Hadrian Capital

Bubble’s bursting now into Jan ’26. SPX at 7000 by year-end? Pure fantasy, no macro or forward-earnings support. Large traders repositioning for a big sell-off.

@ILA_NewsX @RapidResponse47 This isn't even feasible because mortgage lenders wouldn't allow it and check your credit report daily in real-time during the underwriting process. It's complete nonsense.

@RapidResponse47 Lisa Cook is a crook.

🚨 President Donald J. Trump relieves Federal Reserve Governor Lisa Cook of her position

@Trinhvests Bottom is not in yet. Hedge funds are betting this goes below 200.

Bottom is in. Nearly 1M position, brought my position average all the way from 309-279. Happy to rest it here. Let’s ride. See you guys on the other side. $UNH

SPY has repeatedly failed to hold $600+ for more than 3-4 months. Any breakout past this level, absent an earnings recession to reprice risk assets, signals overextension and marks a liquidity-driven blowoff. With the Shiller P/E (CAPE) at 38, it’s a strong sell indicator.

@Liv_Boeree Drives me nuts

What is this new trend of flying with the window shades down on DAYTIME flights? You’ve got sweeping views of the most intricate planet known to man and you’d rather sit in a dimly LED-lit tube?! No wonder people are depressed & dysregulated.

If I was a betting woman, I’d bet you that we don’t see this level again for a while.

@realEstateTrent Can't stand people who text back when I call them.

I call, you text. I call, you text again. You guys under 30 crack me up 😅 What is it? Is it embarrassing to be on the phone Genuinely curious what the deal is. You’re going to do fewer deals this way. Promise.

@ZohranKMamdani Maybe you should stop shocking the establishment and start embracing it. You're not running for president of the US, you're running for Mayor of NYC, one of the largest financial and economic hubs in the world. Don't be so naive.

One week ago today, we shocked the establishment and redrew the political map of New York City with a campaign relentlessly focused on the needs of working people. Let's break it down.

$SPY and $QQQ starting to top out. Dec '24 SPY and QQQ institutional put buyers are back for Act 2 (2H'2025).

@AlohaOasis Clearly the market disagrees

$SRPT is toast. $37 is just the start—I see <$6 within 12 months. Vinay Prasad will roll back FDA approvals for Elevidys within 3-4 months tops.

Faster than expected. "Capricor Therapeutics plunged 32% following a trading halt on Friday after Stat News reported that the new head of the FDA unit responsible for biologic drugs has canceled an advisory committee meeting scheduled to review Deramiocel"

Guess market didn't like the Hope-2 OLE study data.

$CAPR will likely drop well below $7.50 before September, possibly $2-3/share. Approval odds for Deramiocel (CAP-1002) to treat DMD seem slim despite recent bullish views from H.C. Wainwright and Roth. Dr. Vinay Prasad will indirectly influence the outcome.

@TheLongInvest All true.

Elon has so far: - Trump would not have won the election without him - Trump is on the Epstein Tapes - Said that SpaceX will begin decommissioning its Dragon spacecraft - Said that Trump should be impeached and Vance should replace him. - Trump Tariffs will cause a recession in the US in the second half of this year. This has been a hell of a fight. One bombshell left and we are all waiting for it What is it that Israel has on Trump and the US?

@elonmusk @realDonaldTrump Obviously, was this really a question?

Surprising this idiot graduated from Dartmouth: White House spokesperson Kush Desai, reacting to a court’s blocking of President Donald Trump’s global tariffs, said in a statement that “it is not for unelected judges to decide how to properly address a national emergency.”

DOGE disbanded with no impact, US tariffs going back to zero, and nothing forcing foreign governments to reverse their own tariffs. 👏 👏 👏

$OKTA headed to sub $97.

@jimcramer This is awesome.

Box three: romas for saucing