Alpaca Capital

@blueprintsmb22 Generous estimate

Portfolio manager at Millennium exercising his put option on senior analysts when management asks about the books 250bps drawdown in the last 4 weeks x.com/CBSSportsCBB/s…

@CryptoHayes On a long enough timeframe that still may be the case here

ROFL - times have changed. When I interned in NYC in the olden days if you ended up in the post you got fired.

@DeepDishEnjoyer Majority of participants aren’t bright you know this p4

so we are now reacting to news that *literally* came out already okay

@BoringBiz_ They already are. We’re flying to firms and closing deals / creating partnerships in person rather than over a zoom call. These conversations are more fruitful in person than through the tech medium.

A prediction of mine is that live experiences will become 2x more valuable in the world of AI This includes office meetings, sales pitches, events, comedy shows, sports games, and so on The amount of content on social media and the internet is going to explode because of AI agents Once it’s good enough, no one will be able to tell the difference between human and AI As supply increases, people will reach a point of fatigue from these platforms. We will always crave authenticity and human interaction, rather than AI slop The only competitive moat left will be in person and live experiences that turn occasional fans into loyal customers If you are a business or creator, that is probably where the biggest opportunities will be in the next couple of years

@bryan_johnson @hubermanlab can you opine?

I’d cancel your AG1 subscription. They just completed a clinical trial and the results show no clinical benefit.  This has been obvious for years.  AG1 has no real product substance and is fundamentally an influencer heist.   Two simple alternatives (75% and 56% less $), outperform AG1 in randomized clinical trials. Two simple mono-ingredient alternatives that outperform AG1: 1. Chicory inulin 12 g daily ($20/mo) 2. Resistant starch 30 g daily for 12 weeks ($35/mo) AG1 is not worth $79/mo. AG1 study results (4-weeks, N=30): + No significant changes in blood biomarkers compared to placebo (CBC, CMP, lipids). + No statistically significant improvement in digestive quality-of-life scores (p = 0.058). + No significant metabolic or inflammatory biomarker benefits of any kind within the scope of what was measured in the trial. + Only small shifts in microbiome taxa but clinically irrelevant at this stage. + The intervention did not increase microbiome diversity compared to placebo. Alpha diversity was unchanged, and the taxa changes seen were only from pre- to post-analysis within each group. Between-group differences were limited, and the placebo actually showed similar or even potentially larger shifts. This means the observed changes fall within normal placebo-driven variability, not a real treatment effect. No global microbiota shifts were detected. Chicory inulin 12 g in constipation patients + 12 g of chicory inulin daily for 4 weeks (compared to maltodextrin placebo) + Global microbiota shifts: enrichment in butyrate-producing Bifidobacterium and Anaerostipes, and depletion of the pro-inflammatory Bilophila. +The effect was seen by comparing intervention vs placebo in a cross-over setting, a very rigorous type of clinical analysis in which each person serves as their own control, eliminating a lot of individual random noise. + The trial also met its primary objective by improving constipation symptoms in the targeted patient group. Resistant starch daily 30g for 12 weeks in older adults + Significant increase in Bifidobacterium in both middle-aged and elderly participants, with an increase in the beneficial microbiome byproduct butyrate, and reductions in Proteobacteria (including inflammatory Escherichia–Shigella) in the elderly. + Resistant starch also significantly reduced blood glucose, and produced greater reductions in blood insulin and insulin resistance (HOMA-IR) in the elderly group.

Short LULU Long MU was a solid trade initiated last week… albeit unconventional pair

If you believe in the efficient market hypothesis you should not be in the hedge fund business

@BoringBiz_ Homie is two years too late

Chamath's best trade idea for 2026 is not a stock. It is copper. "We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical elements that we need. The asset that is set up to go absolutely parabolic is copper. The reason is that it is, at least as it stands today, the most useful, cheap, and amenable conductive material that we have That material manifests in everything from our data centers, to chips, to our weapon systems. It is just everywhere, everywhere, everywhere"

Copper shortages have been on our radar since 2023. Interesting to see the narrative gain a bigger spotlight now

China requesting an FTA with the EU is just going to piss this admin off more 🍿

@barkmeta Is this bait or do you just not understand the basic concept of a convenience yield

🚨 THEY ARE RIGGING SILVER TO SAVE THE BANKS. The charts say SILVER is $71, but actual prices on street are much higher. 🇯🇵 Physical Silver $130 🇦🇪 Physical Silver $115 🇨🇳 Physical Silver $110 🇺🇸 COMEX Paper Silver $71 How is this possible? Because if SILVER charts go to $130 (the TRUE value), several banks go insolvent OVERNIGHT from margin called short positions. They’re using paper contracts to force the SILVER price down and protect them from liquidation. The charts are a lie. We are witnessing MANIPULATION on a scale that’s never been seen before. When the short positions are offloaded, silver price will go vertical to catch up 🪙📈

@commonsenseplay This is down 42% in the past month. As you know, these things do not move straight down. I expect covering to $30+ before we move lower. Hope I’m wrong

Added more to $RGTI short. Call me crazy but this is goin sub $20 by the end of the week.

Cramer tweets out support and immediately shaves 300 bps lmfao

Doubling down on quantum shorts

@KyleKulinski How dense do you have to be to not understand these aren’t mutually exclusive?

Calling Zohran a nepo baby when his opponent is ANDREW CUOMO proves these dumbasses aren't even trying anymore man.

Dismissing a Fraud case as blatant as Trevor Milton’s is sad.

Peter Thiel on the question he asks every startup founder he invests in “Why will the 20th talented person join your company when they can get paid way more at Google, they will have to work way less hard at Google, and it will look better on their resume to go to Google?” The 20th employee won’t get the equity or prestige that someone on the founding team will get, so there needs to be another incentive if you’re going to build a truly great company and attract the best people in the world. Thiel believes the best answer is something along the lines of: “This is the only place in the world where you can work on this incredibly important problem.” He continues: “It has to—on some dimension—be a really important problem that at least some people think is the most important problem in the world. Those are the kind of businesses that are unique, and when they work, they end up being leaders in their respective markets.” If it’s a problem that a bunch of other team are working on, it will be hard to attract a truly world-class employee #20.

Maybe J&J knew something that prompted the KVUE spinoff

@BoringBiz_ River road partners

Which MD’s boat is this?

@rvc330 x.com/rvc330/status/…

what’s wrong you’ve barely touched your river road burger