Kuppy @hkuppy

This is basically just the pitch for $UTI and $LINC. More at my blog if you missed it… https://t.co/3r8czcKE1X https://t.co/bUkHEBw7kl

BREAKING: Trump releases $10b of frozen IRGC funds to be used in $SPCX green-shoe…

Remember when shale companies would keep drilling negative ROIC wells and fund them with debt or equity or converts or literally any idiotic funding source. That’s why they’d trade at 3x EBITDA. $GOOG just told you that it’s basically a shale company. They cannot stop spending on negative ROIC datacenters…

@rossiadam UTI is my 2nd largest equity position. The tailwind is so strong.

MGG distributions are hitting brokerage accounts today. Take a shot of Chinggis Alt and celebrate!! It took 15 years, but we got our capital back. Could (really should) have been a much worse outcome. Want to thank everyone who helped along the way in this journey. Couldn’t have done it without you… $YAK

Told my wife that if $MU goes red today, she needs to go to the store and buy all the canned goods they have. Worried for humanity…

I remember buying a chunky position in $GPRO on the thesis that everyone in the Ukraine war (both sides) would want GoPro videos of them storming trench lines, so they could show their buddies back home. Was one of my top “Ukraine War Trades.”In retrospect , that was a terrible thesis🤣🤣, fortunately we didn’t lose much as the balance sheet protected us for a bit… Live and learn…🤣🤣

You miss my point. Tech has created many billionaires, so has jr mining. Both are capital destructive. Yet people fund them bc there are always moonshot wins each cycle and investors like to gamble. Ignore the MTM on individual stocks as we are closer to the top of tech valuations than the bottom of the cycle (we’re mid-cycle in jr mining). Look at the actual retained earnings. There are a few dozen large and notable winners, but many others are just stock promotes that will fade away. Even the winners of today like $UBER still don’t have retained profits since inception, with lots of dilution along the way. The winners also don’t really return much net capital as they always have to reinvest and offset SBC dilution. It’s just a tough sector. Gun to my head, I’d say it’s a lot like jr mining, but many times larger and more acceptable for investors, as tech has better branding, and many more visible winners, but that’s mainly bc the sector is many times larger…

@Mangan150 BYMA AR is my favorite. Stock exchange.

A quant buddy told me on the lows that we’d slingshot 600+ SPZ and NATH before the end of April. Respect given for nailing that call. You know who you are. Wish I had followed…

The year is 2028. NASDAQ is celebrating 500 consecutive up days as Trump continually tweets about how great the deal with Iran will be, despite no additional talks having taken place in 2 years… Brent oil still trades at $100, though physical cargoes trade hands at $500 a barrel. Everyone thinks this is totally normal… Datacenters now consume $5 trillion of capital annually, despite producing only $50 billion of annual revenues. No one is quite sure how to monetize them, but they build them in the hope that someone else will crack the code… $MSTR ran out of letters in the alphabet for new preferred securities. The Ponzi is still failing… Private Credit vehicles have been gated for 3 years now. They trade on the secondary market at 10c of face. Marketing documents focus on the low realized volatility of PIK return streams… Europe is rolling out its 27th round of climate taxes as it desperately tries to stave off economic collapse…🤣

RT @TylerHardt: @hkuppy When $DOCU? I still can't for the life of me understand why DOCU has 6,800 employees. Their software is built. Can…

RT @KEDM_COM: When $RELY sold off to $12 after its Q3 report, we wrote a thematic piece on the payment sector. We argued that companies l…

Pretty much👇👇 Rather own MDI CN and let these idiots overpay for drilling services. Sleep well at night with similar index torque… https://t.co/dk6uVItE0K

Dunno. Today was the first day that anyone asked why $MCO gives credit scores to CDOs when you can plug all the data into AI and get a more precise answer with less conflicts of interest. This selling ends when $MCO is 7x TTM and guys are discussing the shape of the FCF decline curve…

@YellowLabLife He literally just wrote a check to $USAR on monday. WTF is going on??

Surprised to see $CVNA down 20% on this @GothamResearch short report. I always assumed the bull thesis was that $CVNA was a total fraud🤷‍♂️🤭 https://t.co/Ff4QTtpipT

@Clawyer97 Did they give the oil to Chevron??

BREAKING: Blue Owl announces financing package for new Caracas datacenter…🤭

@UnknownSys3301 ALCO assets are very mediocre

@TSchuster00 B3 is my largest latam position.

@TiddyHunter98 @JasonEBurack $AMRK is a higher price than when I mentioned it.🤷‍♂️

RT @KEDM_COM: If there’s one company that has seen insiders massively accelerate open market purchases over the past few weeks, it’s Maui L…

RT @CapitalValor: @hkuppy also highlighting the obvious value in $NOL

RT @AlexBerenson: I am going to keep screaming this until someone hears: A CHILD DIED IN MODERNA'S OWN CLINICAL TRIAL OF ITS MRNA COVID JA…