Kuppy @hkuppy

RT @puppyeh1: I think this is a very important point. Big 7 management are clearly not “retards”, they see the way the puck is going and AI…

Wonder if the IRGC is still taking hummus tolls in #Bitcoin, or they’ve switched to something else that holds value…🤭🤭

@therealkrupster Nah. Not JOE

Big savings for FL home buyers. Wonder when this gets priced into $JOE NAV values. Sure is bullish for the property mkt… https://t.co/qpmtyZaeNA

RT @AllVentured: I found a use for all those B200s sitting in storage...

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…

RT @maxwiethe: Sometimes a thematic inflection intersects with stock specific event-driven special situations. $MRX is one of those names…

I used the recent sell-off to add a bit more. Love this trade👇 https://t.co/6XMzpWCHLL

I feel like $JOE should get a datacenter premium once investors realize how many they can build on their 165,000 acres. An oceanfront datacenter is probably a premium valuation too…

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…

Sweet!!! Cannot have any demand destruction for my refiners... https://t.co/Eyn6x9wcbm

@wu_wei_invest NVDA is up on most days…🤣

Probably bullish $NVDA somehow…🤣🤣 https://t.co/9y4EAInii6

RT @hkuppy: Fortunately the US Govt ensured that $JBLU couldn’t become a monopoly by becoming a distant 5th challengers to an oligopoly… 🤪

Fortunately the US Govt ensured that $JBLU couldn’t become a monopoly by becoming a distant 5th challengers to an oligopoly… 🤪 https://t.co/g3fcQoQ9gL

@Mangan150 BYMA AR is my favorite. Stock exchange.

Mgmt at $JOE literally couldn’t buy this sort of lobbying effort for all the money in the world. As Washington State sinks into the abyss, $JOE is ripping higher, into the teeth of a nasty housing bear mkt too… Got $JOE ?? https://t.co/WQfno1ASMl

@Humble_Analysis @pmarca $JOE keeps ripping into a housing bear mkt. all you need to know…

@pineconemacro Craaaaazy idea… but hear me out… maybe the govt should merge them with $JBLU and create an airline with the scale to be viable…I know it’s a crazy idea…but crazy enough that I’m sure the govt would love it…ohhh…yeah…ummm Never mind….

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…🤣