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[@stwboerse](/creator/twitter/stwboerse)
"Impressive Chart"  
[X Link](https://x.com/stwboerse/status/1980300153115574458) [@stwboerse](/creator/x/stwboerse) 2025-10-20T15:48Z 12.7K followers, 5329 engagements


"OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors. Shouldn't this be bad news for Nvidia Who cares it's gigawatt time. 🥳 🤡"  
[X Link](https://x.com/stwboerse/status/1977725468427108456) [@stwboerse](/creator/x/stwboerse) 2025-10-13T13:17Z 12.8K followers, 2740 engagements


"Netflix $NFLX is significant down today after earnings - despite convincing growth numbers. This is what happens when stocks are priced for perfection. Never forget: VALUATION MATTERS"  
[X Link](https://x.com/stwboerse/status/1981000873363882425) [@stwboerse](/creator/x/stwboerse) 2025-10-22T14:13Z 12.8K followers, 5373 engagements


"LYFT again as a First Mover: Lyft is piloting a program that offers some customers cash back on future rides. The program will let users earn as much as X% cash back on rides if they opt to auto-reload their account with cash"  
[X Link](https://x.com/stwboerse/status/1981343016821416010) [@stwboerse](/creator/x/stwboerse) 2025-10-23T12:52Z 12.8K followers, 1699 engagements


"Is OpenAI really too big to fail as the @WSJ suggested If so the problem resulting from the AI bubble is even worse than I thought"  
[X Link](https://x.com/stwboerse/status/1981351803079053410) [@stwboerse](/creator/x/stwboerse) 2025-10-23T13:27Z 12.8K followers, 1119 engagements


"Check out my weekly newsletter Why I continue to feel very comfortable with my short position on Tesla ahead of this earnings week. And beware of the return of the backdoor IPOs"  
[X Link](https://x.com/stwboerse/status/1980278161343435001) [@stwboerse](/creator/x/stwboerse) 2025-10-20T14:21Z 12.7K followers, 1864 engagements


"I like the idea of the march of nines. Thats why Uber and Lyft will be the winners of the 20-30 years long transition towards AVs"  
[X Link](https://x.com/stwboerse/status/1980530210232730017) [@stwboerse](/creator/x/stwboerse) 2025-10-21T07:02Z 12.7K followers, 3587 engagements


"Here comes the red flag of today 🔴 More round-tripping: CoreWeave and Poolside (in the midst of a $X billion fundraising Nvidia invested in both) announce partnership for a X gigawatt data center built on a sprawling ranch in Texas"  
[X Link](https://x.com/stwboerse/status/1978757319346262456) [@stwboerse](/creator/x/stwboerse) 2025-10-16T09:38Z 12.8K followers, 2734 engagements


"It seems I was way too conservative with my timeline for the overdue revaluation of the Warner Bros. Disc. stock. In the two months since I published my last WBD write-up the price has exploded by 75%. So what to do next Here are my current thoughts on the upcoming bidding war:"  
[X Link](https://x.com/stwboerse/status/1981389075299942697) [@stwboerse](/creator/x/stwboerse) 2025-10-23T15:55Z 12.8K followers, 2483 engagements