@ABCTrading12

Independent equity research 3–5 year fundamental investing in predictable businesses, bought when the market misprices their future earnings.

Joined November 2022
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1.3KMedia
The market is sleeping on $UHS

$UHS the Inflation hedge

Article · @ABCTrading12
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I really think the big numbers released in the S1 is just how much cash Anthropic has.
Steven Spencer
@sspencer_smb19h
Anthropic S-1: --over 11,900 customers pay $100K+ a year, up from about 950 a year earlier. --over $130B cash. (likely over $200B post IPO)
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I am no brazil expert but I know good companies when I see them $PBR down 20% off a election result in one of the strongest oil markets in years is a buy to me.
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Most predicatable offering ever $META
Negligible Capital
@negligible_cap21h
*META PLANS $60B ATM PROGRAM IN CLASS C COMMON STOCK There it is
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And people are still trying to buy the dip in $CRWV
Elon Musk
@elonmuskOct 25
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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ABC Capital retweeted
ABC Capital
@ABCTrading12Oct 19
$LB the FCF machine and why it might be an overlooked trade for the ai buildout. Give it a read.

Landbridge the Free cash Flow printing machine

Article · @ABCTrading12
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Interesting that ai seems to be pricing in a democratic sweep in midterms yet healthcare isn’t. There is a trade in all that.
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And $MGM straight back at lows, still just watching but many its getting close, ideally one or two big selling days on high volume.
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David Capobianco Chairman of $LB said one GW could produce 300,000 bbl a day of water, 300,000 x 365 = 109.5 million barrels per year per Gw, this could produce an additional $16.40 million in revenue using the current rate of $0.15 a barrel.
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This chart really is a great example showing $TLN revenue growth. when it comes to showing the boom in energy infrastructure profits thanks to big demand and supply not following it.
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$SONY on track for highest close of 2026.
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$SONY who could have guessed.
*Walter Bloomberg
@DeItaoneOct 22
‘GRAND THEFT AUTO VI’ FUELS 22% JUMP IN SONY PLAYSTATION 5 SALES
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ABC Capital retweeted
Leo
@LeoNelissenOct 22
Would $CARR invest $600m in a Texas plant if the Permian weren’t the future of data centers? —> $TPL $LB
Giovanni Staunovo🛢
@staunovoOct 22
Carrier Plans $600 Million Texas Plant to Make Cooling Gear for AI Data Centers The plant, Carrier’s biggest-ever investment, comes amid a surge in sales to data-center customers wsj.com/business/carrier-pla…

Exclusive | Carrier Plans $600 Million Texas Plant to Make Cooling Gear for AI Data Centers

The plant, Carrier’s biggest-ever investment, comes amid a surge in sales to data-center customers.

wsj.com
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The fuck did Zuck say on the earnings call last tonight for this bloodbath.
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$META ad's are just incredible
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Ai trade is dead, funny not seeing that today.
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During periods of high inflation healthcare usually outperforms, why I am currently doing research on $UHS which trades at a forward pe of 8 and EV/EBIDTA multiple of 5.9x both in around a 30% discount range to the 10 year historical average. Will have a article out on it soon.
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Kind of hard to fade how bullish Musk is on the compute buildout in this call.
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Look at the growth in revenue from AI in 2026 alone for $SPCX now the biggest segment of the business.
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With operating and net income flipping profitable in Q3.
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