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Peter Tchir
Academy Securities (head of macro strategy)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Replayed Bloomberg Surveillance clip (same morning's programming). Leads with 'It's not as good as ours I don't think' (@46:32); the worry he voices is China flooding markets with cheap compute 'Like they did with trinkets back in the early 2000s' (@46:28).
“They distill it from our models probably which helps on their costs But the reality is they have the electricity grid they have enough chips and they seem to be able to flood their market”
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