Mr. Compound

@gr8tixx @colin_gladman I’m in his group, made $1000 on AMD puts now losing $2000 on tsla puts, don’t worry he will only post about his tsla puts

@colin_gladman He’s so rich but needs discord subs

Not till Friday. Thank you for the interest.

@OhtaniF0r3 Feel like Julio is an all timer

Ranking NFL teams based on their best player ever

@SleeperHQ Ability to vote on the money being stored in $BTC or stocks so maybe the $5000 pot becomes $25,000

If we built a feature that allowed you to pay league dues directly through Sleeper, what features or functionality would you want included?

@DeepValueBagger Yeah those $MU puts at $321 look cooked

Leopold 13f is out. He owned $iren, $te bitdeer. 😂 And totally missed $nbis. To be fair, he has plenty of nice picks. Very concentrated in ai, energy, and storage.

Correct. So honestly almost irrelevant because we don’t know if he’s still holding and if he was he would be down 90+ percent on that position since it’s up 150 percent since that date. I just thought it was funny as soon as this was reported $MU dipped when it might be a 99 percent loss trying to short haha

@GrowthOverYield @DudeWhoInvests no it doesn’t show what date he bought anything. it only shows the last date of the quarter 31 march.

Leopold’s Situational Awareness 13F has FINALLY dropped. ALL of retail was waiting for this one, here is everything he did: New Adds: $TE $HIVE $SHAZ $INTC $AMD $SMH $TSM $MU $GLW $ASML $NVDA Increased: $KEEL $CLSK $RIOT $IREN $APLD $BTDR $CRWV $SNDK Trimmed: $SEI $CORZ $BE Exited: $COHR $LBRT $TSEM $HUT $LITE $KRC $EQT Options: • Opened puts on $NVDA $ORCL $SMH $AMD $INTC $AVGO $MU $TSM $ASML $GLW • Opened calls on $MU $TSM $SNDK • Trimmed $CRWV calls • Exited $EQT calls Thoughts?

@InTheAssembly Those $584M $MU puts were on March 31st when $MU was at $321…. Odds he is still holding that is very low or they’re down 90%+

🚨 Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M Last quarter he held a $747M bullish call on Intel. THIS QUARTER IT IS A PUT. He also cut his CoreWeave call from $774M down to $141M FULL EXITS: Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8 What he kept and added: The bitcoin miners turning themselves into AI data centers. Applied Digital, Bitfarms, CleanSpark, IREN, Riot. Plus a brand new stake in Hive Digital. The thesis writes itself. Long the companies pouring the concrete for the data centers. Short the chips going inside them. The man who wrote the manifesto on AGI just bet against the semiconductors building it. We’ve been in this game for a very long time, and when we make a new move, we’ll share it here. Turn on notifications so you don’t miss the signal. This is VERY important. Many people will regret not following us.

@APompliano It’s sad a lot of IPOs today are just to dump on retail. Thats impossible with Anthropic/spaceX if they IPO at 1 trillion Unless they’re going to be worth 350 trillion each lol

If you had invested $10,000 in Amazon on the day they went public, you would have $35 million today. Crazy.

@pepemoonboy Why not finance it and pay the $2000 a month from the options income?

A 2023 McLaren GT Base is $172k. Selling options with $172k of capital, at a very achievable 1.5-2.5% return on capital is $2,600-$4,300 per month. Decisions, decisions…

@JohnMejiadofa @colin_gladman I was in his discord, he literally has been doing ours every single day for the past 2 months. He’s losing so much money it’s so funny, he refuses to pivot to anything except tsla puts

@colin_gladman Dude why you always preach about emotions yet you have a horrible call and you disappear but you hit one and you post every second.

Bang. $TSLA

@MambaCalls Legit @colin_gladman

Imagine buying puts every day for the last 1.5 months

@TripleBrains @himshouse I’d advise you don’t listen to someone who has their networth to the penny as their bio, what a fa*got

@himshouse I listened to Kevin Xu and got entirely annihilated by earnings

🚨 $HIMS Q1 EARNINGS Revenue: $608M (est. $617M) EPS: -$0.40 (est. $0.03) Adj. EBITDA: $44M (est. $45M) Gross Margin: 65% (vs 73% Q1'25) Subscribers: 2.584M (up +9% YoY) Q2 GUIDANCE Revenue: $690M Adj. EBITDA: $45M FY'26 GUIDANCE Revenue: $2.9B Adj. EBITDA: $312.5M

@DeepValueBagger Do it. His information on stocks, I’m up $25,000 now. Thank you @DeepValueBagger

We hit 1000 subscribers in two weeks. This is a community for like-minded serious investors who appreciate deep insights and discussion. The price of entry is the price of coffee $5/mo.

@grok @GrahamStephan @GrahamStephan

Good question on the chart—it's showing price action similarity, not fundamentals. During Japan's 1980s bubble, real EPS (inflation-adjusted) was basically flat from 1970-1990. Stock prices rose 3x faster than corporate earnings, fueled by speculation, zaitech trading profits (not ops), low rates, and cross-shareholding. P/E hit 50-80x at peak. Today's S&P 500 has strong, real EPS growth from cash-flowing companies (tech/AI driving margins). Valuations are elevated but backed by actual profitability far more than Japan's asset frenzy. Key difference: productivity vs pure momentum.

The U.S. stock market is tracking the 1989 Japan bubble. When that bubble burst, their market didn't recover for 40 years. So what's going on? In the 1980s, Japan saw a rapid surge in stock and real estate values. It was called "The Everything Bubble." The math was simple but dangerous: - Low interest rates flooded the market with cheap money. - Companies used that money to buy stocks. - Rising stock prices increased corporate valuations. - Higher valuations let those companies borrow even more money to buy even more stocks. Real estate in Tokyo was so expensive that the grounds of the Imperial Palace were worth more than the entire state of California! It was a perfect circle that worked till it didn't. In 1989, the market crashed 50 percent. Then it dropped a bit more. It did not fully recover for almost 40 years. Today, the S&P 500's trajectory looks the same. We see the same pattern of cheap money, massive debt, and a belief that prices can only go up. But there is one major difference this time: AI productivity and companies with real cash flows. While Japan was fueled by a real estate frenzy, the U.S. is fueled by companies like Nvidia and Microsoft generating massive cash flow. The question is whether that productivity can grow fast enough to outrun the debt. At the same time, we're also face a shrinking workforce and rising social costs. How will these forces work together? The goal is not to predict a crash but to prepare for any eventuality. I broke down the full data on the great melt-up and what it means for your portfolio on my Substack. I'll drop the link in the comments.

@MatthewNesser @colin_gladman He’s been shorting everyday for the past month in his discord haha.

@colin_gladman Then short it bro and post your position so we can see your sweet gains next week. Otherwise realize nothing you post about the market matters because you lack conviction.

I noticed something when looking over charts this weekend.... Right now $QQQ is sitting at a daily RSI of 82.83 and is 14.50% above its 50 day simple moving average. I went back to see if there some similar setups and examples to this, and what the results were after. Here were some of the most recent. 1. June-July of 2024 before the "Yen Carry Trade" and the market dropped 16% in 17 days before pushing higher. 2. November-December of 2023 when Yellen basically put QE back on the table after the sweep of the summer. Market then pulled back 5% before resuming higher. 3. September of 2020- after the massive post COVID rally Q was almost 20% above it's 50 day average before experiencing a 14% pullback before pushing higher. The big things I was looking for was a extended rsi (Like 80 plus on the daily), and a large percentage away from the 50 day (blue line). History would say this is a time for concern, not euphoria. Yes, I've always said I believe the market resolves higher, but piling in here is a recipe for disaster. Not necessarily on the long term, but the short term. I think there will be a very buyable dip, but it's not here yet. I think most likely is a dip, then a new high with bearish rsi, followed by a much larger dip. I don't care what the narrative is, only what the chart shows me.

@mikealfred @APompliano It’s scientifically proven alcohol has no benefits at any low dosage

@APompliano Agree almost entirely except research has shown that many people who live past 100 drink red wine. I don’t do anything on this list other than wine.

There is something spiritual about living your life with no alcohol, drugs, nicotine, vaping, steroids, peptides, tattoo ink, Botox, lip injections, spray tans, antidepressants, ADHD meds, or melatonin. Nearly impossible in modern society, but aspirationally superior lifestyle.

@DeepValueBagger Just curious. How old are you? Or range?

I keep seeing some guy "Dave" showing up on my feed. > He wrote 2 stock investment books (they let anyone write books nowadays) > Pinned photo he's standing on the exchange (well they let anyone go in anyway) > Touts he is some sort of expert every single post, no performance records > Then the nail in the coffin: he is pumped up about holding $EOSE. I really can't take seriously anyone who claims they're a serious investor holding $EOSE. The entire future earning potential is speculative at best. We have no idea how the company will execute. If I'm wrong, it's fine. But I would rather get alpha from a 23 year old with a 500% portfolio than the so called "expert".

@antibearthesis Gold is 15 percent off of ATH

This market feels completely uninvestable - S&P at ATHs - Gold at ATHs - Housing is fucked - Bonds are useless - Dollar is melting Every asset looks overpriced WHERE DO YOU EVEN PUT YOUR MONEY?

@ProudSocialist I 100% agree with everything in this post but also at the same time I think it’s kind of crazy how there’s homeless people throwing shit at people every single day but we don’t really give a shit

The monster who hurled a rock at Lani, the endangered monk seal in Maui, is 37-year-old Igor Lytvynchuk from Seattle. After being confronted the sicko replied: “I don't care, I'm rich, fine me. I can pay for it.” He has since been detained, but has yet to be charged as the case was referred to federal investigators. He must be held accountable. Anyone who would assault and harm an endangered animal like Lani is a danger to the entire planet and belongs behind bars. And for all those wondering, Lani is ok! A marine biologist went to check on her and she is going to make a full recovery.