FundsAndBuns

@Maximus_Holla 1,000% gains on $URGN 🤝

@partners_road @grok which industries will be the bottlenecks for rocket launches and which stocks stand to benefit?

Events everyone expects often play out in unplanned ways. Universal thesis: space stocks rally into the SpaceX IPO. Everyone has that thesis and that trade on with 100% confidence. Everyone is selling the IPO. Something tells me it ain’t that easy. Caveat Emptor.

@mrturnbury @robj3d3 Was there earlier this year. Loved it.

Give it 48 hour weekend. Go out in LKF at night and meet dozens of people from around the world. Even if you are not a social person this place will hone your social skills. It has it all. Only negative is your apartment is small but who cares you'll be out having a great time. I've made it home for 12+ years, relocated with a bank, then started a business. Tons of greenery and outdoor activities + the energy is unmatched. It's the kind of love it or hate it place right away. My guess is you'll love it right away.

Dear Hong Kong people, please make your case.

@richtrades100 @Biohazard3737 Interesting 🤔

@Biohazard3737 Yes. One can’t be long enough Douglas Elliman. Few understand the dynamics at play. Never been more ultra luxury homes for sale in history, and buyers able than now. The 100mil buyer has already been replaced by the 200mil property purchaser

@Investor_NICK_ Pneumonia at 41 is a bit unusual.

This is so tragic that Kyle Busch passed away today at just 41 years old. Symptoms he is describing (especially the “substantial cough)”) suggests evolving pneumonia. Likely failed outpatient abx treatment leading to sepsis and subsequently septic shock / acute resp failure.

I own both $ASTS and $RKLB. I like both companies. But the SpaceX S-1 just settled a debate that some people in the space investing community have been having for months. SpaceX broke down their own TAM in their SEC filing: Space Launch: $370 billion Satellite Connectivity: $1.6 trillion Connectivity is 4x the launch TAM. By SpaceX's own math. And it shows up in their revenue. Starlink generated $11.4 billion in 2025 — roughly 61% of SpaceX's total revenue — growing nearly 50% year over year. Launch, the business Rocket Lab competes in, is the minority of SpaceX's business and shrinking as a percentage every year. SpaceX didn't name Rocket Lab as a competitor in their S-1. They named $ASTS. By name. In a legally binding federal document. Because the market that matters most in space isn't who can get things to orbit the fastest. It's who owns the connectivity layer once it gets there. Now look at the valuations. $RKLB: ~$75 billion market cap. $200M in quarterly revenue. Trading at roughly 90x forward sales. A great company executing well in a $370 billion launch TAM. $ASTS: ~$34 billion market cap. The only public pure-play in a $740 billion D2D TAM that SpaceX just validated in their own SEC filing. Launching broadband satellites next month. 98.9 Mbps already proven. All three US carriers in a JV around it. Nearly 60 MNO partners globally covering 3 billion subscribers. $1.2B in contracted revenue commitments. MDA SHIELD contract. 10 government use cases. AND the most valuable spectrum position in D2D on earth — 1,150 MHz of tunable MNO spectrum globally, 45 MHz of L-band MSS in North America secured for 80+ years, and 60 MHz of S-band priority rights worldwide. SpaceX paid $17 billion just to get 65 MHz of D2D spectrum. AST already has more than anyone. Rocket Lab is worth more than double AST right now. That's the valuation gap the SpaceX S-1 just made impossible to ignore. I'm not anti-Rocket Lab. I own it. But when SpaceX themselves tell the SEC that connectivity is 4x the launch TAM — and then name AST as their competitor in that market — the math on which stock represents the better opportunity becomes pretty clear. The market the world is building toward is broadband from space to every phone on earth. SpaceX filed the TAM. SpaceX named the competitor. $ASTS is trading at less than half of $RKLB.

@nebiustf built a dashboard to track ai related bottlenecks: aibottlenecks.app

@kakuninulrk @grok what did she do?

栃木強盗殺人事件の犯人、竹前美結のダンス動画がこちら 普通にダンス上手いけど死刑か無期懲役なのでダンスを一生披露することはないです

@BullTheoryio @grok is leopold short or hedging his position?

🚨 LEOPOLD ASCHENBRENNER IS OFFICIALLY BETTING BILLIONS THAT THE AI HARDWARE BOOM HAS PEAKED. The exOpenAI researcher who was fired for warning that China could steal their AI models then turned $225 million into $5.5 billion in 12 months just filed his Q1 2026 13F with the SEC. One quarter ago he had $5.5 billion in disclosed equity exposure. As of March 31, 2026 that number is $13.67 billion. The portfolio nearly tripled in a single quarter across 42 positions. He initiated $7.46 billion in put options against every major semiconductor company between January 1 and March 31, 2026. None of these positions existed in his Q4 2025 filing. - SMH VanEck Semiconductor ETF PUT: $2.04 billion - Nvidia PUT: $1.57 billion - Oracle PUT: $1.07 billion - Broadcom PUT: $1.01 billion - AMD PUT: $969 million - Micron PUT: $583 million - Taiwan Semiconductor PUT: $535 million - ASML PUT: $494 million - Intel PUT: $159 million For the past 18 months Aschenbrenner was betting only on electricity, memory, compute, and physical data center infrastructure. That made him one of the best performing fund managers in the world. And his long stock book still reflects that exact same thesis. - Bloom Energy: $878 million - SanDisk: $724 million - CoreWeave: $556 million - IREN: $401 million - Core Scientific: $389 million - Applied Digital: $320 million - Riot Platforms: $142 million - CleanSpark: $104 million - Solaris Energy: $62 million - T1 Energy: $43 million - Bitfarms: $38 million - Bitdeer: $29 million - Power Solutions: $26 million - WhiteFiber: $20 million - Babcock and Wilcox: $19 million - SharonAI: $18 million - ProPetro: $13 million - Hive Digital: $6 million He is also running call options on specific names at the same time as his puts, which means he is not simply betting against semiconductors everywhere. - Micron CALL: $422 million - SanDisk CALL: $388 million - Taiwan Semiconductor CALL: $354 million - CoreWeave CALL: $140 million - Bloom Energy CALL: $55 million This means he believes the companies supplying power, storage, and compute to the AI industry still have years of growth ahead of them. But the chip companies that Wall Street has been buying for the past two years at record valuations have already priced in everything good that is going to happen to them. The man who has been right about every major AI trade for the past 18 months is now betting that the biggest names in semiconductors are about to fall. If his track record means anything, the chip stocks Wall Street has been buying for the past two years may be in serious trouble.

@burrytracker @grok based on this post, which stock is Leopold most bullish on?

Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF $SMH [Put] — $2.04B 2. Nvidia $NVDA [Put] — $1.57B 3. Oracle $ORCL [Put] — $1.07B 4. Broadcom $AVGO [Put] — $1.01B 5. Advanced Micro Devices $AMD [Put] — $969M 6. Bloom Energy $BE — $879M 7. SanDisk $SNDK — $724M 8. Micron $MU [Put] — $584M 9. CoreWeave $CRWV — $556M 10. Taiwan Semiconductor $TSM [Put] — $535M New positions: • $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts • $MU [Call] — $422M • $TSM [Call] — $355M • $SNDK [Call] — $389M Biggest adds: • CleanSpark $CLSK: +648% shares • Riot Platforms $RIOT: +87% shares Biggest trims: • CoreWeave $CRWV [Call]: -83% shares • Bloom Energy $BE: -36% shares Full exits: • Intel $INTC [Call] — was $747M • Lumentum $LITE — was $479M • EQT Corp $EQT — was $133M • Tower Semiconductor $TSEM — was $85M Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor

@WestsideLAGuy Compromising on looks is the issue here for most guys

If you're a single smart successful man in his 20s looking to marry a woman of comparable status & success AND willing to compromise on looks, there is a great arbitrage opportunity out there. Elite MBA programs.

@deus_trader Congratulations to her.

My daughter’s finally out of law school so no one mess with me, lol. Bar exam next, but already got a job with big law at starting quant salary ($225K/yr), so AI hasn’t destroyed all jobs yet.

@Emarged @grok is this true?

@TheJerzWay @grok is this accurate?

French client making €900K/year. Paid €410K in taxes last year. His plan: "Maybe move to Portugal." Portugal still taxes worldwide income. We moved him to Malta. He operates through a US LLC owned by a Panama SA that sits inside a foundation. His net worth grows inside a Swiss bank. He remits €31K. Pays €5K tax in total. From €410K to €5K. His accountant back home: "That can't be right." It is. You just need the right structure.

Investing directly in Anthropic’s primary round vs. Investing in a triple-layered SPV claiming they have exposure to Anthropic with a 15% upfront mgmt fee + 25% carry fee structure

笑死，这个图谁整的呀

@wannafigh @aruvinchan What’s the backstory behind this?

@aruvinchan RIDE OR DIE

If you find a girl who's ride-or-die, hold on to her with all your might. I'm serious. That's something extremely rare, even rarer than just genuine desire. We're talking about women like Ghislaine Maxwell, Terri Irwin, Stephanie McMahon, Queen Camilla, even that woman who learned how to fly a helicopter just so she could help her husband escape from prison. If you find your ride-or-die, NEVER LET HER GO.

@wannafigh @aruvinchan 😂

@aruvinchan Vivian Lee May Ling had so many flaws, yet she rode like an animal. So, all those flaws overlooked

The worst thing in the world is asexual women. They might as well be men. Actually men can actually do stuff. Asexual women, on the other hand, are nothing but false advertising. Looks like a woman, dresses up like a woman, and she might even sexualize herself for self-marketing purposes (read: to be a tease), but functionally sexually she's a man. ...but without the charm or competence of a man, BUT STILL with the neuroticism, capriciousness, irrationality, and insufferability of a woman. It's like the worst of both worlds. Women are completely useless once they're asexual. On the other hand, if they're sexual, a lot of their obvious faults can be forgiven and overlooked.

💥 BREAKING: The American housing market is entering its death spiral. 2 million sellers fighting over 1.3 million buyers. Prices haven't adjusted yet.

@business @VladTheInflator @grok will the same happen to Vietnam’s real estate bubble?

China is sitting on a $3 trillion pile of hidden bad debt that threatens to turn an economic malaise into a permanent drag. bloomberg.com/news/articles/… 📷️: Bloomberg

CNBC Fast Money absolutely hates gold miners. Best buy signal around. They don't get it.