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Kuppy's Korner — sniff.trade

Kuppy's Korner

Kuppy's Korner - Harris 'Kuppy' Kupperman's public blog for Praetorian Capital, a concentrated 'inflection investing' hedge fund making directional…

3 episodes · 6 trades · 2 speakers

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TRACKED TRADES

@Kuppy's Korner

1mo

Datacenters Are the New Shale Oil

IDEAS · 2

GOOGSHORTAlphabet faces a severe valuation re-rating as it resorts to its first major equity issuance since 2004 to fund negative-ROIC datacenters.$353.40+3.18%›MET

METASHORTMeta is poised for a massive multiple compression as it considers dilutive equity issuances to fund deeply unprofitable AI datacenters.$565.91+1.01%›

@Kuppy's Korner

1mo

IDEAS · 1

SMHSHORTSemiconductors face a legendary coming glut as Chinese overcapacity ramps up to permanently destroy industry margins.$535.71+4.86%›

@Kuppy's Korner

2mo

An Overlooked AI Trade...

POSITIONS · 2

KKKuppy's Korner

LINCLONGTrade-school enrollment explodes as AI displaces office work, fixed-cost campuses give huge operating leverage$42.02-7.87%›UTI

UTILONGSame trade-school inflection: AI re-skilling and worker shortage drive explosive enrollment, cheap multiple$38.66+1.36%›

IDEAS · 1

VRTSHORTPower-equipment margins are spiking on an AI bottleneck; as capacity floods in, pricing normalizes and earnings get cut.$238.34+26.18%›