Ty Webb

@kellangrenier @BrendanPedersen @MariaBartiromo Keep staying poor grifter. Goodbye.

@HimothyCapital @BrendanPedersen @MariaBartiromo "Stablecoins" as a negatively loaded term is a red herring. "No protections" is a lie. Lick that boot more tho.

Jamie Dimon, complaining about the Clarity Act and Coinbase CEO Brian Armstrong this AM: “He’s spending hundreds of millions of dollars in Washington in this thing.” Maria: “He said he’s representing the whole —” Dimon: “He’s full of shit.” Maria: “…well.”

@kellangrenier @BrendanPedersen @MariaBartiromo Yes, I’m sure all these other Americans are just clamoring for stablecoin yields with no protections.

@HimothyCapital @BrendanPedersen @MariaBartiromo sec.gov/data-research/…

@yieldsearcher Data centers (nothing else) go brrr

Another sign of a solid manufacturing recovery. A reminder this is 10% of the economy (20% if you include logistics and trade).

@HatfieldCapital @taobanker Turkey is not a bottleneck. Ricotta bottleneck. Easy, next.

I have reason to believe that we could be at the early stages of a ravioli supercycle

@kellangrenier @BrendanPedersen @MariaBartiromo Do you know what a money market is?

@BrendanPedersen Hey @MariaBartiromo, maybe next time ask him to explain to the American people (namely, his depositor base), why it's not as bad as it looks that the Banks are dying on the hill of not paying depositors the risk-free rate on their deposits. Or is Jamie, too, "full of shit"?

@kkmaway My peony bulbs took 3 years to really take off. Hostas are a different animal and should crush it.

Last time I planted Peonies, I did it in the fall...this year I did it in the spring...hoping they get situated before winter arrives...for the next season...doing the same with hostas as welĺ...low expectations for this year...but much better next year..we shall see

@ChairliftCap @TheNarrenschiff Bitcoin to memory to SpaceX. Should be a fun unwind in a few weeks.

@TheNarrenschiff Quietly?

So are there still crypto guys or did they all just quietly turn into Space and AI guys?

@BarbarianCap Macro view?

probably nothing

@dan_tmt @FinanceJack44 Chart yay. Capital allocation nay.

@FinanceJack44 $LICT

Name a cleaner shares outstanding chart than $MA I'll wait

@choffstein @HML_Compounder @DeepDishEnjoyer X5 M50i for the size, kids, etc.

@HML_Compounder @DeepDishEnjoyer Less reliability, but generally considered to have better seat comfort and ride quality. Noise isolation is usually better (though Lexus wins here). I'd also argue that boring cars make a trip more fatiguing. The performance of the x3 M will make it much more engaging.

hypothetically speaking, if someone didn't enjoy driving but was interested in doing a long, leisurely road trip around the united states, and also wanted to use the vehicle in both summer and winter to travel through new england nature, what vehicle would you recommend to buy?

@100x_bagger @SleepwellCap Sure it can.

Claude: "make this 20 slide presentation for me" **takes 5 minutes to create an Associate-level deck** Copilot: "change this font for me" **20 minutes thinking, does nothing**

@RampCapitalLLC Chart crime but true.

There really is no excuse to be fat in 2026

@male1gr @HayekAndKeynes What do you mean? Ribbon cutting ceremonies everywhere.

@HayekAndKeynes Surprised? We’re still waiting on those trade deals from 12 months ago 😂

Sounds like no deal

@IvanTheK @KellyCNBC And lack of an independent board?

@KellyCNBC Yes, especially since the horse is unprofitable.

@kellycnbc The question not being asked on SpaceX: Does the stock need to be included in the S&P500 at the IPO in order to raise $75 billion in IPO proceeds?

@IHaveNoCapital @WaterworldCapi1

@IHaveNoCapital @WaterworldCapi1 Most ‘VS parity’ studies are VS-published. Independent, cycle-tested data still favors FICO, and 10T’s trended data addresses thin files. Lenders are not risk-neutral on agency loans, rep & warranty, put-backs, MSR valuation, and CRT economics all flow from credit performance.

Why don't people like $FICO? Seems kind of cheap.

@russellgates_ @bucketshopcap Hehe.

@bucketshopcap 10Y or 30Y?

Seeing various people say rates will go up to 6%. Fintwit is absolutely not prepared for this scenario.

@jerkface5150 @_HonestInvestor @Jimmyjude13 @DowdEdward Watch Bloomberg for 10 minutes in the morning to listen to the pros. Cramer, Sara, and others eat their performative bullshit every day for ratings and favor.

@_HonestInvestor @Jimmyjude13 @DowdEdward Carl the cuck quintanilla is a feminine, weak man

It’s not often that Cramer is speechless.

@prometheuus0 @rennyzucker You choose your investors, you choose your capacity.

@rennyzucker yeah, its justified

Putting up a deeply negative crooked number and then blaming allocators is insane

@Umbisam @sohailprasad Also important to note he sold most of his shares last July — 409,500 worth at $34.14.

$DXYZ Hi Sohail, thanks for commenting on this hot topic ... first and foremost, have you received explicit Anthropic Board approval for the Magnitude ANC III, LLC SPV structure before signing / committing ? Thorough diligence and no fees/carry sound great however Anthropic’s policy seems / is crystal clear and concerns so many: “we do not permit special purpose vehicles (SPVs) to acquire Anthropic stock and any transfer of shares to an SPV are void under our transfer restrictions (ie without prior BoD approval).” Without that approval, the economic exposure has real legal/structural risk — especially for $DXYZ holders (and so many others). Happy to hear from you while also be proven wrong if the board green-lit it in the first place. @sohailprasad

Destiny Tech100 ($DXYZ) made its largest investment in the history of the company in January 2026, adding economic exposure to Anthropic and reflecting our conviction in Anthropic as a generational company. This investment was made after thorough diligence of the investment structure and the underlying documentation. There are no ongoing management fees or carried interest on the investment. We are confident in the investment and its accounting treatment, which is consistent with applicable methodologies. Any reporting that implies otherwise lacks factual knowledge of our actual investment.

@HayekAndKeynes Need to strip out META and GOOGL tax benefits and Anthropic, more like 16% vs. 13% consensus.

85% of S&P 500 companies have beaten on EPS, with 1Q26 EPS growth now tracking +27.7% y/y and aggregate surprises at +19%.