Normal Guy

@chamath Is $SOAR back on the table with their newly acquired 88k tonnes of copper?

There are no meaningful alternatives right now, at scale, for what copper does…so prices will… 🤔

@stockplaymaker1 $FLWS

IF YOU HAD $10,000 TO BUY ONE STOCK AND HOLD UNTIL NEXT FRIDAY, WHICH ONE WOULD IT BE?

@wallstreetbets @Kalshi Next up - $ROLR

Wow! Prediction markets started as a retail curiosity. Now they are becoming foundational financial infrastructure! Huge congrats to the entire @Kalshi team on becoming the clear market leader with over 90% US market share 💰🇺🇸

@Polymarket $SOUN taking over the world

NEW: Dairy Queen to test AI ordering at drive-thrus, aiming for at least 99% accuracy.

@Alice_MiaX Holding CCIV warrants too long

Worst financial decision you ever made?

@ARKInvest @CathieDWood Prediction markets please!

Our May "In The Know" with @CathieDWood will be published this Friday, May 8 following the jobs report. As always, Cathie will weigh in on policy, jobs, and whatever else is moving markets. What other topics do you want her to cover?

@PeloSwing @MrZackMorris In for 12k shares $FLWS

$FLWS Earnings Thursday Morning EPS Estimate: -0.753 (Prev. -1.02) Rev. Estimate: $292.42M (Prev. $702.18M) Is this not the Easiest Beat Ever? @MrZackMorris

@Polymarket Good news for $DXYZ

JUST IN: Anthropic is reportedly nearing a $1.5 billion joint venture with Blackstone, Goldman Sachs, & other Wall Street firms.

@NotA_Bull $FLWS

Which stock are you buying when the market opens tomorrow morning?

@stockplaymaker1 $FLWS

What’s your #1 stock to run hard next week?

@NomadBets This is one of the most sane estimates of current NAV/share I’ve seen. Well done. I’m excited to see the outrageous premium the SpaceX shares go to post-IPO and how much of that DXYZ will capture after lockup. Those profits will uptick NAV too.

$DXYZ has the recipe to go absolutely nuclear. 30% short of very thin float (10M) of which ~20% BELOW NAV(!). Breaking out from wedge. SpaceX, Anthropic, OpenAI IPO play. Let me explain; bear with me because it's going to be long and for some boring story, but it's worth it. $DXYZ is a public fund that acquires exposure in private pre-IPO companies. Most notably they own SpaceX (25% of portfolio), Anthropic (20%), OpenAI (2%), Revolut (2%). The most looked-at metric for such a stock is the NAV, basically the actual value of a company's assets (which is all equity). What I've been doing is list all the companies they have in their portfolio listed in the Annual Report and their reported NAV is $19.93. So far no biggy. I then took this list and adjusted the value of each company to the values of today found on Forge Global. Forge is a website, like Hiive, where you can buy private companies and they show stock price and market caps. The kicker is that Forge is also the founder of $DXYZ, so we can confidently compare values of the Annual Report (1-JAN-26) and today (1-MAY-26). There were some winners and some losers, but the NAV increased to $22.85. Last week however, we got some big updates from some of these companies on new funding rounds or IPOs. Most importantly Anthropic, implying a 900Bn market cap instead of the 350Bn noted for in the DXYZ portfolio. DXYZ reacted +17% on the news. When adjusting these few companies to their "rumors" I came to a NAV of $31.70. In the meanwhile, since start of '26 shorts have increased the Short Interest from 6% to 30%, on a razor thin float of 10M and most of that has been below my calculated NAV. Meaning shorts have to cover above the actual Net Value of Assets of the company. I don't think I've seen anything like that before. Combine that with a clear break-out attempt on the technical side, with the 200EMA (white line on pic) squeezing the NAV🫦. If you want to see what these kind of things are capable of, check what this stock did at the start and what $VCX did last month ($30>$570>$75). Disclaimer: NFA, high risk, lottery ticket, extreme volatility, practically gambling. I'm already in since $24's.

@HighyieldHarry You know the answer to that

Do you think Elizabeth Warren has a shred of guilt here or do we think politics are so corrosive that she thinks she’s always in the right

@stockplaymaker1 $FLWS

IF YOU HAD $10,000 TO BUY ONE STOCK AND HOLD UNTIL NEXT FRIDAY, WHICH ONE WOULD IT BE?

@unusual_whales "Palantir staff reportedly are morons who seemingly want to make less money"

"Palantir staff reportedly question company’s commitment to civil liberties," per FORTUNE

@BrianSozzi There should be an ETF that includes just those. Static, point in time (now). I’d bet on that.

The median S&P 500 stock trades 13% below its 52-week high:

@no_tickerr Yep. It’s done it before, and $VCX is still WAY over NAV. Mostly need to figure out an exit strategy and watch it all happen.

@NormalGuybh I have to stop myself from over leveraging. I have a modest position and want to be able to add if market stays irrational. Legit feels like one of those that will pop to 50 and then everyone will talk about it all of the sudden.

$dxyz is likely 40% Anthropic and 30% SpaceX. Trading at NAV.

Who wants in my private group?

Hey @HighRollerROLR $ROLR, can you get AI tokens up on crypto.com so I can hedge all these things in one place? TIA.

@br549ms @Polymarket Fuck yes

@Polymarket Eliminate the number one capital gains penalty for most Americans- End Property Tax entirely.

JUST IN: Republicans are reportedly exploring indexing capital gains to inflation ahead of the midterms.