Pinned
Never really got to explain my reasoning for my $SIVB short - but suffice it to say now if you marked their holdings to market their book value would be negative
Citrini
43.7K posts
Citrini
@citrini
Thematic, Cross-Asset Investment Research
- Citrini reposted
Here's my deep dive on the $INTC 18A-P process, and I call it America's 'Crown Jewel'. There's a lot that I talked about, but here are the main sections of the report: - When exactly did 18A-P become a thing? - What’s behind the extra “-P” and why derivatives matter - 18A-P - Hard lesson about timing. Back in 2023, we wrote a thesis about how AI generated images would harm companies like Shutterstock but something like Getty with their library of historical images that had intrinsic value would fare better. Eventually right, trade didn’t work.Getty Images signed a multi-year display agreement with OpenAI to bring Getty’s licensed content libraries into ChatGPT search and discovery experiences. $GETY content will appear in visual responses inside ChatGPT. Financial terms were not disclosed.
- Need to give a shoutout to Ascend for helping us plan Analyst #3’s travel to Oman at 3AM back in March (and saving us a ton of money on other travel as well). If you travel a lot, you should absolutely check out joinascend.com. And mention Citrini referred you.
- This isn’t what min-maxing means. It’s a term from originally D&D where you have a set number of points to allocate to your attributes (like strength, dexterity, wisdom etc.) Wanna be the world’s strongest warrior? Dump your points into strength by having the intelligence score
