v2 iteration on the X post set. The compact horizontal row (24px avatar) is now the default header, shown beside an indent variant (28px avatar, name row on the top edge, body indented into the column beside it) and the 28px stacked variant. Trailing AAA badge is a first pass at a score/weighting mark. Feed column is a page card at the standard w-102 secondary width with edge-to-edge row dividers.
HEADER VARIANTS
same post, three header treatments
DM
David McDonough@McDonut·
AAA
As “boring” as it is $NVDA $META $AMZN $GOOGL are too cheap and too powerful not to own right now.
Bookmark this and check back in a year.
7Replies2Reposts71Likes31Bookmarks28KImpressions
HORIZONTAL SM — 24px avatar, default
DM
David McDonough@McDonut·
AAA
As “boring” as it is $NVDA $META $AMZN $GOOGL are too cheap and too powerful not to own right now.
Bookmark this and check back in a year.
7Replies2Reposts71Likes31Bookmarks28KImpressions
INDENT MD — 28px avatar, body indented
DM
David McDonough
@McDonut·
AAA
As “boring” as it is $NVDA $META $AMZN $GOOGL are too cheap and too powerful not to own right now.
Bookmark this and check back in a year.
7Replies2Reposts71Likes31Bookmarks28KImpressions
STACKED — 28px avatar, @user · time below
MEDIA VARIANTS + FEED
cards left · w-102 page-card feed right
PC
Pythia Cap: Partially Conductive
@PythiaR·
$NVDA at ~8-9x 2030 EBITDA with like 90% FCF conversion from EBITDA.
6Replies4Reposts149Likes31Bookmarks45KImpressions
SINGLE PHOTO
TS
Trevor Scott
@TidefallCapital·
This is like the casino lending money to a gambler so they can keep playing at the casino. $NVDA
@Sam_Badawi The fact you think $IREN has enduring franchise value but $NVDA doesn’t tells me you didn’t listen to a thing he said.
1Replies0Reposts33Likes1Bookmarks1.9KImpressions
GALLERY — 2 up
PC
Pythia Cap: Partially Conductive
@PythiaR·
This is the thing. If RSI makes chip design easier, wouldn't that just 1) speed up $NVDA as well esp. given they have their own models and can push on the gas for those whenever they want; 2) they have locked up supply & LT partnership with TSMC and even if you design a chip you still need that to produce it or the design is kinda worthless.
Basically everything is just bullish $TSM
3Replies0Reposts21Likes6Bookmarks10KImpressions
GALLERY — 3 up
PC
Pythia Cap: Partially Conductive
@PythiaR·
$NVDA now at a discount to the S&P 500 on forward P/E
"If $NVDA begins sharing in NeoCloud revenue, financing deployments, or earning recurring infrastructure fees, investors will have to think about the company less as a semiconductor manufacturer and more as an AI infrastructure platform. That would justify a very different valuation framework than the one the market has traditionally applied." - 🤖
Quoted Research Fixture@research_fixture
AI infrastructure economics are becoming part of the semiconductor valuation debate.
5Replies2Reposts126Likes46Bookmarks19KImpressions
QUOTE POST
PC
Pythia Cap: Partially Conductive
@PythiaR·
After giving this a lot of thought my conclusions are:
1) Bullish $TSM because your god is allocations. By extension also bullish semicap. Regardless your view on $AVGO COT risk, a big advantage they have is they have TSM allocations. $AVGO moat is about more than that but the bears will say "all they have is $TSM allocations" which tells you more about $TSM than it does about $AVGO.
2) Bearish $NVDA because if anyone can get to tape out of a performant chip in 9 months...
Unclear on $AVGO $SNPS $CDNS. Arguments both ways and I don't know enough to say.
