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15:22
Apr 16

@thelapurchaser

@eugen1359 nope

15:05
Apr 16

@thelapurchaser

@claudeai How do i disable CTE mode on Opus? It's been completely unusable

15:02
Apr 16

@thelapurchaser

@AnthropicAI how do I disable CTE mode on Opus? https://t.co/ewa4HhHXEz

14:52
Apr 16

@thelapurchaser

Medtech morning musings -- If the 6-9% growers trade at 16-18x EPS now, where should the LSD growers trade?

12:34
Apr 16

@thelapurchaser

Now that Anthropic is starting to rip pricing (on enterprise), you still think there will be no AI ROI? You thought they were going to creat…

12:20
Apr 16

@thelapurchaser

$ABT yuck

ABT

14:19
Apr 15

@thelapurchaser

@ShanuMathew93 its really really really really bad

09:34
Apr 15

@thelapurchaser

@eadingleberry 😂🙏

03:36
Apr 15

@thelapurchaser

@PythiaR Math checks out

02:45
Apr 15

@thelapurchaser

@variantview_X I’ve posted some thoughts recently on why I like the setup here. The level is attractive. If we were 5x multiple higher it’s …

02:33
Apr 15

@thelapurchaser

@variantview_X Yes hence why I put the YTD chart up

02:21
Apr 15

@thelapurchaser

@variantview_X Wasnt at the conference. Heard the webcast. DIM gave a couple updates after and sounded better

01:53
Apr 15

@thelapurchaser

@VegaVandal I feel it

01:41
Apr 15

@thelapurchaser

Also notable how tight these things trade...really mostly a thematic view. Though I think the rev/EPS growth profiles will drive the purepla…

01:40
Apr 15

@thelapurchaser

More positive checks today for bioprocessing. Trend improved materially in March. Pretty constructive read into Q2. Look at YTD (left) vs. M…

12:12
Apr 14

@thelapurchaser

Yall add LEO to the $AMZN SOTP yet?

12:53
Apr 13

@thelapurchaser

@PythiaR at some point a sandback isnt just a sandbag

12:21
Apr 13

@thelapurchaser

@PythiaR Classic bioprod rug pull

12:04
Apr 13

@thelapurchaser

Channel checks suggest it will be a constructive qtr for bioprocessing indeed $DHR $TMO $DIM.FP $RGEN

02:43
Apr 13

@thelapurchaser

Feel like i've wasted 12 hrs today building nonsense on opus and burned insane credits. i'm switching to gpt 5.4 tmwr.

21:24
Apr 12

@thelapurchaser

@Borlaug_ agree its the theme

15:18
Apr 12

@thelapurchaser

Spending $200 on Max and hundreds on API credit and getting absolutely nerfed by Anthropic. Doesn't seem like OpenClaw runs well on anything…

21:44
Apr 10

@thelapurchaser

@D_M_Ventures Most not all!

21:04
Apr 10

@thelapurchaser

@nuancerocket 😂

20:20
Apr 10

@thelapurchaser

@Borlaug_ own whichever one u want tho...

20:16
Apr 10

@thelapurchaser

And still can't put a GAAP P/E on most of them...

19:44
Apr 10

@thelapurchaser

@CousinGraig looks cheap has never been a good reason to own a biz

19:44
Apr 10

@thelapurchaser

@Borlaug_ RGEN has more biotech/clinical exposure and less equipment torque

19:37
Apr 10

@thelapurchaser

@CousinGraig BSX fighting too many demons at the same time right now

19:30
Apr 10

@thelapurchaser

@WaterworldCapi1 https://t.co/FUkml5NXGk

19:20
Apr 10

@thelapurchaser

BIOPROCESSING // $DIM.FP LONG — Not a lot in healthcare I’m excited about these days, but the one theme I keep coming back to is bioprocess…

17:46
Apr 10

@thelapurchaser

@MrCifolelli God speed

17:20
Apr 10

@thelapurchaser

@tangentstyle robotic + imaging is where my mind went first its possible offset is stocks off a lot and they have a robust supply chain c…

17:11
Apr 10

@thelapurchaser

$NYT - I smell blood in the water... 1) Gross adds are down >20% while churn is up per MScience data 2) CEO/CFO sold 20%/50% of their e…

NYT

HIGH

19:43
Apr 09

@thelapurchaser

and on the AI licensing case. Lets say you are the news. LLMs only need 1 news source to license from. They dont need to pay NYT, WSJ, Reute…

19:40
Apr 09

@thelapurchaser

Being a website the consumer *used* to go to for answers just doesn't seem like a 30x asset...

19:38
Apr 09

@thelapurchaser

This just feels like a mispriced asset for the rev/eps algo and im not sure the AI case is as clean as 'licensing' can paint the AI disrupti…

18:58
Apr 09

@thelapurchaser

Why does $NYT trade at 30x P/E? What is the bull case here?

02:34
Apr 09

@thelapurchaser

Someone in healthcare (prob medtech) is gonna blow up on semi componentry this quarter. Idk who it is. I just know someone's supply chain te…

02:33
Apr 09

@thelapurchaser

Someone in healthcare (prob medtech) is gonna blow up on semi componentry this quarter. Idk who it is. I just know someone's supply chain te…

00:41
Apr 09

@thelapurchaser

If you're building anything on OC or CC, Garry's a must follow. Guy's putting out open source content as fast as Anthropic is rolling out ne…

20:07
Apr 08

@thelapurchaser

We can dunk on the bears now?? @blondesnmoney

14:02
Apr 08

@thelapurchaser

KV cache yada turboquant yada yada compression something something $DRAM $MU $SNDK https://t.co/JIljFB3NtS

11:46
Apr 08

@thelapurchaser

Entire memory/storage complex gonna blow right through ATHs. Bears, I hope you enjoyed your 2wk victory lap. Congrats on conflating the macr…

19:51
Apr 06

@thelapurchaser

Are we lighting up Iran tmwr night?

14:10
Apr 06

@thelapurchaser

@buccocapital @CuiBonoCapital know you guys have been interested heref

14:07
Apr 06

@thelapurchaser

I've been worried about total semi componentry price increases (incl memory) weighing on $ISRG margins this year. BAML sizing memory impact …

ISRG

MED

01:14
Apr 06

@thelapurchaser

Separately, what's the feasibility of local LLM for a large high functioning model look like in the future? What does the hardware look li…

01:07
Apr 06

@thelapurchaser

Some thoughts after spending a week building with agents: 1) The token demands increase by many orders of magnitude (100x? 1000x? more?) as…

23:45
Apr 04

@thelapurchaser

i'm very sure this is not comprehensive. lmk what i missed. DMs open for additional insights as well

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