Begging Jensen for GPUs – InsideArbitrage Friday Wrap

  • September 22, 2023


Our list of curated tweets for the current week

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Special Situations

Someone turned $22k into $10M in a day…

Cisco announces intent to acquire Splunk.

Cambridge Bancorp $CATC Enters Into Definitive Agreement to Merge with Eastern Bankshares $EBC

Enjoyed the $GPP yield for a while and seeing capital appreciation in this m&a with parent $GPRE



Microsoft’s Activision Blizzard deal gets preliminary approval from UK regulator $ATVI

Cleveland-Cliffs clashes with U.S. Steel as sale process gets underway

The CFO and COO of Vector Group (a cigarette manufacturer and RE company) recently picked up around $103K in shares.

$SVM: Silvercorp Metals announces a normal course issuer bid to acquire up to 8,487,191 common shares of the company

Hong Kong and US-listed budget retailer Miniso reports 155 per cent profit rise as Chinese consumers turn to affordable goods amid slowing economy

Gulfport Energy $GPOR Expands Common Stock Repurchase Authorization by 63% to $650 Million

Q3 is almost done and this has been a very slow news period for shippers.

$SDRL - Since initiating its share repurchase plan last week, has already bought back 355K shares at ~$47.91.

Share repurchase machines

$SWBI Smith & Wesson Brands authorizes a new $50 million share repurchase program

Very rarely do you see a co-founder and former CEO of a public company say "board has been corrupt from day 1!"

$CBOE Cboe Global Markets said Edward Tilly has resigned



PayPal: Opportunity of a lifetime or value trap?

Rupert Murdoch will step down as chair of Fox and News Corp after building a media empire over seven decades

Todd: “Warren, I have a new company that likely clears our hurdle.


98% to a new all time low of 58 cents

"I was having dinner at Nobu in Palo Alto with Elon and Jensen, and we were begging for GPUs."

The Dean of Valuation, Professor Aswath Damodaran.

As a grocery business intermediary, any valuation of Instacart has to be built on a recognition

Online grocery shopping is also concentrated, with most of the largest grocers offering an online shopping option

How big is the oil market?

The U.S. Economy

Rates have moved up significantly

Personal interest payments in the US hit a record $506 BILLION in July.

I was so surprised by this data that I decided to check out the source

We are now in the longest 10-3 inversion in the data back to 1962.

We're in the biggest Housing Bubble ever in 2023.

In August, Zillow predicted that 120 of the nation's 400 largest housing markets would see a house price increase of at least 7.0% over the coming 12 months.