So far so good! On top of not going bankrupt, we're doing a CUSIP change to get the shorts apparently. Bagholder tactics! I need another 100% before June though for the options to be able to pull the shares to breakeven.
Earnings report for the 'last stand' holding today. Mostly took that last stand via June Calls so back not against the wall yet. I will of course only share the result if it is positive as I maintain my aspiring Furu status.
AAA national has +21%
fruit basket... stands? Isn't the basket there to act as a stand?
Deep cut
The message I learned in Einhorn's book, was basically he's a relentless psychopath when he sets his mind to something, bearing true here.
AKA the silicon valley bank run playbook executed by the pod bros
Over under 1 Scarramucci?
all the main carriers will have direct to cell ability by like 2028 anyway. ASTS claims they're starting end of this year but they miss all their deadlines
The longer it goes the harder it gets. We got their #1, destroyed their navy, and went home is a plausible win sort of regardless of the fate of the 90m people there. But another couple weeks of random bombings is admitting that whatever you were trying to do isn't done yet.
But what does the Kalshi market say?
Don't you come for my baby.
didn't have a cell phone in high school but had one from day 1 in college gang reporting in
This is why when Thomas saw the lord he didn't fall to his knees and say 'my lord my god' but in fact just gave the common bro nod and kept walking
The gov not accepting the product without the features they assured OpenAI they wouldn't use anyway sort of gives away the game.
I mean we're torturing the analogy here, but I thought the difference was that OpenAI took the deal with government assurances whereas Anthropic refused to take the deal based on trust alone and had somehow built in (or left out) the ability for their product to be used for what they call 'evil'...
But Anthropic is explicitly not developing nuclear weapons in this analogy, right? It'd be more like if they were enriching uranium but doing so in some magical why where it couldn't be used in a bomb. The US is pouting about how many nukes they could be making.
Stock Contest February Update (+ today so far)
1st Place
@mrmarketmis.bsky.social Long: SWX:RSGN Short: RGTI
Top Long
TGB
Top Short
OKLO
Biggest Mover
InAlium +16 Places Long: CRCL Short: ADBE
have you thought about living in a cave a black bear for 100 days for $100,000 though?
I've been hearing terrorists crossing the US/MEX border since at least 9/11 and yet.... It's almost as if it was not true!
Either that or American culture got all the sleeper cell hooked on Big Macs and Marvel sequels and they decided they weren't into it anymore.
you gotta get into SPACs you sicko "Btab is an e-commerce company that integrates supply chain management, product distribution, and digital commerce solutions to support small businesses" "Australia-Owned Manufactured Furniture represented approximately 75% and 74% of Btab’s consolidated revenue"
lol first hit when I googled him though ...
Pipe Rock Theory explains our moment though www.youtube.com/watch?v=yzuj...
This will be super interesting. Imagine you're a tech firm that is a heavy Claude user but gets 5-10% of revenue from DoD. Are you just dropping the contract?
This is why I never invest in large/mega cap outside of indexing unless I'm very specifically the target consumer. Like, there's guys spending 60 hours a week looking at this who am I to think I know better? 100m shitcos, where you can't get down $1k without moving the ask? let's dance fellow idiot
When the mute button is apparently working wonders:
Ben in his Vonnegut era:
