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moatsixcap @moatsixcap
Joined November 2019
  • Tweets 705
  • Following 1,500
  • Followers 5,334
49 Photos and videos
For all the ppl bitching about software on the way down. Buy it on the way up
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Been doing this awhile. I don’t think I have seen a better run in any public asset ever , than SNDK
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Feels like revenge of jensen incoming
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Micron 10x book, hit twice in 90s. Looking for records now
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last 6 months been some of the most fun in my career
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We are a buck or two away from buy the dip. These things keep gifting you chances , not even the best play but certainly the simplest.
moatsixcap@moatsixcap
3 Mar 2025
Upgraded to table pounder
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Long inventory oil has become positive carry put. That shouldn’t exist
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Very regretfully reiterating pounded table status. Not good what’s happening in the world and not looking to cash in, just trying to provide for and protect my family
moatsixcap@moatsixcap
3 Mar 2025
Upgraded to table pounder
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Canadian energy names were working even before Venezuela. Retail flows have been 💪
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moatsixcap@moatsixcap
19 Nov 2025
Colette just a dog with peanut butter in its mouth on this script
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moatsixcap@moatsixcap
30 Sep 2025
When u ask every model to rank all models as investing assistants and ask them to be objective, they all still put themselves first, except for Grok which puts itself last
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moatsixcap@moatsixcap
28 Aug 2025
The bear case for AI/mkt is not that capital intensity goes up it’s that it goes down…was deepseek/January really that long ago
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moatsixcap@moatsixcap
16 Jul 2025
Breadth was hanging in there until this week
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Sheepishly maintaining table pounder and reiterating “paid to wait” 🫠
moatsixcap@moatsixcap
3 Mar 2025
Upgraded to table pounder
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Upgraded to table pounder
moatsixcap@moatsixcap
14 Jan 2025
Cnq getting table poundery
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moatsixcap@moatsixcap
14 Jan 2025
Cnq getting table poundery
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moatsixcap@moatsixcap
17 Dec 2024
CADAUD flat 1yr 3yr 5yr still up 10yr
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moatsixcap@moatsixcap
16 Dec 2024
Seen about 50 UBER is a buy now it’s contrarian it’s gone too far pitches this week
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moatsixcap@moatsixcap
13 Dec 2024
After a decade sit out Rosie throwing in the towel prob a few months before the high is hard to watch
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moatsixcap@moatsixcap
10 Dec 2024
Always hear the nerds who’ve sat out the great American bull talk these stats so I had to check. Arbitrarily what % of S&P 500 and eurostoxx600 are <20x fwd eps and >20% roe. Would not have expected roe composition to be negligibly different. Maybe the nerds have something here.
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