Very interesting, I think that's a great lens -- saw Ackman/ Pershing Square just filed a sizable MSFT position, are you investing in any of the Mag10s?
...and when in Rome indeed, I'm obviously very bullish ASTS but think we might see some kind of Mag10 partnership announcement soon, eg Meta 🙏
I have dabbled, but for me, it’s mostly exposure courtesy Index funds.. but right now I am definitely in a dry powder stage, anticipating significant hiccups with high PE, over baked expectations, Hormuz etc
I have a LEAPS long Amazon however, with convergence of several factors including Ai exposure , Trainium et al.
When in Rome…
Intriguing!
I find parallel waves lead us to compare this situation to
The current mag10 predicament of simultaneous competition and capex investment in each other is fascinating… So many layers.
Very interesting, I think that's a great lens -- saw Ackman/ Pershing Square just filed a sizable MSFT position, are you investing in any of the Mag10s?
...and when in Rome indeed, I'm obviously very bullish ASTS but think we might see some kind of Mag10 partnership announcement soon, eg Meta 🙏
I have dabbled, but for me, it’s mostly exposure courtesy Index funds.. but right now I am definitely in a dry powder stage, anticipating significant hiccups with high PE, over baked expectations, Hormuz etc
I have a LEAPS long Amazon however, with convergence of several factors including Ai exposure , Trainium et al.