Well this is fun

Apparently you have to know ahead of time which will be high growth…huge if true

1/ Now would be a good time to study the Nifty Fifty. $MCD was the OG $CMG (kind of ironic since MCD used to own CMG) check out these annual growth rates:

Party still on but this time next year we will be asking “where were the signs”

CSU is well and truly fucked. Just incredible

Let’s revisit in 6 months…

Metas plan for nuclear-powered AI data centre thwarted by rare bees

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.

After a decade sit out Rosie throwing in the towel prob a few months before the high is hard to watch

Seen about 50 UBER is a buy now it’s contrarian it’s gone too far pitches this week

CADAUD flat 1yr 3yr 5yr still up 10yr

Cnq getting table poundery

Upgraded to table pounder

Sheepishly maintaining table pounder and reiterating “paid to wait” 🫠

Breadth was hanging in there until this week

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

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

Colette just a dog with peanut butter in its mouth on this script