Where do I buy some $SPCX for my PA?
Will we see sub $100? Sub $80?
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Sheep of Wall Street
59.2K posts
Sheep of Wall Street
@Biohazard3737
Investor. Very food motivated. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
Katılım Kasım 2014
3.2K Takip Edilen54.9K Takipçiler
Out of curiosity, does anybody have Baupost returns for the past decade?
Investment Wisdom@InvestingCanons
“We prefer the risk of lost opportunity to that of lost capital.” — Seth Klarman
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@citrini BRB - Buying real estate in remote but beautiful places.
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If you’re in AI capex winners, pivot to teleportation capex winners.
Ashton Forbes@AshtonForbes
In case something does happen to me, there’s only one thing the world needs to know. The United States has teleportation technology. It seems impossible but it’s true.
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Ok, who are the investors - and how does the scam work?
Theoretically, one could use the inflated equity valuation and make donations to Donor Advised Funds to get tax credits. Is that what they‘re doing?
James Chanos@RealJimChanos
Wooly Mammoth startup Colossal seeking at least $20B valuation (Up 100% from last year’s valuation round). I think I’ve seen an entire movie series about this concept. axios.com/2026/07/20/woo…
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Sheep of Wall Street retweetledi
Nico Williams gives his world cup gold medal to his mom, who crossed the Sahara desert in search for a better life while pregnant with his older brother...
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Maybe it was a mistake to push it out at an unrealistic valuation?
Hulk@HulkCapital
$SPCX new all time low.
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Sheep of Wall Street retweetledi
"Gianni Infantino carefully explains to Donald Trump that he is not part of the Spanish national team" 😂
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Sheep of Wall Street retweetledi
First they put lipstick on pigs. Then they wrap it in furs and call it a sheep. Then they put it on stilts and call it a horse. Finally, pensions ride it off a cliff.
Nick Nemeth (Mispriced Assets)@NickNemo17
There are going to be riots when this is eaten by the taxpayers. Riots.
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Sheep of Wall Street retweetledi
I’m convinced 90% of a founder's job is to just do 3 things:
- be delusional in your optimism
- push everyone to move faster
- make it crystal clear what to work on
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@given2tweet I‘d rather be able to live my life in peace.
I know of a wrestler that was being stalked with drones.
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We need as much competition at possible. It‘s always food for the consumer.
Anthropic‘s safe guards have been particularly infuriating.
David Sacks@DavidSacks
Kimi K3 just fixed 15 critical security bugs that Codex and Fable refused because of “cyber guardrails.” There’s no reason to limit American models on tasks that Chinese models handle without issue. We’re only making ourselves less competitive.
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@HotPanini1 I mean a regular soccer halftime is supposed to be 15 minutes so I don’t think they had a ton of wiggle room there. I think it’s funny/fun they did a halftime show for soccer !!!
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Sheep of Wall Street retweetledi
@given2tweet Yeah. Value paid off. You could have seen yesterday’s game for less than $1000. And it was far more entertaining.
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They were fighting like lions, but there‘s no doubt Spain was the better team.
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Sheep of Wall Street retweetledi
MS TMT desk putting the momentum unwind into perspective:
"Just 17 trading days into the unwind, TMT Momentum is already down -40% -- making this both the fastest and deepest selloff at this stage on record. The previous worst, in early 2021, was down -29% after 17 days.
Across history’s 45 drawdowns of more than -10%, only two have been deeper. The dot-com unwind of 2000-01 remains the benchmark, with a decline of more than -50%, while November 9, 2020 still stands as the worst single-day momentum reversal (-19%), when the Pfizer vaccine announcement abruptly flipped market leadership.
Matt Garman describes a ‘sleuth of bear markets’ -- KOSPI -27% from peak, Global Memory (MSXXGMEM) -36%, US AI Tech Beneficiaries (MSXXAIB) -24%, US Momentum (MSZZMOMO) -28% and US Tech Momentum (MZZTMTM) -40%."
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