yassa
@yassa13.bsky.social
Finance, Investing, House & Techno, and Liverpool FC - 🇬🇧 in Marin County
Oh interestingly Coatue put out a chart on this overnight:
November 26, 2025 at 2:05 PM
Oh interestingly Coatue put out a chart on this overnight:
No real volume yet but this is the one to watch and will trend higher.
November 13, 2025 at 5:57 AM
No real volume yet but this is the one to watch and will trend higher.
Thought Halloween was last month!
November 11, 2025 at 10:25 PM
Thought Halloween was last month!
In case anyone’s curious, these are estimates from JPM’s econ desk on when major data releases will be published post-shutdown
November 11, 2025 at 3:56 PM
In case anyone’s curious, these are estimates from JPM’s econ desk on when major data releases will be published post-shutdown
Yeah I think that’s probably right, especially after looking at loan loss provisions of the big banks. Nothing to see here…
October 24, 2025 at 7:06 PM
Yeah I think that’s probably right, especially after looking at loan loss provisions of the big banks. Nothing to see here…
Seeing Underworld (who I think are 68 and 70) and Moby (60) at a festival in San Francisco today. Chemical Brothers are in their mid 50s and knocked it out of the park last night! These guys are aging like a fine wine.
September 21, 2025 at 3:38 PM
Seeing Underworld (who I think are 68 and 70) and Moby (60) at a festival in San Francisco today. Chemical Brothers are in their mid 50s and knocked it out of the park last night! These guys are aging like a fine wine.
I think a lot of it comes down to the float, too… CRWV was as low as 13% before unlock a month or so ago… FIG 10% etc… prices moves in either direction are gonna be exacerbated until there is a little more supply (and anecdotally agree that there is a lot of appetite to sell at these prices still…)
September 4, 2025 at 3:01 PM
I think a lot of it comes down to the float, too… CRWV was as low as 13% before unlock a month or so ago… FIG 10% etc… prices moves in either direction are gonna be exacerbated until there is a little more supply (and anecdotally agree that there is a lot of appetite to sell at these prices still…)
And the S-1 for Chamath’s SPAC, which includes this tidbit:
August 20, 2025 at 12:35 PM
And the S-1 for Chamath’s SPAC, which includes this tidbit:
$BLSH – a crypto exchange absolutely tanking since its IPO…
August 20, 2025 at 12:35 PM
$BLSH – a crypto exchange absolutely tanking since its IPO…
AMD and others having now roughly doubled since their April lows!Longer term, this probably makes the eventual supply glut that much worse when it arrives, though not seeing much in recent earnings data or price action to suggest this is a 2025 issue!A little more from the MS note here to close out.
July 26, 2025 at 1:59 PM
AMD and others having now roughly doubled since their April lows!Longer term, this probably makes the eventual supply glut that much worse when it arrives, though not seeing much in recent earnings data or price action to suggest this is a 2025 issue!A little more from the MS note here to close out.
Particularly given AI CAPEX’s importance to the US economy today. @josephpolitano.bsky.social had a wonderful chart this week showing data centre construction is almost as big in $ terms now as office building in the US!Sure offices aren’t in vogue, but this is a pretty dramatic swing in 2-3 years!
July 26, 2025 at 1:59 PM
Particularly given AI CAPEX’s importance to the US economy today. @josephpolitano.bsky.social had a wonderful chart this week showing data centre construction is almost as big in $ terms now as office building in the US!Sure offices aren’t in vogue, but this is a pretty dramatic swing in 2-3 years!
$75bn in FCF in 2025 *alone*. Now this additional FCF can have many uses: we saw last week from GOOGL that one possible use is more CAPEX spending to help with its AI buildout – GOOGL raised its full year CAPEX guide from $75bn to $85bn – and the team at MS expect similar increases from the others…
July 26, 2025 at 1:59 PM
$75bn in FCF in 2025 *alone*. Now this additional FCF can have many uses: we saw last week from GOOGL that one possible use is more CAPEX spending to help with its AI buildout – GOOGL raised its full year CAPEX guide from $75bn to $85bn – and the team at MS expect similar increases from the others…
MS out with a really interesting note this week suggesting that between GOOGL, MSFT, AAPL, AMZN and META, BBB provisions on bonus depreciation and upfront R&D expensing are poised to boost megacap tech Free Cash Flown by hundreds of billions of Dollars over the next few years, with those 5 adding…
July 26, 2025 at 1:59 PM
MS out with a really interesting note this week suggesting that between GOOGL, MSFT, AAPL, AMZN and META, BBB provisions on bonus depreciation and upfront R&D expensing are poised to boost megacap tech Free Cash Flown by hundreds of billions of Dollars over the next few years, with those 5 adding…
Financial markets are just about the only effective handbrake on this administration’s destructive policies right now, and this would certainly merit a financial market meltdown, in my view. Interesting to see Kalshi odds kicking back to their highs (was about 25% briefly in the spring, too).
July 16, 2025 at 1:14 PM
Financial markets are just about the only effective handbrake on this administration’s destructive policies right now, and this would certainly merit a financial market meltdown, in my view. Interesting to see Kalshi odds kicking back to their highs (was about 25% briefly in the spring, too).
Peter Crouch podcast… I actually had to look up where it started
May 17, 2025 at 10:19 PM
Peter Crouch podcast… I actually had to look up where it started
I have a lot of sympathy with the “Fed should be cutting *today*” takes (though I’m not sure I’d be able to get over the “moral hazard” argument of enabling Trump’s insane and destructive tariffs). That said, think these takes are missing an important point: market is pricing CPI at 3.6% at yearend
May 7, 2025 at 4:55 PM
I have a lot of sympathy with the “Fed should be cutting *today*” takes (though I’m not sure I’d be able to get over the “moral hazard” argument of enabling Trump’s insane and destructive tariffs). That said, think these takes are missing an important point: market is pricing CPI at 3.6% at yearend
This seems very clear when looking at, e.g., weekly redbook data. I think it’s a part (not the primary reason) for equity market resilience last week or two…
April 26, 2025 at 2:48 PM
This seems very clear when looking at, e.g., weekly redbook data. I think it’s a part (not the primary reason) for equity market resilience last week or two…
Would like to report a murder.
April 22, 2025 at 7:49 PM
Would like to report a murder.
I understand they’re off their earlier highs, but a little surprised futures aren’t tanking on this. Bonds and Dollar hanging in for now, too. If he’s serious, they probably won’t…
April 17, 2025 at 11:22 AM
I understand they’re off their earlier highs, but a little surprised futures aren’t tanking on this. Bonds and Dollar hanging in for now, too. If he’s serious, they probably won’t…
From Dan Ives. Clearly better state of play that on Friday, but Friday’s state of play for big tech was never going to last. Unclear to me whether 20% China baseline + sector specific tariffs, that actually sustain themselves medium term, is a workable steady state going forwards…
April 13, 2025 at 2:33 PM
From Dan Ives. Clearly better state of play that on Friday, but Friday’s state of play for big tech was never going to last. Unclear to me whether 20% China baseline + sector specific tariffs, that actually sustain themselves medium term, is a workable steady state going forwards…