, then Google, now I think Amazon is next.
$AMZN is trading at its lowest P/OCF multiple since 2023 when it was trading at $90.
AWS is on fire and Amazon will save billions in OPEX due to AI/Automation.
Bookmark th…
When you learn to cook steak at home no restaurant can come close
This weekend was an opportunity for people to learn that @Jason and @DavidSacks are out of their minds.
At best they panicked and at worst they intentionally tried to spread FUD.
Either way your mental health and $$ is better off withou…
Pick your fighter
$GOOGL
Revenue $282B
YoY Revenue Growth: 1%
Operating Margin 26%
Market Cap: $1.17T
P/E 20
$NVDA
Revenue $28B
YoY Revenue Growth: -17%
Operating Margin 25%
Market Cap: $583B
P/E 100
Google has 10x the revenue and onl…
Snowflake CFO Mike Scarpelli recently spoke at a Barclays Global Tech conference
Here's what he had to say about the state of Snowflake's business and how the weakening economy is impacting cloud vendors
I'm a shareholder, so I've includ…
Brookfield Asset Management has $750B in assets under management & 100+ yrs experience investing in the backbone of the economy
They call this “a hinge moment in history” w/profound implications for inflation, interest rates, & in…
The speed at which @elonmusk cut costs, exponentially increased DAUs, and aligned everyone toward the company's top 3 priorities is remarkable.
This will be the best business case study of the next decade.
Twitter is already thriving.
You could literally tell me the exact CPI number tomorrow and I’d still have no idea how the market would react.
Snowflake CEO when asked about macro:
"I've removed the word macro from my dictionary. I believe we're at risk of a media-induced recession and people reducing spend because they're nervous not because of data"
"We're seeing enormous dem…
Dad’s health has deteriorated so fast as cancer has spread aggressively through is body.
He’s now at the point where he doesn’t want to be alive any more. Too much pain and he feels like he’s a burden to us (he’s not).
Going to say goodb…
💡 Facts
🕵️ Fake follower check
Estimated- Est. 85% real, active audience · Low fake-follower risk.
- Engagement (~8.1× of followers engage each post) is around typical for X.
- Organic base — far more followers than accounts it follows.
- Verified account.
- Established account (14+ years old).
- 4.4% engagement — below the ~8.8% typical for this size.
Heuristic estimate from engagement, follower ratios, account age & growth — a screening signal, not a guarantee.
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🔀 Audience overlap
EstimatedEstimated shared audience with similar creators — useful for avoiding overlap (or doubling down) when planning a campaign.
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