Carbon Finance
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📊 Investing Visuals & Market Commentary
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How Google Makes Money
$GOOG $GOOGL
Stephen Mandel's Latest Stock Portfolio:
Michael Burry on $MSFT:
“I have thrown every negative thesis I have at it, but it comes out looking pretty good nevertheless.”
How Google Makes Money
$GOOG $GOOGL
I wonder if Chris Hohn is going to dump his Alphabet stake
$GOOG $GOOGL
Stanley Druckenmiller's Latest Stock Portfolio:
The single most important chart that may have saved the AI trade…for now
$ANT
Many investors think $META is a bargain.
I think the market is right to demand a discount.
Zuckerberg's latest comments only reinforced why.
Tomorrow, I'll share my thoughts on Meta's latest quarter.
Join for free:
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Many investors think $META is a bargain.
I think the market is right to demand a discount.
Zuckerberg's latest comments only reinforced why.
Tomorrow, I'll share my thoughts on Meta's latest quarter.
Join for free:
Show more
Seth Klarman's Latest Stock Portfolio:
$ONON
Brother, this is not the time to be messing around.
We’re in execution mode.
Robert Vinall's Latest Stock Portfolio:
Peter Thiel's Latest Stock Portfolio:
Meta recently posted its first quarterly free cash flow loss ever.
$META
Imagine if the S&P 500 fell this much in a single day
Elon trying to wipe out the neoclouds in one swoop 😂
$NBIS $CRWV $IREN
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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Investors have been selling a stock I own.
I believe they're making a mistake, so I've been buying more.
I broke down the latest quarter and why I'm adding.
You can read it here:
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Investors have been selling a stock I own.
I believe they're making a mistake, so I've been buying more.
I broke down the latest quarter and why I'm adding.
You can read it here:
Show more
Peter Thiel's Latest Stock Portfolio:
Pat Dorsey's Latest Stock Portfolio:
