Milhem

@DOMOCAPITAL Maybe I was being too pessimistic on the 3/27 meeting with biofuels/farmers and Trump.

$ALTO $GPRE 👀 "The move would make standard gasoline cheaper by ⁠not forcing refiners and retailers to switch to more costly summer blends of gasoline, while also allowing fuel retailers to continue selling gasoline blended with 15% ethanol, known as #E15, throughout the summer driving season when stricter rules normally limit its use in much of the country."

@david_katunaric The need for a girlfriend is clearly a current asset. Being way too conservative.

Lost in (annual report) translation

@DOMOCAPITAL Really does feel like the golden age of ethanol

Here we go... $ALTO $GPRE

@TiehackCapital One of the cheapest, growiest, and disruptsiest 🤷

@MilhemGroup Yeah why not

If I was a pod monkey I would probably be giga long a basket of LEAPS on tech/software names with accelerating top lines, some debt, too many marketing VPs and middle managers, and excessive SBC…snap, docusign, etc.

@OilHeadlineNews @MarioNawfal

Must read - this is free and not me. @georgenoble/note/c-226667679?r=4repfn&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@georgenoble/n… This is the most SHAMELESS structural manipulation of a major index I've ever seen. SpaceX is preparing what could be the largest IPO in history. Target valuation: $1.75 trillion. That would make it the sixth-largest company in America on day one. And Nasdaq wants the listing so badly they're literally CHANGING how the Nasdaq-100 works. In February, Nasdaq published a "consultation" proposing sweeping changes to how companies enter the index. The timing is pure coincidence, of course. Just like it's pure coincidence that SpaceX has reportedly made fast index inclusion a CONDITION of listing on Nasdaq. Here's what they're proposing: A new "Fast Entry" rule would let any newly listed company whose market cap ranks in the top 40 of current Nasdaq-100 members get added to the index after just 15 trading days. No seasoning period. No liquidity requirements. Completely exempt from the standards every other company had to meet. Currently, new public companies typically wait up to a year before they're eligible for major index inclusion. That waiting period exists for a reason. It lets the market establish real price discovery. It protects passive investors from being forced into untested, illiquid stocks. And Nasdaq wants to throw all of that out. For ONE listing. But the Fast Entry rule isn't even the worst part... The real scandal is the 5x float multiplier. Right now, the S&P 500 uses a free-float adjusted methodology. If only 5% of a company's shares are available for public trading, the index weights you at 5% of total market cap. That's common sense. You weight a company based on what investors can actually buy. Nasdaq's current methodology already uses total market cap rather than free-float for weighting. But for very low-float stocks, they at least had a 10% minimum float threshold. Under the new proposal, that threshold DISAPPEARS entirely. Instead, any stock with less than 20% free float gets weighted at FIVE TIMES its actual float percentage, capped at 100%. Do the math on SpaceX: If SpaceX IPOs at $1.75 trillion and floats 5% of its shares, there would be roughly $87.5 billion worth of stock available for public trading. Under Nasdaq's proposed 5x multiplier, the index would weight SpaceX at 25% of its total market cap. That means passive funds would be forced to buy as if SpaceX were a $437.5 billion company. But only $87.5 billion of stock actually exists in the market. You are forcing hundreds of billions in passive buying into a $87.5 billion float. QQQ alone manages nearly $400 billion. The total Nasdaq-100 ecosystem represents over $1.4 trillion in exposure across ETFs, mutual funds, structured notes, and derivatives. Every single passive vehicle tracking this index would be REQUIRED to buy SpaceX at whatever price the market dictates. On Day 15. With zero price discovery. Zero track record as a public company. And a float so thin you could read through it. So what this actually does is it creates a structural wealth transfer mechanism. The passive bid from index funds pushes the stock price higher. That higher price benefits exactly one group of people: the insiders and early investors who own the other 95% of the shares. And when lock-up periods expire 90 to 180 days later? Those insiders sell into the artificially inflated passive bid. Your 401(k) is the exit liquidity. This is the fundamental corruption of indexing. Indexing used to be brilliant. Low cost. Efficient. You were free-riding on the price discovery done by active managers. The index reflected the market. Now the index IS the market. Trillions of dollars flow blindly into whatever the index tells them to buy. And the people who control the index methodology are changing the rules to serve the interests of a single IPO candidate. The S&P 500 requires companies to have at least…

Trump Set To Suspend Jones Act To Help Tame Oil Prices zerohedge.com/political/trum…

@DOMOCAPITAL Absolutely no signs of stopping for U.S. exports.

The investment thesis for $ALTO and $GPRE is only getting stronger each and every day. The United States is going to need more ethanol. The world is going to need more ethanol. Oil is going to remain elevated for a long period of time. Year-round #E15 is going to happen.

@DaveShapi Recommend highly - Haven't used the new OpenClaw alternative. - Model Council and Perplexity Computer are fantastic. - Browser automations are great if you get used to it.

Thinking of upgrading to Perplexity Max for the LM Council implementation. Apparently they are building an OpenClaw as well. Anyone recommend it?

@nvr_stochastic @testingcatalog Just woke up this morning and realized I had a bunch of extra credits. Yesterday was my max subscription renewal so that helps.

@MilhemGroup @testingcatalog Did it take awhile to show up?

BREAKING 🚨: Perplexity is rolling out Perplexity Computer to PRO users along with a new "Usage and Credits" page. Users will likely get 4000 bonus credits as well. Pro Computer 👀

@DOMOCAPITAL #E30

I agree with this - Trump's resolve is much greater than market is expecting. Oil prices will stay elevated for quite some time. The need for more ethanol from $ALTO and $GPRE isn't going away anytime soon and year-round #E15 legislation is now more necessary than ever before.

@atelicinvest Yea it’s @AskPerplexity and it’s excellent

There are bunch of websites which wrap ffmpeg and make gazillion dollars Absolutely convinced that we will have a thin skills md that wraps Claude around and also make gazillions.

@Salmaaboukarr It is fantastic if your automating for your own personal productivity and not trying to vibe code a commercially viable product. Worth every penny

im hearing a lot about Perplexity Computer anyone tried it yet?

@pepemoonboy I would love to know your credit usage spend. I'm trying to convince myself that the cost of leveraging it fully is worth it

I am not joking when I tell you I literally did a month’s worth of work in a few days using Perplexity Computer. Words cannot describe how in shock I am at this tools power.

@10x_er You doing anything specific to budget your Perplexity credits?

Currently building a prediction market system using Perplexity Computer + Codex. If this works I will release the entire repo. Too many people are gatekeeping their poor strategies.

@AravSrinivas I've gotten so much value from this functionality addition. You guys are killing. it

@StevenShadduck Delicious degeneracy today

Bless you $alto 🙏

@pepemoonboy How many credits are you going to go through a month, LOL?

I’ve been using Perplexity Computer every single day for my job. I have it go through my LinkedIn, identify every lead relevant to the tech I’m selling, at the exact organizations I’m targeting. Then it digs through all publicly available information about those companies. Press releases, documentation, interviews, product announcements, anything that references initiatives related to the technology I’m selling. After that, I have it craft highly personalized outreach messages to each lead using the research it compiled. Guys… Sales Development Representative and Business Development Representative roles are cooked. ABSOLUTELY COOKED. I’m sitting here watching AI do hours of prospecting, research, and personalization in minutes. It genuinely feels like I have a team of multiple sales reps doing all the dirty work for me. I’m mind blown. 🤯🤯