# ![@AnthPB Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3013702747.png) @AnthPB Anthony Bardaro

Anthony Bardaro posts on X about $googl, inflation, ai, meta the most. They currently have [------] followers and [----] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::3013702747/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:interactions.svg)

- [--] Week [-----] +1.50%
- [--] Month [------] +2.50%
- [--] Months [-------] +59%
- [--] Year [-------] -31%

### Mentions: [--] [#](/creator/twitter::3013702747/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:posts_active.svg)

- [--] Month [--] -44%
- [--] Months [---] +18%
- [--] Year [---] -8%

### Followers: [------] [#](/creator/twitter::3013702747/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:followers.svg)

- [--] Week [-----] -0.03%
- [--] Month [-----] +0.62%
- [--] Months [-----] +2.70%
- [--] Year [-----] +5.10%

### CreatorRank: [---------] [#](/creator/twitter::3013702747/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [us election](/list/us-election)  [nba](/list/nba) 

**Social topic influence**
[$googl](/topic/$googl), [inflation](/topic/inflation), [ai](/topic/ai), [meta](/topic/meta), [$nvda](/topic/$nvda), [tariffs](/topic/tariffs), [china](/topic/china), [$ffr](/topic/$ffr), [$meta](/topic/$meta), [fomc](/topic/fomc)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [SPX6900 (SPX)](/topic/$spx) [Apple, Inc. (AAPL)](/topic/$aapl) [Intel Corporation (INTC)](/topic/$intc) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Bitcoin (BTC)](/topic/$btc) [Netflix Inc (NFLX)](/topic/$nflx) [Micron Technology, Inc. (MU)](/topic/$mu) [Fenerbahçe Token (FB)](/topic/$fb) [Spacemesh (SMH)](/topic/$smh) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Advanced Micro Devices (AMD)](/topic/$amd) [Oracle Corporation (ORCL)](/topic/$orcl) [Spotify Technology (SPOT)](/topic/$spot) [Twitter Inc (TWTR)](/topic/$twtr) [DisChain (DIS)](/topic/$dis) [SPDR GOLD ETF (GLD)](/topic/$gld) [SVB Financial Group (SIVBQ)](/topic/$sivb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"/1 GPU chips for AI are power hungry global datacenter power usage estimates: ⚡ AI is 2x more energy intensive than traditional servers AI datacenters were 2.1% of total power consumption in [----] 4.4% by [----] (2x) 10.2% by [----] (5x increase) #cloud $clou $smh $soxx A few comments from Jefferies Korea on the data center power theme Expect global data centers power usage to double by [----] leading to bottlenecks in power supply. AI data centers power usage is 2x vs general servers. IEA says AI data center power usage was 2.1% of total A few comments from Jefferies Korea on the data center power"  
[X Link](https://x.com/AnthPB/status/1782989996330287445)  2024-04-24T04:28Z [----] followers, [----] engagements


"@RealJimChanos seems like you're consistently early (sometimes very) timing every short thesis have you analyzed and adapted your approach I ask because I appreciate your work and longevity you're clearly evidence-based so I thought you'd have a rationale #tia #bubbles"  
[X Link](https://x.com/AnthPB/status/1948063355752870370)  2025-07-23T16:51Z [----] followers, [----] engagements


"@patrickc can anyone answer this (🧵👆) I've tried and can't find or solicit an informed perspective cc @patio11 @TheStalwart #stablecoins #crypto #KYC #AML"  
[X Link](https://x.com/AnthPB/status/1988086478824763688)  2025-11-11T03:28Z [----] followers, [---] engagements


"@akramsrazor Big Doximity moat given marketshare (80% of physicians; 60% nurse practitioners; 90% med school grads) but $docs' subscription barrier (user friction) is a plane of competition for a new entrant to try and attack fascinating attempt #OpenEvidence https://x.com/i/status/1999618200024076620 OpenEvidence raising $250M at $12B. $150M RR on just ads +3x from August. On 1M users. Resulting in 90% GM inclusive of all compute. [----] will be the year AI ads cross the rubicon. If you're building an AI app figure out your ad strategy ASAP. You'll be behind without."  
[X Link](https://x.com/AnthPB/status/1999950907795288554)  2025-12-13T21:13Z [----] followers, [---] engagements


"@akramsrazor there are also corners/niches of TAM that $docs hasn't definitively won in which an upstart can land and expand plus most medical professionals hate Doximity's software (in an "everyone hate loves Microsoft Teams" kinda way)"  
[X Link](https://x.com/AnthPB/status/1999951575977267641)  2025-12-13T21:16Z [----] followers, [---] engagements


"I know y'all looking for the straw that broke the AI camel's back but that relies on cascading systemic confidence shock that's improbable rn given: [--] "demand backlog will gladly usurp their allocations/share" (above) [--] funding runways [--] funding mix [--] valuations [--] economic "eye of the storm" tailwinds https://x.com/AnthPB/status/1989576192840618438s=20 https://x.com/AnthPB/status/2000968222602924467s=20 https://x.com/AnthPB/status/1985414384424808759s=20 https://x.com/AnthPB/status/1987762180737888697s=20 https://x.com/AnthPB/status/1987762180737888697s=20 despite paling in comparison to"  
[X Link](https://x.com/AnthPB/status/2001684137741033574)  2025-12-18T16:01Z [----] followers, [---] engagements


"Apple belatedly choosing $googl for Siri adds another +1 to the T-square proof in favor of "was Google sandbagging early Gemini models to credibly claim disruptive competitive threat (OpenAI) in front of courts in antitrust cases" $aapl #monopoly https://x.com/i/status/1995601448923791554 https://x.com/i/status/1995601448923791554 raging debate for generations was Google: sandbagging early Gemini models to credibly claim disruptive competitive threat (OpenAI) in front of courts in antitrust cases awakening around Gemini [--] mere coincidence (or latent public perception) https://t.co/CsL5MtvwDn"  
[X Link](https://x.com/AnthPB/status/2011157715758780470)  2026-01-13T19:25Z [----] followers, [---] engagements


"/1 update on AI stock valuations at 2025YE hattip Cembalest: [--] FCF margins (tech vs rest) [--] PEG ratios (global tech vs rest) [--] net debt/EBITDA (AI stocks) [--] FCF/revenue (AI stocks) "in [----] the forward PE of $spx only rose +3%; the rest of the market's +18% gain was attributable to earnings growth Al stocks represents 50% of $spx market cap and just 5% of S&P [---] net debt Even after accounting for the Q4 surge in Al-related debt many Al companies have net debt to cash flow ratios less than zero since cash and securities exceed total debt. That said credit markets are picking up on the shift"  
[X Link](https://x.com/AnthPB/status/2016364459673931983)  2026-01-28T04:15Z [----] followers, [--] engagements


"/2 we've done this before those who don't learn from history are doomed to repeat it: [--] "digital securities (which should seek regulatory approval/oversight) and digital deposits (which should seek a banking license/regulation)" [--] "The way some stablecoins have solved for this problem is by depositing reserves in a regulated bank account. The problem with that solution is that it's just. a regulated bank account.Without the regulatory evasion (AML/KYC/audits/etc) crypto and stablecoins are just a slow public database" [--] "crypto is speedrunning the history of fiat money and banking""  
[X Link](https://x.com/AnthPB/status/2017314612383809929)  2026-01-30T19:10Z [----] followers, [---] engagements


"You can call this goldilocks soft landing scenario a "bull steepener" but important that there be: 👌an inward/downward shift in the whole yield curve including long end with an overall steepening effect 🙅no bear steepening nor any form of flattening $irx $fvs $tnx $kre /3 $kre TLDR: [--] for 2023q2 earnings rising rates/BTFP should (and do) have expectations low [--] for next 6-12 mos need declining long-end $fvx $tnx and eventually $ffr cuts with yield curve steepening [--] recapitalization is a function of loan losses which are still 🤏 /3 $kre TLDR: [--] for 2023q2 earnings rising rates/BTFP should"  
[X Link](https://x.com/AnthPB/status/1679241020184182789)  2023-07-12T21:27Z [----] followers, [----] engagements


"Seth Klarman (Baupost) interview: [--] growth "justifiably" outperformed value cuz disruption/obsoletion this time was different (1:13) [--] intangible assets threw-a-wrench into gears of traditional valuation and value investing (1:18) $iusg $iusv $vlue https://youtu.be/wHsEt6MchhEt=4709 https://youtu.be/wHsEt6MchhEt=4709"  
[X Link](https://x.com/AnthPB/status/1683546128539582464)  2023-07-24T18:34Z [----] followers, [---] engagements


"@chetaslua ngl the newest Google Finance Beta infused with AI is pretty sleek not only added a bunch of new advanced features and supplemental financial data but also a native AI Mode "Research" chat so a JTBD to serve almost any investor type $googl #gemini"  
[X Link](https://x.com/AnthPB/status/1978659641094476009)  2025-10-16T03:09Z [----] followers, [---] engagements


"@tofdaj @compound248 @JKeynesAlpha /1 Yeah and analogs like Unity and HashiCorp had far higher switching costs and less perfect substitutes the GitHub competitive check is way more of a significant check on Gitlab (lower switching friction/barriers) $gtlb $u"  
[X Link](https://x.com/AnthPB/status/2015615387144954200)  2026-01-26T02:38Z [----] followers, [---] engagements


"/2 switching costs aren't zero for $gtlb users e.g. repo migration CI/CD reconfiguration dev learning curves integrations and open source/public repo network effects (esp on GitHub by virtue of marketshare) but $u and HashiCorp comp lacked same tight-fit competition alternatives https://twitter.com/i/web/status/2015615578199732425 https://twitter.com/i/web/status/2015615578199732425"  
[X Link](https://x.com/AnthPB/status/2015615578199732425)  2026-01-26T02:39Z [----] followers, [---] engagements


"🏁/3 but upshot: [--] Market segmentation: GitHub Copilot remains largely seat-based with tiers (capped) that feel more predictable whereas $gtlb hybrid model (seat+variable consumption) better fits a less high-powered dev [--] Not a Unity-esque basis risk surprise: At least $gtlb isn't blowing up a lot of customers' business models like $u initially did (installation based pricing) Gitlab is being transparent and fair by passing through variable costs instead of baking massive seat hikes or subsidizing heavy users at everyone else's expense https://twitter.com/i/web/status/2015615745472749876"  
[X Link](https://x.com/AnthPB/status/2015615745472749876)  2026-01-26T02:40Z [----] followers, [---] engagements


"/2 and an oldie but goodie AI performance vs $spx $rsp $spxew: "so far only the Al infrastructure providers have generated substantial excess returns" 🟦 Al infrastructure stocks (semiconductors etc) 🟨 AI software 🟥 AI downstream beneficiaries __ https://x.com/i/status/1987753654481310150 https://x.com/i/status/1965967943218704802 https://x.com/i/status/1987753654481310150 https://x.com/i/status/1965967943218704802"  
[X Link](https://x.com/AnthPB/status/2016364959383351682)  2026-01-28T04:17Z [----] followers, [---] engagements


"but the important thing is whether or not Satya made Google dance 😏 $msft $googl https://x.com/i/status/2016630970833580136 GOOGL vs MSFT since the release of ChatGPT on Nov [--] [----]. https://t.co/LvYGf1Rorr https://x.com/i/status/2016630970833580136 GOOGL vs MSFT since the release of ChatGPT on Nov [--] [----]. https://t.co/LvYGf1Rorr"  
[X Link](https://x.com/AnthPB/status/2016848402168852746)  2026-01-29T12:18Z [----] followers, [---] engagements


"/1 re crypto/stablecoin/banking regulation and securities laws (GENIUS cum CLARITY Act) why is this debatable or controversial 👇 If you want to be a bank just be a bank Bank of America CEO Brian Moynihan told Coinbase $coin's Armstrong in Davos. If you want to be a money market fund just be a MMF __ https://medium.com/adventures-in-consumer-technology/king-tut-ftx-and-trustless-utility-tokens-3d017ebce967#::text=Without%20the%20regulatory%20evasion%20(AML/KYC/audits/etc)%2C%20it%E2%80%99s%20just%20a%20slow%20public%20database https://x.com/i/status/1141318818880528384"  
[X Link](https://x.com/AnthPB/status/2017314386604417098)  2026-01-30T19:10Z [----] followers, [---] engagements


"@compound248 Can you explain more about what makes "how SpaceX calculates profit" abnormal. If they capitalize "expenses tied to building rockets and satellites" that's generally accepted accounting treatment of such assets with multi-year useful lives in a capital intensive industry"  
[X Link](https://x.com/AnthPB/status/2018156190774038690)  2026-02-02T02:55Z [----] followers, [---] engagements


"Wake up babe a new job for the AI age just dropped it's like Uber for humans: A marketplace where agentic AIs rent human agents subcontracting manual labor and gig/contract work literally my "Machine in the Man and the Reverse Turing Test" #mechanicalturk https://medium.com/adventures-in-consumer-technology/the-machine-in-the-man-pure-ai-content-and-a-botnet-to-replace-the-internet-2fac7441d46 https://medium.com/adventures-in-consumer-technology/the-machine-in-the-man-pure-ai-content-and-a-botnet-to-replace-the-internet-2fac7441d46 ok this is weird new app called "rent a human" ai agents"  
[X Link](https://x.com/AnthPB/status/2018906580909986190)  2026-02-04T04:36Z [----] followers, [---] engagements


"again it's clear that Google's $googl Gemini strategy vs OpenAI chatGPT rhymes with Facebook's $meta stories tactics vs Snapchat $snap and Spotify's $spot podcast vs Apple $aapl: "bear hug" the new entrant to win the next/new/marginal users (later adopters) by copying/fast following to feature paritt then marketshare war of attrition won by incumbent's scale and distribution __ https://x.com/i/status/2019011021478691133 https://x.com/i/status/1575584229840146432 https://x.com/i/status/1678089131845378048 https://x.com/i/status/2017791021116232031 https://x.com/i/status/2019011021478691133"  
[X Link](https://x.com/AnthPB/status/2019138588890312921)  2026-02-04T19:58Z [----] followers, [---] engagements


"one of many new features in the Google Finance beta but I mean look at this an earnings report conference call feed and live transcript embedded into the web app: $googl"  
[X Link](https://x.com/AnthPB/status/2019538631673934226)  2026-02-05T22:28Z [----] followers, [--] engagements


"Mag7 hyperscaler capex update after 2025q4 earnings: 🟠 Amazon $amzn: $200B (vs $146B consensus estimate) 🟢 Google $googl: $175B-$185B (vs $119B) 🔵 Facebook $meta: $115B-$135B (vs $110B estimate) ⚪ Microsoft $msft: $120B (run rate based on 2Q) 🔴 Tesla $tsla: $20B (vs $11B) __ https://x.com/i/status/2019524685663494166 https://x.com/i/status/1987762180737888697 https://x.com/i/status/2019524685663494166 https://x.com/i/status/1987762180737888697"  
[X Link](https://x.com/AnthPB/status/2019546653401969028)  2026-02-05T23:00Z [----] followers, [---] engagements


"Insane to me that social security age limits haven't been increased in multiple lifetime esp given increase in retirement age and life expectancy: Initial Draw Age (EEA): Earliest age to claim benefits has remained at [--] since [----] (for women) and [----] (for men) Full Retirement Age (FRA): Increases from [--] to [--] layered in by Regan in [----] https://twitter.com/i/web/status/2019554513355669685 https://twitter.com/i/web/status/2019554513355669685"  
[X Link](https://x.com/AnthPB/status/2019554513355669685)  2026-02-05T23:31Z [----] followers, [---] engagements


"Wild that social security age limits haven't been increased in multiple generations esp given increase in life expectancy and average retirement age I mean I understand the political third rail but c'mon: Earliest eligibility age (EEA): Age to claim first benefits has remained at [--] since [----] for women and [----] for men at which time life expectancy was [----] years (+9.9 years higher today) Full Retirement Age (FRA): Increases from [--] to [--] years old layered-in by Reagan's [----] amendments when life expectancy was [----] (+5 years higher now) __ #ssi"  
[X Link](https://x.com/AnthPB/status/2019661928398799125)  2026-02-06T06:38Z [----] followers, [---] engagements


"Agricultural Bank of China is deep value. $1288_HK #dfv"  
[X Link](https://x.com/AnthPB/status/1420230860310200321)  2021-07-28T03:53Z [----] followers, [--] engagements


"@S_curvecap @buysidebogey GoDaddy $gddy screens really well as a GARP candidate but imho the variable longs have to solve for (i.e. 'is it cheap for a reason') is competiton from Big Tech specifically Google Domains $googl: https://x.com/buysidebogey/status/1524029787706114050t=NixJco27mtqvhyDRYthXAg&s=19 Any strong views on $GDDY here Long or short just curious. Has held in a lot better than $WIX $SQSP and of course $SHOP but would've thought similar exposure to new biz starts https://x.com/buysidebogey/status/1524029787706114050t=NixJco27mtqvhyDRYthXAg&s=19 Any strong views on $GDDY here"  
[X Link](https://x.com/AnthPB/status/1524076966239944705)  2022-05-10T17:20Z [----] followers, [--] engagements


"/1 .equity index factor/style performance updates (ytd as of 2023q2/2023h1 end): [--] growth $iusg [--] quality $qual 🟩 benchmark/beta/market $spy [--] value style $iusv [--] size (inverse) $iwm . . . [--] min volatility $usmv [--] value factor $vlue [--] momentum $mtum"  
[X Link](https://x.com/AnthPB/status/1674878112352595968)  2023-06-30T20:30Z [----] followers, [---] engagements


"/4 nvm whether or not that budget deficit spending was desirable well allocated etc or whether more bank lending is desirable etc (those are whole other balls of wax that I've covered previously and neither is a monolith sry)"  
[X Link](https://x.com/AnthPB/status/1964916057799618927)  2025-09-08T04:57Z [----] followers, [--] engagements


"🏁/5 "the banks have been marginalized" shouldn't be a controversial hypothesis post-GFC Dodd Frank etc but displacement by government capital allocation and industrial policy is an interesting wrinkle (the first reply to say "private credit" is the lucky loser 😑)"  
[X Link](https://x.com/AnthPB/status/1964916060618109101)  2025-09-08T04:57Z [----] followers, [--] engagements


"better: "xAI plans to apply world models a more advanced form of AI than LLMs trained primarily on text data starting in gaming used to automatically generate interactive 3D environments and potentially be applied to AI systems for robotics" #elon https://www.ft.com/content/ac566346-53dd-4490-8d4c-5269906c64ee https://x.com/Jukanlosreve/status/1977344646952198474t=6LIR_4c3qGKPMO4BrJ-Cuw&s=19 FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has"  
[X Link](https://x.com/anyuser/status/1977450126105825729)  2025-10-12T19:03Z [----] followers, [---] engagements


"anyway it's obvi funny that Sarandos said "the goal is to become HBO faster than HBO can become us" in 2013; then Netflix definitively won; and now $nflx could possibly acquire HBO via $wbd"  
[X Link](https://x.com/AnthPB/status/1996053544697246123)  2025-12-03T03:07Z [----] followers, [---] engagements


""drop the Discovery just Warner Brothers it's cleaner" 👇 $nflx $wbd $disca #hbo https://www.cnbc.com/2025/12/05/neflix-warner-bros-discovery-deal.html https://x.com/i/status/1996912825508462707 Today Netflix announced our acquisition of Warner Bros. Together well define the next century of storytelling creating an extraordinary entertainment offering for audiences everywhere. https://t.co/rXPFMNIs1A https://t.co/0pdsMUEob8 https://www.cnbc.com/2025/12/05/neflix-warner-bros-discovery-deal.html https://x.com/i/status/1996912825508462707 Today Netflix announced our acquisition of Warner Bros."  
[X Link](https://x.com/AnthPB/status/1996933395130048869)  2025-12-05T13:23Z [----] followers, [---] engagements


"related 🧵s: https://x.com/i/status/1960099842975551781 https://x.com/i/status/2004640889168433631 @BucknSF /9 these data gravity and SOR competitive advantages aren't exclusive to Google (e.g. $msft $crm alluded to above) but $googl has executed best so far winning with legacy incumbent advantages as aggregator with inroads to platform stopgap ("kludgy hacks") when needed https://t.co/T26QMdKHI8 https://x.com/i/status/1960099842975551781 https://x.com/i/status/2004640889168433631 @BucknSF /9 these data gravity and SOR competitive advantages aren't exclusive to Google (e.g. $msft $crm alluded"  
[X Link](https://x.com/AnthPB/status/2017104978729369648)  2026-01-30T05:17Z [----] followers, [---] engagements


"@firstadopter 👇 https://x.com/i/status/1920322264299409495 https://x.com/i/status/2008888020339159495 /2 and if you missed that recycled headline about the disruption of Google Search (🤨) at the hands of OpenAI then you prolly also missed these about nonmonetizable searches and pie growing vs share declining: https://t.co/2P5cgR8gN7 https://t.co/B0Nk9CQndD $googl #AI https://t.co/COTpaHCifG https://x.com/i/status/1920322264299409495 https://x.com/i/status/2008888020339159495 /2 and if you missed that recycled headline about the disruption of Google Search (🤨) at the hands of OpenAI then"  
[X Link](https://x.com/AnthPB/status/2018354114959163536)  2026-02-02T16:01Z [----] followers, [----] engagements


"more on "software is dead" and "the death of saas" wrt my "many dimensions to purchasing decision beyond price": "AI disruption thesis is a bit harder with $MDB because theres already a free version" __ #oss #foss https://x.com/i/status/2019040646833856993 https://x.com/i/status/1979067276423762287 AI disruption thesis is a bit harder with MDB because theres already a free version https://x.com/i/status/2019040646833856993 https://x.com/i/status/1979067276423762287 AI disruption thesis is a bit harder with MDB because theres already a free version"  
[X Link](https://x.com/anyuser/status/2019257569869537494)  2026-02-05T03:51Z [----] followers, [---] engagements


"AI coding race just two and a half weeks later OpenAI launched GPT [---] Codex (and Anthropic simultaneously upgrades to Claude Opus 4.6): 13-15% benchmark improvement ⚡25% faster 👾 Nvidia Blackwell GB200 NVL72 __ https://venturebeat.com/technology/openais-gpt-5-3-codex-drops-as-anthropic-upgrades-claude-ai-coding-wars-heat https://www.constellationr.com/insights/news/anthropic-launches-claude-opus-46-openai-rolls-out-gpt-53-codex https://x.com/i/status/2011562481580118501 @osanseviero hard to believe after Google was far and away SOTA only [--] month ago but Anthropic 🤯: Claude Opus 4.5"  
[X Link](https://x.com/anyuser/status/2019497418362966426)  2026-02-05T19:44Z [----] followers, [---] engagements


"in this vein Elon Musk is the dood who can/should make a push for his constellation of companies to more formally scale advanced and trailing-edge contract manufacturing as a service to the US (a la China's manufacturers) esp now that Tesla $tsla has nominally deemphasized its role as car company to be known as a "physical AI company" __ #xai #spacex #boringcompany https://www.cnbc.com/2026/01/29/elon-musk-tesla-pivot-to-ai-robots-wall-street-reaction.html#::text=Tesla%20may%20have%20topped%20fourthin%202025%2C%22%20he%20wrote https://x.com/i/status/1973939373650686167"  
[X Link](https://x.com/anyuser/status/2021288028308943083)  2026-02-10T18:19Z [----] followers, [---] engagements


"Brad Jacobs' $qxo road to building supplies moonshot has many M&A shortcuts acquisitions like: [--] $pcor (owns the digital workflow of the same QXO contractors) [--] $xmtr (OS for digital marketplace in @mario_cibelli's orbit after his $ssnt became QXO shell) [--] $bldr (outside chance straight to $50B revenue) #construction $becn $uri https://twitter.com/i/web/status/2022493006205448277 https://twitter.com/i/web/status/2022493006205448277"  
[X Link](https://x.com/anyuser/status/2022493006205448277)  2026-02-14T02:08Z [----] followers, [---] engagements


"blah blah Zachs strong buy upgrade blah blah but was someone accumulating $alab yesterday/August/July (more like cray cray M&A than 13f position building) #nia #dyodd #iknownothingfrfr"  
[X Link](https://x.com/anyuser/status/1965594847890604141)  2025-09-10T01:55Z [----] followers, [---] engagements


"so imho the way to vibe code atm is to use the best AI coding assistant of the moment (Claude Code Opus [---] or GPT [---] Codex) in your IDE/CLI but continually consulting another LLM on the side (Gemini etc) esp when AI gets stuck/hallucinates/lossy memory do I not see tweeps recommend this because either: nobody wants to admit their skills issue (projecting public programming/prompting flawlessness) everybody choosing manual (forgoing more fully automated efficiency/productivity of outsourcing more workflow to AIs) it's me hi I'm the problem it's me (aitoo)"  
[X Link](https://x.com/anyuser/status/2022061484855935137)  2026-02-12T21:33Z [----] followers, [---] engagements


"For every Operation Warp Speed #ows there is an equal but opposite RFK Jr what's happened to $mrna in the US (and the US's biotech/pharma/drugs/medicine technological competitive advantage $xph $ibb) is an absolute sin: 🙅 FDA "refusal-to-file" letter reveals Trump FDA refused to review Moderna's new mRNA-1010 flu vaccine because of the control used which is an existing FDA approved flu vaccine by $gsk (Fluarix) that the FDA earlier agreed was an appropriate control 🧮 Moderna's Phase [--] trial involved 41k adults over [--] years old; cost over $750M; and demonstrated superior antibody responses"  
[X Link](https://x.com/anyuser/status/2022302233048608922)  2026-02-13T13:29Z [----] followers, [---] engagements


"/1 Base case expectation from AI's macro impact is a derivative of Baumol's cost disease (more like Balassa-Samuelson effect with echos of post pandemic bullwhip effect and ofc Jevon's Paradox): disinflation and rising per capita profit pools in AI-affected businesses produce excess savings/investment which excess demand chases goods and services in sectors relatively less affected by supply productivity/efficiency a twist on Baumol's traditional rising wages lifts all boats which benefits technology-adjacent businesses bottom lines more than the rest because imho labor has a skills/training"  
[X Link](https://x.com/anyuser/status/2022326257279512654)  2026-02-13T15:05Z [----] followers, [---] engagements


"/2 imma call this "Bardaro's cost disease" instead of Baumol's AI still net-net disinflation in aggregate but inflation in relatively small share of consumer price basket (low-tech/stagnant/nonprogressive sectors) will be like post-GFC's asymmetric popular sentiment/upheaval/unrest __ https://x.com/i/status/2022326257279512654 https://x.com/i/status/2022326257279512654"  
[X Link](https://x.com/anyuser/status/2022327943972712493)  2026-02-13T15:12Z [----] followers, [---] engagements


"idk Google $googl: [--] applied transformer technology in a lotta proprietary applications and functions for [--] years before anyone else did anything with it [--] they're still winning with it [--] it's given them the anti-innovation suppression plausible deniability needed in monopoly proceedings (both court of law and public opinion) [--] willingness to publish publicly is huge for sourcing talent from academia https://x.com/i/status/1847997002434351349 Bell Labs buried their greatest inventions in a filing cabinet under lock and key suppressed to never see the light of day or disrupt their monopoly"  
[X Link](https://x.com/AnthPB/status/2022683738262417881)  2026-02-14T14:45Z [----] followers, [--] engagements


".Astera Labs earnings summary (2025q4) can add it to a long list of names unduly punished or insufficiently rewarded for killer reports whisper numbers need not apply: $alab https://x.com/WealthyReadings/status/2021669224087802294s=20 https://share.google/aimode/NOob12u1PxTTGksdx https://t.co/l9nGdNNrQu https://x.com/WealthyReadings/status/2021669224087802294s=20 https://share.google/aimode/NOob12u1PxTTGksdx https://t.co/l9nGdNNrQu"  
[X Link](https://x.com/anyuser/status/2022694218481742126)  2026-02-14T15:27Z [----] followers, [---] engagements


"Spotify's new direct licensing model: The folly of throwing-out the Netflix playbook $SPOT $NFLX $AAPL $AMZN https://medium.com/adventures-in-consumer-technology/followup-spotify-and-eks-parlay-cfa3d8e82e82#---0-724 https://medium.com/adventures-in-consumer-technology/followup-spotify-and-eks-parlay-cfa3d8e82e82#---0-724"  
[X Link](https://x.com/AnthPB/status/1007309313939996673)  2018-06-14T17:10Z [----] followers, [--] engagements


"Crypto-Amazon Crypto-Facebook Even though decentralization is disruptive to Big Tech most of today's cryptocurrencies and dapps will still fail. #blockchain #bitcoin #ethereum #Amazon #Google #Facebook $GOOG $AMZN $FB $AAPL #startup 👉 https://medium.com/adventures-in-consumer-technology/the-carrot-and-the-stick-on-the-missing-incentives-for-crypto-networks-87af5eed5debsource=twitterShare-c79a365c5ac1-1531346801 https://medium.com/adventures-in-consumer-technology/the-carrot-and-the-stick-on-the-missing-incentives-for-crypto-networks-87af5eed5debsource=twitterShare-c79a365c5ac1-1531346801"  
[X Link](https://x.com/AnthPB/status/1017168535800438785)  2018-07-11T22:07Z [----] followers, [--] engagements


"Apple and implicit App Store regulatory arbitrage #headsIwintailsyoulose $AAPL #apps #Facebook $FB #Google $GOOG #Android #regulation https://medium.com/adventures-in-consumer-technology/facebook-and-cambridge-analytica-the-weakest-link-s-552a775ee7e#---0-333 https://medium.com/adventures-in-consumer-technology/facebook-and-cambridge-analytica-the-weakest-link-s-552a775ee7e#---0-333"  
[X Link](https://x.com/AnthPB/status/1021471828605325313)  2018-07-23T19:07Z [----] followers, [--] engagements


""End-to-end audio: The bridge to the next big thing" #voiceinterface #ambientcomputing #AirPods #Alexa #GoogleHome #AmazonEcho #HomePod #AirPods $GOOG $AAPL $AMZN https://medium.com/thoughts-on-journalism/end-to-end-audio-the-bridge-to-the-next-big-thing-ee61f0f491e1#---253-794 https://medium.com/thoughts-on-journalism/end-to-end-audio-the-bridge-to-the-next-big-thing-ee61f0f491e1#---253-794"  
[X Link](https://x.com/AnthPB/status/1027937224611057665)  2018-08-10T15:18Z [----] followers, [--] engagements


"Twitter just brought the Floating Action Button back Love it. but they could now fill the empty real estate in the top right corner of the header 🤔. #UX #UI #design"  
[X Link](https://x.com/AnthPB/status/1032422215797624833)  2018-08-23T00:20Z [----] followers, [--] engagements


"Free the bezel. Free the soul. #AppleWatchSeries4 #AppleWatch $AAPL #wearables #design"  
[X Link](https://x.com/AnthPB/status/1041150992182595584)  2018-09-16T02:25Z [----] followers, [--] engagements


"The world's most valuable company is about to overhaul the way it makes money. which will change how it operates -- from its incentives to its innovations to its user experiences. #Apple $AAPL $GOOG #iPhone #iPhoneXS #iOS #AppStore https://medium.com/adventures-in-consumer-technology/apple-is-about-to-change-its-business-model-c6a961a7cb30source=twitterShare-c79a365c5ac1-1537626994 https://medium.com/adventures-in-consumer-technology/apple-is-about-to-change-its-business-model-c6a961a7cb30source=twitterShare-c79a365c5ac1-1537626994"  
[X Link](https://x.com/AnthPB/status/1043510079054581760)  2018-09-22T14:39Z [----] followers, [--] engagements


"/1 Since we're seeing more public and government angst over regulating Big Tech here's an important #tweetstorm about monopoly and antitrust action for this industry. #thread $XLK $QQQ $AAPL $AMZN $GOOGL $FB #Apple #Amazon #Google #Facebook #FAANG #FAMGA"  
[X Link](https://x.com/AnthPB/status/1044690250252111872)  2018-09-25T20:48Z [----] followers, [--] engagements


"Bytedance. a news aggregator. that's now the world's most valuable startup @ $75B. and we've heard this one before. @annotote #unicorn #safeharbor https://www.bloomberg.com/news/articles/2018-09-28/35-year-old-unknown-creates-the-world-s-most-valuable-startup https://www.bloomberg.com/news/articles/2018-09-28/35-year-old-unknown-creates-the-world-s-most-valuable-startup"  
[X Link](https://x.com/AnthPB/status/1045759658999377920)  2018-09-28T19:38Z [----] followers, [--] engagements


"/1 @asymco I generally agree with Apple being a phenomenal platform company. but I have concerns. $AAPL #AppStore #iOS @annotote http://www.asymco.com/2018/10/04/traffic-acquisition-costs/ http://www.asymco.com/2018/10/04/traffic-acquisition-costs/"  
[X Link](https://x.com/AnthPB/status/1051876954901757953)  2018-10-15T16:46Z [----] followers, [--] engagements


"Sports have been the lynchpin of the cable bundle. but the worker ants of sports programming -- regional sports networks -- are facing a reckoning after being disaggregated in Fox/Disney merger. @annotote $DIS $FOXA #FSN #RSN #ESPN #YES #NESN http://www.btigresearch.com/2019/01/14/an-rsn-story-there-is-a-sucker-born-every-minute-nowplaying-consumerwin/ http://www.btigresearch.com/2019/01/14/an-rsn-story-there-is-a-sucker-born-every-minute-nowplaying-consumerwin/"  
[X Link](https://x.com/AnthPB/status/1085005116976103424)  2019-01-15T02:45Z [----] followers, [--] engagements


"@IntrinsicInv @a16z .then the pendulum swings back to bureaucracy which is necessary due to succession Dunbar's Number etc. 🏁"  
[X Link](https://x.com/AnthPB/status/1164716908618420225)  2019-08-23T01:52Z [----] followers, [--] engagements


"@buildthefutures /3 In reality while Netflix did resuscitate the series (AMC kept threatening to pull-the-plug) $NFLX only had a mere distribution deal with Sony who remained the producer and owner of the IP. 🏁"  
[X Link](https://x.com/AnthPB/status/1182886549492506625)  2019-10-12T05:11Z [----] followers, [--] engagements


"@ReformedBroker Yeah what could go wrong. What a time to be alive: A gold bug Fed chair easing monetary policy during a rising above-target inflationary environment with the "best economy in history" and the "best stock market ever". https://x.com/AnthPB/status/1227999988350889989s=19 @zaoyang @annotote In addition to US macroeconomic productivity's reacceleration (mentioned above https://t.co/PRFaZoqnRr). both headline and core CPI inflation have now accelerated above the Fed's 2% target -- and Yellen's legacy 2.5% "optimal control" target: https://t.co/wScmw4e2kn https://t.co/IzMwBEywU3"  
[X Link](https://x.com/AnthPB/status/1228051395821129728)  2020-02-13T20:20Z [----] followers, [--] engagements


"$AGG discount to $AGG.IV remains pretty wide at over $4 (3.6%) which is down a lot from yesterday's widest levels (6%). Biggest discount to indicative value (and NAV) since [----]. #ETFs"  
[X Link](https://x.com/AnthPB/status/1238473408008130561)  2020-03-13T14:34Z [----] followers, [--] engagements


"Related: The risk parity boogyman and roboadvisor whipping-boy combine into one monolithic Frankenstein. h/t @EconomPic $wfrpx #wealthfront"  
[X Link](https://x.com/AnthPB/status/1238473424797908992)  2020-03-13T14:34Z [----] followers, [--] engagements


"If I could rebuild my house today -- knowing what I now know -- then there will be no walls except for the laundry room. and that laundry room wouldn't be for a washer/dryer; it would be for our Amazon packages. $amzn #Prime $shop $googl $w $bby #ecommerce"  
[X Link](https://x.com/AnthPB/status/1258094298458923009)  2020-05-06T18:00Z [----] followers, [--] engagements


"Name a more hated bull market than the COVID recovery rally. You can't. Net speculative positioning in S&P [---] futures: Extremely short Retail investor sentiment: Extremely bearish and got more bearish this week (N.B. You can but my way is more fun.) $SPY $SPX"  
[X Link](https://x.com/AnthPB/status/1258434498276065281)  2020-05-07T16:32Z [----] followers, [--] engagements


"/1 OMFG love the shade being thrown by House Judiciary Committee. using Cisco WebEx to broadcast this Congressional testimony's video conference 🤣. #antitrusthearing #monopoly #competition #anticompetitive #bigtech $QQQ $XLK $FB $AAPL $AMZN $GOOGL https://www.youtube.com/watchv=WBFDQvIrWYM&feature=youtu.be https://www.youtube.com/watchv=WBFDQvIrWYM&feature=youtu.be"  
[X Link](https://x.com/AnthPB/status/1288533296033521665)  2020-07-29T17:54Z [----] followers, [--] engagements


"IT WAS AN CONGRESSIONAL ANTITRUST HEARING ABOUT COMPETITION. HOW COULD THEY NOT HAVE ASKED GOOGLE ABOUT THIS. "Of Alphabets and Fitbits: Google ads and neo-competition" $GOOGL $FIT #UX #data https://medium.com/adventures-in-consumer-technology/google-ads-and-neo-competition-f8e81a5e3556 https://medium.com/adventures-in-consumer-technology/google-ads-and-neo-competition-f8e81a5e3556"  
[X Link](https://x.com/AnthPB/status/1291025245197885440)  2020-08-05T14:56Z [----] followers, [--] engagements


".I feel like this ties up a loose end: "Intercontinental Exchange has agreed to buy mortgage software company Ellie Mae for $11B from Thoma Bravo which acquired it last year at a $3.7B valuation" $ice $elli $ebay https://www.ft.com/content/2397c70c-4be2-4fc4-bda5-f0c1e6b006d1 https://www.ft.com/content/2397c70c-4be2-4fc4-bda5-f0c1e6b006d1"  
[X Link](https://x.com/AnthPB/status/1291574796946464768)  2020-08-07T03:20Z [----] followers, [--] engagements


"Four criteria for sustainable differentiated lending businesses. #fintech $sq #SquareCapital $shop #ShopifyCapital $pypl #paypal $amzn #Stripe #loans #SMBs"  
[X Link](https://x.com/AnthPB/status/1300624775627395076)  2020-09-01T02:41Z [----] followers, [--] engagements


"Global semiconductor and chip industry revenues by company (2019FY). $avgo $amat $amd $asml $intc $ti $tsm $mu $nvda $qcom $nxpi $soxx $smh Semi revenues [----]. h/t Nick Ellis. Source: https://t.co/9V5UBP9q3y https://t.co/c4brrfWR3J Semi revenues [----]. h/t Nick Ellis. Source: https://t.co/9V5UBP9q3y https://t.co/c4brrfWR3J"  
[X Link](https://x.com/AnthPB/status/1331450762770124800)  2020-11-25T04:12Z [----] followers, [--] engagements


"Jeff Bezos: "There are two ways to build a successful" business high margin brand affinity ($nke $ko) and low margin consumer value ($wmt $cost $amzn)"  
[X Link](https://x.com/AnthPB/status/1340084164163481600)  2020-12-18T23:58Z [----] followers, [--] engagements


". global semiconductor industry revenues breakdown by subsector: https://x.com/JerryCap/status/1341749702774145024s=19 "How the US$418bn global semiconductor market breaks down" https://t.co/68lsx30RH7 https://x.com/JerryCap/status/1341749702774145024s=19 "How the US$418bn global semiconductor market breaks down" https://t.co/68lsx30RH7"  
[X Link](https://x.com/AnthPB/status/1341974462237958145)  2020-12-24T05:10Z [----] followers, [--] engagements


"If Mahomes is going to reach the ball out to grab an extra yard before going out of bounds then he deserves to be shoved every time. #AFCChampionship #BUFvsKC"  
[X Link](https://x.com/AnthPB/status/1353523787225038848)  2021-01-25T02:03Z [----] followers, [--] engagements


"The $tslaq crowd is back torches and pitchforks and all. bit of an overlap between them and the $btcq crowd in the Venn Diagram of FinTwit outcrowds. https://www.wsj.com/articles/tesla-buys-1-5-billion-in-bitcoin-11612791688 https://www.wsj.com/articles/tesla-buys-1-5-billion-in-bitcoin-11612791688"  
[X Link](https://x.com/AnthPB/status/1358954356595384330)  2021-02-09T01:42Z [----] followers, [--] engagements


"Voice interface FTW: "Nvidia launches Jarvis providing pretrained AI models for automatic speech recognition . language understanding real-time language translations and text-to-speech capabilities for conversational agents" $nvda https://venturebeat.com/2021/04/12/nvidia-launches-jarvis-conversational-ai-framework-in-general-availability/amp/__twitter_impression=true https://venturebeat.com/2021/04/12/nvidia-launches-jarvis-conversational-ai-framework-in-general-availability/amp/__twitter_impression=true"  
[X Link](https://x.com/AnthPB/status/1381827324061097986)  2021-04-13T04:31Z [----] followers, [--] engagements


"@maybebullish . fwiw I believe Disney still used Epic's Unreal engine for Mando S2 (as well as elsewhere in the franchise e.g. parks) . ILM Helios is a "real time production rendering engine" not entirely or purely a gaming engine"  
[X Link](https://x.com/AnthPB/status/1382514766535610371)  2021-04-15T02:03Z [----] followers, [--] engagements


"'Crypto yields are free money'. 'risk free carry'. 'a guarantee'. 'why aren't you and your moms all in'. . . . *footnote: coUnTerPArTy RiSK 🧱. $btc #margin #futures #contango Finally it's not *entirely* risk-free. Adding CME futures you can see the curve is much flatter. Therefore a lot of CEX future curve steepness reflects exchange counterparty risk (do you trust FTX Binance). https://t.co/Sd4euiAsP5 Finally it's not *entirely* risk-free. Adding CME futures you can see the curve is much flatter. Therefore a lot of CEX future curve steepness reflects exchange counterparty risk (do you trust"  
[X Link](https://x.com/AnthPB/status/1386900774165299208)  2021-04-27T04:31Z [----] followers, [--] engagements


"Consumer preference for audio/music in the car (by service and medium). #radio #AM #FM $spot $ihrt $amzn $p $siri Music preferences in the car $SPOT $IHRT $SIRI https://t.co/1Mbn1drygT Music preferences in the car $SPOT $IHRT $SIRI https://t.co/1Mbn1drygT"  
[X Link](https://x.com/AnthPB/status/1405361634177175552)  2021-06-17T03:08Z [----] followers, [--] engagements


"Kroger $kr. "our business operates the best when inflation is about 3% - 4%" "our business operates the best when inflation is about 3% - 4%""  
[X Link](https://x.com/AnthPB/status/1406089741100064774)  2021-06-19T03:21Z [----] followers, [--] engagements


"Regarding crypto vs precious metals for inflation/recession/disaster hedge (as opposed to speculation) all else being equal: Bitcoin has taken marketshare fm Gold for much of the area under the bell curve; Gold maintains small part of left tail $btc $gld $gc_f #insurance"  
[X Link](https://x.com/AnthPB/status/1415669081672339461)  2021-07-15T13:46Z [----] followers, [--] engagements


". Morgan Stanley on SpaceX Starlink performance metrics to date: https://x.com/Atreidesmgmt/status/1424730604508225557s=19 1) Good note from MS on Starlink. [----] satellites 275k downloads 90k users in [--] countries and 500k orders. Average download speeds in Q2 were [---] Mbps up from [--] Mbps in Q1. National median is [---] Mbps for fixed broadband in the United States and [--] Mbps for satellite. https://t.co/VH2hhrITcZ https://x.com/Atreidesmgmt/status/1424730604508225557s=19 1) Good note from MS on Starlink. [----] satellites 275k downloads 90k users in [--] countries and 500k orders. Average"  
[X Link](https://x.com/AnthPB/status/1424906700881018885)  2021-08-10T01:33Z [----] followers, [--] engagements


"@EconomPic /3 . forward growth adjusted valuations: https://x.com/AnthPB/status/1392894326594752516s=19 . 3y forward estimates for growth vs value (CY2021/22/23 %yoy) 👇 Revenue growth: $iusg 17/9/7 (37% CAGR) $iusv 9/5/4 (20%) Cash flow per share growth: $iusg 20/15/14 (57% CAGR) $iusv 20/16/10 (53%) EPS growth: $iusg 28/11/10 (56% CAGR) $iusv 41/12/9 (72%) https://x.com/AnthPB/status/1392894326594752516s=19 . 3y forward estimates for growth vs value (CY2021/22/23 %yoy) 👇 Revenue growth: $iusg 17/9/7 (37% CAGR) $iusv 9/5/4 (20%) Cash flow per share growth: $iusg 20/15/14 (57% CAGR) $iusv"  
[X Link](https://x.com/AnthPB/status/1435814825586794496)  2021-09-09T03:58Z [----] followers, [--] engagements


"@EconomPic . with respect to forward growth adjusted valuations: "Correlation between ntm growth and multiple across sic cloud software universe continues to get stronger. R-Squared now at 0.70" $skyy $mtum $xlk $qqq $skyu $wcld https://x.com/jaminball/status/1436391517547945987s=19 Correlation between growth and multiple aacross cloud software universe continues to get stronger. R-Squared now at [----] https://t.co/nS7Z1WYZye https://x.com/jaminball/status/1436391517547945987s=19 Correlation between growth and multiple aacross cloud software universe continues to get stronger. R-Squared now at"  
[X Link](https://x.com/AnthPB/status/1436696548008726531)  2021-09-11T14:22Z [----] followers, [--] engagements


". ripple effects already manifest from Evergrande: top [--] banks by exposure -7.4% in Hong Kong trading (mostly senior creditors) some have foreclosed on properties in tier [--] cities (N.B. most assets are tier 3/2) payables to contractors' trading at 55-65 cents"  
[X Link](https://x.com/AnthPB/status/1440032680289075208)  2021-09-20T19:18Z [----] followers, [--] engagements


". cont'd: Evergrande's USD-denominated debt has been trading off for a while including last week after credit downgrades $fxi $gsc #china #chinese $3333HK https://x.com/Barton_options/status/1439863474276950022s=20 20/ The last part is the USD-denominated senior debt they issued in HK and Singapore. The value of these have already tanked last week when rating agencies downgraded evergrande and the damage is mostly priced in. not much contagion there. https://x.com/Barton_options/status/1439863474276950022s=20 20/ The last part is the USD-denominated senior debt they issued in HK and"  
[X Link](https://x.com/AnthPB/status/1440032686249107465)  2021-09-20T19:18Z [----] followers, [--] engagements


"/1 Null hypothesis testing Norfolk Southern $nsc. but all I can come up with is taking a flier on some specious rhyme between 2020s railroads and 2010s MLPs (e.g. 'the pipes are full and there aren't enough of them' trope). $iyt #transports #AI #PSR #supplychain /2 . Biden/democrats' stimulus package: EVs and better public transit access; high speed rail to rival flights; expanded healthcare coverage and lower prescription drug prices; free childcare/preschool/community college; expanded broadband $iyt $xlv $xph $iyz /2 . Biden/democrats' stimulus package: EVs and better public transit"  
[X Link](https://x.com/AnthPB/status/1448028764856799238)  2021-10-12T20:52Z [----] followers, [--] engagements


". add it to the 'websites and webpages with 90%+ ad loads' hall of fame:"  
[X Link](https://x.com/AnthPB/status/1473130965220405254)  2021-12-21T03:19Z [----] followers, [--] engagements


". re Stacks $stx "ideological/tribal/predatory marketing designed to separate technologically/financially naive first world libertarians from their money": https://x.com/AnthPB/status/1340764310038073345t=rTXW50T4tlVqICCbxf9nQg&s=19 . the postmortem on that stubborn persistent 10% probability that betting markets were still giving Trump vs Biden as recently as a few days ago: https://t.co/SIB9bfVe2e . a sad means of separating MAGA diehards from their money 🤷♂ #gambling #odds https://x.com/AnthPB/status/1340764310038073345t=rTXW50T4tlVqICCbxf9nQg&s=19 . the postmortem on that stubborn"  
[X Link](https://x.com/AnthPB/status/1479484526095220737)  2022-01-07T16:06Z [----] followers, [--] engagements


"@_log_scale_ . in addition to crypto/bitcoin/gold vs real interest rates $gc_f has lost marketshare from May [----] crypto market cap $2T gold as an investment mkt value $2T gold total mkt value $8T $btc mkt cap $800B $gld https://x.com/AnthPB/status/1415669081672339461s=20 https://www.cnbc.com/2021/05/18/cryptocurrencies-are-close-to-reaching-a-big-milestone-versus-gold-by-one-wall-street-firms-count.html https://x.com/AnthPB/status/1415669081672339461s=20 https://www.cnbc.com/2021/05/18/cryptocurrencies-are-close-to-reaching-a-big-milestone-versus-gold-by-one-wall-street-firms-count.html"  
[X Link](https://x.com/AnthPB/status/1481023888112902148)  2022-01-11T22:03Z [----] followers, [--] engagements


"Regarding a US Dollar-based CBDC issued by the Federal Reserve. #fed $usd #crypto Not only does this CBDC model raise single point of failure issues leaving Americans financial information vulnerable to attack but it could be used as a surveillance tool that Americans should never be forced to tolerate from their own government. Not only does this CBDC model raise single point of failure issues leaving Americans financial information vulnerable to attack but it could be used as a surveillance tool that Americans should never be forced to tolerate from their own government"  
[X Link](https://x.com/AnthPB/status/1481382992798957569)  2022-01-12T21:50Z [----] followers, [--] engagements


"Tracking Federal Reserve policy rate hike outlook specifically market implied expectations: Fed Funds Futures curve (today vs [--] week ago vs [--] month ago) Fed Funds Rate probabilities (bps target rate by meeting date) #FFR #hawkish #tightening #monetarypolicy"  
[X Link](https://x.com/AnthPB/status/1482117137980350467)  2022-01-14T22:27Z [----] followers, [--] engagements


"This can't just be me: Jason Momoa is just Steven Adams with hair extensions and makeup right. Good people on both sides sure sure. but spider man pointing dot gif"  
[X Link](https://x.com/AnthPB/status/1482212720913096704)  2022-01-15T04:47Z [----] followers, [--] engagements


". some survey data on work-from-home worker efficiency and productivity gains throughout the pandemic: #wfh #remote #office https://x.com/emollick/status/1482869978193924099t=jBn0TtO5ypr0qv6pIshv8w&s=19 The work-from-home optimists case is showing signs of coming true: we seem to be learning how to do it better. Efficiency at working from home is steadily improving in this survey by @I_Am_NickBloom tracking respondents since the start of the pandemic. https://t.co/Qy8lzrkThU https://t.co/qummYC13w2 https://x.com/emollick/status/1482869978193924099t=jBn0TtO5ypr0qv6pIshv8w&s=19 The"  
[X Link](https://x.com/AnthPB/status/1482919303208919040)  2022-01-17T03:34Z [----] followers, [--] engagements


"@LibertyRPF @typesfast US national security/emergency/strategic assets maybe make this a running list (in no particular order). /1 ports /2 healthcare /3 rare earth metals/elements /4 nuclear energy https://x.com/LibertyRPF/status/1491775222743285762t=6sy_Xm0CFeZjeFzvOJaeag&s=19 https://robertbryce.com/episode/jack-lifton-editor-in-chief-of-investorintel-com/ Just imagine if the US decided to run its ports as strategic national assets rather than leave them up to municipalities and did a "cut & paste" on the Port of Rotterdam or Singapore when it comes to tech and process. A guy can dream"  
[X Link](https://x.com/AnthPB/status/1491831390098407435)  2022-02-10T17:48Z [----] followers, [--] engagements


". Microsoft providing some data to quantify how remote work has evolved throughout the pandemic specifically a ceaseless acceleration in digital meetings/video conference calls (+250% per capita since February 2020): #wfh $msft $zmn #teams https://x.com/DKThomp/status/1510966208136425479t=1-yvwdzl7zS27tysfVm53w&s=19 White-collar work is bonanza of meetings. In the first months of the pandemic Microsoft saw online meetings soar as offices shut down. In [----] the number of online meetings just kept rising. This year meetings-per-person hit an all-time high250% higher than Feb 2020."  
[X Link](https://x.com/AnthPB/status/1511064097357500416)  2022-04-04T19:32Z [----] followers, [--] engagements


". previously: https://x.com/AnthPB/status/649268493574107137t=1u6b57lRsu4hLpyRyCc48w&s=19 7."increasingly have brand #advertising dollars. looking for somewhere to go other than TV" https://x.com/AnthPB/status/649268493574107137t=1u6b57lRsu4hLpyRyCc48w&s=19 7."increasingly have brand #advertising dollars. looking for somewhere to go other than TV""  
[X Link](https://x.com/AnthPB/status/1518245294344966148)  2022-04-24T15:07Z [----] followers, [--] engagements


"opex be wildin' highest $qqq put and call option open interest since [----] ($12.4B+ OI) and intraday volatility did not disappoint. $spx $spy $vix #vol #optionsexpiration happy opex day $QQQ combined put + call open interest is the highest since late [----] https://t.co/c6SUQs3IRb happy opex day $QQQ combined put + call open interest is the highest since late [----] https://t.co/c6SUQs3IRb"  
[X Link](https://x.com/AnthPB/status/1527750809299173377)  2022-05-20T20:39Z [----] followers, [--] engagements


"@GavinSBaker 'on a long enough timeline everyone sells advertising.' https://x.com/GavinSBaker/status/1534521709428191239t=NmaGPIaadjduw90UkID8wg&s=19 A location based ad for Smile Design via ZocDoc on the Home Screen of my iPad. I didnt have the ZocDoc app installed and Ive never searched for it in the app store. But there was a Smile Design location nearby. Services revenue is quite a drug. https://t.co/l6Xj49ylzk https://x.com/GavinSBaker/status/1534521709428191239t=NmaGPIaadjduw90UkID8wg&s=19 A location based ad for Smile Design via ZocDoc on the Home Screen of my iPad. I didnt have the"  
[X Link](https://x.com/AnthPB/status/1534698070184697857)  2022-06-09T00:45Z [----] followers, [--] engagements


"turns out Vladimir Putin was the bond vigilante the entire time"  
[X Link](https://x.com/AnthPB/status/1535436810087809027)  2022-06-11T01:40Z [----] followers, [--] engagements


"@Crussian17 @akramsrazor @DevinLaSarre /5 .the path that $meta's chosen is stuck in the middle: Android-adapted VROS (instead of an XROS purpose-built proprietary OS for deep hardware integration) Qualcomm chip (with promise of a custom chip in [----] meaning FRL AR/VR will be less integrated than $aapl)"  
[X Link](https://x.com/AnthPB/status/1539785204633575424)  2022-06-23T01:39Z [----] followers, [--] engagements


"I would love to meet the person at invesco powershares who was like "you know what we need to pay for an expensive sponsorship deal for our flagship ETF. and you know who we need it with the NCAA. take our money we're now the official ETF of the NCAA." $qqq"  
[X Link](https://x.com/AnthPB/status/1552047951341621249)  2022-07-26T21:47Z [----] followers, [--] engagements


".related: https://x.com/AnthPB/status/1349185811460345856t=uI4hnebk1O6zC4JUV8GZiw&s=19 https://x.com/AnthPB/status/1349185811460345856t=uI4hnebk1O6zC4JUV8GZiw&s=19"  
[X Link](https://x.com/AnthPB/status/1564376978907709440)  2022-08-29T22:18Z [----] followers, [--] engagements


". Japanese post-pandemic () reopening: "Japan is back. We are back. We have been waiting such a long time for this." $dxj $ewj $scj $fxy $jpy https://x.com/i/events/1565306456743845888 https://x.com/i/events/1565306456743845888"  
[X Link](https://x.com/AnthPB/status/1565451127499415553)  2022-09-01T21:26Z [----] followers, [--] engagements


".I'm having a thousand "Al Horford for player/coach [----] WAGMI" shirts made lmk if you want one 😑 #ImeUdoka"  
[X Link](https://x.com/AnthPB/status/1572924436055195648)  2022-09-22T12:23Z [----] followers, [--] engagements


"This story is an annual tradition but feels like it'll stick this time given the broader macro/$aapl context: "Apple has told suppliers to pull back efforts to increase iPhone [--] assembly by as many as [--] million units due to failed demand" $qqq $spy https://www.reuters.com/technology/apple-drops-iphone-production-increase-plans-demand-falters-bloomberg-news-2022-09-28/ https://www.reuters.com/technology/apple-drops-iphone-production-increase-plans-demand-falters-bloomberg-news-2022-09-28/"  
[X Link](https://x.com/AnthPB/status/1574987246872064000)  2022-09-28T04:59Z [----] followers, [--] engagements


".and finally I also suppose Ethereum $eth could re-engage upgrades like the long-ago Metropolis (zk-snark shielded transactions) or Project Alchemy (Zcash integrations for zero-knowledge/zk-snark dapps) 🙇 #babyzoe $zec"  
[X Link](https://x.com/AnthPB/status/1575941991413993472)  2022-09-30T20:13Z [----] followers, [--] engagements


"@ChairliftCap Hit rate of stocks that outperform after IPO (or re-IPO) from private equity ownership isn't as low as you'd think but it's no slam-dunk $inst $dnkn $avgo $cmg $dell come to mind. #PE #LBO #excessreturns $study https://x.com/ChairliftCap/status/1577748013249953792t=au8eYp-pVRRIQ9lcMVtAqw&s=19 https://sites.duke.edu/econhonors/files/2019/05/suhailechavarria2019.pdf Any examples of stocks working while having a PE overhang I cant think of a single one https://x.com/ChairliftCap/status/1577748013249953792t=au8eYp-pVRRIQ9lcMVtAqw&s=19"  
[X Link](https://x.com/AnthPB/status/1577817275012464641)  2022-10-06T00:25Z [----] followers, [--] engagements


"+1 for distribution beats product: 🥇58% of CIOs are standardized on Microsoft Teams rn (up fm 40% pre-COVID) 🚀70% expect to standardize on Teams within [--] years 🥈closest competitor is Zoom (up fm 10% to 16% but 10% 3yr outlook) $msft $zm #Slack $crm $csco #webex $fb $goog "One of the things thats most frustrating for a startup is that it will sometimes have a better product but get beaten by a company that has a better distribution channel. In the history of the tech industry thats actually been a more common pattern." https://t.co/fLYsXVHLPT "One of the things thats most frustrating for a"  
[X Link](https://x.com/AnthPB/status/1580065262467891200)  2022-10-12T05:18Z [----] followers, [--] engagements


".see also: https://x.com/AnthPB/status/1337888514617335810t=8pLAbMoemZccmaSLasqdKg&s=19 @TechREDEF @lizjosullivan @FastCompany "Salesforce's acquisition of Slack is emblematic of a long-standing trend of defensive acquisitions by Big Tech and speaks to the impact of weak antitrust laws" @techmeme .the messaging space is crowded and this creates a Microsoft Teams competitor so 🤷♂ $work $crm $msft https://x.com/AnthPB/status/1337888514617335810t=8pLAbMoemZccmaSLasqdKg&s=19 @TechREDEF @lizjosullivan @FastCompany "Salesforce's acquisition of Slack is emblematic of a long-standing trend of"  
[X Link](https://x.com/AnthPB/status/1580065268210237440)  2022-10-12T05:18Z [----] followers, [--] engagements


".plus $nflx identified 100M password freeloaders in 2022q2 so: "Netflix plans to crack down on password sharing beginning in 2023.giving users the ability to transfer their profiles to new accounts and sub-accounts.to 'monetize account sharing'" https://www.theverge.com/2022/10/18/23411275/netflix-password-sharing-ad-supported-launch-crackdown-adds-subscribers https://www.theverge.com/2022/10/18/23411275/netflix-password-sharing-ad-supported-launch-crackdown-adds-subscribers"  
[X Link](https://x.com/AnthPB/status/1582781107715510273)  2022-10-19T17:09Z [----] followers, [--] engagements


".updated Ethereum product roadmap: $eth https://x.com/VitalikButerin/status/1588669785218650112t=A2cQef735eRonA4wfV1EFg&s=19 Big changes: * The Verge✅ is not just about "verkle trees" it's about "verification". Endgame: fully SNARKed ethereum * The Scourge🧟(new): ensure reliable and fair credibly neutral transaction inclusion solve MEV issues * Single slot finality as stage [--] Merge🐼 milestone https://x.com/VitalikButerin/status/1588669785218650112t=A2cQef735eRonA4wfV1EFg&s=19 Big changes: * The Verge✅ is not just about "verkle trees" it's about "verification". Endgame: fully SNARKed"  
[X Link](https://x.com/AnthPB/status/1588745191376449536)  2022-11-05T04:09Z [----] followers, [--] engagements


".moar "high frequency direct democracy is a non-starter": https://x.com/JosephPolitano/status/1589407762794303488t=I8tjNP7E0kCgDaEKv7amOA&s=19 A majority of Americans think cutting taxes and lowering interest rates would decrease inflation https://x.com/JosephPolitano/status/1589407762794303488t=I8tjNP7E0kCgDaEKv7amOA&s=19 A majority of Americans think cutting taxes and lowering interest rates would decrease inflation"  
[X Link](https://x.com/AnthPB/status/1589461783353647104)  2022-11-07T03:36Z [----] followers, [--] engagements


"@akramsrazor .and I only remember that because I remember thinking both: [--] 'lol the cliche used to start from a billion dollar market but cryptoeconomics' [--] 'that's cathie math' https://x.com/AnthPB/status/1374012495103414273t=C_qHRaEcIpw56KYV7z_Cag&s=19 . re: ARK Invest's [----] Tesla $tsla forecasts (N.B. should be "entire global transportation value chain" not merely "auto"): https://t.co/D46eCmwuC7 https://x.com/AnthPB/status/1374012495103414273t=C_qHRaEcIpw56KYV7z_Cag&s=19 . re: ARK Invest's [----] Tesla $tsla forecasts (N.B. should be "entire global transportation value chain" not merely"  
[X Link](https://x.com/AnthPB/status/1594534194625282048)  2022-11-21T03:32Z [----] followers, [--] engagements


".see also: "In the tech/telecom bubble.investors plowed $30B into dark fiber even though only 5% of fiber-optic capacity was being utilized.Like the South Sea Bubble Railroad Mania and Roaring 20s there has to be some 'there' here" #crypto https://x.com/AnthPB/status/1608251904177635331t=HM3VS5N7W-jECwxiCuMhIw&s=19 In either crypto or blockchains "has anyone built something useful yet . heres everything Ive been able to dream up with respect to. greenshoots in-and-around crypto that may sprout from char of the past decades forest-fire" 👇 https://t.co/ANp6XF49bm https://t.co/50A73wYt8A"  
[X Link](https://x.com/AnthPB/status/1610097012954759172)  2023-01-03T02:13Z [----] followers, [---] engagements


"2023 production hedges for various oil and gas (O&G E&P) names. $ieo $xop $xle $unv $uso $wti $ng_f"  
[X Link](https://x.com/AnthPB/status/1611114876969123840)  2023-01-05T21:38Z [----] followers, [---] engagements


"@modestproposal1 .to wit fm May 2020: "regulators addressing the digital ad market might actually go a long way toward sustaining medias survivors.both square-peg-round-hole media adapting to the right product-market-business fit and highly-evolved media capturing more share" $googl #doj"  
[X Link](https://x.com/AnthPB/status/1618073855955996672)  2023-01-25T02:30Z [----] followers, [---] engagements


"@annotote .it's not necessarily roundtripping but it's not not like all of that Yahoo revenue that came from tech bubble startups; or VC checks (including GV) going straight to Google ads for CAC; or horse trading Substack subscriptions 😋: https://x.com/AnthPB/status/1475489105186373632t=vlpHA9tqXbf_hddn1xgQGw&s=19 /1 What do substacks have in common with NFTs. circular logic creators all just subscribing to one another's blogs trading subs back and forth in less of a creator economy than a closed ecosystem. (jking 😋 but 👇.) https://t.co/4GkqlgAalo"  
[X Link](https://x.com/AnthPB/status/1621868085702434816)  2023-02-04T13:47Z [----] followers, [---] engagements


"$twlo with another 17% layoff (on top of an 11% tranche 9/2022) but the structural changes are 👏: "forming two business units. Twilio Data & Applications and Twilio Communications. had gotten 'too big' particularly in communications" #rif https://www.cnbc.com/2023/02/13/twilio-layoffs-1500-employees-17percent-of-workforce.html https://www.cnbc.com/2023/02/13/twilio-layoffs-1500-employees-17percent-of-workforce.html"  
[X Link](https://x.com/AnthPB/status/1625257591759638531)  2023-02-13T22:16Z [----] followers, [----] engagements


"@wabuffo @FedGuy12 @annotote 🏁/4 .there's a reason why Fed has both $2T reserve target (vs $3T rn) which is 2x LCLoR and total reserves have less room to fall than the $2T RRP: "the Fed controls only the total quantity of liquidity drained and not where it is drained from" https://x.com/AnthPB/status/1567613374506176512s=20&t=7BqMkAMR1JJ3BfDBHebptQ /2 .despite the Fed's $2T bank reserves target the banking system's actual "Lowest Comfortable Level of Reserves" (LCLoR) is $1T but the Fed wants an excess buffer because: "the Fed controls only the total quantity of liquidity drained and not"  
[X Link](https://x.com/AnthPB/status/1625321184299556864)  2023-02-14T02:29Z [----] followers, [----] engagements


"🤔. $dell earnings had a lot of moving parts that skewed negative (e.g. Q4 beats but guidance had revenue decel miss / strong GM / opex too hot despite layoffs / EPS miss) yet has reversed -3% AH decline $hpe crushed all around but has retraced +5% gain $snx is a champ 😋"  
[X Link](https://x.com/AnthPB/status/1631688128460201986)  2023-03-03T16:08Z [----] followers, [---] engagements


"one of these things is not like the other like I understand why (e.g. business quality and scale) but I can't make the valuation premium work. $fisv $fis $gpn"  
[X Link](https://x.com/AnthPB/status/1631703977027936257)  2023-03-03T17:11Z [----] followers, [----] engagements


"Tbills $irx traded zero yield when preponderance of $sivb deposits flowed-in (2021) Fed eventually had to raise rates (shadow tightening via SMCCF/SLR/IOER/RRP) to save MMFs fm negative yields. Counterfactual (rates fell -ve) woulda 😬 for other banks 🙃. #ZIRP #NIRP @FrankieFF_ @viggy_krishnan @BucknSF .invert: had SVB bought nothing but 2mo Tbills and rates subsequently cratered while SVB was sitting with total assets that had even more positive correlation to rates than this (duration -100bps https://t.co/dWpVV21qVc) then you'd say they invited an equal-but-opposite run @FrankieFF_"  
[X Link](https://x.com/AnthPB/status/1635348808975650817)  2023-03-13T18:35Z [----] followers, [----] engagements


"1/7 It's worth adding to these $sivb snippets from @matt_levine and @benthompson particularly Stratechery's "The End of Silicon Valley (Bank)" which was more nuanced than it sounds: 🧵👇 https://stratechery.com/2023/the-death-of-silicon-valley-bank/ https://www.bloomberg.com/opinion/articles/2023-03-17/big-banks-trust-first-republic-with-their-money https://stratechery.com/2023/the-death-of-silicon-valley-bank/ https://www.bloomberg.com/opinion/articles/2023-03-17/big-banks-trust-first-republic-with-their-money"  
[X Link](https://x.com/AnthPB/status/1637813511391772672)  2023-03-20T13:49Z [----] followers, [---] engagements


"🏁/7 .and there's no shortage of capital intensive opportunity that falls into the province of Silicon Valley venture rn e.g.: https://medium.com/adventures-in-consumer-technology/binggpt-shut-up-and-dance-with-me-b9319b6e72b6 https://medium.com/adventures-in-consumer-technology/the-future-proof-economy-the-business-of-adapting-to-automation-b333e89ca0b8 https://x.com/AnthPB/status/1215102877938724864s=20 @modestproposal1 @stratechery The artist formerly known as Moore's Law (e.g. 20% instead of 40% CAGR) + Mesh networks + f (AR/VR AI/ML voice interface/wearables blockchain/crypto) = An order"  
[X Link](https://x.com/AnthPB/status/1637813537413234688)  2023-03-20T13:49Z [----] followers, [---] engagements


"@wabuffo @stevehouf If you like that you should love 5-8y IG corporates considering spread and actual curve steepness (yield premium) 😉. $igib $lqd $agg"  
[X Link](https://x.com/AnthPB/status/1639687847266381826)  2023-03-25T17:57Z [----] followers, [---] engagements


"/2 .March [----] housing starts (cont'd) multifamily should keep putting downward pressure on rents: 🏠 singlefamily rolling-over (🔼861k starts; 716k construction) 🏘 multifamily still strong (958k construction highest since 11/1973) $xhb $itb https://calculatedrisk.substack.com/p/march-housing-starts-most-multi-family https://calculatedrisk.substack.com/p/march-housing-starts-most-multi-family"  
[X Link](https://x.com/AnthPB/status/1649064042592456705)  2023-04-20T14:54Z [----] followers, [---] engagements


".US housing: total housing stock $43T home equity $30T mortgage debt $13T "42% of homes have no mortgage" $xhb $itb $mbb $agz https://x.com/LoganMohtashami/status/1650688855056715776t=JTmTfsH04MWFiG0v0QJ-tw&s=19 Nested equity positions are massive 42% of homes have no mortgage https://t.co/C64vdiEDYF https://x.com/LoganMohtashami/status/1650688855056715776t=JTmTfsH04MWFiG0v0QJ-tw&s=19 Nested equity positions are massive 42% of homes have no mortgage https://t.co/C64vdiEDYF"  
[X Link](https://x.com/AnthPB/status/1650729927228915713)  2023-04-25T05:14Z [----] followers, [---] engagements


"2023q1's "2nd most profitable bank in the US" has entered the chat 😳: "First Citizens Bancshares reported a more than 30x increase in profits up fm $264M to $9.5B benefitting fm its purchase of $110B SVB assets at a $16.5B discount" $sivb $fcnca $kre https://bloomberg.com/opinion/articles/2023-05-10/companies-are-allowed-to-do-bad-mergers .here's an executive summary of the whole SVB $sivb collapse in prose form an explainer drawing on my many threads about these concepts going as far back as 2021: https://t.co/xTxlGyDaV2"  
[X Link](https://x.com/AnthPB/status/1657140428972466176)  2023-05-12T21:47Z [----] followers, [----] engagements


".when your grandkids ask "whatever became of Silicon Valley Bank" well they won't ask but you can tell them: $sivb #SVB https://x.com/AnthPB/status/1657140428972466176s=20 2023q1's "2nd most profitable bank in the US" has entered the chat 😳: "First Citizens Bancshares reported a more than 30x increase in profits up fm $264M to $9.5B benefitting fm its purchase of $110B SVB assets at a $16.5B discount" https://t.co/nPIwQZNCVL $sivb $fcnca $kre https://t.co/s0PX5xo8hF https://x.com/AnthPB/status/1657140428972466176s=20 2023q1's "2nd most profitable bank in the US" has entered the chat 😳:"  
[X Link](https://x.com/AnthPB/status/1657141642837770240)  2023-05-12T21:52Z [----] followers, [---] engagements


".First Citizens' SVB acquisition took total assets from $111B to $215B vaulting $fcnca up from the 35th to 17th largest bank in the US by assets 😲 .don't hear much about this and $nycb in the "big banks get bigger" conversation #GSIB $sivb $kre https://en.wikipedia.org/wiki/List_of_largest_banks_in_the_United_States https://en.wikipedia.org/wiki/List_of_largest_banks_in_the_United_States"  
[X Link](https://x.com/AnthPB/status/1657147569200300034)  2023-05-12T22:15Z [----] followers, [---] engagements


".to wit New York Community Bancorp's Signature Bank acquisition took total assets from $91B to $124B vaulting $nybc up from the 38th to 32nd largest bank in the US 👇 $sbny $kre"  
[X Link](https://x.com/AnthPB/status/1657147571050098691)  2023-05-12T22:15Z [----] followers, [---] engagements


".approaching Turkey's election Lira still 😱: "Erdogan's policies holding $try pretty stable low rates a big increase in bank lendingsome fiscal spendinghave pushed up current account deficit when funding for it simply hasn't been there" #fx https://x.com/Brad_Setser/status/1657053154180055040t=dVHG6ygceRSPb2UkxNVrAQ&s=19 So the FX liquidity picture is dire -- the CBRT has $50b in real fx reserves (probably a bit less now) and $20b in GCC currencies. -- v $35-40b in external fx liabilities $40b in domestic swap liabilities and $80b plus in other domestic dx liabilities ."  
[X Link](https://x.com/AnthPB/status/1657238098818867200)  2023-05-13T04:15Z [----] followers, [---] engagements


"/1 .has any company dealt any better and any more often with disruptive threats to any more of its business than Zuckerberg's Facebook $meta 😮 #disruption $fb"  
[X Link](https://x.com/AnthPB/status/1658164895035056131)  2023-05-15T17:38Z [----] followers, [--] engagements


".given the AI/ML/LLM breakthrough and associated hype in compute chips ($nvda/GPU/TPU/DPU) this feels like the right time to bookmark this explainer about the memory and storage industry: DRAM SRAM NAND HDD SDD $mu $wdc $stx $pstg $soxx $smh #NVM #cloud #HCP"  
[X Link](https://x.com/AnthPB/status/1658939488729460737)  2023-05-17T20:56Z [----] followers, [--] engagements


".@_fabknowledge_ @GavinSBaker @hhhypergrowth mine was a facile overview (embedded below) ignored inventory cycles $mu $stx valuation spikes etc but any thoughts on why the narrative benefits of AI/LLM hype have accrued so asymmetrically to compute over storage/memory. @GoodLordJord no sweat: large language models like OpenAI's ChatGPT/GPT4 and Google's Bard/PaLM2 are very semiconductor intensive but all of the hype is around chips that perform complex computing calculations (like Nvidia's) and none toward chips that store all of that data (like Micron's) https://t.co/0PNkhbf4kx @GoodLordJord"  
[X Link](https://x.com/AnthPB/status/1658947506904915974)  2023-05-17T21:28Z [----] followers, [---] engagements


".afaik has a lot more to do with competitive dynamics (e.g. $nvda's GPU dominance vs relatively competitive memory industry) but I've seen no inflection in the forward growth curves for any of the mem constituents"  
[X Link](https://x.com/AnthPB/status/1658947509039910912)  2023-05-17T21:28Z [----] followers, [--] engagements


"/1 .more on the case for electric vehicles (EVs): "between [----] and [----] our scientists made lithium-ion batteries about 2.5x as energy dense and then. battery prices fell 97% as of [----]. Thats pretty much the whole story" $lit #EV #cars"  
[X Link](https://x.com/AnthPB/status/1659315226678906884)  2023-05-18T21:49Z [----] followers, [--] engagements


"/2 .the case for EVs (cont'd): Lithium scarcity is overblown global $lit resources (88M tonnes) are likely 4x known reserves (22M) "we keep finding new lithium deposits and we keep improving our ability to extract lithium because demand""  
[X Link](https://x.com/AnthPB/status/1659315229052788736)  2023-05-18T21:49Z [----] followers, [--] engagements


"/1 .more on storage/memory semis vs compute chips amidst asymmetric AI/LLM hype for the latter ($mu $stx $wdc vs $nvda): total inventories ($M) and days of inventory bullwhip spike for everyone valuations spike for everyone $smh $soxx #semiconductors"  
[X Link](https://x.com/AnthPB/status/1659414851469430785)  2023-05-19T04:25Z [----] followers, [--] engagements


"/2 .(cont'd): 🔎relative to $nvda no mention of the AI/LLM opportunity on earnings calls or analyst reports* for memory semis (*ex Piper's Cerebras mention in 4/2 $mu note) 😑"no inflection in the fw growth curves for any of the mem constituents""  
[X Link](https://x.com/AnthPB/status/1659414853507862528)  2023-06-30T04:53Z [----] followers, [---] engagements


"/3 .TLDR: 🤷 $mu sales slowdown thus inventory build (now in drawdown) due to pandemic bullwhip effect w revenue decel outrunning cost cuts and crushing margins ⚖ $nvda playing a diff't game but what's appropriate for flash vs GPU fw rev growth given AI/LLM narrative"  
[X Link](https://x.com/AnthPB/status/1659415184006316033)  2023-05-19T04:26Z [----] followers, [---] engagements


"Earnest question for fintwit's cable cowboys and cord-cutters: How have you updated your models to quantify/discount Disney's "Project Flagship" plan to test DTC a la carte streaming option for ESPN. $dis $atus $cabo $chtr $cmcsa $vz #sports #bundle ESPN is preparing to sell its flagship channel directly to cable cord-cutters as a subscription-streaming service. https://t.co/NljlBNk1Cj ESPN is preparing to sell its flagship channel directly to cable cord-cutters as a subscription-streaming service. https://t.co/NljlBNk1Cj"  
[X Link](https://x.com/AnthPB/status/1659420170685669378)  2023-05-19T04:46Z [----] followers, [----] engagements


"/4 re "valuations spiked" and "sales slowdown thus inventory buildw revenue decel outrunning cost cuts and crushing margins": since $mu needs to be valued on lookthru to 2024+ (not FY1 or ntm due to bullwhip) even FY2 shows "no AI/LLM inflection in the fw growth curve""  
[X Link](https://x.com/AnthPB/status/1659603517097779200)  2023-05-19T16:54Z [----] followers, [---] engagements


".more Chip Wars $mu already took a hit fm investigation's anncemnt back on 3/31 but China is $3.3B in sales (10% of revenue): "China says US chipmaker Microns products pose significant security risks warns key infrastructure against purchasing" https://fortune.com/2023/05/21/china-says-us-chipmaker-micron-products-security-risks-semiconductor-battle/amp/ https://fortune.com/2023/05/21/china-says-us-chipmaker-micron-products-security-risks-semiconductor-battle/amp/"  
[X Link](https://x.com/AnthPB/status/1660501636559564800)  2023-05-22T04:23Z [----] followers, [---] engagements


".more Chip Wars strategery after 's effective ban of $mu under 'Network Security Law': 1"the US had asked Korea to urge Samsung and SK Hynix not to fill market gap in China should Beijing ban Micron" 2at G7 Biden expects US-China relations to improve "very shortly""  
[X Link](https://x.com/AnthPB/status/1660507106196217857)  2023-05-22T04:45Z [----] followers, [---] engagements


"Just updated my PayPal model for the first time since 2/2021 and. wow. $pypl"  
[X Link](https://x.com/AnthPB/status/1660706797223657473)  2023-05-22T17:58Z [----] followers, [--] engagements


"y'all nailed it with your "under $8" $nflx sub-account ARPU "Netflix cracks down on password sharing in the US and offers paid sharing which lets some accounts add an extra member outside their household for $7.99/month""  
[X Link](https://x.com/AnthPB/status/1661122261296742400)  2023-05-23T21:29Z [----] followers, [--] engagements


".you heard it here first (i.e. "Google plans to use generative AI to boost the relevance of Search ads based on query context and debuts a conversational experience for creating ad campaigns" $googl $meta $fb)"  
[X Link](https://x.com/AnthPB/status/1661126176734167040)  2023-05-23T21:45Z [----] followers, [--] engagements


".related another thing you heard here first: "Google plans to experiment with running Search and Shopping ads which are fully customized based on users' queries inside its conversational AI Search tool" $googl #LLM #GPT)"  
[X Link](https://x.com/AnthPB/status/1661127545968812034)  2023-05-23T21:50Z [----] followers, [--] engagements


"The 60-90% peak-to-trough drawdowns rn among some of investing's biggest legends (e.g. Ergen/Malone/Rutledge/Icahn/Diller) all in concert is. something. They're not "a zero interest rate phenomenon"; it's not the first time; etc but 😵💫. $dish $lbrdk $chtr $iep $iac #TMT"  
[X Link](https://x.com/AnthPB/status/1661382648210628611)  2023-05-24T14:44Z [----] followers, [--] engagements


"/3 .🧵 from Blanchard himself:"  
[X Link](https://x.com/AnthPB/status/1662139112692887554)  2023-06-28T03:07Z [----] followers, [---] engagements


".related: [--] who's to blame for US prices [--] supply-side vs demand-driven inflation [--] cyclical vs acyclical inflation [--] goods vs services bullwhip effect"  
[X Link](https://x.com/AnthPB/status/1662143481295388679)  2023-06-28T03:07Z [----] followers, [---] engagements


".TLDR for this econometric inflation decomposition megathread: https://x.com/AnthPB/status/1490409934667894787s=20 @TheStalwart . cont'd: [--] delta variant's pandemic double-dip (+suez canal etc) had profound negative supply-side shock [--] goods consumption boom was hard to predict ex ante (and even ex post the counterfactuals for tapping breaks were likely bad tradeoff) https://t.co/inyo5CE3T0 https://x.com/AnthPB/status/1490409934667894787s=20 @TheStalwart . cont'd: [--] delta variant's pandemic double-dip (+suez canal etc) had profound negative supply-side shock [--] goods consumption boom was hard"  
[X Link](https://x.com/AnthPB/status/1662143485120593950)  2023-05-26T17:07Z [----] followers, [---] engagements


".see also: https://x.com/AnthPB/status/1662139108997709826s=20 /1 post-COVID inflation (cont'd) 👇 t=0 (2020-2021q1): 💵negative contribution fm fiscal/monetary stimulus t+1 (2021q2): 🛢🔗price shocks fm energy+supply chains (cars/durable goods) contribute of excess wage growth with fm vacancy-to-unemployment ratio (job openings) https://t.co/O1mNp1fmCm https://x.com/AnthPB/status/1662139108997709826s=20 /1 post-COVID inflation (cont'd) 👇 t=0 (2020-2021q1): 💵negative contribution fm fiscal/monetary stimulus t+1 (2021q2): 🛢🔗price shocks fm energy+supply chains (cars/durable goods)"  
[X Link](https://x.com/AnthPB/status/1662143805829660675)  2023-05-26T17:08Z [----] followers, [---] engagements


".related: TGA vs reserves vs reverse repo #RRP https://x.com/AnthPB/status/1652842712532385793s=20 @3F_Research .shot in the dark: https://t.co/XPWGM9gcpg 😉👇 https://t.co/3YykqzM34s https://t.co/Z2b3wIsrOr https://x.com/AnthPB/status/1652842712532385793s=20 @3F_Research .shot in the dark: https://t.co/XPWGM9gcpg 😉👇 https://t.co/3YykqzM34s https://t.co/Z2b3wIsrOr"  
[X Link](https://x.com/AnthPB/status/1662215600368947200)  2023-05-26T21:54Z [----] followers, [---] engagements


"/1 .lotta noise but to common size this in effort to quantify the effect here's monetary impulse since Tsy hit debt ceiling on 2023.01.19: 🟦 TGA (-$277B to $62B) vs 🟢 Deposits + RRP (-$535B to $19.75T) https://fred.stlouisfed.org/graph/g=15xk8 https://x.com/AnthPB/status/1662213800320466944t=byor7HWuY7UwBpFP0D7vRg&s=19 /1 .in which the debt ceiling debate and (reprieve in) regional bank woes converge: When the US Treasury can issue new Tbills to refill the TGA that will syphon more deposits/reserves out of the banking system *but* 🧵👇 https://t.co/NcKZGn9kbY $kre $kbe $xlf #tsy"  
[X Link](https://x.com/AnthPB/status/1662341403551100928)  2023-05-27T06:14Z [----] followers, [---] engagements


"@orrdavid shs -28% over the highlighted (trailing) time frame and currently at the lows of an -80% drawdown so yeah. but the question is obviously about tomorrow so are you fading the forward consensus on inertia or some other insights. $pypl https://x.com/orrdavid/status/1662511183016886272t=KlsFWPZX_JZPYYd9G_P7xQ&s=19 This is the typical pattern you see in many value traps. A deteriorating business masked by acquisitions. $PYPL https://t.co/TOvrIkGwb7 https://x.com/orrdavid/status/1662511183016886272t=KlsFWPZX_JZPYYd9G_P7xQ&s=19 This is the typical pattern you see in many value traps. A"  
[X Link](https://x.com/AnthPB/status/1662569047525937156)  2023-05-27T21:18Z [----] followers, [----] engagements


"@orrdavid .tbh everyone's fading its fw consensus estimates $pypl could def be an obsoleted value trap but at 10.6x 2024CYe EPS 8x EBITDA 10% FCF yield it'd still be cheap if 2y growth rates came at half expectations (mid-teens CAGR) .and SBC takes a bite but was -36% yoy in q1"  
[X Link](https://x.com/AnthPB/status/1662575938440163329)  2023-05-27T21:46Z [----] followers, [--] engagements


"@orrdavid .and only $11B in $pypl goodwill remaining vs: $80-90B in assets $7.5-8.5B EBITDA $6.5-7.5B OI $5.5-6.5B FCF $5.5-6.2B NI 😝"  
[X Link](https://x.com/AnthPB/status/1662576174566895616)  2023-05-27T21:47Z [----] followers, [--] engagements


"@cullenroche @dapstats @DiMartinoBooth @tyillc @lecontewealth @GratkeWealth @MortgageReport @DavidBCollum @AlderLaneEggs @MotherCabriniNY @77cyko @RudyHavenstein /2 .raw Fed data from "Z.1 - Financial Accounts of the United States: Debt of Nonfinancial Sectors [----] - 2022" absolute sum and %GDP by public/private sector: 🟪 federal government 🟥 state and local municipality 🟦 business 🟩 household"  
[X Link](https://x.com/AnthPB/status/1664068632341626880)  2023-06-01T00:37Z [----] followers, [---] engagements


".see also: https://twitter.com/AnthPB/status/1664067290755678209t=eahIvjtdLKYg8nnht9-fDA&s=19 @cullenroche @dapstats @DiMartinoBooth @tyillc @lecontewealth @GratkeWealth @MortgageReport @DavidBCollum @AlderLaneEggs @MotherCabriniNY @77cyko @RudyHavenstein /1 .another in the vein of "US assets side of the balance sheet" debt as a percent of nonfinancial assets: Federal government debt $31.4T Total govt debt (incl muni) $33.6T GDP $26T Total non-financial assets $143T https://t.co/Z5MtGxxbwz #sovereign #household https://t.co/bG59MbFZIp"  
[X Link](https://x.com/AnthPB/status/1664069173440290816)  2023-06-01T00:39Z [----] followers, [---] engagements


"@JerryCap Venmo take rate 5060bps (vs PayPal consolidated over 3x that) and more of a CAC play so as a standalone spin 😑. but for $250300B TPV and 80-100M users as a part of the larger $pypl flywheel 🤌"  
[X Link](https://x.com/AnthPB/status/1664107686848241666)  2023-06-01T03:12Z [----] followers, [--] engagements


".nice rejoinder for $pstg PureStorage's unsung generative AI opportunity after 2023q2/2024fq1 earnings (shs +18%) lotta talk about FlashBlade's incumbency (since 2017); partnerships with Nvidia and Meta; etc: #LLM #ML #flash #storage"  
[X Link](https://x.com/AnthPB/status/1664279589001248768)  2023-06-01T14:35Z [----] followers, [--] engagements


"❌ arOS ❌ vrOS ❌ mrOS ❌ xrOS ✅ rOS #WWDC #Apple $aapl #AR #VR #headset"  
[X Link](https://x.com/AnthPB/status/1664668453377122305)  2023-06-02T16:21Z [----] followers, [--] engagements


".hopefully the final word on Elon Musk's #TwitterFiles: "Twitter's lawyers told a federal court yesterday that nothing in the Twitter Files cited by Donald Trump actually show that the social media platform was a tool of government censorship" $twtr"  
[X Link](https://x.com/AnthPB/status/1664732456413536257)  2023-06-02T20:35Z [----] followers, [--] engagements


".regarding AI/ML/LLM regulation (e.g. free speech and the first amendment; section [---] safe harbor; copyright and fair use) I discussed this whole thread in greater length here: #1A"  
[X Link](https://x.com/AnthPB/status/1665033586813050882)  2023-06-03T16:31Z [----] followers, [---] engagements


"@lhamtil This was a fun poll from November [----] pick your fighter (total return through 2024YE): Analog $ip $irm Digital $intc $msft #wintel https://twitter.com/AnthPB/status/1459372972670599171t=7ObP1M68uLhNyCcxHCc8tQ&s=19 Which pair has a higher total return at the end of the next [--] years (2024YE). (Yes I'm aware of the analogy's inconsistencies.) https://twitter.com/AnthPB/status/1459372972670599171t=7ObP1M68uLhNyCcxHCc8tQ&s=19 Which pair has a higher total return at the end of the next [--] years (2024YE). (Yes I'm aware of the analogy's inconsistencies.)"  
[X Link](https://x.com/AnthPB/status/1665470476481708033)  2023-06-04T21:27Z [----] followers, [---] engagements


".and naturally the SEC brought suit against CZ's Binance summarized in this 🧵👇 Binance CCO: "we are operating as a fking unlicensed securities exchange in the USA bro" $bnb $busd"  
[X Link](https://x.com/AnthPB/status/1665895360219193345)  2023-06-06T01:36Z [----] followers, [--] engagements


"/1 .there's something chef's kiss about the fact that Vision Pro isn't AR but rather a VR device with passthrough: for all of $aapl's ARKit chops and all of Facebook's AR labors Apple was just like 'meh limited VR with passthrough GUI overlays ship it' #visionOS $meta"  
[X Link](https://x.com/AnthPB/status/1666140444550365189)  2023-06-06T17:50Z [----] followers, [--] engagements


".Apple's spatial computing (skeuomorphic weak-form AR) reminds me: on a long enough timeline we all become the grandparent who has to move a life's worth of videos fm VHS to DVD to cloud; analog photos to digital; and 2D content into 3D #metaverse #VR My grandfather just finished converting a bunch of VHS tape recordings to digital. It's weird to think about somehow adapting all of the 4k videos that I have on my phone/cloud getting obsoleted or adapted to another medium (e.g. something immersive like VR/metaverse). My grandfather just finished converting a bunch of VHS tape recordings to"  
[X Link](https://x.com/AnthPB/status/1666186256059887617)  2023-06-06T20:52Z [----] followers, [---] engagements


"1/11 .one of many good things Facebook/Oculus has going for it in the wake of Apple's Vision Pro launch is that Microsoft needs a 3-5 year strategy: $msft will eventually need to ship VR/AR hardware and software that integrate w Windows-based PCs for SMB and enterprise $meta"  
[X Link](https://x.com/AnthPB/status/1667212124035137559)  2023-06-09T16:48Z [----] followers, [--] engagements


"/2 Irony is that Microsoft was at one point the "leader out of the gate" in VR/AR horserace with HoloLens; industrial applications; and US government/military contracts therein legitimate empirical commercial use cases 🤷. $msft"  
[X Link](https://x.com/AnthPB/status/1667212127105368079)  2023-06-09T16:48Z [----] followers, [--] engagements


"/4 Microsoft $msft has proprietary hardware but its 3rd party installed base among SMBs enterprises and its independent IT/service/partner/contractor network is its wedge a form of moat. #ar #vr"  
[X Link](https://x.com/AnthPB/status/1667212138014752771)  2023-06-09T16:48Z [----] followers, [--] engagements


"/5 .but Microsoft developing a viable VR/AR offering that integrates those 3rd party PCs (e.g. $dell) and 3rd party goggles/glasses running a 3rd party OS with sufficient process power diffused thruout its 3rd party partner network would be 😬😅 $msft"  
[X Link](https://x.com/AnthPB/status/1667212141940596736)  2023-06-09T16:48Z [----] followers, [--] engagements


"/6 .enter Facebook/Oculus: Having exhausted all other options and hastened by Apple FRL should fully embrace its role as a platform OS/SDK/APIs/standards-setting/cross-platform integrations and Microsoft should be its biggest partner $msft $meta"  
[X Link](https://x.com/AnthPB/status/1667212150060773376)  2023-06-09T16:48Z [----] followers, [--] engagements


"/7 Still true that Microsoft is largely a services company whose revenue drivers are apps and cloud ergo $msft is a free agent who should partner with anyone-and-everyone (including Apple/Google/Meta/Steam) to maximize reach of its services *BUT*. #ar #vr"  
[X Link](https://x.com/AnthPB/status/1667212153881870339)  2023-06-09T16:48Z [----] followers, [--] engagements


"/8 .but Microsoft cannot lose that hardware ecosystem "wedge" its moat which starts spinning its software 🔁 services flywheel and entrenches its aforementioned "independent IT/service/partner/contractor network" $msft #ar #vr"  
[X Link](https://x.com/AnthPB/status/1667212157065261056)  2023-06-09T16:48Z [----] followers, [--] engagements


"/10 It's also kinda funny that Facebook $meta is the only Big Tech horseman with world class solutions in *both* AI/ML/LLM and AR/VR/metaverse a competitive position that came at great expense but a unique position nonetheless 🙃. $fb #FRL #Oculus"  
[X Link](https://x.com/AnthPB/status/1667212162400436235)  2023-06-09T16:48Z [----] followers, [--] engagements


"🏁/11 TLDR: If $aapl Vision Pro is a hybrid bridge (a Mac complement) to a future of standalone spacial computing devices (glasses/goggles replace Macs) *and* AR/VR are the future of startup/SMB/enterprise work then $msft flywheel is losing ground and $meta is its accelerant"  
[X Link](https://x.com/AnthPB/status/1667212164896112641)  2023-06-09T16:48Z [----] followers, [--] engagements


".if you want you could say that this makes Facebook/Oculus "The Android of VR/AR" on the other end of a duopoly spectrum with Apple's visionOS which is kinda funny because FRL built on Android OS (VROS) lol: $meta $aapl #iOS"  
[X Link](https://x.com/AnthPB/status/1667215901257547777)  2023-06-09T17:03Z [----] followers, [--] engagements


".Zuck (maybe): "with Apple entering the game FRL's job developing the VR/AR market is sufficiently complete so $meta can now [--] freeze cutting-edge development on Oculus to focus on it being a mass market device; [--] sell a lotta IP/patents; [--] reinvest in developer platform""  
[X Link](https://x.com/AnthPB/status/1667218096363323414)  2023-06-09T17:12Z [----] followers, [--] engagements


".related 🧵: https://twitter.com/AnthPB/status/1666140444550365189s=20 /1 .there's something chef's kiss about the fact that Vision Pro isn't AR but rather a VR device with passthrough: for all of $aapl's ARKit chops and all of Facebook's AR labors Apple was just like 'meh limited VR with passthrough GUI overlays ship it' #visionOS $meta https://t.co/qBlQaxN5ON https://twitter.com/AnthPB/status/1666140444550365189s=20 /1 .there's something chef's kiss about the fact that Vision Pro isn't AR but rather a VR device with passthrough: for all of $aapl's ARKit chops and all of Facebook's AR labors"  
[X Link](https://x.com/AnthPB/status/1667218097537728518)  2023-06-09T17:12Z [----] followers, [---] engagements


".datacenter servers general vs AI breakdown: [--] bill of materials pie chart (% share of cost GPU/CPU/NAND/power/NIC/etc) [--] AI server component suppliers (by category) [--] server unit volume shipments (AI vs other 2014-27e) #compute #memory"  
[X Link](https://x.com/AnthPB/status/1667511188794626048)  2023-06-10T12:37Z [----] followers, [----] engagements


"GPU is 82% of the cost of an AI server (bill of materials) 🤯. $intc $amd $nvda $avgo $mu $dell $hpe $anet .datacenter servers general vs AI breakdown: [--] bill of materials pie chart (% share of cost GPU/CPU/NAND/power/NIC/etc) [--] AI server component suppliers (by category) [--] server unit volume shipments (AI vs other 2014-27e) https://t.co/b5OMOyOEh4 #compute #memory https://t.co/X8LisGgbhi .datacenter servers general vs AI breakdown: [--] bill of materials pie chart (% share of cost GPU/CPU/NAND/power/NIC/etc) [--] AI server component suppliers (by category) [--] server unit volume shipments (AI vs"  
[X Link](https://x.com/AnthPB/status/1667511875767001090)  2023-06-10T12:39Z [----] followers, [----] engagements


".so GPU is 82% of the cost of an AI server (bill of materials) 🤯 .and fwiw NAND flash memory is 3% of AI server cost vs 18% of traditional but that's 3% of $200k ($6k) vs 18% of $3k ($1.4k) $intc $amd $nvda $avgo $mu $wdc $dell $hpe $anet"  
[X Link](https://x.com/AnthPB/status/1667550940826574849)  2023-06-10T15:15Z [----] followers, [---] engagements


"Axie Infinity and Sky Mavis are the gift that keeps giving er taking 👇 "US VCs promoted a Ponzi scheme that stole millions fm poor workers in the Philippines and send it to North Korea to fund a ballistic missile program" $axs $slp #crypto #nft"  
[X Link](https://x.com/AnthPB/status/1668305810269646864)  2023-06-12T17:14Z [----] followers, [--] engagements


".but moar 🤦 from Elon's product changes/experiments either stupid ignorant or stupid and ignorant; but def consistently defiant of Twitter's JTBD: now only verified users can send DMs to users that don't follow them back $twtr"  
[X Link](https://x.com/AnthPB/status/1668459821660504065)  2023-06-13T03:26Z [----] followers, [--] engagements


". $amd GPU + $meta Pytorch are collaborating to rival $nvda's dominant position in AI/ML chips + CUDA such partnerships are common but at least somebody is picking up the (Py)torch that Google dropped w TPU + Tensorflow #facebook #nvidia #monopoly"  
[X Link](https://x.com/AnthPB/status/1668832245476466690)  2023-06-14T04:06Z [----] followers, [----] engagements


"@TakNevimNevim @classified @elonmusk ."it's remarkable how big his following is because the cross section in the middle of the Venn Diagram for all of Elon Musk's ideas is not that large.this isn't a criticism the dood is just a unicorn": Political leanings vs voter turnout for car owners (by brand) $tsla"  
[X Link](https://x.com/AnthPB/status/1668971278907187200)  2023-06-14T13:18Z [----] followers, [--] engagements


".re Google/Facebook competitive advantages in generative AI: A transformer-based LLM that serves me as if I'm the median user defies my (all of our) uniqueness e.g. I have a particular writing style that $meta/$googl can replicate 💯 thanks to lookalike audiences and cohorts"  
[X Link](https://x.com/AnthPB/status/1669159364001669123)  2023-06-15T01:46Z [----] followers, [--] engagements


"@EugeneNg_VCap @FromValue Wild ride er roundtrip when you think about it: $se and $meli total returns pretty much at parity on a trailing 5-year basis"  
[X Link](https://x.com/AnthPB/status/1669173294606450688)  2023-06-15T02:41Z [----] followers, [--] engagements


"@annotote . China actually has (slowly) undergone that secular shift from exports/fixed investment to domestic consumption: [--] Chinese GDP contribution (investment/consumption/net exports) [--] Share of Chinese manufacturing output (domestic demand vs exports) #infrastructure"  
[X Link](https://x.com/AnthPB/status/1669176894334304256)  2023-06-15T02:55Z [----] followers, [---] engagements


"/1 .now the Chinese macroeconomic policy agenda should include: [--] debt has to shift from overleveraged localities to underleveraged federal government esp since real estate development gravy train is waning $gxc $fxi #china .a through-line fm Evergrande's [----] "controlled implosion" to: "indirect result of China's absurd policy of limiting the formal deficit of the central govt to 3% of GDP'isnt that cities will default but that austerity will impair growth for yrs'" https://t.co/FyfQA9YiN5 .a through-line fm Evergrande's [----] "controlled implosion" to: "indirect result of China's absurd"  
[X Link](https://x.com/AnthPB/status/1669179596384661504)  2023-06-15T03:06Z [----] followers, [----] engagements


".how it ended (or restarted): $se https://x.com/AnthPB/status/1669173294606450688t=6JdEuz8xLBa8ls-EujeMig&s=19 @EugeneNg_VCap @FromValue Wild ride er roundtrip when you think about it: $se and $meli total returns pretty much at parity on a trailing 5-year basis https://t.co/ZWcVO4GOD8 https://t.co/Ir7tKiSrw2 https://x.com/AnthPB/status/1669173294606450688t=6JdEuz8xLBa8ls-EujeMig&s=19 @EugeneNg_VCap @FromValue Wild ride er roundtrip when you think about it: $se and $meli total returns pretty much at parity on a trailing 5-year basis https://t.co/ZWcVO4GOD8 https://t.co/Ir7tKiSrw2"  
[X Link](https://x.com/AnthPB/status/1669349111672508416)  2023-06-15T14:20Z [----] followers, [---] engagements


"Of leveraged closed-end funds and rising rates $dpg dropped to 10% NAV discount after -20% drawdown today: leverage was 37% ($634M assets - $177 liabilities = $457M NAV) cut dividend after redeeming $5M of $40M Series C floating rate preferred (SOFR+221 = 7.1%) #CEF"  
[X Link](https://x.com/AnthPB/status/1669887890397052929)  2023-06-17T02:01Z [----] followers, [---] engagements


"@kingDiaws .the two 1st round draft picks obvi make this a pretty good haul for Celtics tho the fact that I now have to root for the Grizzlies on the side kinda stanks tbh: 📤 Marcus; Gallinari; Muscala 📥 Porzingis; #25 pick (2023); top [--] protected (2024) ☘"  
[X Link](https://x.com/AnthPB/status/1672054215873802243)  2023-06-23T01:29Z [----] followers, [--] engagements


"If you're within a [--] hour radius the Grand Canyon is a must see 😲"  
[X Link](https://x.com/AnthPB/status/1672365974979497984)  2023-06-23T22:08Z [----] followers, [---] engagements


"Not far off lol: "Twitter resumed paying Google Cloud for its services; the companies are negotiating a partnership that could include ads and Google using Twitter's API" $twtr $googl #elon #zuck #Facebook"  
[X Link](https://x.com/AnthPB/status/1672738973083635713)  2023-06-24T22:56Z [----] followers, [---] engagements


"@choffstein .fwiw: *Neely/DISTILL estimated $32.2B but I've seen a few other estimates in the $40-100B range too https://x.com/NeelyTamminga/status/1660367555674996739s=20 [--------] # tax returns filed in California [-------] # tax returns with taxes due at filing $32.2B amount owed to the Treasury Snapshot from Tax Year [----] could aid in estimating how much gas the federal government has in the tank. cc @Johncomiskey77 https://x.com/NeelyTamminga/status/1660367555674996739s=20 [--------] # tax returns filed in California [-------] # tax returns with taxes due at filing $32.2B amount owed to the"  
[X Link](https://x.com/AnthPB/status/1673384655750307841)  2023-06-26T17:36Z [----] followers, [---] engagements


"@Jkylebass Some context fwiw"  
[X Link](https://x.com/AnthPB/status/1673697410143465475)  2023-06-27T14:18Z [----] followers, [--] engagements


"@Jkylebass .and I think this is the one you were specifically referring to fwiw: 🔵 real wages (average hourly earnings less headline PCE inflation indexed to [----] pre-pandemic)"  
[X Link](https://x.com/AnthPB/status/1673699175228162049)  2023-06-27T14:27Z [----] followers, [---] engagements

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