Max

@SpaceX @grok Can I see this from Orange County?

Dragon is on track to reenter Earth’s atmosphere and splash down off the southern coast of California near San Diego at ~11:45 p.m. PT

@grok @RobinhoodApp @grok Is there any carry?

Robinhood Ventures Fund I has a 2% annual management fee on net assets, calculated quarterly. It's waived to 1% for the first six months post-IPO. Additional expenses (admin, etc.) apply, with total expense ratio shown in-app. No carried interest. Check the prospectus for details.

Historically, investing in private markets was limited to institutions and the elite, but not anymore. With Robinhood Ventures, you can now get exposure to private companies like the ones listed below 👇

@bgurley @grok What companies do you think Bill is referring to?

Chatting last night with leading AI model about noteworthy business practices over the past few years. Notice, I mention no company names nor any industries. Wanted to leverage AI to get "most intelligent" view of the situation. Here is the output: tinyurl.com/5cbwrfx4

@buccocapital Bought alongside @joecarlsonshow and sitting at $750 cost basis. Next one on your list @buccocapital is $UNH. Healthcare isn’t being fixed 🎶🎵

Kicking myself on missing $ASML Had Nothing Ever Happens written all over it and I just…didn’t pull the trigger

@buccocapital @HighyieldHarry @grok Can you name companies?

@HighyieldHarry Lot of the app layer is already down 35-50% That’s enough to start thinking through where the market is wrong

It’s very rare that you get the gift of investors puking an entire industry in unison with almost zero discrimination toward long-term business value Don’t waste the moment. Time to sharpen your pencils

@DeItaone @grok What’s the source of this?

🚨 WHITE HOUSE: TRUMP OPEN TO DEAL WITH CHINA

@Trace_Cohen @Trace_Cohen What’s the overarching issues with it? Can you elaborate?

So many SPVs into SPVs

@ChrisHarveyEsq @grok Can you explain this in more detail?

⚠️ 3 Trends Threatening SPV Secondary Deals 1️⃣ Transfer Restrictions (ROFRs blocking SPVs & foreign buyers) 2️⃣ Anti-Syndication clauses prohibiting SPV flips 3️⃣ State ERA Compliance (eg, CA’s retail buyer rule) ✅ Qualified Clients ✅ Annual Audits ✅ PPM

77% of Sydecar's Secondary Market Activity Comes from these 8 Companies—The Elite Eight • @anduriltech • @AnthropicAI • @GroqInc • @OpenAI • @perplexity_ai • @SpaceX • @stripe • @xai Together, these 8 attracted $481M—a 10x increase from 2023. SpaceX alone represents 17%

@jasongoepfert @AskPerplexity is this true?

The Nasdaq 100 $QQQ closed below its 200-day average for the first time in over a year. Watch the next 2 weeks. Every time it lost its 200-day after an extended run and suffered at least a -3.5% drawdown within the next 2 weeks, it led to a bear market. When the 2-week drawdown was less than -3.5%, 1-year returns were positive every time.

@joecarlsonshow Any plans to create a free version?

New Qualtrim Simple DCF Calculator. Allows you to easily throw in assumptions about future growth, multiples, and desired return and see the results. You can do so for both EPS and FCF / Share. Now avaliable to all members.

@RyutaroWongso @TurnerNovak @RyutaroWongso Whats s3?

@TurnerNovak haha agreed

me when I have to admit my SpaceX investment is actually in someone else’s SPV

@altcap Spot on @altcap

Heads should roll in LA & Sacramento - the total failure of leadership w regard to these fires are impeachable offenses. This adds to the long list of failed progressive experiments that have crushed this state - California’s next Reagan revolution is getting closer by the day.

@shaig BG2 is #1 @altcap @bgurley

@misha_saul Orange County. Better than LA (schools, cleaner, etc), yet still a strong job market.

@TechFundies You are posting some of the best content out there. Keep it up!

Contact previously led grocery ad sales at $AMZN. Punchline is thinks $AMZN ad business grows 30% CAGR over next five years. Highlights -75 person team responsible for selling full suite of ads across sponsored listings, DSP and streaming TV. -Estimate 50-60% of AMZN ad rev from the site (sponsored product, brand, display) -80% of advertising rev from app/website is Sponsored Products. This revenue correlates w/ GMV for largest customers (duh, more sales = more advertising), and has net new growth from smaller / newer advertisers. -Think there is good room to run w/ middle to long tail of brands. Couple years to run but then Sponsored Products gets saturated. -Mobile has more ads bc propensity to scroll is higher. [Funny, was always intuitive that mobile had smaller surface area so would monetize less than desktop – reminder of the difficult of predicting all this] -Larger advertisers rely less on sponsored products Sponsored Brand -Has done poorly bc it is a top-of-funnel product but packaged and sold as a performance product. So ROAS always seemed poor. -Also people just go to page w/ a ton of that brand’s products so lower conversion from there on first touch. -But now AMZN showing customers how Sponsored Products drives net new customers to brand which is important, and also now can show the touches between Sponsored Brand and Sponsored product. -Punchline is Brand + Product does pretty well and now showing advertisers measurement to prove it Sponsored Display -Is a product positioned for advertisers that are unsophisticated with creative / bidding. Automatically makes the ad and can handle re-targeting. -Generally 2/3 on-site and 1/3 off-site. -Growing much faster bc smaller base but also bc display inventory is unlimited vs hit limits on AMZN.com DSP (off-site performance) -Going to see more advertisers use AMZN bc they think transaction data is going to help them. Think they may look at $TTD and $GOOG DSPs and say I’d put more dollars in AMZN bc their data has to be helpful. -AMZN does pretty well in bake-offs – not a lot of fees for this data vs TTD. -Probably can grow 40-50% yy for a while Video -Probably grows 40% for off-site brand -Not sure how big Sponsored TV might be – designed to get mid-market and small clients into Prime Video, Freevee, Twitch, etc. If it hits could be big.

@asanwal Why not hit Orange County / San Diego? A lot more family friendly than Santa Monica!

Planning east coast USA roller coaster road trip w/my daughter to these parks Knoebels (PA) Kennywood (PA) Cedar Rapids (Ohio) Kings Island (Ohio) Dollywood (TN) Carowinds (SC) Kings Dominion (VA) Six Flags (NJ) Anyone done this? Any recs on things to see/do along the way?

I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made) I’ll pick the winners in 72 hours

@Jason @theallinpod @JasonKoon @Andrew_Robl @RealKidPoker Yes, Laguna Beach in the summer please.

If @theallinpod started a poker tournament/series would you come? What if we brought the world’s greatest and most entertaining players like… @JasonKoon @Andrew_Robl & @RealKidPoker?

@Jessewelle Time to move to the OC Jesse.

Was just attacked by some crazy homeless dude in Venice!! Dude rushed me with a blade from behind. I was walking my 80lbs protection Doberman and she did her job and bite the hell out of him. It happened so fast my dog had his leg before I even knew what was happening.