Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦

Alphaville’s tepid takes on GameStop vs eBay ft.trib.al/9V7WJsi

@ecommerceshares My last good year was 2022 when we were up almost 80% and the permabulls were getting margin-called to oblivion, but you weren't hearing much about it from me then here... just what we were short and why. So yes, I'm bragging about my humility, lol!

@ecommerceshares What I'm saying (and yes, EVERYONE has WAY outperformed me the last 3 years!) is that I don't like "victory laps." The jerks (not you!) responding to me here will be crying for their mamas when this bubble pops, but they won't be doing it in public, lol Ideas: always Brags: never

$MU now over +100% YTD, and +613% in one year. Only the most advanced super-intelligence can comprehend this level of mega-cap winning.

Grateful to the great @tunkuv and @WSJopinion for this conversation about @ManhattanInst, New York City, and the American future we're trying to build. wsj.com/opinion/reihan…

Lots of US military aircraft — refuelers and ISR — with their transponders on in the Strait of Hormuz area right now. Things are clearly happening.

US Treasury Secretary Bessent: "We have absolute control’ of Hormuz Strait.

US NAVY DEPLOYMENT SECURES STRAIT OF HORMUZ TRANSIT US Central Command says American guided-missile destroyers are now operating in the Arabian Gulf after passing through the Strait of Hormuz under “Project Freedom.” US forces are helping restore safe commercial shipping in the region. As a first step, two US-flagged merchant ships have successfully transited the strait and are continuing their journeys safely.

$EBAY received the offer but refuses to ship the product as the buyer, Ryan Cohen, has a "0% Positive" rating.

"Trillions in Retirement Dollars Flow Into Opaque Trusts. A little-talked about investment product is taking over the 401(k) world, and offering asset managers a way to increase exposure to private markets." bloomberg.com/news/features/… THIS IS A MASSIVE FUTURE GOVERNMENT BAILOUT.

US official denies a US ship was hit by Iran missiles - Axios.

If any good comes out of this, it will be to force the Navy to rethink the wisdom of spending $17 billion on a sitting duck "Trump class" destroyer.

@Christo12260413 Good luck!

@StanphylCap My name is Chris Lancia and I am the Repbulican running against her. lanciaforcongress2026.org

The latest "Harry's Garage" is so cool. He drives incredible roads across France and arrives at last weekend's Monaco Formula 1 "classics," with the most fantastic screaming F1 cars from the '80s. It's long, but addictive! youtube.com/watch?v=LEdvNf…

Rudy Giuliani in "critical" condition in hospital, spokesperson says axios.com/2026/05/03/rud…

"Hamnet" (Peacock), last year's critical darling, is high-quality melodrama. I've lately seen more interesting "art" films ("Sirāt") and more gripping conventional films & streamers. But it's good, and Jessie Buckley's Oscar-winning performance is SUPERB. imdb.com/title/tt149058…

"We're having 'very positive' discussions with Iran, but meanwhile we need the U.S. Navy to blast the ships out of there." LOL

"‘Devil Wears Prada’ Sequel Pulls In $233 Million Worldwide with an audience that was 76% female" bloomberg.com/news/articles/… ...and 23% gay men plus 1% really stupid straight men who saw "devil" in the title and thought it was a horror movie!

Witkoff's claim US in talks with Iran is is not confirmed by Iran - ISNA

The conversation in Jewish families is, as Trevor Phillips said this morning, “who among our friends would save us?” We are in an undeniable crisis of antisemitism, and many are asking whether they need to leave Britain. Many have already done so. This is heartbreaking, but the time for weak words is over. We need to be unsparingly honest about what is happening, and what we can do about it. Antisemitism is an ancient disease, and there is no point pretending it does not come from several sources. We saw the surge in antisemitism in the Labour Party under Jeremy Corbyn. It has been partly purged, but there are some - like Naz Shah - on the Labour benches who have made antisemitic statements in the past. We saw in the Maccabi Tel Aviv scandal that Labour are up to their necks in corruption and communalism in places like the West Midlands. Starmer and Mahmood got away with this - but they knew the police and council had worked together to ban the Israeli fans. They didn’t intervene to stop it because they didn’t see the problem. But the scandal happened because the authorities took the side of Islamists over Jews. Now we see the surge of the Greens - a party absolutely riven with sectarianism and antisemitic candidates and activists. And on the online right, we’re starting to see some of the antisemitic language we’ve seen emerge in the recent years in America. It’s not at all of the same scale - but that could change and it would be wrong to ignore it. Above all though - and this is where too many find it difficult to tell the truth - we have an undoubted antisemitism problem among the Muslim population. Polls show among British Muslims: - Around half say “Jews have too much power over UK government policy.” - Four in ten say the same for the media and the financial industry. - Only one in four believe Hamas committed rape and murder on 7 October. - Only one in four believes Israel has a right to exist as a Jewish homeland. - Around half feel more sympathy with Hamas than Israel. When people ask why Britain - for so long previously a welcoming place for Jews - suddenly has such a problem, this is obviously the most significant change. The official Muslim population here has doubled from 1.6 million in 2001 to over four million today. Some studies suggest seventeen per cent of our population will be Muslim by 2050. Only around half of Muslims in Britain today were born here. And the countries from which Muslim immigrants are coming often have entrenched antisemitic cultures. Pakistan, Somalia, the Middle East. We are importing hatred that should never be welcome here. We are faced with a choice between keeping our Jewish citizens and receiving more and more people from these places. The choice we should make ought to be obvious. We should deport any foreigner who espouses this hatred. We should show zero tolerance to any British nationals who incites hatred and violence. We have to clamp down on the hate marches, and lock up those who are guilty of public order offences and incitement - including anybody who calls to “globalise the intifada” and chants “death to the IDF.” Above all, we have to stop importing hatred and extremism and antisemitism from countries where we know these things are rife. I waited a few days after the Golders Green attack before commenting because I wanted to see what the reaction would be. Unfortunately it was exactly as anticipated: weak words, no action, promises to build higher walls around our Jewish citizens. But I am not willing to sit here and watch as my friends discuss with their loved ones whether they should give up on Britain and emigrate. As a country, we have a choice to make - and my choice is to stand unequivocally with Britain’s Jews.