Wasteland Capital ✓

@ecommerceshares · London · joined 23 Mar 2012

Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.

134 879Followers

394Following

35 225Posts total

946.2KViews on collected posts

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Wasteland Capital ✓@ecommerceshares26 Jun

I can’t stop thinking about these crazy $AAPL price increases. We’ve never seen anything like this in consumer electronics, ever. It’s not new products, just current or even very old products. On top of it, iPhone 18 looking at a $200+ bump. How this will play out for demand? 195.2K views · 745 likes · 77 reposts · 163 replies Open on X →

Wasteland Capital ✓@ecommerceshares25 Jun

$AAPL RAM-flation. Money from Apple consumers straight into $MU shareholder pockets (and the pockets of the other memory and storage makers). If you didn’t buy a new Air yesterday at $1,099… it’s $1,299 today. All new prices already live on the Apple website. 41.8K views · 167 likes · 10 reposts · 20 replies Open on X →

Wasteland Capital ✓@ecommerceshares24 Jun

@ecommerceshares @macropotamus Look at that: https://t.co/iP5OvGAukm 4.9K views · 30 likes · 1 reposts · 1 replies Open on X →

Wasteland Capital ✓@ecommerceshares24 Jun

The P&L genuinely doesn’t look like anything in human history. An 85% gross margin business with operating expenses being 4.2 % of revenue. They added $399 in opex y/y to grow revenue $32.2bn. 😂 15.2K views · 163 likes · 3 reposts · 7 replies Open on X →

Wasteland Capital ✓@ecommerceshares24 Jun

$MU just delivered the most insane numbers in corporate history: +346% y/y & +74% q/q revenue growth to $41.5bn in quarter revenue, at an astonishing 68% (!) GAAP net income margin. Just unprecedented growth & margin at this scale. Earnings like this may never happen again. . 219.7K views · 1.7K likes · 205 reposts · 53 replies Open on X →

Wasteland Capital ✓@ecommerceshares1 Jun

Pretty much all SAAS stocks bottomed on April 10, which was a full 10 days after the ceasefire market lows. They had continued to fall until April 11, when the bounce started. Do you remember the catalyst? https://t.co/RnLlv7bpcM 105K views · 288 likes · 8 reposts · 24 replies Open on X →

Wasteland Capital ✓@ecommerceshares29 Jan

The large caps now at +211%, up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total), and $BABA (+19% YTD), while $GOOG is #2 Mag 7 YTD. This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha. 175.5K views · 313 likes · 13 reposts · 28 replies Open on X →

Wasteland Capital ✓@ecommerceshares6 Jan

$MU now passed the 300%+ return mark. Meanwhile $AEO just hit new 4-year highs. $LYFT outperforming +55-60% vs $UBER and $DASH (both of those are negative). Average return now +139%. Compounding is beautiful. https://t.co/ZerFN5dOf0 188.8K views · 386 likes · 7 reposts · 26 replies Open on X →

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

188.8K6 Jan

175.5K29 Jan

105K1 Jun

219.7K24 Jun

15.2K

4.9K

41.8K25 Jun

195.2K26 Jun

Last 8 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.22%6 Jan

0.20%29 Jan

0.31%1 Jun

0.90%24 Jun

1.16%

0.65%

0.48%25 Jun

0.52%26 Jun

Reactions — likes, reposts, replies and quotes — divided by views.

What the audience does

Likes71.6%3 780 in total

Reposts6.1%324 in total

Replies6.1%322 in total

Quotes1.4%73 in total

Bookmarks14.7%777 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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Growth & engagement

Views per post

Engagement rate per post

What the audience does

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