Bonanzapilot

@IVandIdeology Selling all that and buying 0DTE SOXL at the open Monday.

If this was your portfolio right now… What are you selling FIRST and why? 👇 I’ll share my answer after a few replies.

@optionscjp I agree. They will optimize around it.

It may not be tomorrow, or a week from now, or a year from now But at some point in the future, Jensen Huang is going to walk on stage at GTC or some other event and say something to the tune of “memory is no longer a bottleneck” Every memory stock will instantly fall 30-50% + within a month

@marc02200 Index funds are for pussies

Please explain this to me. If you’re in your 20’s, WHY IN THE WORLD ARE YOU INVESTING IN INDEX FUNDS when there’s stocks like $NVDA? 28% vs 73% in the last year. Am I not seeing something?

@JesseCohenInv I call it shut the fuck up you little bitch

What do you call this chart pattern?

@antibearthesis Time is on his side still but needs to get moving

My older brother is 28. He has: • $0 invested • $35k in savings • $10k car loan • No other debt He thinks he’s behind financially. What would you tell him?

@SingularityRes Still cheap at $165

$RDDT skipped my radar completely This was an obvious play when insider buy $10m worth of stocks in the run up to the earnings $CAT and $CORU saved my day

@colin_gladman Everybody slept on the mac mini

I thought $AAPL would be most likely flat to down post earnings. Currently up 3% so definitely missed the mark there.

@aleabitoreddit Sadly sold out on large percentages of my positions, but left some for runners.

Photonics go brrrr $AXTI +17.34% $AAOI +12.47% Hope you listened to my original thesis anon?

@RagingVentures That seems unwise. Easier shorts out there than stepping in front of a train that’s getting a 1 trillion rev injection.

Buying $INTC and $QCOM at this stage in the chip boom is like going all-in on fringe Eagle Ford and Bakken shale acreage in 2014. I’m now short both.

@Reformed_Trader Ok fear subsided

@Bonanzapilot2 Have no fear. The economist is here!

@Top100Rick Just went. Booked tee times on my way to the airport. No issues. Even got a room on the property.

Now sadly it’s insanely hard to book Bandon as a group these days. The demand is simply endless. But if a single or twosome, you can just stay in town and get tee times. Try it! Just book a couple weeks out. Bandon is heaven on earth.

Why is Bandon Dunes Resort the best place to golf in the USA? Watch this. 16 at Bandon, one of my favorite holes on earth. 30 mph winds. PGA pro Austin Hurt gives a lesson in links golf mastery. The second shot is just 🧑‍🍳💋. Bandon > private golf

@longwashere You don’t know how the thing that all major companies are tossing 1 trillion in cash at is up?

After being told I was wrong by mega-bulls on twitter about $intc, I have decided to take their advice and do my own research on the company. My conclusion? I've shorted another 200k on intel. Obesity rates are an all time low. I have no idea how everyone is so bullish on chips. No one is eating anymore 🙄

@cantonmeow Sold and rotated to a better sector

There was a technical daily gap for $SOFI at $15.85 that got filled. Over done much? Yeah. That's not the question. The question is what are you gonna do about it.

@indexnforgetit Who can live off of that? It’s essentially poverty.

If you can't live off $96,000/yr you have a spending problem

@BoBbyPleWniaK @Tesla @cybertruck @Tesla_AI lol move over bro

For highway driving, I wish FSD acted more like autopilot where I can just stay in the left lane. Sometimes the right lane is bumpy because of the heavy semi truck usage. I’d like to keep it in the left lane and stay on standard mode going 70mph @Tesla @cybertruck @Tesla_AI

@piersmorgan You guys already gave your country away. What’s the big deal?

If President Trump wants to take the Falkland Islands away from Britain, then we must reclaim the United States. Perfect way to celebrate the 250th anniversary of American Independence. King Charles can announce it to Congress next week.

I have two stacks on my desk. The left stack is financial disclosure forms from members of Congress. The right stack is waivers for members who filed their financial disclosures late. The right stack is always taller. On Wednesday morning, I watched a soldier get arrested on CNN. I am a Disclosure Analyst for the House Ethics Committee. I have held this position for eleven years. My job is to receive the forms, verify their completeness, and file them. I do not investigate. I do not flag. I do not refer. I file. I have a lanyard. The lanyard says ETHICS. The soldier's name is Gannon Ken Van Dyke. He is thirty-eight years old. He was stationed at Fort Bragg. He was Special Forces. In December, he created an account on a prediction market called Polymarket. On January 2nd, he bet $32,500 that the president of Venezuela would be removed from power. On January 3rd, he helped remove the president of Venezuela from power. He collected $409,881. He has been charged with five federal crimes. Commodities fraud. Wire fraud. Unlawful use of confidential government information. Theft of nonpublic government information. Unlawful monetary transaction. The Department of Justice called it "the first-ever insider trading prosecution on event contracts." I watched this on the television in our break room. Then I walked back to my desk and processed a late financial disclosure from a member of the House Financial Services Committee who purchased $250,000 in bank stocks eleven days before his subcommittee held a closed-door hearing on proposed capital reserve changes. The filing was forty-seven days late. The STOCK Act requires disclosure within forty-five days. The penalty for late filing is $200. I waived it. I waive most of them. In 2021, fifty-four members of Congress and senior staff violated the reporting rules. The fines were minimal. Most were waived. I have a form for the waiver. The form has a box that says "Reason." I write "administrative delay." In ethics, "administrative delay" means the member's office forgot and then remembered when a reporter called. My approval rate is one hundred percent. In any other field, that number would trigger an audit. In mine, it is called thoroughness. Let me show you what I processed this year. January. A senator on the Armed Services Committee sold defense contractor shares worth $1.2 million. Three days later, his committee received a classified briefing that the Iran campaign had exceeded its projected cost by 340%. The stock dropped 8%. He filed the disclosure sixty-one days late. I calculated the fine. $200. His chief of staff asked if it could be waived. He did not ask what the senator traded on. Nobody asks that. The form does not have a field for it. I waived the fine. The senator's portfolio returned 23.4% in 2025. The S&P 500 returned 16.8%. February. A representative on the Energy and Commerce Committee bought pharmaceutical stocks worth $400,000. Two weeks later, her committee advanced a bill that would extend patent exclusivity for the exact drug class she purchased. The stocks rose 14%. She filed on time. There was no fine. There was no investigation. There was nothing to investigate because buying stocks in companies regulated by your own committee is not illegal. It is legal. The STOCK Act made it legal by making it disclosed. In Congress, disclosed means legal. In my office, legal means filed. March. A member whose spouse manages a portfolio worth $9.2 million reported forty-three separate transactions in a single quarter. Twelve of them were in sectors directly affected by legislation the member co-sponsored. The timing on eight of those twelve was within a two-week window of committee action. I logged all forty-three. None were flagged. We do not flag. We file. I asked my supervisor once what would happen if I flagged a filing. She said we do not have a form for that. I never asked again. In 2020, I processed 847 disclosures. In 2023, 1,211. In 2025, 1,614. The number of enforcement actions in each of those years was zero. The numerator changes. The denominator does not. I want to tell you about the soldier again. He made $409,881. He tried to delete his Polymarket account by calling customer service and saying he lost access to his email. He moved his profits into a foreign cryptocurrency vault and then into a new brokerage account. He used his real identity. He placed thirteen bets. Every single one was connected to an operation he personally participated in. In my eleven years, I have processed disclosures from members of Congress who traded on: Pending FDA approvals they learned about in committee. Defense appropriations they voted on. Trade policy they negotiated. Pandemic response measures they drafted. Interest rate decisions they were briefed on before the public. None of them have been charged. None of them have been investigated by the Department of Justice. None of them have been referred to the SEC. The STOCK Act has produced zero prosecutions since it was signed on April 4th, 2012. Fourteen years. Five hundred and thirty-five members. $635 million in trades last year alone. Zero cases. My daughter asked me once what happens when someone breaks the rules. I told her we write it down. She asked what happens after that. I said it depends. She was nine. She is twenty now. It does not depend. Nothing happens after that. The soldier made $409,881 and faces decades in prison. Nancy Pelosi entered Congress in 1987 with a portfolio worth approximately $785,000. It is now worth $133.7 million. That is a return of 16,930%. The Dow Jones returned 2,300% over the same period. Professional fund managers who beat the market for three consecutive years are considered exceptional. She has beaten it for thirty-seven. If a hedge fund produced those returns, the SEC would subpoena the records on a Thursday. She produced them from a building with a chapel and a gift shop. She announced her retirement last year. No investigation was opened. No disclosure was flagged. Her filings were on time. In my office, on time means compliant. Compliant means closed. I want to tell you about the fine. $200. That is the maximum penalty for violating the STOCK Act's disclosure requirements. $200 for a member of Congress whose portfolio gained $4.7 million in a single quarter. I calculated what $200 represents as a percentage of $4.7 million. It is 0.004%. I could not find a comparison that made it meaningful. It is less than the price of the parking pass in the Rayburn garage. It is less than lunch at the members' dining room if you order the crab cakes, which I am told are excellent though I eat at my desk. Since 2012, thirty-one bills have been introduced to restrict congressional trading. I keep a list. The list is longer than the STOCK Act itself. On March 5th, 2026, a representative from Michigan introduced the thirty-second. He called it the "No Getting Rich in Congress Act." The bill would prohibit the President, Vice President, members of Congress, and their spouses from trading individual stocks, cryptocurrency, futures, and commodities while in office. The bill was referred to committee. The committee has not scheduled a hearing. The committee is chaired by a member whose spouse executed $2.1 million in trades last year. The bill will be reviewed. In my office, reviewed means read. Read means acknowledged. Acknowledged means a status has been assigned. A status is the absence of an action that has been given a name so it looks like one. The soldier used classified information to make $409,881 on a prediction market. He has been charged with five federal crimes. The Department of Justice announced the case on the same day I processed three disclosures from members who traded on committee knowledge worth a combined $3.8 million. The difference between the soldier and the members is not what they did. It is the building they did it in. He did it from Fort Bragg. They did it from the Capitol. He used a prediction market. They used the New York Stock Exchange. He bet on a military operation. They bet on the legislation they write. He did not write the law. They did. They wrote the STOCK Act. Then they funded its enforcement at zero dollars. Then they set its maximum penalty at $200. Then they gave my office the authority to waive it. Then they traded $635 million. The soldier flew to Caracas. He breached a compound. He put his body between a mission and a bullet. The people who ordered the operation were in a building with a credenza and sparkling water. They did not go to Caracas. They went to their brokerage accounts. The soldier made $409,881 and is now in federal custody. The people who knew what he was going to do before he did it made more and filed less. His prosecution is not a failure of the system. It is the system. One conviction per decade, at the lowest level, so the briefing slides can say enforcement exists. The $409,881 is not the crime. It is the cost of making $635 million look supervised. In my field, we call this self-regulation. The soldier's Polymarket account has been frozen. His military career is over. He will spend years in federal prison. My office will process every congressional disclosure filed this year. Every trade logged. Every $200 fine calculated and waived. The system is immaculate. Fourteen years. Zero prosecutions. $635 million a year. A 16,930% return. I have not leaked a document. I have not filed a complaint. I have not deviated from the process one single time. The process was written by the people whose forms I process. As long as the disclosures go up and the cases don't, my performance review says I am meeting expectations. My lanyard still says ETHICS. In eleven years, nobody has asked me to define the word.

@dividendology I would not.

If you could be guaranteed an average annual return of 7% on your portfolio for the rest of your life- Would you take it?

@MaxPatten @OutofSpecDetail That’s a lot of words to just say you’re gay.

@OutofSpecDetail For the record I think the Model 3 and Y are objectively fantastic. If you want an appliance, they’re pragmatic and the 3 in particular I like the looks of. But the brand stink is real. We’re all brand snobs in one way or another, and I’d rather drive another car.

So shook. My fiancée, who likes Elon far less than even I, said she actually digs the look of the new Model Y (premium) with the light bar. Although she would never own one while he’s on the Board. I guess irrelevant since they’re not a car company anymore 🤪