# ![@dalibali2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1278155011667574784.png) @dalibali2 dalibali

dalibali posts on X about money, china, nvda, tesla the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1278155011667574784/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1278155011667574784/c:line/m:interactions.svg)

- [--] Week [-------] +51%
- [--] Month [---------] +74%
- [--] Months [----------] -57%
- [--] Year [----------] -18%

### Mentions: [--] [#](/creator/twitter::1278155011667574784/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1278155011667574784/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [---] +99%
- [--] Months [---] +3.80%
- [--] Year [---] -30%

### Followers: [------] [#](/creator/twitter::1278155011667574784/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1278155011667574784/c:line/m:followers.svg)

- [--] Week [------] +1%
- [--] Month [------] +1.90%
- [--] Months [------] +15%
- [--] Year [------] +73%

### CreatorRank: [-------] [#](/creator/twitter::1278155011667574784/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1278155011667574784/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[money](/topic/money), [china](/topic/china), [nvda](/topic/nvda), [tesla](/topic/tesla), [tiktok](/topic/tiktok), [investment](/topic/investment), [open ai](/topic/open-ai), [microsoft](/topic/microsoft), [ai](/topic/ai), [finance](/topic/finance)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) [IBM (IBM)](/topic/ibm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [DoorDash Inc. (DASH)](/topic/doordash) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Spotify Technology (SPOT)](/topic/$spot) [RAMP (RAMP)](/topic/ramp) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Salesforce Inc (CRM)](/topic/salesforce) [Accenture (ACN)](/topic/accenture) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Not usually a buyer of SPAC but $SMMC intrigues me"  
[X Link](https://x.com/dalibali2/status/1319128885095583747)  2020-10-22T04:10Z 22.3K followers, [--] engagements


"Sucks that Bill Hwang would be the one liquidated. He was a good mentor. Hell be alright"  
[X Link](https://x.com/dalibali2/status/1375850458997161987)  2021-03-27T16:41Z 13.7K followers, [--] engagements


"there's a lot of reasons to sell or not buy $PTON but negligent parenting causing the death of their own child isnt one of them"  
[X Link](https://x.com/dalibali2/status/1384931737352953859)  2021-04-21T18:07Z 13.5K followers, [--] engagements


"turns out the best stock in cloud datawarehouse was $TDC"  
[X Link](https://x.com/dalibali2/status/1384991614469173252)  2021-04-21T22:05Z 24.1K followers, [--] engagements


"$sonos results are very telling. demand environment remains strong for all things home"  
[X Link](https://x.com/dalibali2/status/1392573710272385024)  2021-05-12T20:13Z 14.7K followers, [--] engagements


"No complaints on my qtr. the parabolic end was from $wish and $cspr"  
[X Link](https://x.com/dalibali2/status/1410384694558945284)  2021-06-30T23:48Z 13.6K followers, [--] engagements


"Very nerdy pt - the textbook def of eqt val-cash+debt=EV isnt technically true in practice. I find its better to only subtract excess cash easiest to say say cash less next years burn. Thats why companies sometimes appear to trade at negative EV"  
[X Link](https://x.com/dalibali2/status/1436704616842874880)  2021-09-11T14:54Z 13.4K followers, [--] engagements


"@gibsonchiang Thats not even a real company anymore. Hasnt been for decades"  
[X Link](https://x.com/dalibali2/status/1440926750163148805)  2021-09-23T06:31Z 22.3K followers, [--] engagements


"Rabois didnt disappoint on $OPEN"  
[X Link](https://x.com/dalibali2/status/1458543363028762628)  2021-11-10T21:13Z 13.5K followers, [--] engagements


"At this point someone enterprise PE can build a video powerhouse by rolling up $KLTR $BCOV and $VMEO for the price of a series C with 20mm of revenue"  
[X Link](https://x.com/dalibali2/status/1466111298488340481)  2021-12-01T18:25Z 13.5K followers, [--] engagements


"closed out the $BILL calls intraday for a double"  
[X Link](https://x.com/dalibali2/status/1480623383310045184)  2022-01-10T19:31Z 22.9K followers, [--] engagements


"$iOT and $hcp finally getting hit. Im out of put now for a 6x"  
[X Link](https://x.com/dalibali2/status/1485645632941424641)  2022-01-24T16:08Z 13.5K followers, [--] engagements


"Good stuff from $ramp. ATS doing very well"  
[X Link](https://x.com/dalibali2/status/1491547745999470592)  2022-02-09T23:01Z 21.1K followers, [--] engagements


"Has the white house version of the transcript come out yet Here is the Chinese one"  
[X Link](https://x.com/dalibali2/status/1504882615626567680)  2022-03-18T18:09Z 13.6K followers, [--] engagements


"Robot enforcing Shanghai lockdown"  
[X Link](https://x.com/anyuser/status/1508821989472886786)  2022-03-29T15:02Z 26K followers, [----] engagements


"Glad I never read this note from JPM that said $CPNG was oversold at $12"  
[X Link](https://x.com/dalibali2/status/1523805796819095552)  2022-05-09T23:23Z 23K followers, [--] engagements


"Funny "But what about splunk""  
[X Link](https://x.com/dalibali2/status/1528798073958244352)  2022-05-23T18:00Z 13.5K followers, [--] engagements


"Im sure having one of [--] VPs of corpdev plow through the balance sheet in series C investment is what Sequioa had in mind in their memo"  
[X Link](https://x.com/dalibali2/status/1547054196347654145)  2022-07-13T03:03Z 13.7K followers, [--] engagements


"Not that anyone cares but the LATAM "twilio" $ZENV pre'd a good set of numbers. +50% yoy topline improving gm shares up 17% trading at a daunting $50mm EV net of cash / 0.4x this year rev / 10x EBITDA (3x next year EBITDA if you believe in the projectoins)"  
[X Link](https://x.com/dalibali2/status/1552071265866788864)  2022-07-26T23:20Z 13.5K followers, [--] engagements


"When does HBS start including a Teladoc/Livongo case study as a peril of large mergers"  
[X Link](https://x.com/dalibali2/status/1552503017491931136)  2022-07-28T03:55Z 22.3K followers, [--] engagements


"Collective fintech braintrust here is enough to break the HFs"  
[X Link](https://x.com/dalibali2/status/1558516961809600513)  2022-08-13T18:12Z 13.5K followers, [--] engagements


"Talked to some partners at all the big tech PE fund today. No more credit market no more alt market. The vista/Thoma/Clearlake put pretty much dead for awhile"  
[X Link](https://x.com/dalibali2/status/1574983410824531968)  2022-09-28T04:44Z 13.6K followers, [---] engagements


"@ExitMultiple @MordorCapital Fwiw my shorthand on a metric that matters is just s&m over change in SaaS revenue to proxy bookings. Well over 100% just spells wildly inefficient which most SaaS are today"  
[X Link](https://x.com/dalibali2/status/1577277481819656192)  2022-10-04T12:40Z 13.5K followers, [--] engagements


"DB Software Musings: Snapshot of the Unprecedented() Value Destruction in CPaaS https://softwaremusings.substack.com/p/snapshot-of-the-unprecedented-valueutm_source=twitter&utm_campaign=auto_share&r=1q2m9d https://softwaremusings.substack.com/p/snapshot-of-the-unprecedented-valueutm_source=twitter&utm_campaign=auto_share&r=1q2m9d"  
[X Link](https://x.com/dalibali2/status/1600916300607492107)  2022-12-08T18:12Z 22K followers, [--] engagements


"@BucknSF Long AML/KYC software"  
[X Link](https://x.com/dalibali2/status/1634692622118965248)  2023-03-11T23:07Z 22.8K followers, [----] engagements


"Pretty amazing how well Red Hat has done under IBM"  
[X Link](https://x.com/dalibali2/status/1649498296258543616)  2023-04-21T19:40Z 13.5K followers, 12.1K engagements


"@compound248 Turns out it was just an IPO"  
[X Link](https://x.com/dalibali2/status/1649584801127759872)  2023-04-22T01:23Z 15K followers, [---] engagements


"@CoorsLightCEO the company should just re-brand to CheggMate"  
[X Link](https://x.com/dalibali2/status/1653462983522287616)  2023-05-02T18:14Z 21.9K followers, [---] engagements


"Why does he sign up for every one of these A16z carry pool dry"  
[X Link](https://x.com/dalibali2/status/1666647231842373632)  2023-06-08T03:23Z 12.7K followers, 24.2K engagements


"Its not goodbye its see you later. Thanks for all the tendies. $orcl"  
[X Link](https://x.com/dalibali2/status/1668423978350948353)  2023-06-13T01:04Z 13.5K followers, 15.4K engagements


"@sv_techie Yea they totally do. But Im just saying I think the workflow that GenAI helps with is prob gonna accrue to the SOR. It might help them with margins on automating the data duration and reducing human in the loop as they cleanse data"  
[X Link](https://x.com/dalibali2/status/1672416968379600896)  2023-06-24T01:35Z 10.5K followers, [---] engagements


"Anyone know why robinhood does not allow shorting Ive never used it before but curious why"  
[X Link](https://x.com/dalibali2/status/1673482498633011200)  2023-06-27T00:04Z 10.5K followers, [----] engagements


"better #s than databricks lol"  
[X Link](https://x.com/dalibali2/status/1674190656389148674)  2023-06-28T22:58Z 10.5K followers, [----] engagements


"Shitco index lead extending: +29% since March [--] vs. 17% for Nasdaq vs. 13% for Cathie. This week's big winner was KLR (takeout)"  
[X Link](https://x.com/dalibali2/status/1674515200840708098)  2023-06-29T21:16Z 10.5K followers, [----] engagements


"@TurnerNovak @HighyieldHarry Wonder how he went from Braintree to this"  
[X Link](https://x.com/dalibali2/status/1678211292396396545)  2023-07-10T01:31Z 10.5K followers, [---] engagements


"@akhenosiris NVDA only got a [--] customer that matter"  
[X Link](https://x.com/dalibali2/status/1678500860127739906)  2023-07-10T21:26Z 10.5K followers, [----] engagements


"@US_Dhuga @InvestiAnalyst @BucknSF @buccocapital @AlphaSeeker84 Battery ventures I would assume"  
[X Link](https://x.com/dalibali2/status/1678576008579125248)  2023-07-11T01:24Z 13.1K followers, [----] engagements


"trim longs or add shorts I would think the next round of headlines would be probability of rate cut decreases"  
[X Link](https://x.com/dalibali2/status/1679188456466190338)  2023-07-12T18:03Z 10.5K followers, [----] engagements


"NVDA is funding ARM NVDA is funding Recursion NVDA is funding every AI company. What do we need VCs for"  
[X Link](https://x.com/dalibali2/status/1679190502892277761)  2023-07-12T18:43Z 10.5K followers, 16.5K engagements


"@benyiran @FintwitPeaked Not enough rural separation from the cities"  
[X Link](https://x.com/dalibali2/status/1680060610288168962)  2023-07-15T03:44Z 10.5K followers, [---] engagements


"networking guys are being overlooked in the AI cycle"  
[X Link](https://x.com/dalibali2/status/1681732436127002626)  2023-07-21T02:09Z 10.5K followers, 16.8K engagements


"Ive been buying BABA/9988 over the last several months. Still believe this could easily be $150. Trading at half the AMZN EBITDA multiples"  
[X Link](https://x.com/dalibali2/status/1686065880088850432)  2023-07-31T17:26Z 10.5K followers, 11.2K engagements


"call me crazy but why wouldnt amzn work here ecom seems healthy cloud seems healthy. 13-14x '24 ebitda is not daunting"  
[X Link](https://x.com/dalibali2/status/1687182006332051457)  2023-08-03T19:21Z [----] followers, 23.2K engagements


"6 months into GenAI and vast majority are wildly below their zero to $1B [--] year revenue plan 😂"  
[X Link](https://x.com/dalibali2/status/1688593103337541632)  2023-08-07T16:49Z [----] followers, [--] engagements


"@US_Dhuga just looked. its around +43 vs. +19 for nasdaq and +13 for ARKK. its equal weighed so exfy going down is made up by things like allbirds and soundhoud going up"  
[X Link](https://x.com/dalibali2/status/1689352232406495234)  2023-08-09T19:05Z 10.5K followers, [---] engagements


"I think next Q Im gonna try setting side something like 20-30k and making a poll for [--] stocks. Let you guys vote on long vs short. Will go with whatever gets highest vote at the bell. Would be curious if that can beat 0.500"  
[X Link](https://x.com/dalibali2/status/1692359514602012809)  2023-08-18T02:15Z 10.5K followers, [----] engagements


"These tooling players - HCP CFLT GTLB ESTC would make great investments at the right price. U dont need to overthink the products theyre in production on millions of instances just need to find a comfortable price. HCP here can prob work"  
[X Link](https://x.com/dalibali2/status/1692778932397826104)  2023-08-19T06:02Z [----] followers, 17.9K engagements


"I was a smoker for 10-15 years and was a runner my whole life. When I quit smoking I saw almost zero improvement in endurance or lung capacity (which was super demotivating to quitting). I cant be the only one who experienced this right"  
[X Link](https://x.com/dalibali2/status/1693334422261780704)  2023-08-20T18:49Z [----] followers, 45.6K engagements


"Puru has discovered AI and GPU good luck"  
[X Link](https://x.com/dalibali2/status/1694476585947328707)  2023-08-23T22:27Z 10.5K followers, 23.7K engagements


"@jimcramer Seriously After that historic run At a time when half the VCs who funded GenAI are questioning their life choices"  
[X Link](https://x.com/dalibali2/status/1694817970562998521)  2023-08-24T21:04Z 10.5K followers, [---] engagements


"Some observations specific to GenAI in enterprises ive gathered from talking to VCs customers and operators. Customers like the demos and are very willing to experiment. but many are hesistent to pay. Seem to have it in their heads that its going to a strd feature they expect"  
[X Link](https://x.com/dalibali2/status/1694827831937691976)  2023-08-24T21:43Z 13.6K followers, [----] engagements


"Instacart S1 not very inspiring. Is it marketed to value investors Smells like optimization of an aging asset. Dont think thats what theyre going for but that was my takeaway"  
[X Link](https://x.com/dalibali2/status/1695208061022130418)  2023-08-25T22:54Z 10.6K followers, 12.6K engagements


"so people stop asking me i have a short NVDA bet for the personal account where my avg basis is around $450ish. This is a 12-18 months thought experiment where im willing to lose up to 250%. But if that happens my much larger longs that share similar tailwinds would more than"  
[X Link](https://x.com/dalibali2/status/1696706033434157501)  2023-08-30T02:06Z [----] followers, [----] engagements


"But convinced the founder that his metrics are way too conservative. If u only tripled the capital you can reach escape velocity fast. So the founder triples his roadmap decides the current team isnt right for the next stage goes on a hiring spree and"  
[X Link](https://x.com/dalibali2/status/1698890159184580875)  2023-09-05T02:45Z 10.5K followers, [----] engagements


"A couple years later realized he had no idea what he was doing. The smart ones will get back to basics and rebuild the slow and steady way"  
[X Link](https://x.com/dalibali2/status/1698890161139151026)  2023-09-05T02:45Z [----] followers, [----] engagements


"@BucknSF Always had more luck hiring them young and cultivating. Hiring mid career (especially from IBD) lately is a non-starter - cant keep up no experience and cant think on their feet"  
[X Link](https://x.com/dalibali2/status/1699281477081719090)  2023-09-06T04:40Z [----] followers, [----] engagements


"I have a great new business model for software. Instead of paying this expensive annuity stream to RENT the software you can pay an up-front fee to OWN it then just pay annual fees for updates"  
[X Link](https://x.com/dalibali2/status/1699602298866114631)  2023-09-07T01:55Z [----] followers, 14.6K engagements


"Surprised many dont understand this still even at the professional level. Kinda important if ur looking at shitcos"  
[X Link](https://x.com/dalibali2/status/1699643131791090062)  2023-09-07T04:37Z 10.5K followers, [----] engagements


"If NVDA is a fraud can you imagine the enormity of fraud at Google Just buying all that business with their equity dollars then making them run Google ads Nasdaq going to 5000"  
[X Link](https://x.com/dalibali2/status/1699645492869967969)  2023-09-07T04:47Z [----] followers, 12.8K engagements


"So what does the capital market guy at large buyout funds actually do Seems like the easiest job in the world"  
[X Link](https://x.com/dalibali2/status/1699868360354460147)  2023-09-07T19:32Z 10.5K followers, 21.2K engagements


"I would be pretty wary of owning AAPL right now. Everyone i talk to on the ground in china seem to indicate there's a major grassroots nationalism pride spurred by this phone of having "defeated" the sanction. One way or another there will be societal pressure to dump apple"  
[X Link](https://x.com/dalibali2/status/1701347372775944435)  2023-09-11T21:29Z 10.5K followers, 88.2K engagements


"@peelpeelorange I would most likely mortgage all my properties then put on 10x leverage if it hit [--] bucks"  
[X Link](https://x.com/dalibali2/status/1701354497392455849)  2023-09-11T21:58Z [----] followers, [---] engagements


"@BucknSF @heartbreakout Soon to be recruited by ARKK"  
[X Link](https://x.com/dalibali2/status/1701432892625387759)  2023-09-12T03:09Z 10.5K followers, [---] engagements


"Apple keep talking about pixel and camera performance. But what girls really want is a built in glamour filter"  
[X Link](https://x.com/dalibali2/status/1701652666496213137)  2023-09-12T17:43Z 10.6K followers, [----] engagements


"I dunno wtf Nordstroms is thinking but I was able to return a Bose headphone for like [--] years ago and got a refund"  
[X Link](https://x.com/dalibali2/status/1701669532279193859)  2023-09-12T18:50Z [----] followers, [----] engagements


"@viggy_krishnan @JasonGreenwal12 @TidefallCapital @JerryCap @Rebrand_As_Y Good luck staying married"  
[X Link](https://x.com/dalibali2/status/1701741811210010830)  2023-09-12T23:37Z [----] followers, [---] engagements


"Told u the momo money wasnt healthy. Not a bad entry right now - LT story hasnt changed one iota"  
[X Link](https://x.com/dalibali2/status/1701743599891955872)  2023-09-12T23:44Z [----] followers, [----] engagements


"Some speculations any other guesses [--]. Extension of some interops across clouds. (Would be a snorefest) [--]. Some level of pooling of CPU/GPU for shared customers (meh ) [--]. Azure running O DB or easier for azure cust to buy DB from MSFT reciprocal for MS stuff (Big)"  
[X Link](https://x.com/dalibali2/status/1701745752366833884)  2023-09-12T23:52Z 10.5K followers, [----] engagements


"@viggy_krishnan @Flash_Capital_ @Rebrand_As_Y @JasonGreenwal12 @TidefallCapital @JerryCap Green bubble couples stay together. No one else wants them"  
[X Link](https://x.com/dalibali2/status/1701746664497910079)  2023-09-12T23:56Z 10.5K followers, [---] engagements


"@sv_techie Right so it would be logical to reason if they make DB available direct from azureit would be huge. Then u gotta wonder will Google and AWS have to follow Not sure what signal it sends about SQLserver tho"  
[X Link](https://x.com/dalibali2/status/1701747161460006975)  2023-09-12T23:58Z 10.5K followers, [---] engagements


"What is this QE again fucking Capital One has money to go plow into Databricks"  
[X Link](https://x.com/dalibali2/status/1702354285974126791)  2023-09-14T16:11Z [----] followers, [----] engagements


"@aubreystrobel @5eightandeight @louiseivanvp @alexlmiller @YukanL @trustmachinesco I keep telling you youll do better on OF vs shilling coins"  
[X Link](https://x.com/dalibali2/status/1702716778110132455)  2023-09-15T16:11Z 10.5K followers, [---] engagements


"@GoodLordJord Transaction fees are the biggest chunk of the subscription and transaction line"  
[X Link](https://x.com/dalibali2/status/1702728904803565697)  2023-09-15T16:59Z 10.6K followers, [--] engagements


"@akhenosiris @EricJhonsa Presumably the only moat is the shoppers and aisle/item catalogue Everything else is easy for someone like doordash or Uber to replicate"  
[X Link](https://x.com/dalibali2/status/1702764165453193681)  2023-09-15T19:19Z 10.5K followers, [--] engagements


"Fact: most of my best ideas occur to me after at least [--] beers"  
[X Link](https://x.com/dalibali2/status/1702821204095365261)  2023-09-15T23:06Z 10.5K followers, [--] engagements


"@GavinSBaker I heard to like a hyperbole. Apex is their low code dev framework its almost impossible that theres genAI fused into it"  
[X Link](https://x.com/dalibali2/status/1703139612938678348)  2023-09-16T20:11Z [----] followers, [----] engagements


"Expensify so fing cheap wish there was enough volume to buy more everyday"  
[X Link](https://x.com/dalibali2/status/1704317632521118096)  2023-09-20T02:12Z 10.6K followers, [----] engagements


"@dan_tmt Yes. The current environment is not good for sure and if it burning alot of cash i wouldnt touch it. But would I pay 1.5x for the ticket to ride through the other side Absolutely"  
[X Link](https://x.com/dalibali2/status/1704333471790010404)  2023-09-20T03:15Z 10.5K followers, [----] engagements


"On a more serious note heres my [--] takeaways from oracles conference: 1/ major embrace of partnership strategy. Anything from multicloud to all the genomic health IOT and device partners. Orcl historically not know for partner friendly"  
[X Link](https://x.com/dalibali2/status/1704683879775576430)  2023-09-21T02:28Z [----] followers, [----] engagements


"@sv_techie I was being sarcastic. Waited patiently for so long for 20%"  
[X Link](https://x.com/dalibali2/status/1704867326800396311)  2023-09-21T14:37Z 10.5K followers, [---] engagements


"The more I think about it the more Im convinced the next wave of software will be industrial companies. Software as we know it today is boring and commoditized"  
[X Link](https://x.com/dalibali2/status/1705042261720084713)  2023-09-22T02:12Z 13.1K followers, 21K engagements


"You should see the looks i get everytime i suggest that just maybe SNOW is a commodity business that shouldnt get premium valuation"  
[X Link](https://x.com/dalibali2/status/1706398751974400494)  2023-09-25T20:02Z 13.7K followers, 16K engagements


"B2C is such a tough space. Investors want cash flow Guess what customer experience suffers something's gotta give you cant have it all. Look at AMZN - prime with ads food delivery now cost money tightening policies on returns higher subscription"  
[X Link](https://x.com/dalibali2/status/1706441679459537149)  2023-09-25T22:52Z 10.5K followers, 12.5K engagements


"If you are long equities because you think Fed cuts in [--] youd have to also be short payroll no"  
[X Link](https://x.com/dalibali2/status/1706536548945043894)  2023-09-26T05:09Z [----] followers, [----] engagements


"Is the market too optimistic on digital ad spend"  
[X Link](https://x.com/dalibali2/status/1706712680336326750)  2023-09-26T16:49Z 10.5K followers, [----] engagements


"This sell off isnt yielding much buying opportunities"  
[X Link](https://x.com/dalibali2/status/1706828854860628063)  2023-09-27T00:31Z 10.5K followers, [----] engagements


"Question: who do you think can monetize freemium better long term as standalone companies Gitlab vs. Hashi"  
[X Link](https://x.com/dalibali2/status/1706846921728643453)  2023-09-27T01:43Z 15.8K followers, [----] engagements


"@JamesSchladt @viggy_krishnan I remember having a beer [--] years ago with a guy who supposedly ran enterprise strategy and mentioned hubspot. Guys response was who"  
[X Link](https://x.com/dalibali2/status/1707540191983112375)  2023-09-28T23:38Z [----] followers, [--] engagements


"Utilities are such garbage investments. Best case you get bond like returns the you have a fire and its all over"  
[X Link](https://x.com/dalibali2/status/1707763761254470021)  2023-09-29T14:26Z 10.5K followers, [----] engagements


"say what you want about him the man is good at what he does"  
[X Link](https://x.com/dalibali2/status/1707863296941203719)  2023-09-29T21:01Z 10.5K followers, 88.5K engagements


"@valuations_ i dunno i got skin in the game but what do you find so compelling about it"  
[X Link](https://x.com/dalibali2/status/1708883507601412362)  2023-10-02T16:35Z 13.5K followers, [----] engagements


"VCs be like were so honored to be a partner to insert AI name. No bitch youre just the sucker they need to front the deal so it doesnt look like a circle jerk"  
[X Link](https://x.com/dalibali2/status/1709589616578429176)  2023-10-04T15:21Z [----] followers, [----] engagements


"@BornInvestor Seriously How did he meet her even"  
[X Link](https://x.com/dalibali2/status/1709655692142088209)  2023-10-04T19:44Z 10.5K followers, [---] engagements


"People arent door dashing and eating out less cus of ozempic lol. Its cus theyre poor"  
[X Link](https://x.com/dalibali2/status/1710040268144320541)  2023-10-05T21:12Z 10.5K followers, 18.7K engagements


"Think its funny the narrative for US retailers weakness is Temu threat yet PDD hasnt really traded better"  
[X Link](https://x.com/dalibali2/status/1710132742619570180)  2023-10-06T03:19Z 10.5K followers, [----] engagements


"@thogge Ok I looked. Couldnt disagree more"  
[X Link](https://x.com/dalibali2/status/1710786080197513718)  2023-10-07T22:36Z 10.5K followers, [---] engagements


"Im sure well spin up a narrative tomorrow that war is great for large cap tech"  
[X Link](https://x.com/dalibali2/status/1711184780266717378)  2023-10-09T01:00Z 10.5K followers, 12.7K engagements


"Really dont think theres any point commenting on this Gaza stuff unless youve read up on the thousand year historypicking a flag for ur profile is cute tho"  
[X Link](https://x.com/dalibali2/status/1711189722159358456)  2023-10-09T01:19Z 10.5K followers, 15.5K engagements


"Nowadays I just have to assume everyone who tries to connect with me on LinkedIn is a fraud. Its becoming the anti-network"  
[X Link](https://x.com/dalibali2/status/1711482718624841982)  2023-10-09T20:44Z [----] followers, [----] engagements


"Biggest day of the year - shitcos up index muted"  
[X Link](https://x.com/dalibali2/status/1711757237998543035)  2023-10-10T14:55Z 10.5K followers, [----] engagements


"@eliant_capital China stocks is like the hot cheerleader from HS. U cant chase her when shes hot but might get a quickie in when shes down and sad"  
[X Link](https://x.com/anyuser/status/1711843051449237983)  2023-10-10T20:36Z [--] followers, [----] engagements


"Fair. Sad but fair"  
[X Link](https://x.com/dalibali2/status/1711858333504954776)  2023-10-10T21:36Z 10.5K followers, [----] engagements


"Question for those of you who cover high capital need business - do you really care about debt if there's a lot of long maturity cheap debt (i.e. [--] year notes with low coupon)"  
[X Link](https://x.com/dalibali2/status/1711882180585247183)  2023-10-10T23:11Z 10.5K followers, [----] engagements


"@jkLosingMoney @jokkexxx @InnocenceCapit1 I get the trade off. The US system is unique in the sheer amount of grift and waste tho"  
[X Link](https://x.com/dalibali2/status/1711954779214405828)  2023-10-11T04:00Z 10.6K followers, [--] engagements


"@buccocapital I can actual respect that some of them are pro Palestinian. But if youre at Harvard shouldnt you be smart enough to think about signing that letter which is 100% gonna be made public somehow"  
[X Link](https://x.com/dalibali2/status/1711959983569711418)  2023-10-11T04:20Z 10.5K followers, [----] engagements


"@benyiran Mostly for large caps for example when Berkshire and Amazon raised near zero debt thats far out in maturity. I personally dont even factor the debt into the math"  
[X Link](https://x.com/dalibali2/status/1711960640716476847)  2023-10-11T04:23Z 10.5K followers, [---] engagements


"Everyone ogling over openAI 1B revenue should remember the vast majority is from dad in Redmond. In fact I counted less than than $500M TCV from unaffiliated parties for the whole model industry"  
[X Link](https://x.com/dalibali2/status/1712212909236089047)  2023-10-11T21:05Z 10.5K followers, 10.5K engagements


"The SBF trial is wearing on me. Lately the idea of SBF and Caroline having sex has been a recurring nightmare"  
[X Link](https://x.com/dalibali2/status/1712343882758041916)  2023-10-12T05:46Z 13.7K followers, [----] engagements


"JD hit with multiple downgrades hitting all time low trading at mid single digit EBITDA.ok ill bite"  
[X Link](https://x.com/dalibali2/status/1712701042306249050)  2023-10-13T05:25Z [----] followers, 15.7K engagements


"@jrichlive Tom Brady wouldnt be an elite QB by that definition either"  
[X Link](https://x.com/dalibali2/status/1712955817111306371)  2023-10-13T22:17Z 10.5K followers, [---] engagements


"Feel like the market finally affording an opportunity for me to get back to my roots of being a fundamental buy and hold investor. Nature is healing"  
[X Link](https://x.com/dalibali2/status/1712957955065479541)  2023-10-13T22:26Z 10.6K followers, [----] engagements


"Has anyone tried ozempic together with roids seems like a powerful combo to take civilization to the next level"  
[X Link](https://x.com/dalibali2/status/1712963442431402212)  2023-10-13T22:48Z 10.5K followers, 20.9K engagements


"Had to spend a lot of time with SW corpdev recently finding a home for some of our shitcos that arent gonna make it. Experience: Good: salesforce Oracle NOW Slow but not unpleasant: Cisco Microsoft Bad: SAP hubs Adobe"  
[X Link](https://x.com/dalibali2/status/1713027434965266607)  2023-10-14T03:02Z 13.4K followers, 17.4K engagements


"@FabFund Indecisive no idea what they want so wasted our time for no reason"  
[X Link](https://x.com/dalibali2/status/1713295851567882564)  2023-10-14T20:48Z [----] followers, [---] engagements


"gone thru data for [--] household GenAI deals that were or will be in the mkt. - on avg contracted ARR for [----] missed by 80% (one as high as 95%) - [--] year out projections remain unchanged - On avg valuation bogey is 2.4x over last round How do traditional VC look at these"  
[X Link](https://x.com/dalibali2/status/1713369864856011216)  2023-10-15T01:43Z [----] followers, 12.1K engagements


"TWLO @ 10x '24 sellside EBITDA. i see more topline risk than they do but still a bargain"  
[X Link](https://x.com/dalibali2/status/1713966359770742934)  2023-10-16T17:13Z 13.4K followers, [----] engagements


"@IdleLightkeeper How do engineers who have to work with hw and design tools actually work from home"  
[X Link](https://x.com/dalibali2/status/1714079886921572357)  2023-10-17T00:44Z [----] followers, [---] engagements


"@jontester Why am I getting this ozempic ad"  
[X Link](https://x.com/dalibali2/status/1714086759565566352)  2023-10-17T01:11Z 13.5K followers, [---] engagements


"If your PR includes the word masterplan. You aint gonna make it"  
[X Link](https://x.com/dalibali2/status/1714381649528680744)  2023-10-17T20:43Z 10.5K followers, [----] engagements


"Simple math for TSLA for me is that they need to get to 50B in EBITDA (or have a path there). Seems far away"  
[X Link](https://x.com/dalibali2/status/1714796922547114120)  2023-10-19T00:13Z [----] followers, [----] engagements


"@lfg_cap @seekinggarp the data is the data across earnings. but you can make the argument the economy hasnt even started correcting yet"  
[X Link](https://x.com/dalibali2/status/1715065570100687128)  2023-10-19T18:01Z [----] followers, [---] engagements


"someone pls get him out of office. jesus christ BIDEN TO SEEK $60 BILLION FOR UKRAINE $14 BILLION FOR ISRAEL (Reuters) U.S. President Joe Biden's supplemental spending request to Congress will include $60 billion for Ukraine and $14 billion for Israel a source familiar with his plan told Reuters. The supplemental spending https://t.co/UP9QVI4O8z BIDEN TO SEEK $60 BILLION FOR UKRAINE $14 BILLION FOR ISRAEL (Reuters) U.S. President Joe Biden's supplemental spending request to Congress will include $60 billion for Ukraine and $14 billion for Israel a source familiar with his plan told Reuters."  
[X Link](https://x.com/dalibali2/status/1715157421721813015)  2023-10-20T00:06Z 13.4K followers, 12.7K engagements


"The ecom platforms like SHOP and BIGC really havent corrected much. Kind of surprising"  
[X Link](https://x.com/dalibali2/status/1715203888486531116)  2023-10-20T03:10Z 10.5K followers, [----] engagements


"@jclarkson203 JFrog i think stands for Jamaican Frog"  
[X Link](https://x.com/dalibali2/status/1715418675518623984)  2023-10-20T17:24Z 10.5K followers, [---] engagements


"What are some legend status artists you just hate For me its chili peppers and Sting"  
[X Link](https://x.com/dalibali2/status/1715421036257436159)  2023-10-20T17:33Z [----] followers, [----] engagements


"Biggest surprise of [----] for me is how little consolidation of the sub-scale small cap SaaS universe occured"  
[X Link](https://x.com/dalibali2/status/1715435471470485544)  2023-10-20T18:31Z [----] followers, 13.2K engagements


"okta just a complete embarrassment in the security world these days"  
[X Link](https://x.com/dalibali2/status/1715450222363705708)  2023-10-20T19:29Z 10.5K followers, [----] engagements


"@IdleLightkeeper why do you think that 100M savings compounded at 5% for [--] years = $27M which is a nice safety net for your kids 20K savings compounded gets you 5K which is down payment for a shitty car"  
[X Link](https://x.com/dalibali2/status/1715794393146253637)  2023-10-21T18:17Z [----] followers, [---] engagements


"@buccocapital True love"  
[X Link](https://x.com/dalibali2/status/1715851839701463330)  2023-10-21T22:05Z [----] followers, [----] engagements


"@MeghanKReynolds VC volume back to normal volume isnt a bad thing at all"  
[X Link](https://x.com/dalibali2/status/1716139167430947274)  2023-10-22T17:07Z [----] followers, [---] engagements


"@MarceloPLima Quick get Google to invest"  
[X Link](https://x.com/dalibali2/status/1716943276253823488)  2023-10-24T22:22Z [----] followers, [---] engagements


"GCP spends all their time buying deals with balance sheet investments and still cant grow. Maybe GCP just sucks"  
[X Link](https://x.com/dalibali2/status/1716994580783288369)  2023-10-25T01:46Z [----] followers, [----] engagements


"Kinda regret posting this. Only learned [--] thing: theres alot of Indians on twitter and people have strong feelings about India lol"  
[X Link](https://x.com/dalibali2/status/1717017228905005278)  2023-10-25T03:16Z [----] followers, 20.7K engagements


"SQ looking interesting"  
[X Link](https://x.com/dalibali2/status/1717200793701605478)  2023-10-25T15:25Z [----] followers, [----] engagements


"@akramsrazor look at you all active again on twitter now that the VICR death threats went away"  
[X Link](https://x.com/dalibali2/status/1717313427218280757)  2023-10-25T22:53Z [----] followers, [---] engagements


"Might need to sell a substack on hedging. im down 0.01% today and down 0.02% yesterday"  
[X Link](https://x.com/dalibali2/status/1717581429998252451)  2023-10-26T16:38Z [----] followers, [---] engagements


"@Rebrand_As_Y @akramsrazor One day AWS will be spun off and grows at 7% a year at 13x ebitda. Then well all wish for the old Amazon back to have multiple levers of growth"  
[X Link](https://x.com/dalibali2/status/1717673811817201983)  2023-10-26T22:45Z 10.9K followers, [---] engagements


"does Cathie still have a $2000 PT on ZM thats one helluva multiple expansion"  
[X Link](https://x.com/dalibali2/status/1717963526755815782)  2023-10-27T17:56Z 10.5K followers, [----] engagements


"@virtualclay You guys hiring"  
[X Link](https://x.com/dalibali2/status/1718093811422031961)  2023-10-28T02:34Z [----] followers, [---] engagements


"Zoom is so interesting to me. The Covid demand pull + superior user experience basically means they won a decade early. And the result Not very pretty"  
[X Link](https://x.com/dalibali2/status/1718347095323865275)  2023-10-28T19:20Z [----] followers, 58.7K engagements


"@buccocapital Thats true. Its just bizarre that all their end markets are now saturated"  
[X Link](https://x.com/dalibali2/status/1718386480052424740)  2023-10-28T21:57Z [----] followers, [---] engagements


"when u think ZI is priced for shit fundys but its not"  
[X Link](https://x.com/dalibali2/status/1719361881121669342)  2023-10-31T14:33Z [----] followers, [----] engagements


"Finally paycom dies. Took long enough"  
[X Link](https://x.com/dalibali2/status/1719449842316136776)  2023-10-31T20:22Z 13.1K followers, 16K engagements


"all the dynamic points to an ugly qtr for expensify. less people + budget constraints + more competition = more people fighting for smaller spend. But so what This isnt payc and doesnt trade at a premium. its 1x rev and 7-8x EBITDA. The only thing i care about is spend control"  
[X Link](https://x.com/dalibali2/status/1719459507901009998)  2023-10-31T21:01Z [----] followers, [----] engagements


"Internet ex DAU growth = value trap. Always has been"  
[X Link](https://x.com/dalibali2/status/1719464662734078049)  2023-10-31T21:21Z [----] followers, 19.2K engagements


"@Rebrand_As_Y my personal view is pins as a category is going away in [--] years but thats just me. too many large players blurring the lines for pins to be even remotely relevant"  
[X Link](https://x.com/dalibali2/status/1719468392682500362)  2023-10-31T21:36Z [----] followers, [----] engagements


"Too cheap to not buy wins again with MTCH. PayPal will be different tho :)"  
[X Link](https://x.com/dalibali2/status/1719733202242379886)  2023-11-01T15:08Z [----] followers, [----] engagements


"Might have to pick up some CFLT at this price now"  
[X Link](https://x.com/dalibali2/status/1719851815867728258)  2023-11-01T23:00Z 10.9K followers, [----] engagements


"@PiyDW made my money on the short side. i dont see how you can own this after the call last night"  
[X Link](https://x.com/dalibali2/status/1719855156635066733)  2023-11-01T23:13Z [----] followers, [---] engagements


"i'd say out of the 35% drop in CFLT 10% is on the actual numbers rest of it is re-rating. tough market for ex growth"  
[X Link](https://x.com/dalibali2/status/1719857198703206472)  2023-11-01T23:21Z [----] followers, [----] engagements


"ENPH is hilarious. Drops ahead of earnings on competitors then drops on its own earnings then drops after earning on SEDG again"  
[X Link](https://x.com/dalibali2/status/1719865877062148334)  2023-11-01T23:55Z [----] followers, 26K engagements


"@Rebrand_As_Y Agreed"  
[X Link](https://x.com/dalibali2/status/1719882397217673433)  2023-11-02T01:01Z [----] followers, [----] engagements


"ding ding. the other half is going to pay well"  
[X Link](https://x.com/dalibali2/status/1720170869371421158)  2023-11-02T20:07Z [----] followers, 14.4K engagements


"my hypothesis on infra at the start of the AI boom was simple. some played out already and some still TBD. [--]. pure infra = clear winner (NVDA clouds) [--]. network = clear winner with a lag (jnpr anet) [--]. data layer = hype bigger lag [--]. app layer = hype revenue way out there"  
[X Link](https://x.com/dalibali2/status/1720193694597554611)  2023-11-02T21:38Z 10.6K followers, 14.7K engagements


"Which shitco will implode and destroy your career next week"  
[X Link](https://x.com/dalibali2/status/1720454656646955495)  2023-11-03T14:55Z [----] followers, 22.4K engagements


"Some dude on here out on a $460 PT for Palantir lol"  
[X Link](https://x.com/dalibali2/status/1720518559875375230)  2023-11-03T19:09Z [----] followers, [----] engagements


"The new software cool kids club are the 5% growth 30% margin 10x EBITDA group competing for money flow against Emerson McDonalds and Exelon"  
[X Link](https://x.com/dalibali2/status/1720525039471358276)  2023-11-03T19:35Z [----] followers, 19.9K engagements


"anyone have a good sense how much of palantir's projects are custom vs. off the shelf/configured"  
[X Link](https://x.com/dalibali2/status/1720573325620170879)  2023-11-03T22:47Z [----] followers, [----] engagements


"BILL selling continues. 55-60 puts might be interesting to short"  
[X Link](https://x.com/dalibali2/status/1721608811776274581)  2023-11-06T19:21Z [----] followers, [----] engagements


"hiring a career big company b2b person to run bumble seems like a bad idea"  
[X Link](https://x.com/dalibali2/status/1721616791296950575)  2023-11-06T19:53Z [----] followers, [----] engagements


"Goddamn fixed income is boringand to think at one point I almost became a bond trader"  
[X Link](https://x.com/dalibali2/status/1721748320773878047)  2023-11-07T04:36Z 10.5K followers, [----] engagements


"Mdb up 14% on ddog is silly"  
[X Link](https://x.com/dalibali2/status/1721913595339096411)  2023-11-07T15:32Z [----] followers, [----] engagements


"Navigating ShitCo earning landmine is the closest thing to war for this generation"  
[X Link](https://x.com/dalibali2/status/1721968942657462496)  2023-11-07T19:12Z [----] followers, 14.8K engagements


"Just realized someone convinced me to pick up KIND awhile back. Thats not doing too well"  
[X Link](https://x.com/dalibali2/status/1722357959081247191)  2023-11-08T20:58Z 10.5K followers, [----] engagements


"feels like uber spawned alot of solid CFOs and VP of finance"  
[X Link](https://x.com/dalibali2/status/1722383855037100203)  2023-11-08T22:41Z [----] followers, [----] engagements


"Everyone complaining about twlo decelerating growth should look at Sinch and stock reaction. There is no growth in his market this year. Sinch organic declines 4% and stock was up 20% because of demonstrating better operating leverage which is what matters right now"  
[X Link](https://x.com/dalibali2/status/1722452276793561533)  2023-11-09T03:13Z [----] followers, [----] engagements


"We have a winner. Blowup of the day goes to.CDLX"  
[X Link](https://x.com/dalibali2/status/1722452990768959846)  2023-11-09T03:16Z 12.9K followers, 10.4K engagements


"@davey_juice Who cares about gaap loss"  
[X Link](https://x.com/dalibali2/status/1722472024017375494)  2023-11-09T04:31Z [----] followers, [---] engagements


"Can someone tell me what product marketing is So a product mgr cant explain his own product and a marketing person cant draw pictures"  
[X Link](https://x.com/dalibali2/status/1722501067605488123)  2023-11-09T06:27Z [----] followers, [----] engagements


"These 30-40% moves are nuts. Usually reserved for thesis changes not a 5-10% delta on guidance"  
[X Link](https://x.com/dalibali2/status/1722769827167916391)  2023-11-10T00:15Z 11.5K followers, 47.2K engagements


"If BILL wants to increase its stock price NT its not that hard. just shave off a slug of cost and it'll trade at a value EBITDA multiple considering the growth investors are out. Right now stuck in no mans land"  
[X Link](https://x.com/dalibali2/status/1723038042343043239)  2023-11-10T18:00Z [----] followers, [----] engagements


"why do people think Unity is cheap Cheap is if they got 1B EBITDA in the bag but thats like 4-5 years out"  
[X Link](https://x.com/dalibali2/status/1723043589565866036)  2023-11-10T18:22Z [----] followers, [----] engagements


"@FoolAllTheTime i dont think their game engine is apple standard (i had money in their series B)"  
[X Link](https://x.com/dalibali2/status/1723046509048988032)  2023-11-10T18:34Z [----] followers, [---] engagements


"Waiting for a Taylor swift salad chain to bring back GDP growth"  
[X Link](https://x.com/dalibali2/status/1724603730958700908)  2023-11-15T01:42Z [----] followers, [----] engagements


"My son wanted to play a shopkeeper game Him (shopkeeper) : want to buy this toy Me: no money him: its ok Ill give you to money to buy it with Me: yay Reminded me of Googles style of deal making"  
[X Link](https://x.com/dalibali2/status/1724640550744408242)  2023-11-15T04:08Z 14.4K followers, [----] engagements


"I mostly lose interest in names when it gets too complex. Think thats been a positive"  
[X Link](https://x.com/dalibali2/status/1724808311525220393)  2023-11-15T15:15Z [----] followers, [----] engagements


"@sv_techie Its just passive lazy money. Why do u think mutual fund performance usually sucks so bad"  
[X Link](https://x.com/dalibali2/status/1724955811733189073)  2023-11-16T01:01Z 11K followers, [---] engagements


"@heartbreakout @EricJhonsa There was a big effort on intels part to use their balance sheet to protect their installed base in the last quarter. I wouldnt read into this competitively"  
[X Link](https://x.com/dalibali2/status/1724962113360416858)  2023-11-16T01:26Z [----] followers, [---] engagements


"BABA down 10% but no spin of cloud biz is the right decision and core business was fine. nothing burger"  
[X Link](https://x.com/dalibali2/status/1725253956652372006)  2023-11-16T20:46Z 10.5K followers, [----] engagements


"if you wanna know why BABA underperformed so badly over the last few years this is all you need. Bytedance been eating their lunch with new commerce formats"  
[X Link](https://x.com/dalibali2/status/1725254630836441563)  2023-11-16T20:48Z [----] followers, [----] engagements


"*Bytedance and PDD i meant to say"  
[X Link](https://x.com/dalibali2/status/1725254782057849319)  2023-11-16T20:49Z [----] followers, [----] engagements


"@nikhiln17 @LEJCapital @EricJ______ @ChairliftCap @viggy_krishnan @Goyal_Vivek @IndraStocks Different jobs skills all together. Early stage VC dont even need to know math"  
[X Link](https://x.com/dalibali2/status/1725325685730988308)  2023-11-17T01:31Z [----] followers, [---] engagements


"Altman gonna have [---] seed term sheets by the time he wakes up. I think hell live guys chill out"  
[X Link](https://x.com/dalibali2/status/1725709446670877120)  2023-11-18T02:56Z 24.1K followers, 10.4K engagements


"@qcapital2020 @eliant_capital The master of hedge does not care about some Sam guy"  
[X Link](https://x.com/dalibali2/status/1726061714700128717)  2023-11-19T02:15Z [----] followers, [---] engagements


"@TheLongInvest Im long but this isnt the right way to think about it. [--] years ago baba was not really contested in commerce since then it has lost share year after year. Its the Walmart of ecom so its valued as much. Agree its cheap but needs to demonstrate gains"  
[X Link](https://x.com/dalibali2/status/1726283843957858417)  2023-11-19T16:58Z [----] followers, [----] engagements


"@KoalemosCap Yahoo finance"  
[X Link](https://x.com/dalibali2/status/1726289167666340260)  2023-11-19T17:19Z [----] followers, [---] engagements


"I have no idea how OpenAI employee incentives are structured but in a traditional equity model why wouldnt the early team wanna try and get out The upside isnt theirs anymore and the zero to 90B already vested"  
[X Link](https://x.com/dalibali2/status/1726474443705467202)  2023-11-20T05:35Z [----] followers, 15.1K engagements


"Microsoft didnt win just lost less and saved some face"  
[X Link](https://x.com/dalibali2/status/1726618387563098389)  2023-11-20T15:07Z [----] followers, 10.1K engagements


"@anonsockpuppet @fute_nukem You can make the case Microsoft can now build a new model stack and own it while gradually winding down OpenAI committments. But that doesnt seem all that appealing if i were to guess where Satya's head's at. and it'll take a long time and its not that differentiated now"  
[X Link](https://x.com/dalibali2/status/1726658166409298334)  2023-11-20T17:46Z [----] followers, [---] engagements


"@cailen im sure a huge chunk of HC growth came after the investment"  
[X Link](https://x.com/dalibali2/status/1726675631994519886)  2023-11-20T18:55Z 10.5K followers, [---] engagements


"@matt_slotnick if losing 13B is winning i dont wanna know what losing is"  
[X Link](https://x.com/dalibali2/status/1726692056347849041)  2023-11-20T20:00Z [----] followers, [---] engagements


"The amount of Satya and Altman worshiping here is absurd. Especially when many people who worked with Altman had bad things to say. Tech community is weird"  
[X Link](https://x.com/dalibali2/status/1726785389548196019)  2023-11-21T02:11Z [----] followers, 67.9K engagements


"Thing I hate most about Asian company is the conglomerate mentality. I bottle water but why cant I also make precision medical equipment"  
[X Link](https://x.com/dalibali2/status/1726827137737580931)  2023-11-21T04:57Z [----] followers, 10.4K engagements


"@benyiran Think motivation is different. European conglomerates came out of decades of baggage American from vertical integration. Asian from throwing shit at the wall and seeing what sticks"  
[X Link](https://x.com/dalibali2/status/1726844022285881750)  2023-11-21T06:04Z [----] followers, [---] engagements


"@loganbartlett @eshear @loganbartshow Whats OpenAI got against hair"  
[X Link](https://x.com/dalibali2/status/1726866489926639631)  2023-11-21T07:33Z 10.5K followers, [---] engagements


"This was from JPM in October. the profit side of TEMU seems wildly optimistic no For the record im long PDD but mainly for momentum. Still think its purely a pyramid scheme if you ask me"  
[X Link](https://x.com/dalibali2/status/1727037330937221572)  2023-11-21T18:52Z [----] followers, [----] engagements


"All your option premiums on NVDA will be used to fund the Dolphins investment"  
[X Link](https://x.com/dalibali2/status/1727072793001664629)  2023-11-21T21:13Z [----] followers, 26.3K engagements


"@akramsrazor If u were to short something Id imagine u short NVDA. Hyperscaler revenue is diversified (retail search apps etc)"  
[X Link](https://x.com/dalibali2/status/1727166272453112308)  2023-11-22T03:25Z [----] followers, [----] engagements


"Im not close to this but does anyone know why the GPU export ban matters when companies can consume it as a cloud service"  
[X Link](https://x.com/dalibali2/status/1727203327249969555)  2023-11-22T05:52Z [----] followers, [----] engagements

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