Dynamicmoats
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dynamicmoats.bsky.social
Dynamicmoats
@dynamicmoats.bsky.social
HF manager. Views are my own. Not investment advice.
Jellycat has 30% net profit margins and is growing revenue close to 40%

Rule of 70

#Betterthansaas
November 24, 2024 at 11:52 AM
Securitizing private credit to increase demand and overall system leverage

Mortgage CDOs but for private credit on the horizon

Life is a circle

$ARES $APO $OWL
November 21, 2024 at 2:26 PM
The Musk ecosystem is going to print $$$

Elon can literally push whatever agenda he wants

Probably 1 of the surest things over the next 4 yrs

Not even Murdoch/Sulzberger could push their own views & interests unchecked through their own media at this scale

The Musk ecosystem will win big
November 19, 2024 at 4:29 PM
A picture is worth 1000 words
November 19, 2024 at 2:47 AM
Fed put becomes the Trump put
November 18, 2024 at 4:31 AM
Where is the next invisible asymptote
November 17, 2024 at 1:42 AM
The delta in EV sales will only get bigger after the cut in US subsidies
November 17, 2024 at 1:36 AM
DGX B200 systems likely to be priced at $500k, a 40% uplift vs. DGX H100 systems
$NVDA
November 15, 2024 at 2:36 AM
"Insiders are selling at $NVDA"

They've also been selling for years...
July 5, 2023 at 3:16 AM
CPU and GPU roadmaps
July 4, 2023 at 5:43 AM
$NVDA Grace Hopper vs. AMD MI300

H/t BAML
July 4, 2023 at 5:39 AM