Pythia Cap: Vertical Market Sycophant
@PythiaR
Followers
65K
Following
157K
Media
6K
Statuses
77K
Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Des Moines, Iowa
Joined June 2019
Check her bio
I really want a Rolex, but I genuinely cannot ever find one in store and I have put my name down at six stores in six different states, and they haven’t called me!! The only reason I don’t wanna buy one resale, is because I’ve been scared into thinking that it’s gonna be fake or
25
150
8K
Pretty embarrassing that Canada, the country even more addicted to and dependent on housing than the US, is stuck with 5 year rate reset mortgages while the US gets 50 years.
1
1
6
So he's going to give everyone $2k before the USSC rules he has to give all the tariff money back.
BREAKING: Trump has announced a $2,000 payment to most Americans, funded by U.S. tariff revenues.
5
0
24
Thought: The end of the memory supercycle is inevitable. As @evrgn11112231 correctly pointed out, for the cycle to be sustained, the majority of excess cash in an upturn must be returned via dividends/buybacks, thereby suppressing excessive reinvestment into WFE/greenfield.
Also for “this time to be different” you aren’t just making a bet on capacity discipline IMO, but rather also what happens to pricing and industry returns when demand inevitably softens and producers are sitting on excess inventory and underutilized fabs. What does “this time is
16
31
185
If pod monkies had more sex they’d be less anal
0
0
1
FWIW street estimates are not reliable for $CSU.TO and you probably shouldn’t use them unless you’re going to go in an audit how they actually calculated their metrics (eg removing TSS liability, minority interests yada yada)
It’s the first time in all of the years that I’ve followed Constellation/Topicus that I see people comparing results to street estimates Probably a good sign re. sentiment $CSU $TOI
3
0
41
$APH estimates are too low
Nvidia CEO Jensen Huang is in Taiwan seeking more TSMC chip capacity, said TSMC CEO C.C. Wei, which Jensen confirmed, saying business is very strong, and getting stronger each month, media report. Wei said the exact amount of additional capacity was a secret. Jensen said TSMC is
1
1
59
Cowen note on $RPID - confirms multi-system orders are additive to MilliporeSigma commitments
Smashing results and everything we’ve been patiently waiting for. Guide hopes to 27 systems from 21-25 for ‘25, after sandbagging last Q, sets us up very well for ‘26+ momentum. Recall this is a razor/blade model and the installs are all that matter LT; this was an A+ Q. $RPID
1
1
7
Crazy commentary on the $CSU.TO call. Cant believe they just said that! 🚀🚀🚀☠️☠️☠️
9
0
105
Been staring at this photo from Trump’s gatsby party a lot today. When I had Xanax induced sleep paralysis I would see this woman. I didn’t think she was real but here she is in the flesh
2K
2K
37K
The reports of the death of VMS have been greatly exaggerated. $CSU.to Q3: Rev: +16%, Organic: +5% CFO: +33% FCF +46% Q1-Q3: Rev +15% Organic: +3% CFO: +28% FCF: +27% https://t.co/D2bPcAcstv
5
7
137
Vinyl is vital to so many industries. It's the backbone of a diverse set of products, like pipe for safe water delivery.
7
14
50
This is what I’ve been thinking for a while. For HDDs, the price ceiling doesn’t seem to be as high as it is for GPUs. In other words, if HDD prices rise too much, there will inevitably be resistance and people will start looking for alternatives. But can QLC NAND really be
13
20
176
Of all the wastes of time out there tracking $MSFT CDS might be the most wasteful
14
0
252
I made 100% on a stock which I sold to buy another stock I’m down 10% on but the stock I sold is down 50% since I sold it
7
0
55
Also they don’t guide or give any real commentary so… nothing to hope for there. Tbh they should reinstate calls. Don’t think Miller has earned the right for opacity. $CSU.TO
2
0
30
Want to learn more about ethnic studies and the dangers of extremist ideology in K-12 schools? Make sure to subscribe to our biweekly newsletter by clicking the link in our bio.
3
3
26
$CSU.TO earnings will be fine, capital deployment will be fine, organic growth will be fine. And none of it will do anything for the stock because one quarter won’t settle the bear debate.
1
1
95