4drant
@4drant
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Tech Investor. everyone and everything here is a joke!
Mars
Joined December 2019
$GTLB seat expansion drivers - tool chain consolidation (Jenkins) - new personas (security, compliance) Sellside focused on lapping past price increases even though it doesn’t drive growth. Not talking seat expansion Seats will slow, usage will pick up. Govt shutdown snapback
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Let’s hope they are not stupid enough to sell the photonics business $iqe.l
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Gavin Baker ( who publicly announced in Jan'25 that his best business bet for 2025 was High Bandwidth Memory stocks like Micron, SK Hynix etc. ) According to his latest 13F filing, Pure Storage $PSTG is his #1 holding and is three times larger than Micron $MU What does he know
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Sid is building Kilo which is mostly an agent harness and works with whatever LLM you want (including Local). $GTLB has ROFR on Kilo code
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We have reached investing singularity
Truly *feels* like a market (really the outsized underlying moves) whipped around by people using AI to make aggressive thematic bets
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Sometime this year, right when everyone is long $soxx and everything in it with 3x levered ETFs, the market is will discover price elasticity of demand … the token demand that is currently unlimited at $0/month
So the reason Claude Code was so popular is because people were hijacking the desktop app’s auth token and using it to call the API from other tools for 1/20th the cost of regular API calls? lollllllll
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So these mythical PMs must be outperforming a lot? Why are average funds underperforming?
I know analysts on here love to dunk on PMs being dumb, but IME this is how institutions work. Most often, 50% lower & the RISK case was actually worse. Reality is a lot of PMs are not as dumb as analysts think, they're just optimizing for different outcomes, i.e. how to...
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When playing a structural trend, always buy a piece of art $IQE $IQE.L $AXTI
$AXTI $5016 $SMTOY $IQE The post makes 4 linked assertions and then draws a strong conclusion: 1) Sumitomo Electric is a Japanese supplier of indium phosphide-related materials; 2) China “exports 70% of raw indium supply”; 3) China has “just banned all exports to Japan,” implying
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Interesting! $qure
$QURE FDA Meeting Scheduled: On January 9, 2026, uniQure N.V. announced a Type A meeting with the U.S. Food and Drug Administration (FDA) regarding its developments. The event is significant for the company's regulatory progress and strategy. https://t.co/owtOSASCoW
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This economy is no different from stock market Flipping +5% just like that
On January 8, the #GDPNow model nowcast of real GDP growth in Q4 2025 is 5.4%: https://t.co/T7FoDdgYos.
#ATLFedResearch Download our EconomyNow app or go to our website for the latest GDPNow nowcast: https://t.co/NOSwMl7Jms.
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May I remind you … this is a bad flu $AMN $CCRN Everyone I know has had a bad flu. Thankfully not hospitalised
Gee whiz, I wonder why we’re having one of the worst flu seasons in decades
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