“if you had given us this fact set in February and asked us to bet the over-under of 150, on oil, we would be homeless … one of the great mysteries of this whole affair is why is oil still so cheap?”
Biggest supply shock ever and oil is still cheap; buffers and a ceasefire mean the spike fades, not extends.
“you don't have the president of China and the president of the United States get together in such a high-profile visit without a bunch of stuff worked out in advance.”
A pre-arranged US-China deal at the Beijing summit lifts the whole China-equity complex; risk-on for China internet.
“That's gas turbines sold out. … can I make electricity with anything other than a gas turbine? All right, well, solid oxide fuel cells by Bloom Energy, their stock is booming.”
Gas turbines sold out, so data centers turn to Bloom solid oxide fuel cells; demand booming.
“the US is stomping to the lead in this regard … by the end of this decade, the US”
US LNG infrastructure lead plus Qatar/Hormuz outage reprices America's largest, most-contracted exporter higher.
“we replace traditional or legacy CRM. These are your Salesforces, HubSpots, Adios. … we are AI native.”
AI-native CRMs erode Salesforce's system-of-record moat and seat-based pricing, pressuring its multiple lower.
“this forward deploy engineer thing back in 2004 or '05 … And they really gave us 20 years of a look at how to, you know, make that incredibly effective”
Palantir's once-mocked forward-deployed model is now the enterprise-AI blueprint rivals copy, validating its moat.
“The money is, you know, really moved to live. … You release a record so you can go on tour and sell tickets.”
Money in music has structurally moved to live; the dominant promoter-ticketer compounds as stadium demand and CapEx climb.