Masa Capital @MasaSonCap Twitter profile

Pinned Tweet

Masa Capital

@MasaSonCap

3 years

Just having a little fun 😎 $NVDA $INTC

12

14

174

Last Seen Profiles

@jandakembangstw

@shigeruinagaki3

@FlashForFreedom

@queijolatra

@KenooTV

@dzukemuchi43495

@boingomania

@IYM_Official

@LucillePat89472

@JoAnn_Stores

@Andrey207267435

@SentaKarin40211

@zumizusuj161257

@gjmccoll

@GIJoeMovie

@tersoIeh

@kanokire

@ReeseLiner

@DrTeresaWheele1

@__swmlynb

@CDaGoat9

@RealFanatics_

@KennyAlexander

@Pitivi

@DJZinhle

@SQUINGLY

@CduLisboa

@hot_connection2

@NWm8Xywunf37466

@sibusawaeiiti

@ifckedyopops

@tzuyuhaven

@q2J1wkoSKy45908

@AltenbachM49962

@scratch_yotsugi

@KieranLars66486

Masa Capital

@MasaSonCap

4 years

Markets right now:

26

413

2K

Masa Capital

@MasaSonCap

3 years

When someone asks why they don’t have a CyberTruck yet after putting down a deposit 5 years ago

17

94

1K

Masa Capital

@MasaSonCap

8 months

Is this true All-In Pod fans?

81

18

989

Masa Capital

@MasaSonCap

11 months

"There's this metric in finance called EBITDA. Very misleading - in fact, usually completely fake. The whole financial system runs on this, so you won't hear Wall Street debate me on it, they're too scared, make too much money. But talk to insiders anonymously, it's a problem."

17

51

708

Masa Capital

@MasaSonCap

8 months

INSTACART AIMS FOR $8.6 BILLION TO $9.3 BILLION, DOWN FROM $39 BILLION IN 2021 - WSJ VCs:

11

24

653

Masa Capital

@MasaSonCap

1 year

@zebulgar This exact moment

11

603

Masa Capital

@MasaSonCap

3 years

4

28

434

Masa Capital

@MasaSonCap

6 months

*APPLE TO PAUSE ADVERTISING ON X Morgan Stanley bankers holding $TWTR debt reading Elon’s tweets this week

12

39

429

Masa Capital

@MasaSonCap

9 months

FinTwit choosing its next investment

13

42

421

Masa Capital

@MasaSonCap

8 months

4

16

409

Masa Capital

@MasaSonCap

5 months

How can they ever be taken seriously again

18

35

405

Masa Capital

@MasaSonCap

7 months

Sell-side writing about potential Ozempic impacts

5

30

383

Masa Capital

@MasaSonCap

2 months

jeo boden investors when SOTU starts tonight

0

5

382

Masa Capital

@MasaSonCap

2 years

How it started: How its going:

7

56

353

Masa Capital

@MasaSonCap

1 year

Of course that's your contention. You're a first year telecom & cable analyst. You just got finished with some Tegus transcripts, Tom Wheeler’s interview, probably. You're gonna be convinced cable has no competition from 5G and that telcos won’t build fiber, 'til next month...

19

25

340

Masa Capital

@MasaSonCap

7 months

Bond bulls on the timeline: “Those jobs are not real!!”

12

26

336

Masa Capital

@MasaSonCap

3 years

*’Justice League’ Leads HBO Max to Top Gain in Streaming Sessions “For the week ended March 28, downloads of the HBO Max app rose 64% for the top increase.”

6

70

310

Masa Capital

@MasaSonCap

7 months

“You invested in Mexican Airports??”

8

12

319

Masa Capital

@MasaSonCap

2 years

I repeat: $NFLX is not a tech company, it is a media company. It never belonged in FANG and certainly doesn’t now. Their earnings today are not indicative of any future Big Tech results.

46

21

311

Masa Capital

@MasaSonCap

25 days

“I’m seriously considering an MBA to add to my CFA”

6

14

304

Masa Capital

@MasaSonCap

3 years

Only one man can save the SPAC market

4

20

292

Masa Capital

@MasaSonCap

7 months

(Bloomberg) -- Two of the world’s biggest private credit firms, KKR & Carlyle, have launched funds that will take no carry - far less profit than is usual for the industry - another sign of how power has shifted toward investors in this $1.5 trillion market. Private credit bois:

11

12

287

Masa Capital

@MasaSonCap

4 months

"so, uh, you have no background covering airlines..have zero legal expertise..have no experience with merger arbitrage...and you thought the stock had 3x upside - despite everyone you knew on FinTwit being long? And you still put 40% of your PA in $SAVE? Why would you do that??"

13

15

268

Masa Capital

@MasaSonCap

4 months

3

6

259

Masa Capital

@MasaSonCap

3 years

5

32

233

Masa Capital

@MasaSonCap

6 months

Sam Altman is taking a brief break from CEO duties and will be back at OpenAI on Monday, per Charissa Thompson

8

5

229

Masa Capital

@MasaSonCap

7 months

Private credit bf, Private Equity gf

3

6

223

Masa Capital

@MasaSonCap

3 months

This is not appropriate behavior by the analyst IMO

Andrew Walker

@AndrewRangeley

3 months

My gosh did the $NYCB call get spicy this morning

28

27

647

12

2

224

Masa Capital

@MasaSonCap

2 years

*EU LAWMAKERS APPROVE GREEN LABEL FOR GAS

3

24

180

Masa Capital

@MasaSonCap

2 years

$DIS CEO Bob Chapek saying something Dan Loeb, Reed Hastings and futurist "legacy media" critics don't understand: "95 of the top 100 most-viewed shows in the past year on broadcast TV have been live sports. If you’re in an advertising business, that’s kind of a big deal."

4

18

158

Masa Capital

@MasaSonCap

4 years

5

18

151

Masa Capital

@MasaSonCap

1 year

Investors hoping for the pivot

5

24

152

Masa Capital

@MasaSonCap

3 years

2

14

146

Masa Capital

@MasaSonCap

3 months

All I’m saying T is if you’re gonna short $NVDA you gotta have a better fucking reason than “the stock is up too much too fast”

1

10

146

Masa Capital

@MasaSonCap

11 months

Bill Ackman

@BillAckman

11 months

Jamie Dimon is one of the world's most respected business leaders. Politically he is a centrist. He is pro-business and pro-free enterprise, but also supportive of well-designed social programs and rational tax policies that can help the less fortunate. He is extremely smart,…

3K

2K

16K

0

7

142

Masa Capital

@MasaSonCap

5 years

For everyone new to SoftBank’s earnings releases and in awe of today’s slides - may I introduce you to SoftBank: The Flying Golden Goose? $SFTBY

2

21

136

Masa Capital

@MasaSonCap

2 years

When you’re forced to spin the inflation number positively for the regime but it’s over 9%

2

139

Masa Capital

@MasaSonCap

6 months

When you believed a conspiracy where $NVDA was only doing well because of CoreWeave's debt-backed GPU purchases

6

4

139

Masa Capital

@MasaSonCap

3 years

*ALIBABA SHARES INDICATED 8.5% HIGHER IN HONG KONG

8

12

131

Masa Capital

@MasaSonCap

1 year

*ACTIVIST ELLIOTT MANAGEMENT TAKES STAKE IN SALESFORCE: WSJ Let me guess - Elliott wants them to cut costs and accelerate buybacks (both of which they're already doing)

10

5

135

Masa Capital

@MasaSonCap

10 months

“..and this $META terminal value risk, it’s in the room with us right now??”

3

9

133

Masa Capital

@MasaSonCap

2 years

Wow - had to screenshot this one 😮

8

7

123

Masa Capital

@MasaSonCap

3 years

I’m world famous yo

6

1

126

Masa Capital

@MasaSonCap

4 years

@tamil17522831 @MikeBloomberg Congratulations on your $150

1

0

112

Masa Capital

@MasaSonCap

6 months

I would sit this one out

@jason

@Jason

6 months

For a decade, I said most crypto projects were a scam, and I got brigaded with laser eyes saying, “Have fun being poor.” I was right, of course, but I give myself little credit for it. Why? I had done the work to look at ~100 crypto startups and was shocked that they almost…

854

165

2K

5

3

128

Masa Capital

@MasaSonCap

13 days

Tough day for the $INTC believers

4

11

127

Masa Capital

@MasaSonCap

2 years

*U.S. RETAIL SALES DECREASED 1.9% IN DEC.; EST. -0.1% We hikin’ 4 times tho

8

7

118

Masa Capital

@MasaSonCap

1 year

Unreal, he does it again!

6

7

116

Masa Capital

@MasaSonCap

9 months

Fiat Bros down bad

5

11

107

Masa Capital

@MasaSonCap

3 years

Alright let's go! 27 English-speaking SoftBank mad men watching

3

16

111

Masa Capital

@MasaSonCap

8 months

4

10

107

Masa Capital

@MasaSonCap

7 months

“Yo man, it’s a regional fiber company. Only 20% overbuilt. 10% Suddenlink overlap for easy pickings. Yes it’s 10x levered but these are 15x assets, maybe 20. Fully funded…I think. Uniti Group will roll their 10% equity. They’ve even got a new build method. Fuck it let’s buy it”

3

108

Masa Capital

@MasaSonCap

1 year

“Drop 25,000 employees. It’s cleaner”

2

9

107

Masa Capital

@MasaSonCap

7 days

"I don't see the stag or the flation"

4

8

109

Masa Capital

@MasaSonCap

4 months

Houlihan Lokey when a telco becomes distressed

5

2

104

Masa Capital

@MasaSonCap

1 month

Bloomberg when you buy a loan at 20 cents and get a 17 cent recovery

1

108

Masa Capital

@MasaSonCap

9 months

@HighyieldHarry Are you an exception or has your view changed?

4

0

102

Masa Capital

@MasaSonCap

3 months

@hourly_shitpost Bro a *Double* Cheeseburger was $1 We printing too much money

2

103

Masa Capital

@MasaSonCap

4 years

Why is it OK for China to ban WhatsApp, but its wrong for the US to ban WeChat? Bullshit. Up to China to figure this out. Either allow US companies in, or make some other deal to allow WeChat to keep operating in the US. Tit for tat is a time honored strategy for a reason.

17

15

103

Masa Capital

@MasaSonCap

3 years

@TikTokInvestors NGL - this trade appears so dumb that I’m leaning towards it didn’t actually happen and he’s going for that sweet sweet content

3

0

103

Masa Capital

@MasaSonCap

1 year

5

8

101

Masa Capital

@MasaSonCap

1 year

@HighyieldHarry Idk $BUD

6

1

97

Masa Capital

@MasaSonCap

7 months

No one: Absolutely no one at all: FinTwit: Let me invest in Mexican airports and an automotive paint protection coating company

5

1

97

Masa Capital

@MasaSonCap

6 months

Deciding whether to buy $NVDA ahead of earnings after its already up 250% this year

4

9

95

Masa Capital

@MasaSonCap

2 years

*JPMORGAN CEO: COULD BE SIX OR SEVEN RATE HIKES THIS YEAR

2

13

94

Masa Capital

@MasaSonCap

2 years

After the Greeks constructed a giant wooden horse and left it outside Troy: "Why would the Greeks do that?"

2

6

94

Masa Capital

@MasaSonCap

4 years

I recently listened to @benthompson of @stratechery on @BillSimmons 's podcast, where they talked about Netflix and the streaming wars. I disagreed with most of what Ben said about $NFLX, enough that I decided to write an article about it. Hope you enjoy!

What Stratechery Gets Wrong on Netflix

I recently listened to Stratechery’s Ben Thompson on the Bill Simmons Podcast. Ben and Bill discussed the streaming wars and unsurprisingly most of the discussion centered on Netflix. While I think…

tmtandchill.wordpress.com

12

8

94

Masa Capital

@MasaSonCap

3 months

PMs when the stock is down 10% and the analyst hasn't said anything

3

93

Masa Capital

@MasaSonCap

10 months

@BTCGandalf Central bankers:

2

90

Masa Capital

@MasaSonCap

4 years

Public service announcement: SoftBank is at firesale prices right now. -12% today while $UBER up big and $BABA and $TMUS positive. The discount may be the widest in the history of the company. @value_invest12 can confirm or not. It's time to buy, friends. #BelieveInTheVision

17

8

88

Masa Capital

@MasaSonCap

1 year

Billy, this is the US Military. They're the highest funded government defense force in human history. Their one weakness? Balloons

3

7

88

Masa Capital

@MasaSonCap

6 months

Higher for longer

105

10

91

Masa Capital

@MasaSonCap

6 months

As $CHTR CEO Tom Rutledge was buying back stock at $800 using debt for buybacks He just sold his remaining $100M of $CHTR stock at $410 $40B of new debt, and 100% of FCF to buybacks, all for nothing — except management comp (he hit those options!) and lots more interest expense

Masa Capital

@MasaSonCap

6 months

$CHTR has spent $71B on buybacks since 2016 Average price of $455 vs. stock at $372 today Mostly debt-funded; CHTR had ~$60B of debt in 2016 vs. ~$100B today Now interest expense is growing faster than EBITDA, before most debt needs to be refi'd in this high-rate environment

9

7

84

11

8

90

Masa Capital

@MasaSonCap

3 years

The two investors that will dominate the 2020s

4

15

88

Masa Capital

@MasaSonCap

4 years

THREAD Crown Castle $CCI responds to Elliott and says actually, fiber is a great business worth investing in, potentially an even better business than towers, and definitely better than dividends.

5

15

89

Masa Capital

@MasaSonCap

3 years

How it started: How its going:

9

3

83

Masa Capital

@MasaSonCap

1 year

Tom Brady after his FTX equity stake got zero’d

2

27

84

Masa Capital

@MasaSonCap

6 months

$CHTR has spent $71B on buybacks since 2016 Average price of $455 vs. stock at $372 today Mostly debt-funded; CHTR had ~$60B of debt in 2016 vs. ~$100B today Now interest expense is growing faster than EBITDA, before most debt needs to be refi'd in this high-rate environment

9

7

84

Masa Capital

@MasaSonCap

1 year

JPM says buy $NFLX on 35x 2024 FCF 35x??

10

5

84

Masa Capital

@MasaSonCap

7 months

Fading FinTwit is undefeated $OMAB

4

2

86

Masa Capital

@MasaSonCap

2 months

“Bitcoin? Nah, clearly a ponzi scheme. I’ll stick with making 10 bp a trade on esoteric securities”

10

2

83

Masa Capital

@MasaSonCap

2 years

The Federal Reserve was formed to benefit the elite by creating asset bubbles, deflating them, and causing recessions by rapidly raising the cost of capital - and then the elite buy assets for dirt cheap from a destroyed middle class. The Fed is doing what it was designed for

4

19

79

Masa Capital

@MasaSonCap

11 months

The SoftBank AI pump is here And how could it not be?!

ささどん

@takede3

11 months

どんだけ〜☝️🤪 #SBG5800 奪還

0

1

28

5

11

82

Masa Capital

@MasaSonCap

1 year

NEW: Email from Iger to the $DIS streaming team: "Anyone who can actually create quality content please report to the 10th floor at 2pm tomorrow. Before doing so, please email me a bullet point summary of all the TV shows you greenlit in the past 6 months"

3

9

79

Masa Capital

@MasaSonCap

3 years

@KlendathuCap Next bitcoin pizza meetup in the parking lot of McDonald’s...when everyone gets off shift 😔

4

79

Masa Capital

@MasaSonCap

11 months

FinTwit reacting to this year’s bull market

3

11

79

Masa Capital

@MasaSonCap

1 year

2023 in one image $NVDA

5

8

81

Masa Capital

@MasaSonCap

9 months

Buying high dividend yield stocks, riding the price down, and getting a dividend cut at the bottom

13

7

79

Masa Capital

@MasaSonCap

9 months

When a generalist joins a discussion between two Telecom analysts

2

6

77

Masa Capital

@MasaSonCap

3 years

13% of Robinhood customers trade options and 3% use margin Narratives in shambles

8

77

Masa Capital

@MasaSonCap

1 year

Why is $NFLX slowing spending and trying to generate $4B of cash for buybacks rather than going for the jugular while everyone else in streaming is pulling back from previous plans? I have my theories of course but curious what people think

30

4

76

Masa Capital

@MasaSonCap

2 months

*REDDIT SHARES INDICATED TO OPEN AT $50/$52, IPO PRICED AT $34

3

7

77

Masa Capital

@MasaSonCap

12 days

Buckle up This could be a battle for the ages

9

13

77

Masa Capital

@MasaSonCap

3 months

Ouch

Uncia Capital Management

@unciacapital

3 months

If you're wondering why the JPM analyst was so butt hurt on today's $NYCB call: #TopPick2024 #Oops

4

7

53

5

1

76

Masa Capital

@MasaSonCap

3 years

*SOFTBANK GROUP TO BUY BACK UP TO 14.6% OF SHARES Wheeeeeeew boy!!!!!

8

6

74

Masa Capital

@MasaSonCap

3 years

*INTEL TO SPEND $20 BILLION ON TWO NEW CHIP PLANTS IN ARIZONA The next logical question: Will these be able to manufacture #bitcoin mining chips? cc @MartyBent

3

9

69

Masa Capital

@MasaSonCap

3 years

@zerohedge “Deflation narrative is back, execute QQQ calls”

0

4

68

Masa Capital

@MasaSonCap

11 months

When you went long INTC/short NVDA as your top 2023 trade idea

1

2

72