Ross Hendricks ✓
@Ross__Hendricks · Great State of Texas · joined 20 Jun 2018
Actionable investment ideas at the https://t.co/neffEMdrR9
35 229Followers
1 333Following
36 634Posts total
802.5KViews on collected posts
Последние посты
Ищем новые посты…
Attn $CRWV bagholders: management thanks you for your service as they continue relentlessly dumping shares straight into your bid... no fewer than four separate sales today lol
They can't dump this toxic waste fast enough https://t.co/qeHrth5LGW
2.7K views · 71 likes
· 8 reposts · 4 replies
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“What business treats its customers that shittily and survives?”
4.6K views · 74 likes
· 11 reposts · 3 replies
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Imagine thinking there’s any moat in this business model.. not to mention any profits. It’s a capex and competitive treadmill that never ends. And you’re going head to head against China.
Couldn’t dream of a worse place to put capital
5.6K views · 100 likes
· 10 reposts · 6 replies
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We’re super serious this time guys! https://t.co/GbkBuli53T
2K views · 71 likes
· 11 reposts · 5 replies
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The weekend pumpathon from Jensen et al was a tell
2.7K views · 54 likes
· 6 reposts · 3 replies
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🚨 SCOOP: Anthropic are planning to launch a successor to Fable 5.1 before their IPO in late September, potentially early October if timelines slip a little
The model is Anthropic's first fresh pretrain for the Fable class, and they're confident it will dethrone Astra. The
450.7K views · 4.5K likes
· 155 reposts · 200 replies
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Sudden $3M+ Worth of Unusual $AMD & $NVDA Puts https://t.co/5oxJva7PGo
43.6K views · 153 likes
· 9 reposts · 8 replies
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@Ross__Hendricks Astonishing to me that people refuse to understand this simple concept
Thanks for flagging it!
4.6K views · 116 likes
· 1 reposts · 4 replies
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@Ross__Hendricks The problem with excess or hyperdeflation is that central bankers have few remedies to re-stimulate demand and economic expansion. Even the heavily state involved system in China is discovering this paradox as they control the banking system and currency yet are
1.1K views · 10 likes
· 0 reposts · 2 replies
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@Ross__Hendricks Cost/token is falling faster than prices, which means margins are actually growing. The big concern is not token prices, is token demand. As this is clearly a volumes game as prices are falling, you need to sell a shit ton of tokens to make money. In otehr words
410 views · 7 likes
· 0 reposts · 0 replies
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Is hyper-deflation good for debt-financed capex bubbles?
44.1K views · 555 likes
· 40 reposts · 35 replies
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@Ross__Hendricks We all know that AI has no path to a Return on Investment… but is there even a path to a Return OF Investment???
272 views · 3 likes
· 0 reposts · 2 replies
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@Ross__Hendricks No worries, BoN ... Bank of NVDA will bail out CRWV with no interest loan or "backstop" to lower their interest rates
235 views · 3 likes
· 0 reposts · 0 replies
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@Ross__Hendricks I reckon this is why NVDA can’t get its legs despite outstanding performance of their core business?
They are ultimate bag holders for this garbage aren’t they? 😬
474 views · 6 likes
· 0 reposts · 4 replies
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The era of cheap AI capital is over… not good for the most capital-intensive business model of all time
36.6K views · 418 likes
· 59 reposts · 19 replies
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@Ross__Hendricks SpaceX is investment grade customer, should be ok
822 views · 8 likes
· 0 reposts · 0 replies
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@Ross__Hendricks The debt for many of those investment grade customers is being sold to junk bond investors at junk bond rates. It’s almost as if it’s not really investment grade. But the guys at the ratings agencies would have caught that right? https://t.co/Dwgs58EFFK
3.4K views · 85 likes
· 4 reposts · 5 replies
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@Ross__Hendricks Some of that must be @SPCX and their fat, slow-paying Nazi CEO.
705 views · 11 likes
· 0 reposts · 0 replies
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There's a few reasons why $NVDA trades at a steep discount to the market despite there having "never been anything like this growth at such a scale"
Here's a hint: "Accounts receivable was $63.1B with 60 days sales outstanding (DSO), up from 45 days sequentially, due to
74.9K views · 584 likes
· 81 reposts · 68 replies
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Just spectacular growth. Never been anything like this growth at such a scale.
70% revenue growth for next year means 570 Billion median expectation for FY 2028 is too low by at least 100 Billion.
Over $400 Billion in operating income next year?
$NVDA
123K views · 84 likes
· 7 reposts · 30 replies
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На фоне аккаунтов своего размера
20 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается большему числу людей, чем аккаунты того же размера.
Медианные просмотры3 098этот аккаунт924медиана для 10K–100K
Охват, %8.79%этот аккаунт3.62%медиана для 10K–100K
Вовлечённость, %1.63%этот аккаунт1.52%медиана для 10K–100K
| Показатель | Этот аккаунт | Медиана для 10K–100K | Отношение |
|---|---|---|---|
| Медианные просмотры на пост | 3 098 | 924 | 3.35× |
| Охват (просмотры ÷ подписчики) | 8.79% | 3.62% | 2.43× |
| Вовлечённость | 1.63% | 1.52% | 1.07× |
Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
4742 Sep
235
272
44.1K6 Sep
410
1.1K
4.6K
43.6K8 Sep
450.7K
2.7K
2K
5.6K
4.6K
2.7K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
2.11%2 Sep
1.28%
1.84%
1.45%6 Sep
1.71%
1.08%
2.65%
0.39%8 Sep
1.10%
2.29%
4.32%
2.08%
1.92%
3.15%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes84.5%6 898 in total
Reposts4.9%402 in total
Replies4.9%398 in total
Quotes1.7%140 in total
Bookmarks4.0%327 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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