Q-Cap
@qcapital2020
• Art of Satire • Grift Detective • No Investment Advice • Nothing to Sell • Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
1.4K Following 70.6K Followers
The All-in podcast this week
Honestly there's things in the last year that still make me confident in Capital Markets doing its job
$OKLO: No revenue, paper reactors, burning $570M in FCF. Down -84%
$FRMI: No revenue, promising a 17MW project in Texas by 2032 lol Down -89%
$OPEN: Losing money every quarter, CEO musical chairs, retail bagholders. CEO has rabies/Rabois Down -73%
$RGTI: Quantum's poster child, CEO looks like he sells timeshares at a casino. Down -80%
Keeping them honest one shitco at a time
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Druckenmiller just wrote an opinion for the WSJ on the Bond Market and how Bessent is making a huge mistake
Spitting absolute fire
EVERY BULL MARKET HAS THEIR SACRIFICIAL LAMBS
WE HONOUR YOUR SERVICE
$RDDT down 5% because people think Reddit is walking away from Google? I actually see the opposite. This reads like a company telling Google, “The next contract won’t be $60M buddy” Google needs Reddit’s data 10x more today than it did when they signed the original deal
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