@MikeDzikowski @DKSports @DraftKings @mattkalish @Kalshi Kalish has lost his fucking mind.
Utterly hilarious
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David Locke
6.9K posts
When is the last time @DKSports / @DraftKings has released any news between quarters that materially and positively impacted the stock price? I’m guessing never…
The only thing they got right now is an unhinged @mattkalish doing “gods work” attacking @Kalshi.
Down almost 60% the past 5 years
$DKNG @DKCasino @contessabrewer
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@kai_xbt @billsperos Kalish remains big mad that Kalshi is raping the consumer he paid big money for exclusive raping rights
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DraftKings co-founder says 97% of normal Kalshi users get decimated and only Wall Street wins
"97% of people, the normal people who are responding to their marketing, pull up and think I see the number on the site, I click bet and I get the bet that you're saying. These are the people getting decimated by market makers. Wall Street. Susquehanna. The big Wall Street trading firms. Professionals putting millions of dollars in using APIs and algorithms to milk them as fast as possible."
"I'm not saying these things shouldn't exist. What I'm saying is you can't market things one way like oh this is some nice site where Main Street has an advantage over Wall Street. Like Tarek posted. Every single person who's the 99% of normal users are getting their ass handed to them and losing at a 90% plus rate."
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@amlivemon I do too. Fuck those stupid vehicles everywhere. Leave your god damned house and go to a store.
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@Freight_Bandit What’s that I hear? The whine of the rentier?
Apologies that your “return for no work” business is struggling.
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Truckers are COLLUDING to drive up market rates!
They have an asset advantage that brokers simply can never have.
These rates are unfair and no truck driver should EVER be making 20%+ margins. PERIOD.
CALL YOUR CONGRESSMAN! WE NEED TRUCKER TRANSPARENCY😡
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@grahamformaine I’m David Locke, and I disapprove of this message because you’re an absolute fucking retard.
Private equity IS in fact a scourge on the planet.
But two things they are NOT wrecking are residential housing and sports (esp the Red Sox).
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Private equity is taking our homes. It's taking our hospitals. It's taking beloved local businesses and stripping them for parts.
And now private equity is running the Red Sox into the ground.
Our new ad ⬇️
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@dampedspring Andy, if all the assets are owned all of the time; how do we over-allocate to equities and under-allocate to bonds and cash?
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Timeless and universal really bullish equity drivers
1. Companies don't need any money from capital markets and in fact are aggressive buyers of their own debt and equity.
2. Budget deficits are expanding YoY at a pace in excess of Nominal GDP (Kalecki driver).
3. Central banks are cutting interest rates from restrictive to accommodative unnecessarily.
4. Central banks are growing their balance sheets by purchasing long term bonds, notes, and MBS.
5. Treasury is funding an increasingly large portion of its debt rollovers and new debt with bills.
6. Companies are delivering real technological innovations that will deliver rapid real productivity gains to the entire economy.
7. Earnings estimates are subdued
8. Earnings yields are very high.
9. The fiat currency is in the midst of a large devaluation.
10. Investors are under-allocated in the asset class and are over allocated to bonds and cash.
11. Leveraged investors are either not long on leverage or are short aggressively.
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@JamesSurowiecki Producing AI slop is, in fact, a skill that pays off.
At least, at the highest levels of public service.
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That is the worst-designed sink in the history of sinks.
U.S. Department of Education@usedgov
SKILLS THAT PAY OFF.
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Massachusetts Sports Betting
April 2026 Revenue
@MassGamingComm
💰Handle: $678.382M
💰SB Winnings: $83.429M
✅Hold: 12.30%
💰Tax: $16.321M
💰$452.95M: Revenue & Fees Paid Since Launch
✅Monthly hold in April of 12.30% boosted by the playoff woes of the Bruins and Celtics.
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@mattkalish Am I to surmise, given the pathetic desperation of this post, that:
(a) Kalshi continues to eat $DKNG lunch;
and
(b) $DKNG is getting no traction at all with their own prediction markets platform?
How else should I interpret it?
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@mattkalish Eat a bag of dicks, Matt
This storm of pathetic cope might have landed better if you hadn’t already sold half your $DKNG stake in the last 5 years.
My honest pick is meteor on all your houses; but I’m 💯 on Team Kalshi versus the 💩 DraftKings culture, ops, and founders
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@JSeyff @bryan_spreitzer I literally said I was taking the article (that YOU posted) at its word. Jeezus.
If he wasn’t warned there was no “situation” for him to be aware of.
Guys who think actions having consequences is an “all time bad take”, however, should re-evaluate their moral compass.
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@OldMammoth69 @bryan_spreitzer Here’s the details in case you’re just saying things on a whim and don’t know the situation
Steve Magness@stevemagness
Just to be clear: 1. The kid was NOT given an official warning earlier when he yelled in excitement (not toward anybody) after breaking a 20 year old state record. Source: The Athletic, his HS track coach. There's a protocol to this. More than likely, it's the official saying this to cover his ass because the stupid call blew up and looks ridiculous. He put up 5 fingers to signify 5th championship. The same kind of gesture so many others did when they put a #1 up in the air signifying they won... 2. No one in there right mind would DQ anyone for raising their hand in the air at the line, whether it's both hands, a 1 in the air, or whatever. It's literally done all the time. Both hands in the air at the line is literally the default celebration crossing the tape... 3. Go look through the pics and videos of the same meet and their are literally dozens of kids doing the same kind of celebration or more. None DQd. Expand to every state meet or HS national championship...and if we applied the same rule, a large majority of records would be wiped out... Which is the point... The rule is vague on purpose to give officials leeway. But too often in track, you have some volunteer official who lets the power go to their head and inserts themselves into the The point of comparing to other sports. Even crappy calls by officials result in a loss of the play. You score a TD, that play is negated. Not the entire game, quarter, or drive. In track, it's all or nothing. Which is insane. Imagine an entire game wiped out because of a touchdown celebration in a college football game. People would be like WTF...you get a penalty, but it's not catastrophic. So sure, if you want to be stuck int he 1950s and scream "Rules are rules!" without understanding that the rule on taunting is vague on purpose and see how it's incredibly inconsistently applies...then you do you, live in the 1950s. But to the rest of us living in the real world, it makes zero sense to erase an entire race because some kid raised his arms in the last 5 meters of a race that was over.
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Hot take: Name the officials that made this decision. They should be publicly shamed
GIF
HighSchoolOT@HighSchoolOT
Mallard Creek boys track and field was disqualified for unsportsmanlike conduct after winning the 4x400 relay in the final event of the day. Had the result stayed, the Mavericks would have won the team state championship. Instead, they remained in second place. You can read the full story on the NCHSAA 8A Track and Field State Championships at highschoolot.com/story/live-upd…
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@bryan_spreitzer @JSeyff Is the runner NOT responsible for “situational awareness”?
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@bryan_spreitzer @JSeyff Did any of them do it TWICE?
[again, I’m taking the article at its word that he violated the (admittedly dumb) rule in the hurdles and was told to knock it off]
If you walk up to a kid, look him in the eyes, tell him to not do something, and he does it anyway??
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@JSeyff @bryan_spreitzer So OFFICIALS should threaten consequences if a specific rule is violated [I’m taking the article at its word that the runner was warned beforehand, due to a prior unpunished violation] but then NOT enforce the consequence. Because….#reasons? Why have rules/officials at all?
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@bryan_spreitzer It’s an insane call. It’s the mildest of mild celebrations. He didn’t even turn around? Anyone making that call should no longer be an official and should just step away from the sport
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@dollar_mara He’s SO good at being late / wrong that $MARA saying they’re pivoting fully to AI compute has me terrified for the whole AI trade.
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@dollar_mara Huge buys of Antminers? Top-ticked. Invest in your own mining ASIC? Zeroed. Bitcoin treasury? Bought the top and sold the bottom.
He’s basically George Costanza.
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Current Thoughts on $MARA :
This is not a knock on peers who have done absolutely phenomenal
But yesterday Fred stated they expect "multiple leases to be signed by year-end"
Some peers with a rich valuation only have one deal signed, imagine if MARA can sign 3-4?
Its already valued much lower relative to them, what happens when they sign double the amount of deals they have?
This is why I remain bullish, the price of the stock now is still not consistent with the value proposition. If MARA did not have Starwood, Long Ridge, and Exaion then yes they'd be a sitting duck and probably going to be a casualty. But look at the team they are building...you can't say that is not impressive
The bear thesis will be they have no results to show for it and that is true for now. But I think the level of return one can see in this stock now is very high relative to the risk (has even been derisked due to their acquisitions in the AI space)
I am long. Very long
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It’s #E15 eve in the Midwest and DC. Tuesday night for the rest of us.
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@TheStalwart What am I, job-creating capitalist, prepared to do about this? Absolutely nothing. I’m just here to complain that the wage slaves aren’t being sufficiently slave-ish. Somebody fucking do something.
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Man! Look at these quotes from today's NFIB Small Business Optimism Index.
There are all kinds of signs out there that not only is inflation warm or hot, but the labor market is re-accelerating and/or tight.
Wrote about it in the newsletter: bloomberg.com/news/newslette…
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David Locke retweetledi
$MARA Insights
$MARAtards sacrificing their financial futures, so Fred and Salman can be decamillionaires.
Coulda just bought bitcoin 🤷♂️
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