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54thparallel.bsky.social
L/S tech, consumer
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APOLLO: “There are more data centers in the US than in all other major countries combined.” 🇺🇸

submitted 93 days ago • 10 comments

Since Nov 28, 1900, gold has underperformed the S&P 500 by 21,365% (1st chart). Between Jan 21, 1980 and June 30, 2008, gold underperformed the S&P 500 by 1,033% (2nd chart). I am cherry picking dates, but this is so you are aware that gold isn't the safe haven you think it is. Cash flows win.

submitted 101 days ago • 0 comments

We will finally get a thinner iPhone next year The rumored iPhone 17 "Air" will be 6.00mm thin. Not quite as thin as the new iPad Pro (5.1mm) or the last iPod Nano (5.4mm) but a welcome change after seeing the width increase to 8.0mm in the latest models $AAPL

submitted 107 days ago • 0 comments

Thoughts on bad $GOOGL news being a positive for $META?

submitted 107 days ago • 0 comments

1/ Canada Goose $GOOS Lots of haters on FinTwit on the name but they bring a poor game. I just don't see it. Canada Goose is gaining market share globally and growing (see chart).   Would love to hear more bearish views please!

submitted 585 days ago • 1 comment