Stephen 🇺🇸🇺🇸🇺🇸

@QQQ275Soon @harfangcap @d4ytrad3 I think it's longer than that, no?

@harfangcap @d4ytrad3 Yeah but that’s a month and a half away in tranches. We don’t price that far into the future. /s

Big Mistske. $SPCX had a 5:1 split prior to IPO which I forgot about. The math is wild. $SATS owns ~260m shrs which make the stake alone worth almost $200 / share. We’ve seen spreads exist prior, though I’m not sure quite at this magnitude. Either the market will reprice this or an activist will.

@StopTheStealF2 Listed on new Nasdaq Texas exchange I believe

Am I the only one who thought $SPCX tape looked like tokenized trading the way it was settling every millisecond but then also Blue Ocean ATS was doing it all night? Did they pilot tokenized trading on the NASDAQ for the SpaceX IPO? Looked like Bitmex in 2017.

@btrmasaladosa @CDMCapital Where do they work? Asking for a friend..

@CDMCapital my friends are spending similar budget in Meta. None of them have been fired due to this

Spoke w/ a very senior guy at $META who told me they had this leader board for Token spend. Since they have an "unlimited budget" for AI spend, they track the daily token budgets etc. The top guy at $META had spent ~$90K in a single day on tokens, he was fired a few days later.

@MichaelJohn1826 @BillAckman Did you sell?

@BillAckman Give us percentages of each. I’ve lost $120,000 by buying at the IPO BECAUSE I had trusted you @BillAckman

An update on Pershing Square USA, Ltd. $PSUS:   Since its IPO on April 29th, PSUS has deployed nearly 85% of its capital in 12 companies including Amazon, Microsoft, UBER, Meta, Brookfield, Restaurant Brands, Fannie Mae and Freddie Mac at prices we believe to be extremely attractive.   The PSUS portfolio, along with the other Pershing Square funds, also includes four new companies, which we will disclose at the time of our second quarter report.   As a result of our investment activity over the last six weeks, we believe the PSUS portfolio is now invested in a number of the highest quality durable growth companies in the world, which are trading near their all-time lowest valuations.   Furthermore, as of this moment, PSUS is trading at a ~20% discount to the net asset value (NAV) of its underlying holdings so a buyer of the stock at today’s price is acquiring the current portfolio at a double discount. We believe the PSUS discount to NAV has emerged due to short-term technical factors related to the IPO that should moderate over time.   Pershing Square management and affiliates are all-in, having acquired more than ten million shares or $500+ million of PSUS in the IPO and in the market thereafter. 
In summary, we believe PSUS and its portfolio holdings represent an extremely attractive bargain at today’s share price and we have put our money where our mouth is.

💯💯💯

@gurgavin So many famous families not on that list for a reason 😎

THE GAP BETWEEN ELON AND EVERYONE ELSE JUST FEELS SO CRAZY TOO ME

@TradetheMatrix1 Legions?

Legions of market makers

@johnwelshtradez also has NDX addition next week on the 22nd

$RKLB I believe the ATM finishes this week. With $SPCX near $200, this is undervalued

@JP_Money_95630 Damn 100k followers

It will be a Sell the news event at the Open!!!! Erase the gap within an hour. 🤣🤣🤣 Brent has the lowest level since March!

For some reason I always listen Shakira’s entire discography when the World Cup is on. I’ve been playing this woman’s music since 8am today and still going 🎵🕺

🤩🤩🤩

@SFLTVBossMan @stelzner_n1150 Most single and married millineials who I know already have a 4-5 bedroom house or two.

@stelzner_n1150 singles maybe, but for two people, an office for each one, a bedroom, a home gym is completely within the 4-5 bedroom range

Because Millennials decided not to have children the housing crash for 4-5 bedroom homes is going to be epic.

@StockPatternPro Doom porn for clicks 🤡🤡🤡

All those "Markets are going to crash" twitterX bears with big followings slaughtered once again.

Someone is pissed off with this deal

@openshutter21 Beautiful. Where is this?

I saw this composition but didn't really have a long zoom lens, so I zoomed as far as I could, then cropped it. Thankfully, the image held together.

@JLMarchese111 @PeterMallouk Big time crime, huge taxes and no housing. Yikes!

@PeterMallouk Seems like democrat dominated areas are struggling... Just saying

The strength of the housing market very much depends on where you live. Lots of divergence now…

@maattttbrown @SFGate Deport these losers

Stanford grads walk out as Google CEO Sundar Pichai takes the stage as commencement speaker. No mention of AI, unlike other uni speakers getting booed down this year. Story for @sfgate shortly

@anothercohen Nah bro

Hear me out

@jarvis_best He reminds me of penguin actually

Alex Soros is interesting because he’s a billionaire heir who dedicates his life to making cities less safe. He’s like a Reverse Batman.

@michelleweekley @financedystop As long as it’s only a tiny bump!

@financedystop Let me give him just a tiny little bump of heroin. That’s ok, right? It’s just the smallest amount.

The iPad kid epidemic is going to be looked back on as one of the biggest parenting mistakes of the 2010s and 2020s....