Market wisdom & memes. Compounding rationality. Not financial advice.
Joined February 2025
- Tweets 107
- Following 109
- Followers 54
- Likes 841
2 Photos and videos
Poor Charlie Capital retweeted
Mar 31
Best deals always have well aligned incentives with management and employees.
1
2
17
1,168
Poor Charlie Capital retweeted
Jan 18
Imagine seeing you’re on the same side of a trade as Ben Affleck and going “yep, this guy get is.”
1
1
26
4,448
Poor Charlie Capital retweeted
15 Dec 2025
I think we will look back on this interview as an inflection point that saved us from repeating a .com like bubble.
60
101
1,449
236,322
Poor Charlie Capital retweeted
13 Dec 2025
"Microsoft Scales Back AI Goals Because Almost Nobody Is Using Copilot"
extremetech.com/computing/mi…
380
675
7,846
2,895,632
Poor Charlie Capital retweeted
28 Nov 2025
Live shot of value guys trying outperform the market by purchasing capital intensive cyclical shitcos.
14
18
327
82,940
27 Nov 2025
This is absolutely a material event that requires an 8-K filing @nvidia @michaeljburry
26 Nov 2025
This is the memo that Nvidia sent to sell-side analysts.
The original version was blurry, so I have transcribed it and posted it on my Substack.
My thanks to Bernstein for making the memo publicly available, which helps improve transparency.
open.substack.com/pub/boonte…
1
34
Poor Charlie Capital retweeted
12 Nov 2025
$GOOGL Waymo says it’s now beginning to offer fully autonomous freeway rides across San Francisco, Los Angeles & Phoenix 👀
30
57
550
53,981
Poor Charlie Capital retweeted
1 Nov 2025
“If the road to AGI continues to be exceptionally capital intensive, nobody is better positioned than Alphabet” @borrowed_ideas
18
23
657
46,504
Poor Charlie Capital retweeted
27 Oct 2025
Waymo’s Co-CEO thinks Tesla hasn’t earned the right to make the roads safer, because she thinks Tesla lacks transparency.
“If you’re gonna put vehicles on the road, without a driver behind the wheel, and you’re gonna have someone in another room observing the fleet who can take over the vehicles— it is incumbent upon you to be transparent about what’s happening. If you’re not being transparent, it is my view that you are not doing what’s necessary in order to earn the right to make the roads safer.”
Interviewer: “So based on that definition is Tesla doing the work, is it transparent enough”
Waymo Co-CEO: “What do you think?”
368
33
556
336,636
7 Oct 2025
Top
7 Oct 2025
Mag7 YTD performance. $NVDA $GOOG and $MSFT killing it. Literally zero surprises if you’ve followed my earnings reviews. The numbers don’t lie (unless you’re innumerate).
Pour one out for the $AMZN homies, who are mentally stuck in 2020. It’s an AI world, get with the program.
3
68
Poor Charlie Capital retweeted
6 Sep 2025
The full stack wave is coming! $GOOG is going to be the most valuable company on earth within 2 years.
53
125
1,618
580,196
Poor Charlie Capital retweeted
7 Sep 2025
How much did @stoolpresidente pay Bryce Underwood lol? This kid sucks.
1
1
15
1,234
Poor Charlie Capital retweeted
4 Sep 2025
81% of NVIDIA's revenue comes from 6 customers. More than a third comes from just two customers.
81
121
2,342
170,628
27 Jul 2025
QXO ($QXO)
· Highly fragmented industry and visionary leader with a strong track record of M&A and building shareholder value.
· Leading tech-enabled building products distributor
· Strong alignment of interests between Founder/CEO and management team, which own nearly 50% of the shares outstanding.
1
2
159
27 Jul 2025
Apollo ($APO)
· Top brand which stands to benefit from secular growth of allocation to Alternatives in non-institutional accounts (currently 2% vs. 30-40% institutional allocation).
· Expanding fundraising contributions from wealth vehicles, third-party insurance, and hybrid products.
· 15-20% FRE growth in the coming years, with reasonable valuation multiple, boosted by underappreciated business model via Athene.
78