Tsachy Mishal

@TheNarrenschiff @friedoystercult @winsteadscap TIL "explosive diarrhea" is an actual medical term

@friedoystercult @winsteadscap Do the shrimp frying rice meme for this

MS and OpCo had positive channel checks for $IBM

The semis are no longer cyclical and these companies are so generous that they want to give you a chance to invest

Sneako accidentally posted the AI instructions he used to generate a tweet, including the part where he told it to “optimize for more shock factor.” Then he deleted it. You genuinely cannot make this stuff up. 😂

@kaizen_cap @dalibali2 They are likely finally executing on their ATM program

@dalibali2 Best skew over 6-12 months out of large caps now

I’m old enough to remember Oracle having up days

Over the last three months, $ASTS is down 28.79, yet the 2× inverse ETF $ASTN is also down 43.45%. Leveraged ETFs track daily returns, not the long-term opposite return. Volatility and path dependency can destroy both sides. Know your instruments.🤮🤮🤮🤮🤮

@tomicki Why wouldn't the Chinese keep adding capacity if the margins are so good?

This is not my baseline expectation or a prediction. Just a hint at a better world that is possible.

If the memory industry can accept lower margin, say half the current level, in return for long term contracts which allow for better planning of production capex, the industry profits would fall but valuations would rerate much higher. Historic opportunity to make it happen.

The next liquidity event may be a positive one as it seems we are getting closer to the closing of the $EA deal, judging by the price. The $SPCX lockup expiration should be in the first half of August, which will be the next negative liquidity event

There was over $150 billion in new issuance over a little more than a month. During this period the S&P 500 lost less than 1%. Much better than I would have guessed

@firstadopter What is your solution? We are where we are so don'ttell me aboutthe past. It's Iran choosing to shoot at ships during a ceasefire

Can we just not?

@Mr_Neutral_Man To libtards you are either a fellow libtard or a white supremacist

Some how, hard working poor Asian kids at Stuy are honorary white supremacists

@mb_ghalibaf @JavierBlas Where does it say that during a ceasefire you are allowed to shoot at and sink commercial vessels?

The era of one-sided deals is OVER. We told you: keep your word or pay the price. Reality is knocking.

@bit_cosby Enjoy your suicidal empathy. I assume you are not reproducing given that you don't seem to give 2 shits how you leave this world to the next generation

@CapitalObserver Dude, this discussion was probably over 3 replies ago, when it became clear that you would be one of those voting for Farage, AfD or stuff like that, if you lived here. Have fun in your imaginary world where you're always right, I'm not going to waste more time

No different than parts of Paris

@ChairliftCap Most people are momentum investors and the narrative about how they buy quality is fit to what they are buying. This is the first time you can't fit that narrative on to what has the momentum

I cannot remember another time that everyone was so convinced that long term investing is dead, quality is a bad thing and momentum is all that matters

TERRIFYING: Moroccans in the Netherlands are blaming Jews for their defeat and gathering outside a place where they think Israeli tourists are staying. They chant: “All Jews are fags! Hamas! Hamas! Send the Jews back to the gas chambers!”

10 dma put/call ratio. Lotta puts over the last month

How about just making better shows? The shows have gotten worse over time

Sounds about right

@bit_cosby What country do you live in and do you have children?

@CapitalObserver Holy shit dude, if you weren't who you are and we changed the names of the populations and religions involved in your post, you would sound a little bit like a ...

Talks are going well