Ballin' Capital

@frontpike Ondine Ana Jennifer Ui Levi Are all international ex-elites with a ton of experience. Stanford have a lot of potential for sure and can make the final four, with the new recruits, but they will definitely miss the GOAT Anna a LOT. And Taralyn on vault too. Sad to see them go!

@frontpike I really want to see what Jennifer Williams can do on FX too. And Ondine is crazy good, if she stays healthy. I think Stanford is now the team with most international and elite gymnasts, correct me if I am wrong?

OKAY SO I FORGOT JENNIFER NEW BEAM LINEUP: raeya linton levi jung-ruvivar ondine achampong sienna robinson jennifer williams ana barbosu

@GlassLensRes Funds like Jane Street & Citadel cycle through stocks & sectors and reproduce the scam, over and over. Particularly over earnings, where they can have excuses to destroy stocks that beat or pump stocks that don't, so their options can print. They are no longer discrete about it.

@GlassLensRes This kind of manipulation is illegal: Owning a stock while buying a ton of worthless deep OTM puts, then dumping the stock at a loss to make the puts go up 10x. Previously, the SEC would catch this kind of action and issue fines, and bans. The head of SEC enforcement is gone.

$SPGI is down almost 5% today 👀 May be a pretty solid opportunity. Market overreaction?

@GlassLensRes It's not AI. It's just a good old 80's boiler room pump & dump, upgraded with HFT & algos. Reg IBKR revenue exploding, it has nothing to do with this. Retail is just FOMOing & gambling when they hear "the S&P is up". The truth is, majority of S&P components are in bear market.

@GlassLensRes I've seen it over and over across so many companies. The truth came out with the India vs Jane Street stuff. They were banned from doing it in India but do it daily in the US, especially since there is no more SEC/FBI enforcement, as Trump and his circle are openly doing it

@BallinCapital You think it’s all run by HFT algo stuff? Ur prob right tbh. The headline risk is so real rn it’s nauseating.

@ReneSellmann That is litterally what is happening, that and widespread HFT algo fraud, aka the "Jane Street slam", exposed by Indian regulators and banned there, but common on most major US stocks.

What if the majority of stocks experiencing bear-market type drawdowns in 2026 do not actually face permanent structural problems, but are rather simply casualties of the global “mega AI trade” rotation?

@Noahpinion LLMs cannot do basic sums and won't ever be able to. Anyone with basic knowledge of how they function would know this. You are a clueless fool. How the hell do you have so many "followers"?

In three years we went from AI being unable to do simple arithmetic to AI threatening to put almost all professional mathematicians out of a job. Pretty impressive!

The amount of Western "geopolitical experts", generals, analysts and diplomats commenting on Iran while not seeming to be aware that Iran has full access to the Caspian Sea is truly staggering. The idiocracy is why we are in this mess.

@RealNickMugalli @KobeissiLetter He literally said he "didn't care about American people's financial situation, not one bit".

@KobeissiLetter Trump must be shitting himself seeing this…Biden has a better economy? Noway

BREAKING: Month-over-month US PPI Inflation officially rises +1.5% in April, marking the biggest monthly jump in inflation since March 2022. All of the data is very clear: consumers are about to face another wave serious pressure on spending power.

Qualcomm stock is now down 10%. Not reading my Substack is hazardous to your portfolio.​​​​​​​​​​​​​​​​ $QCOM

@darrenjmaher What do you mean? Yesterday was typical HFT algo fraud to slam it down cheaper and today it is to bring it back up to sell higher. All S&P 500 components trade like shitcoins now, especially low volume stocks such as healthcare.

Anyone notice this in $ISRG stock? It looks like there may be someone trying to move the price, or an unsuccessful attempt at an insider trade…..

$ADSK - Bank of America reinstated coverage of Autodesk with a Buy rating and a $300 price objective on Tuesday, arguing the design software company is well-positioned to weather AI disruption and could see its stock rise roughly 27% from current levels.

@BrianSozzi Bankers are totally inept when it comes to geopolitics.

JP Morgan on oil prices/Strait of Hormuz: "A core assumption of our framework is that the accelerating pace of oil inventory depletion will ultimately force the reopening of the Strait of Hormuz, one way or another. Our base case envisions the Strait reopens in June—anchored on June 1 for simplicity—following a clear and credible announcement ratified and confirmed by both sides, such as a statement from the UN Security Council."

@ChristopheNour @fiscal_ai It's getting wrecked today by scamming algos.

@fiscal_ai $ISRG is such an incredible company.

Intuitive Surgical is a 320-bagger since IPO. The medical device giant now has an installed base of more than 11,000 DaVinci Systems. $ISRG

@GaryMarcus @JosephJacks_ @DavidSacks Anyone else beyond sick of reading "This is not -- It is" slop everywhere??

Hey @JosephJacks_ $10,000 says your 2030 prediction is wrong. DM to arrange details if you are in. cc @DavidSacks