BigErn

There’s a sucker born every minute.

@realroseceline Haven’t you heard?! Cybersecurity is the new AI cash cow. The market is getting bored with memory and opticals, so here comes the cyber run. You’ll see. Special thanks to IBM’s recent report. 🤲

Pls explain what about $NET is worth $100b dollars and how you make money? 🌹

@Mr_Derivatives Recognize a little grifting weasel when you see one

Chamath went on CNBC and kinda said maybe sorry but mostly not sorry regarding his SPAC’s… Wish Joe grilled him the way he grilled Jeremy Grantham. 😑

@Mr_Derivatives bUt ThEy WoRkEd FoR tHe CeO’s Things pieces of shit say

@nanalyzetweets Everyone’s a winner during phase 3, that’s why I trim big time

The Synlogic story starts with Mirna Therapeutics, a company that avoided bankruptcy by merging with a synthetic biology company called Synlogic $SYBX that had partnerships with AbbVie $ABBV and Ginkgo Bioworks $DNA. After bringing a drug candidate to Phase 3 trials they ended up discontinuing their efforts and announced plans to wind down the operation and eliminate 90% of their staff. Why this eight million dollar company still trades is a mystery to us. All that’s left to do is add their name to the long list of synthetic biology stocks that have failed miserably.

@JoshuaArieh That’s the smart money realizing one of the ufc’s most active fighters in Holloway should be much more than just -160 against a guy that partied for 5 straight years.

The easiest tell that says Connor was hurt is this In 24 hours the line went from Holloway -212 to -301 at tip Someone fkn knew

@Runba8290 Coming out and shooting a takedown would have been the most unexpected thing he could have done, and a much safer move with better risk/reward. He said he trained all that ground and pound so I half expected it. Even if it doesn’t land it makes a striker like Max more hesitant.

@BiggiePerms いい考察。 今回は、思ったより間合いが遠く、着地をミスったんだと思う 少し無理やり放ったキックだったように思える

Same kick. Different landing. Watch how his right leg lands here already turned over at 180 degrees and rotating with his hips. Compare that to last night against Holloway. His foot lands sideways, no continuous rotation through the hips. Stiff and perpendicular to his body

@nanalyzetweets There was also a piece on how NVDA gets to $600 a share. So which one is it? 🤨

Three reasons we think the AI bubble is due for a reckoning 1) The circular financing deals. You’ve all seen the convoluted chart below. It just takes one domino. This is extremely precarious. 2) Funding ideas with billions sight unseen. As of 2025, over 70,000 AI startups operate globally, and AI drives over 70% of today's venture capital activity. Giving someone a billion dollars for their “idea” is objectively ludicrous 3) The insane levels of subsidization. Every person on this planet with an Internet connection can use the world’s most powerful technology for free

@michaeljburry That said, companies still haven’t accepted that cheaper ai is more practical than the “best” ai given the lack of a moat. Markets, especially Trump markets will continue to stay irrational though. Fundamentals and rationality are only a few cogs turning Wall Street’s wheels.

@michaeljburry In companies like NVDA and Micron a low forward PE indicates high earnings. Given the cyclical nature record high earnings = peak in the cycle, aka the roller coaster is about to go down 🎢 The paradox is a high forward pe = the valley for earnings, signaling upside.

Now, Class, repeat after me. I will never buy cyclicals at low PEs and record earnings. Say it again. I will never buy cyclicals at low PEs and record earnings.

@DrJesseMorse @InjuryExpertz Injury or not he’s a horrible decision maker. Kyler has never made a receiver relevant outside of Deandre Hopkins, who was an elite player, for only ONE good season. Just look how good Trey McBride got when Jacoby took the job from Kyler. KM couldn’t even get him a TD ffs

Kyler Murray - Steal or Avoid? He’s had his fair share of injuries. 2022 - Hamstring then torn ACL 2023 - ACL tear lingered 2025 - Foot injury He missed 12 games in 2025 and now find’s himself as KOC’s next ‘project’ in Minnesota. I breakdown my thoughts on potentially one of the best steals of the draft.

@WSOP @krissyb24poker That Martin guy needs to put a sock in it

Kristen Foxen Does the Unthinkable! A sick river on Day 2 of the $50,000 High Roller left Michael Macchia in disbelief when @krissyb24poker turned over her hand. Sometimes it's best to just smile when you lay a bad beat on your opponent.

@WSOP @krissyb24poker Go easy on my girl

@Mr_Derivatives Netflix is cooked and going into new lows

Earnings next week! I mean, we all going long $NFLX here at low $70’s into er right?! RIGHT!?

@JPReilly15 @d0wnsideofme Jesus he led the betting on the turn. You sound like a yappy troll desperate for engagement. Blocked

@BiggiePerms @d0wnsideofme Arora did not lead turn (he's on the button) and he only bet when the action checked to him, which makes his range much wider, and adds a lot more bluffs. Your thoughts on Mizrachi's thoughts are pure speculation.

genuinely hilarious how bad mizrachi is at poker given his results

@JPReilly15 @d0wnsideofme No, they aren’t pure speculation. Mizrachi is heard saying “QJ” when Arora doesn’t turn his hand over.

@JPReilly15 @d0wnsideofme Don’t need to see the cards. Arora called the flop bet 4-handed and led the turn into two other players on a mostly dry board with no flush draws. The ten on the turn doesn’t change the action. Grindr put him on QJ so he called to get paid off if he hit, not bluff if he missed

@BiggiePerms @d0wnsideofme Poker sure is easy when you can see the cards eh

@JPReilly15 @d0wnsideofme This is idiotic. He was drawing to 4 outs and never getting him off his hand. More like “float and pray”.

@d0wnsideofme His play may seem bad if you don't have any "float and steal" moves in your game. There are numerous rivers on which he can steal the pot with air. Also, his ace is usually live, meaning he has seven outs to win (if indeed behind)—only one out fewer than an open ender.

@nanalyzetweets Liking SPMO’s holdings and weighting if we’re going for “momentum”. MTUM’s 5.3% weight in Intel is yucky and $GEV has been pumped to the tits

The two biggest momentum ETFs in the world compared $MTUM vs $SPMO top 15 constituents Only differences are $MTUM contains $GEV and $WMT while $SPMO contains $NVDA and $SNDK Which do you prefer and why?

@WSOP @krissyb24poker @espn Soul read? 🥴 Do all poker account clickbait every post now?

Soul Read by Foxen In the $10,000 Main Event, Kristen Foxen @krissyb24poker faced a pot-sized bet from her opponent, sending her deep into the tank before making an incredible read. The WSOP Main Event stream is LIVE now on @espn digital and YouTube in select territories. wsop.com/news/world-ser…