Zed

@MikeFritzell I need an energy bar like that

*like this

Cool product. Good to see a brand like coming out of Singapore.

@TheLongInvest what about $DPZ ?

$UNH During Q1 was between $250-$290 This is where Berkshire sold its entire position ON THE VERY LAST DAY OF Q1, $UNH was at $260 and then ran to $401 Meaning. Berkshire sold between $250-$290, missing the ENTIRE +55% gain in 6 weeks. Not a good start for Greg in Berkshire

@Kacper_PK_CH but they sell gold. Dumb as a Trump 😅

"Real" interest rates dropping below zero again. Interest rate of a 1-year US Treasury bond vs the US inflation rate.

@michaelsikand no shorts to open?

@BowesChay Mr cocaine still alive

Leaked Ukrainian intelligence reports suggest a massive missile-drone attack on Ukraines "decision making" centers, including nearly two dozen political and military facilities, is ready and could be launched in minutes.

@WklyMarkets i think Grok is correct

I asked 3 AI platforms this simple question, and received 3 totally different answers. > What is the current NAV for the stock $DXYZ if you use these inputs: #SpaceX valuation = $2 Trillion Anthropic and OpenAI valuations = $1 Trillion each and what stock price does that equate to for $DXYZ $121 = Claude $27 = Grok $113 = Gemini $tsla $qqq $cbrs

@TedHZhang both shorts, still undecided which one is the more overvalued

$DXYZ $VCX Watch for pullback and tightness

@DilksJay @AnthropicAI on sale?? Colossal premium to nav

Very interesting news about @AnthropicAI shares held by $DXYZ. We’ve seen a drop from $71 to $45 in a couple of days out of fear and now we have this detail of authenticity. I like it. DXYZ is now on sale.

@valuedrift considering the premium to NAV, when the IPOs will land this will crash. Pity no options available

$DXYZ is fairly attractive here. I think a pretty hard floor for downside here and gets more appealing the lower it gets, so may not get hugely lower. Obviously the same is not true for $RVI and $VCX, trying to see what I'm missing here...

@Bhaskinator a gigantic short!

Just dropped $50K into $DXYZ. With Anthropic & SpaceX as their largest holdings, looking forward to riding this wave for the long term. $TSLA

@SpecialSitsNews we need remigration

We are cooked, birth rate going below 1.3 guaranteed...in the US and the entire developed world (already 1.6) Need 2.2 or immigration to sustain a civilization... x.com/PeterBerezinBC…

@DrNeilStone inflated numbers

The worst part of Covid was that 20 million people died

@michaelsikand rally in a straight line like April is absurd, valuations aside

@TrumpDailyPosts to hell

@TheLAPurchaser Is this the reason they are killing my Essilor Luxottica???

$WRBY - THE FORGOTTEN AI WEARABLES PLAY Thesis: $2.5bn Mkt Cap with a $10bn AI glasses opportunity. WRBY is +30% today as investors begin to appreciate the sleepy retailer is transitioning to a consumer AI hardware enabler. WRBY will be the first AI x Consumer pure-play story in the US. Product: Google x WRBY AI glasses are launching in 2H. WRBY is the first (and currently only) $GOOGL mass market retail partner in the US. Catalyst: NEXT WEEK (5/12), $GOOGL will lay out the roadmap and ecosystem for glasses at the I/O hardware day. Market: $META / $EL.FP have already defined the market, targeting 20-30mn units of production capacity. "Blue Sky" Math: If WRBY sells 10mn units, it's $4bn/$1.2bn in Rev/EBITDA. At a 20x mult, WRBY's upside case is +750%. WRBY's CEO: 'We believe they will be the world's first truly intelligent AI glasses designed for all day and everyday wear...These glasses have already become essential to our daily routines: we're reviewing our schedules and adding meetings to our calendars, checking cross city travel times, and working through complex math problems right off the whiteboard. I even had them help me review my son's Spanish homework. The best part is that they integrate seamlessly with the apps we and billions of other people already use every day' Deep Dive🧵

@BowesChay there should be a death penalty for such crimes

In England, a gay couple "adopted" a baby who was later found dead with extensive injuries. Preston Davey was around 9 months old when he was placed for adoption with 37 year old Jamie Varley and 32 year old John McGowan-Fazakerley The little boy was left with them for about four months. On 27 July 2023, at the age of only 13 months, the men took the little boys body to Blackpool Victoria Hospital claiming he had drowned in the bath. However, Forensic examination found no evidence of drowning. Instead, post mortem results revealed signs of acute upper airway obstruction, along with dozens of injuries, reports cite around 40 traumatic injuries including bruises, a broken arm, bite marks, and other signs of repeated physical abuse. Posibly most disturbing were bruising to the back of the throat and genital areas was consistent with "sexual assault" Police also discovered indecent images and videos of the child, along with records of violence, on the men’s phones.

@moonmarket ready to short everything yes!

$DXYZ SpaceX IPO 73% chance it comes next month are you ready?

@GlobalSenate glad to short any strength.

$dxyz Is there any future where this ticker doesn't skyrocket to $300/500 per share after 3 or 4 of its private holdings go public? People jumping out now will be crying later. IMO.

@moonmarket sign of madness that can be used to short it

$DXYZ is green while the market is red, good sign leading up to the biggest IPO in history SpaceX

@DilksJay pity NAV not available to give a wake-up call to dip buyers. I can sell higher anyway

Super Unusual action in $DXYZ. This is up there with one of the more unusual trends. It was $71 on Monday after going up 30%. It’s dropped to $45 today and the Barchart rating has gone to 100% BUY. Typically a 100% signal is triggered at the very top, not in the upper middle. That’s healthy. It often triggers a wide expansion of the ceiling. Again, pruning is healthy for price. The trunk has become twice as thick in just two weeks. A lot of the holdings are entering IPO territory with @SpaceX imminent. $110 is now in play for DXYZ.