Samuel C O'Brient

Trades put on by Leopold Aschenbrenner's hedge funder indicate bearish views on where the stock market's favorite trade could be headed. Which AI stocks has the former OpenAI researcher been betting against? Check out my latest for @BusinessInsider ⬇️ businessinsider.com/openai-hedge-f…

Business Insider reporter @kelseyvlamis is covering short-seller Andrew Left’s securities trial. (She tells me he was all smiles as jury selection started.) Follow her for developments and read this story from @SamuelCObrient on what it's all about. businessinsider.com/andrew-left-tr…

Michael Burry revealed a position in GameStop in January, but he says the CEO Ryan Cohen's plan to try and compete with retail giants like Amazon by acquiring eBay is driving him to sell the stock. Read the full story in @BusinessInsider businessinsider.com/michael-burry-… $GME $EBAY

Gary Marcus think Big Tech firms are dumping way too much money into AI. Marcus, a longtime AI researcher took Wednesday's earnings bonanza as an opportunity to criticize hyperscalers' capex spending plans recently. My latest for @BusinessInsider ⬇️ businessinsider.com/tech-ai-capex-…

Commodity prices have soared on Iran war disruptions, but according to top economist @steve_hanke, they could be about to go much higher as the market enters a new "supercycle." Read more about what Professor Hanke told me in @BusinessInsider businessinsider.com/tech-stocks-co…

I recently spoke to @Dan_David44 about @WolfpackReports' short report on POET Technologies and the events that followed that sent the stock on roller coaster. Read the full story in my latest for @BusinessInsider businessinsider.com/poet-technolog… $POET #Shortselling #stockmarket

@ChrisJVersace @SamRo I'm sold on the coffee drink.

@SamRo Both good, the coffee was better

Hey @SamRo have you tried either if these?

Market Zandi is among the prominent market voices that continue to sound alarms about the state of the economy, but he also recently revealed he still sees a path to avoid a major downturn. Read more about his take in my latest for @BusinessInsider ⬇️📰 businessinsider.com/mark-zandi-rec…

@CassSunstein @Cornell_L_Rev I would read it.

How to Disagree. Forthcoming, possibly under another title, in @Cornell_L_Rev papers.ssrn.com/sol3/papers.cf…

One of the highlights of my week was getting to chat with @Scaramucci. Here's my report on why he thinks the US economy isn't facing a recession - it's already in one. Read the full story in @BusinessInsider businessinsider.com/anthony-scaram…

New exclusive from me: Carson Block of @muddywatersre recently submitted a letter to SoFi's independent board of directors following his firm's short report. Read all about it on @BusinessInsider: businessinsider.com/carson-block-s… $SOFI #stockmarket #investing

I recently spoke to @GordonJohnson19 of @GLJ_Research about why he still thinks Tesla is a highly compelling short opportunity. Read the full story about my conversation with Johnson in my latest for @BusinessInsider businessinsider.com/tesla-stock-sh… $TSLA #ElonMusk #stocks

Michael Burry has long been bearish on Palantir, but he recently shared a new take on the market's AI darling, comparing its prospects to another titan in the space - Anthropic. In my latest for @BusinessInsider, I explore why Burry's new thesis. businessinsider.com/michael-burry-… $PLTR

JPMorgan is telling Tesla investors to brace for pain. The EV company sold 358,000 vehicles in Q1, 4% below analyst consensus and 7% lower than JPMorgan's 385,000 delivery forecast. Read the full story in my latest for @BusinessInsider 📉📰 businessinsider.com/tesla-stock-pr… $TSLA

@NoahOptions @BusinessInsider Totally get that, thanks for reading!

@SamuelCObrient @BusinessInsider Yeah, those GSE plays are interesting but way too concentrated for my style. I stick to liquid names with decent IV where I can keep position sizing small and mechanical.

Bill Ackman is focused on a handful of enticing buying opportunities he sees in the market. In my latest for @BusinessInsider, I unpack what Ackman and Michael Burry are saying about Fannie Mae and Freddie Mac. businessinsider.com/bill-ackman-st… #WallStreet #investing #stockmarket

On Friday, Eric Jackson, the founder of of EMJ Capital, said he is betting big on a pandemic-era darling that has struggled in post-COVID era. He's long @onepeloton. Read what @ericjackson told me about his new target and how he's assessing it on @BusinessInsider. $PTON

Private equity giant @thomabravo thinks Wall Street is wrong about software stocks. Read the full story in my latest for @BusinessInsider businessinsider.com/private-equity…

SpaceX could reportedly file for its long-awaited IPO within days, and Wall Street's excitement is boosting other space stocks on Wednesday. Stocks such as $RKLB $ASTS and $FLY soared on momentum sparked by SpaceX IPO speculation. Read the full story in @BusinessInsider 📰 🚀

I spoke with @alapshah1, co-author of the viral AI report he published with @Citrini7 as he rolled out Part III of the Global Intelligence Crisis series. Read more about the report and my conversation with Shah in my latest for @BusinessInsider 👇📰 #AI #investing #tech