USA reports 0-0 tie and non-GAAP adj win, beating expectations
Mike
2,221 posts
Mike
@NonGaap
Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
- Reddit's S-1 tells a pretty entertaining governance story if you give this old Yishan comment any credence and consider the ongoing issues at OpenAI.
- Newport Beach. All the money in the world and your house looks like a Buca di Beppo.
- Replying to @buccocapitalBucco: "I'm not a salary cap guy." Dexter: "You are. That's why you've always known what I am. That's why you have more SaaS headcount & comp tweets than anybody else. Anyway, I think I know how the Lakers will navigate the apron-rule to give Lebron more help next season..."
- “Millionaires don't use Astrology, billionaires do.” - JP Morgan
- Jamie Dimon is going to be so annoyed when he’s forced to bail out crypto in a few years.
- I still don't understand how the TikTok ban could pass both the House and Senate, be unanimously upheld by the Supreme Court, and the President-to-be can unilaterally reverse it.
- Babe, wake up. People are posting their portfolio returns again.
- The tweet and account are deleted... Maybe someone reminded the Director the CEO was selling 4.5M shares today, and shouldn't be saying anything that could be misconstrued as market manipulation and pumping the stock for profit. 😬
ngl pretty crazy for a member of Palantir's Board of Directors to tweet this - Replying to @buccocapitalBill would like to thank the kind and generous retail community for donating to 2024 performance fees 😂
- It's very rare to see a public co. founder call out another public co. founder this way, esp out of the blue. Makes you wonder what's going on behind-the-scenes. Why say this now? "You shouldn't assume you're being told the truth by any of these public companies." ooh boy🍿
- Up 50% after-hours. Do you think $RIVN's Board had visibility into this Volkswagen deal when they randomly decided to grant the CEO ~1m in RSUs and options last month? lol
Breaking: Volkswagen plans to invest $5 billion into Rivian, $RIVN, and plan a joint venture for next generation electric vehicles - So you're telling me $CHTR: 1. Gets a new CEO effective Dec 1st 2. Schedules random mid-Dec investor meeting 3. Guides increased spend that drops stock ~16% 4. Will grant CEO's options in mid-Jan before Q4 earnings Well that's some lucky timing to grant shares after Dec drop!
