Markus Rezny
423 posts
69 acres of private Tuscany for €690k ($797k).
The land includes an olive grove, a fruit orchard, a cork oak grove and 20 hectares of woodland. A natural spring produces 3,000 litres of water a day, solar panels cover the electricity and yes, it does have wifi.
It's also been renovated, 370m² (3,983 sq ft) across 3 floors, 3 beds, 3 baths, with a pool and a sauna. 50 km to Volterra.
Off-grid, self-sufficient, sauna, pool..what's missing here?
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@INArteCarloDoss Whats wild is that you are surprised .....
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@JonahLupton @FirstWaveFund No. This "insider" (a well paid board member) is spending other people's money, not his own.
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$CPNG — only one reason a board member would buy $136M of stock… probably the largest insider buy I’ve ever seen from a non-founder
**We own $CPNG at @FirstWaveFund, we averaged down into the recent lows, it’s now a top 10 position for us with $CPNG trading at ~20x NTM EBITDA with EBITDA expected to grow at ~30% for the next few years, margins will get compressed slightly this year as they continue to make investments for their Taiwan expansion.
Bourbon Insider Research@BourbonInsider
$CPNG Director just bought 7M shares for $136,562,971 Price reported: ranging from $18.48 to $19
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@BourbonInsider This "insider" first rode the stock down 50% and then spent other people's money to signal value that might or might not be there .... best ignored.
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$CPNG Director just bought 7M shares for $136,562,971
Price reported: ranging from $18.48 to $19
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@spiralcal Better still, Citrini might have become Jim Cramer II ....
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He did the Yogi Berra.
"Nobody goes there anymore, it's too crowded."
Aggressive Value@aggresivevalue
Citrini was great before he became a market mover. It’s likely his picks are less effective going forward.
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@NautilusCap This chart, after a full month of rising crude and failing airline stock prices....... Nautilus trying to become Jim Cramer II ?
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@FordWealth @gnoble79 @TommyThornton The shorts are probably saying these guys built a recycling plant that does not qualify as recycling under the law.... If it's really just a letter, they had years to sort this out.
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Stan@private_dataguy
$PCT and Tales from Trenton. @VD718 wrote with much more pithy references than I could ever muster but figured a decent time to describe what we are working through with NJDEP as folks seem very scared of the timeline here. Important to understand there is not a law here that needs to be changed or any sort of legislative action. All they need is a letter from the DEP stating their product qualifies as post consumer recycled product under the NJ law. In 2025, the DEP published a FAQ describing how they interpret and will be enforcing the NJ recycling law. Unfortunately, they weren’t quite sure how to deal with dissolution as it was new and didn’t fall within the classic mechanical vs chemical framework. As a result they did essentially the following: “if you aren’t traditional mechanical but are plastic to plastic you’re not approved for now but come talk to us and we’ll get you approved”. Clearly the intent here is NJ doesn’t want chemical recycling, and luckily $PCT is pretty much exactly what NJ wants, plastic to plastic. With a little research elbow grease, I have found $PCT has been in contact with DEP for a while to resolve this and now in frequent contact with the tenor of conversations seeming quite positive. Additionally, multiple major brand have submitted letters of support with empirical data showing the process works and is indeed plastic to plastic. In my dealings with various state environmental agencies my experience is that they generally get to the right answer and it always takes way longer than you’d think. My hope was this would be resolved before the end of the last NJ admin but the Sherrill team is now here. Luckily, a major focus of hers and the new DEP commissioner is a focus on cutting red tape and streamlining government processes. Also helps that the new commissioner is a former Chemist! In summary here, no guarantees when it comes to regulators and its taken longer than hoped (I understand why Dustin and team were optimistic this would be done sooner) but after months of back and forth I think we are closer to the finish line than folks appreciate. At the end of the day, this is what NJ wants and $PCT is on the right side of issue at hand.
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$PCT Nobody likes buying stonks down -70%.
Question for the bears:(28% short interest)
Is their product still not competitive if Virgin prices spike to above $1 per pound?
@gnoble79 @TommyThornton
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@FordWealth PCT should have had clients buying their product a long time ago. yet they dont buy, not even PG.
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$PCT buy signals are showing up again.
Why do people hate it when a stock goes down?
#BuyFear #EveryoneBuysHigher
Robocop@Mag7Observatory
Permabulls all get taken to woodshed. $PCT has shown this to that specific cohort, $ENVX same thing. Timing matters - don’t let clowns convince you it doesn’t
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@laurnorman @SteveWitkoff @mgordonwsj Who knows among all the misinformation and propaganda. But "Weapons of Mass Destruction" of course come to mind ....
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Our latest. Despite @SteveWitkoff claims, Iran’s nuclear program, esp its enrichment work, appear largely on hold for now.
Very marginal advances since last June’s attacks. With @mgordonwsj wsj.com/world/middle-e…
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Well buying back ~25% of your market cap is one way to crush the shorts. $CRM
LiveSquawk@LiveSquawk
$CRM | Salesforce Q4 25 Earnings: • Revenue: $11.20B (est $11.17B) • Adj EPS: $3.81 (est $3.05) • Sees Q1 Revenue: $11.03B To $11.08B (est $10.99B) • Sees Q1 Adj EPS: $3.11 To $3.13 (est $3.02) • Increases Share Buyback Authorisation To $50B
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Whatever your opinion of them is, the Garcia's play the game better than anyone $CVNA
Silbergleit Junior@SilbergleitJr
As I told you back in December, in just two months, Carvana went from SP500 inclusion and forcing passive index funds to pay ~$480 per share (Dec 2025), to record earnings and ~$280 per share (Feb 2026). A quick 40% correction, after playing index investors like a fiddle. Congratulations to the management, investment analysts, and S&P committee, for a job well done.
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Apple's genius move to win AI was... do nothing.
> didn't spend $100Bs on ai capex = saved $100Bs while their competitors burned cash in a race to zero.
> *laughs in free cash flow and positive earnings*
> pick the winning model (in this case gemini) and build the greatest AI app and hardware ecosystem the world has ever seen
> acquire whoever the fck you want because you have cash and your competitors don't
> ai siri, ai airpods and revamped ai-compatible iOS on the way this year
> still the 2nd most valuable company in the world and NONE of the risk taken.
as a former hater, im impressed.
staysaasy@staysaasy
Think different
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@harryfisherEMTP Of course is was not from the covid shot. You guys are funny though.
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Someone I really care about. That I truly respect. A fellow paramedic. Looked at me and said yesterday, “I’ve got cancer in my liver and it’s moved through my body, this will be my last shift with you.” Then he looked really sad and said “yes Harry, I know it was from the Covid shot.”
Needless to say, I’m fighting depression at the moment. Please pray for my friend.
God bless
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@goldchartbook Goldbugs just need to wait 15 years t be able to draw this line...
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Gold/Stock ratio breaking out...
Good for Gold?
or Bad for Stocks?
🤔
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@JaguarAnalytics Either that, or if equities continue to decline it's a news failure.
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$SPY Now that everyone is panicking and running around like chicken with head cut-off, expect the S&P to stage a rally and breakout to new 52-week high. The data we got on Wed (NFP +130k vs +65k est) and today (CPI 2.4% vs 2.5% est), this is definition of Goldilocks.
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@firstadopter Hilarious post. The graveyard of traders is full of corpses who thought they "knew" but the market got it wrong.
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The entire selloff this week was sparked by a completely false narrative, amplified by technically illiterate media pouring gas on the panic, just like DeepSeek last year. You can't make this stuff up.
Here's what Claude says after reading the GitHub on the infamous Anthropic legal plugin. It's basically a prompt engineering guideline that USES software from Microsoft, Slack, etc. as its "real power."
"There's no custom code, no legal database, no proprietary engine. It's a structured way to give Claude the right context and procedures for legal tasks."
"The real power comes from connectors. The plugin works best when connected to your existing tools via MCP. Pre-configured servers include Slack, Box, Egnyte, Atlassian, and Microsoft 365."
"But it's still fundamentally prompt engineering and workflow design, not traditional software"
tae kim@firstadopter
Y'all are clowns. Clowns. The Anthropic legal plugin USES SOFTWARE. It doesn't replace it. "In fact, the Cowork legal plugin uses Microsoft 365, Jira, Slack, and Box software to accomplish its tasks. No one at Anthropic has replicated any of these applications with ones coded by the company’s Claude Code agent." barrons.com/articles/tech-…
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Bitcoin has a huge problem that nobody talks about.
Is everyone ignoring it on purpose? Possibly.
But bitcoin’s fundamental thesis has changed drastically.
The hard truth? 21 million is no longer the maximum supply.
I’ve been in this game since the Mt. Gox days.
We used to worry about exchange hacks.
Now? We should be worrying about financialization.
If you think bitcoin is purely supply vs. demand, you’re trading a market that doesn't exist anymore.
Maxis won’t tell you this, but bitcoin has been fractionalized.
Wall Street didn’t buy bitcoin to pump your bags and make you rich lol.
They bought it to turn it into a fee-generating instrument, just like they did with gold in the 80s.
The paper bitcoin multiplier:
In the old days, 1 BTC = 1 BTC.
You held the keys, you owned the asset.
Today, thanks to ETFs, lending, and the futures/derivatives complex, one bitcoin can support multiple layers of claims and price exposure at the same time.
Here’s the idea:
1. The Base: 1 real BTC sits with a custodian (backing an ETF or large holder).
2. The Hedge: Market makers and funds use CME futures/options to hedge that exposure.
3. The Leverage: Traders take perp positions (cash-settled) that multiply BTC exposure without touching spot.
4. The Wrapper: BTC can be locked and tokenized (wrapped) for DeFi yield, creating another claim layer.
5. The Note: Banks issue structured products tied to BTC price/volatility. More exposure, more claims.
That’s one coin on-chain.
But it’s FIVE CLAIMS in the order book.
When supply is elastic (via derivatives), scarcity is irrelevant in the short term.
They can print infinite paper BTC to absorb demand, capping rallies and forcing liquidations whenever they want liquidity.
This is exactly how they destroyed Gold's volatility.
Can it be fixed?
There’s only one way to make the 21 Million cap real again.
Get your coins off exchanges and take self-custody.
As long as your coins are sitting on a centralized ledger, they’re being used as collateral to bet against you.
That doesn’t make me bearish long term, because I’ve seen this same setup before.
Btw I’ll share a new BTC update very soon, do not miss it.
Remember, I called the EXACT bitcoin top at $126k in october.
When I start deploying capital again, I’ll say it here like I always do.
A lot of people will regret not following me.
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@JackFarley96 Thats why TF the smart designer sold TF the company…..
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-13% to be exact in H1. I like Tom Ford the designer when interviewed he has an attitude I find entertaining. Not familiar with the clothes. Zegna is the parent company, their clothes are nice. One of the rare serious companies to go public via a SPAC 5 years ago
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The fact that Tom Ford has negative EBITDA margins is hilarious to me
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