Zero Cool @real_zero_cool

Joined December 2017

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Zero Cool @real_zero_cool

a day ago

@ConsensusGurus annnnnnnd it's back to +2%. shocker.

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Andy, If the issue is with the E side (as you said earlier), the bust has to come through a real downward revision which is mostly an idio story i.e. hyperscaler ROIs disappointing, bottlenecks clearing faster than expected, algo efficiencies reducing compute intensity. Nothing's flashing on any of those near-term. There's always a macro or geopolitical shock that can change the setup, but absent that, I can't see what gets you there other than the charts looking scary. I understand that on a deeper level, you're point to positioning and liquitity and if AI compex (picks and shovels) unwinds the marginal buyer of everything ese dissapears, vol regime shifts -> you get multiple compression on the index without needing a coincident earnings print. Where I still struggle is the catalyst.

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Zero Cool @real_zero_cool

5 months ago

@BoxLongs Kinda bitter sweet lol but yeah how can you guide 12m fwd after what happened last year.

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Zero Cool @real_zero_cool

5 months ago

@ManuInvests @bombayquant Am I nuts, or do they continue to misprint their cash flow from operations for 3Q25 in supp materials? lol $2,238 v act $2,328

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Zero Cool @real_zero_cool

5 months ago

@GenAIRoblox oh nvm I see, all activities on the site are dated '20-'21...didn't even know they've kept the website running after shutting the JV back then

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Zero Cool @real_zero_cool

5 months ago

@GenAIRoblox Good flag...site went live just this weekend? Assuming all is dandy, how long do u think till users stats start showing on rotrends/romonitor?

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Zero Cool @real_zero_cool

5 months ago

@Srasgon 10 mins after you instruct it to optimize your portfolio by laundering your savings through a synthetic offshore pandas sanctuary it built to dodge capital gains taxes

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Zero Cool @real_zero_cool

5 months ago

@Midnight_Captl @qthomp BREAKING: OpenAI and NVIDIA announce strategic partnership to deploy 10GW

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Zero Cool @real_zero_cool

5 months ago

@HedgeyeComm Good timing dude @HedgeyeComm ! Why’d u d/g it last week?

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Zero Cool @real_zero_cool

6 months ago

@BoxLongs I think it's backward looking at this point. Like who tf doesn't factor in Dec decel at this point. + posotive flag from BMO on "Escape Tsunami For Brainrots!"

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Zero Cool @real_zero_cool

6 months ago

@Trace_Cohen They report gross revenue. On a net basis (i.e. Digital assets sales - digital assets sales costs), total net revenue for 2025 is closer to ~$185mn, so closer to 10x ev/sales

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Zero Cool @real_zero_cool

6 months ago

Makes sense when u comp 2H +60-70% bookings growth and if u believe in a lasting user friction from the rollout of safety features + if no new viral hits emerge. Even if u model like +15%/20% bookings G in 26/27, 5y CAGR is >20% LT target, which could prolly support multiple from bottoming (So 7.5-8x as the worst case?!). Frustrating stock and bagholding unfortunately just cause still have faith in 2027 and beyond. But the CCU trends m/m don’t look encouraging and afraid the CFO could butcher the guide with his conservatism. But still believe in ads kicking in later. Not betting on China re-entry thou

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Zero Cool @real_zero_cool

7 months ago

@CapitalObserver Who said they don't use Nvidia GPUs at all?! Yes, mostly externally - renting them out. But they also use GPUs internally optimizing OS models, running simulations etc. I mean Gemma was optimized in partnership with Nvidia.

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Zero Cool @real_zero_cool

7 months ago

@HedgeyeComm Right, the reason I asked is that cons. was broadly bullish (ignoring fintwit) and PTs around may were like ~$200. Good call and all, just in contrast ur Meta flip at the end of '22, which was really contrarian at the time, that was def a home run no doubt

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Zero Cool @real_zero_cool

7 months ago

@ConsensusGurus $U/Epic Games is prob larger selloff driver today. Security measures implementation (specifically AI-enabled video verification) was pretty well telegraphed in Q3 print. Also prob some 3P data release on Oct trends

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Zero Cool @real_zero_cool

8 months ago

@GenAIRoblox yeah no way they hit $18 ABDAU implying ~13% yoy. Flat to maybe 3-4% yoy

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Zero Cool @real_zero_cool

9 months ago

@GenAIRoblox Why do you think David is gonna be one of them? My thinking is it's bad optics for politicians to give % ownership to the CEO of the company that's getting bad rep re: children/teenagers safety.

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Zero Cool @real_zero_cool

10 months ago

@ResearchQf How do u think about multiples here? Read MS report, saw them looking at ev/sales, p/b…and those are “reasonable” for $SNDK, $STX, $WDC (even after a huge run) when u comp to DC/ASICs/GPU/Networking …so could they get to absurd-ish multiples this cycle, just on expectations?!

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Zero Cool @real_zero_cool

10 months ago

@deancollins @HedgeyeTech @Hedgeye omg, where do u guys take this idiotic (sorry) multiples from???? even on a trailing basis at $180 it's 48x... 30x fwd at cons numbers