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TheLAPurchaser @TheLAPurchaser

L/S Equity. Not financial advice.

Joined April 2020
  • Tweets 4,785
  • Following 732
  • Followers 7,484
424 Photos and videos
Wait, Nebius was Yandex? LOL $NBIS
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Idc what you think about Trump, this UFC fight is sick
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AI Wars: The Next Chapter $MSFT $AMZN $GOOGL $NVDA $AVGO
Satya Nadella
@satyanadella
Jun 14
x.com/i/article/206558289479…
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Again, I present to you the next chapter in the LLM v CSP v Silico Wars I would also like to highlight one ecosystem trades at >20x revs the other trades at <20x P/E $MSFT $AMZN $NVDA $AVGO
Satya Nadella
@satyanadella
Jun 14
x.com/i/article/206558289479…
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This is how you win the hearts, minds, and politics People forget that the internet cos have been through 20 years of being the political punching bag Ant/OAI have some catching up to do
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x.com/thelapurchaser/status/…

TheLAPurchaser
@TheLAPurchaser
Jun 14
The LLM v CSP v Silicon Wars -- After a period of symbiosis where $NVDA $MSFT $AMZN funded the labs, we're entering a much more contentious era. The categories have been converging, but the AMZN v. Anthropic showdown will really turn up the temperature going forward.
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The LLM v CSP v Silicon Wars -- After a period of symbiosis where $NVDA $MSFT $AMZN funded the labs, we're entering a much more contentious era. The categories have been converging, but the AMZN v. Anthropic showdown will really turn up the temperature going forward.
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Some advice for Dario and Sam — You guys have a good thing going. Hire better PR firms. Do some public vocational coaching. And chill with the AI doom porn. Otherwise…
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Image credit @sdmat123
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TheLAPurchaser retweeted
Martin Shkreli
@MartinShkreli
Jun 13
Replying to @ClaudeDevs
reset your leadership team
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So right back to shorting mag7 to own shitcos, ya?
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panicians. never a doubt. que the memory meme. $DRAM $MU $SNDK
TheLAPurchaser
@TheLAPurchaser
Apr 8
KV cache yada turboquant yada yada compression something something $DRAM $MU $SNDK
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How bad would it be if SpaceX breaks issue price this wk?
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i mean for momentum and the broader tape...prob the thing that worries me most
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Semis down -10%? $SOXX Ok. We taking the rest of the mkt down with us $SPY
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we take for granted how cool this job is sometimes...front seat to innovation. access to worlds smartest. curious minds.
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only when you're making money tho...noose and tie otherwise.
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We're not talking about this largely incremental 20GW of $AVGO AI XPV compute by CY28 enough....
JT
@lokoyacap
Jun 4
A new hyperscaler was born last night that is about to deploy hundreds of billions in capex over the next 24-30 months and ppl are literally sleeping on this. Incredible.
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Today, Jensen is a benevolent overlord. Just remember, what the king giveth today, he can taketh tmwr! $NVDA $MRVL
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Shinsegae has most exposure to high end / luxury and is outperfroming the KOSPI YTD
SemiAnalysis
@SemiAnalysis_
Jun 2
Samsung & SK Hynix bonus season just hit different in Korea Luxury sales near their campuses: 🟠 Jewelry: 146% YoY 🟠 Watches: 85% YoY 🟠 Overall luxury: 53.6% YoY Quiet beneficiaries: Shinsegae, Lotte, and Hyundai department stores near their campuses are reportedly all seeing luxury sales up 40% chosun.com/economy/market_tr…
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