Levered Free Trash Flow

Made a dive on $SIVE $SIVEF

@joedab12 @retailpunter Poet

@retailpunter im long 7 of those names and short 1. guess which one i own puts on.

another incredible day of being an ai bottleneck investor

Shit

@bubbleboi Elizabeth holmes be like..

@bubbleboi bullish $AMKR?

TSMC will lose its crown not because they didn’t keep up on high end logic but because they didn’t invest in their packaging offering enough. Today EMIB is far superior than even what TSMC is projecting to offer with CoPoS in 2030… My prediction is Feynmen will completely use EMIB the rumor of it being used just for an I/O die is wishful thinking. Even if you just estimate Intel does the I/O dies for Feynmen an extra 4.8B in revenue. If they get used for the compute dies which is my assumption the revenue becomes 28-66 billion a year from a range of (2.5 to 6M packages). This isn’t even including doing deals with TPU & other hyperscaler ASICs. Please guys get out of the permanent underclass this a trillion dollar company at worst, the fact that AMD still has a higher valuation is crazy.

@IterIntellectus Same with northern and southern Mexico

many don’t know this but in Italy a marriage between a northern Italian and a southerner one is considered interracial marriage

@0xkyle__ @aleabitoreddit Wasn’t he short light wave ?

since no one did it, i built a dashboard to see @aleabitoreddit's live picks alongside the thesis of each stock so that you too, can make money on his shills

@AMandoSch Private Equity investor

Lawyer who reps corporations and insurance companies

@WestsideLAGuy @RedEaglePatriot Do you think there’s any chance Jamie Dimon runs for president? Feels kinda like he’s setting himself up for it based on rhetoric in recent public interviews and JPM’s security and resilience initiative.

@RedEaglePatriot Trump has not focused on the domestic priorities & has been an ineffective President.

I don't hate people for being skeptical of the war. Gas has gone up quite a bit, and many are antsy about the endgame here. You can't blame them for that. I DO have disdain for those who broke their brains to the point where they root against Trump and for America's enemies.

@DownsideCase You might be thinking of “LARP-ing”

@colejaczko @himshouse Novo Nordisk dropped their lawsuit against HIMS in exchange for HIMS agreeing to halt advertising of compounding GLP-1s , although it seems HIMS will still be able to sell the Novo products in eligible cases.

@himshouse What led to the stocks 40% jump past week? Obviously high short interest so just a short-squeeze or has there been an annoucement?

🚨 BREAKING: GOOGLE TRENDS FOR "PEPTIDES" EXPLODING NEW ALL-TIME HIGHS WEEK AFTER WEEK $HIMS $LLY $NVO

Feels like this is bearish for AI long term

@MartinShkreli Martin - what’s the move on $HIMS in the a.m. ?

will be in SF for the next week if you want to meet, DMs open

no income tax on bonuses under 100k

Netflix content team realizing El Mencho’s killing just unlocked 3 seasons:

@HighyieldHarry Call me crazy but it feels like there's an incoming pivot where Whitney is employed by some intel agency, hence the phone call at the end and apparent tradecraft against Eric.

Industry in the year 2026

Curious to hear @ShahidkBolsen’s take on this speech given his view that managing the decline of the west appeared to be the consensus of the OCGFC. Is this a real pivot or business as usual?

Really hope this speech marks a turning point for reception to U.S. foreign policy moves in the coming years. We’re well positioned from a talent perspective with Rubio at the State Dept. and Bessent at Treasury.