Ross Hendricks
@Ross__Hendricks
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Actionable investment ideas at the https://t.co/JBdRjC4RrH
Great State of Texas
Joined June 2018
Oops
game over *BLUE OWL TALKS ON DATA CENTRE INVESTMENT STALLED: FT *BLUE OWL WILL NOT BACK $10B DEAL FOR ORACLE DATA CENTER: FT *BLUE OWL CAPITAL SHARES FALL 2% IN PREMARKET
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Nothing a few hundred million in 0DTE call options can’t solve
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Maybe "it's different this time" ?
The US unemployment rate is now up by 1.2 percentage points from its trough 30 months ago ... we have never seen that kind of increase without the economy already being in a recession
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Every investor who has bought $VG at any point in its history (IPO'd earlier this year) is sitting on significant losses... which means a lot of tax loss harvesting crushing the share price in the last few weeks... which means it could be an interesting early year recovery story
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Is this the manufacturing renaissance we were promised?
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The latest Microsoft Research Forum episode is now available on-demand. Explore purposeful research and its real-world impact.
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Note that $tsla has a robotaxi fleet of precisely zero
The math for Waymo is brutal: Waymos cost >$100,000 per car. To deploy 500k more Waymos will cost the company $50bn of up front capex. This would be only 10% of Tesla’s existing fleet. Note that Tesla’s fleet is growing on the order of ~500k every three months. $0 capex.
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It’s over … AI boom is officially over
$ORCL bond holders now sit on 9% of unrealized losses on $18 billion of debt issued just this September with the bonds falling to “junk” rating as CDS jump from 1.58 on December 9th to 1.71 December 12, now matching its highest number since the Great Recession. Oracle has made
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@Andercot Harnessing even a millionth of the Sun’s energy would make every human a billionaire in purchasing power
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This is a short clip from my Seaman Lecture talk at Taylor University. I likened investing to fantasy football. We are often rooting for the other team because our fantasy football team has players from the other team. In the same way, we find ourselves rooting against our own
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Prices up by about 300% across the board since 1994 Our money is broken
LOOK at those prices and realize what they’ve taken from us:
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This will all seem so obviously absurd in hindsight Greatest episode of mass financial delusion in our lifetimes
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Time to revolt against these nerds
Fox tells Americans to buy artificial trees so Christmas tree farms can be used for data centers: "Everybody needs to get on board."
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Everyone calling bullshit on OpenAI’s future spending commitments Ya love to see it
This Broadcom earnings call is incredible. Hock Tan gets mad at an analyst for asking for clarity over OpenAI’s supposed 10 gigawatt chips deal, which Tan responds to by saying that “they are on their multi-year journey to their own XP and let's leave it at that.”
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Explore an infinite universe in No Man’s Sky. Play now on Steam 🚀
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No, I will not take time out of my day to review your service. My thank you came in the form of the payment. And sending me three texts as a reminder to "rate and review" only makes me want to never do business with you again.
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Land of the free
Wow buried in the new US tourist guidelines, you need to give: -5 years of phone records -all old email addresses -5 years of social media history -info of all close relatives -Your FUCKING DNA?!?! What the hell man! Say goodbye to ALL US tourism!
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Money printer engaged
Fed bids for 4-Week bills total $265.7 mln.
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Santa Rug Pull
Stock futures are literally melting down. NASDAQ getting completely REKT Merry Christmas 🎄!
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It really is the best ROI investment you can make in software all year ...
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So the Fed is now buying Treasuries again. $40 billion of bills a month...@FTAlphaville covers it well. And with a sense of humor - Sure John LOL. And we have a "new" acronym to learn RMPs - Reserve Management Purchases. The last line of the article is notable. “However,
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Waymo on track to hit one million fully autonomous rides per week $tsla still at zero Oops
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