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Penny Eckel

@pennyjilleckel

Partner @ Marker Advisors cybersecurity research for investors

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03.01.2026
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Latest posts by Penny Eckel @pennyjilleckel

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a pixel art of a man wearing glasses and a pink jacket ALT: a pixel art of a man wearing glasses and a pink jacket
12.03.2026 18:44 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Lmao

12.03.2026 17:19 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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The Gravity of Being

#monoprint Acrylic on Paper

#art #printmaking #abstractfigurative

11.03.2026 18:50 πŸ‘ 2372 πŸ” 267 πŸ’¬ 38 πŸ“Œ 6

Get him, Helene πŸ˜‚

12.03.2026 13:44 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

The people replacing these guys in a few years will have big shoes to fill.

12.03.2026 13:39 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Ask nicely

12.03.2026 10:46 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Congrats, Brent!

12.03.2026 04:06 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Ah, I see he’s doing the 2DatST dance again. That is so not disco.

12.03.2026 04:02 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Yes! Progress. Thanks for sharing.

11.03.2026 20:16 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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$CRWD and Perplexity partnership.
I think this is the sort of collaboration to which @pennyjilleckel.bsky.social has been pointing.
Via @quartr.com app

11.03.2026 20:09 πŸ‘ 3 πŸ” 1 πŸ’¬ 1 πŸ“Œ 0
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My lobster lost $450,000 this weekend Surprisingly, it wasn't an exploit or a prompt injection.

This is really funny. I have questions though, like who is responsible if Lobstar instructs someone to commit a crime and pays them for it?

11.03.2026 19:09 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Umit... lol

11.03.2026 18:53 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

That’s rough. I don’t even like the change living on west coast US time and working on east coast US time.

11.03.2026 12:00 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

First, you’ll have to cull the people in finance who don’t understand it lol

11.03.2026 03:14 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Joe Rogan rn

11.03.2026 01:59 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

That is a good point. The multitude of variables that go into a post-earnings price outcome makes market making easier for sure.

10.03.2026 23:07 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Options hedges are essentially yes/no

10.03.2026 18:19 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Institutions pay for software channel checks which correlate most tightly to revenue, so there is investment. They are already placing long/short β€œbets” tied to price. If it were available, I think they’d bet on other metrics as well. My supporting evidence is the financialization of everything lol.

10.03.2026 18:18 πŸ‘ 3 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

The scenarios I think of are two folds: -Single stocks bets to isolate some components like Penny describes here
-bets on disruption events that enable hedging on some root causes only

10.03.2026 17:17 πŸ‘ 2 πŸ” 1 πŸ’¬ 1 πŸ“Œ 0

Theoretically, you could bet on each individual metric through prediction markets, rather than just betting on price in the stock market. Of course, they could run into a ton of regulatory issues.

10.03.2026 14:10 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

… using a prediction market, then I’ve eliminated all other variables and my bet on revenue performance against consensus now makes me money, even if the stock price goes lower since I didn’t need to own the stock to bet on revenue performance (which as you point out, is similar to a CFD).

10.03.2026 14:07 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

… the price outcome after the call: Billings, expectations, a C-suite exec stepping down, etc. I can be right on my revenue bet, but wrong on something else and therefore lose money in the stock.

If I instead bet on the singular revenue metric for that call…

10.03.2026 14:07 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

A bit, yes, but a CFD is still tied to price. Suppose I want to own $CRWD before an earnings call because channel checks were generally good. The metric those are most correlated to is probably revenue. But revenue is only one metric, and there are many other variables that could impact…

10.03.2026 14:07 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 1

I’m kind of wondering if we’re going to see prediction markets around individual earnings report metrics that would make outcomes more binary than buying a stock ahead of an earnings call.

10.03.2026 13:27 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Waiting on the cybersecurity partnership announcements 🀞

10.03.2026 13:23 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Phrases that irrationally annoy me:

β€œGenuinely curious”
β€œI cackled”

Where did these come from, and why are they so prolific?

We can assume curiosity when a question is asked, no need to reiterate. Cackling is for TV witches.

09.03.2026 21:29 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

It’s as if I don’t exist at all πŸ₯²

09.03.2026 18:31 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

It’s true, Brent has been unfairly treated, but I have been put out of production entirely!

09.03.2026 18:30 πŸ‘ 1 πŸ” 0 πŸ’¬ 2 πŸ“Œ 0
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I can't compete with this.

09.03.2026 16:20 πŸ‘ 10334 πŸ” 1745 πŸ’¬ 232 πŸ“Œ 412

Poor Brent. I understand his dependency now.

09.03.2026 18:06 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0