incognito mode

Incorporating carbs intra-workout (I drink 1L orange juice every session) was a game changer for me. After years of stagnation, I started gaining strength and muscle again. Carbs spike insulin, which opposes cortisol, making them anti-catabolic. Plus, your muscles need quick fuel for intense efforts, without carbs, you’ll burn through glycogen and start breaking down muscle to make glucose.

ALERT: My NYC peoples!!! A good homey who had THE illest vintage shop in Toronto has relocated to NYC at Rivington & Ludlow. In Vintage We Trust is the name of the shop. Most definitely worth checking out. He’s a HUGE Hip-Hop and fashion nerd through and through.

Allbirds $BIRD to sell its brand and footwear assets, rename itself NewBird AI, and use a new $50M convertible financing facility to buy high-performance GPUs to pivot into AI compute infrastructure.

$EWY NEXT WEEK $135C Not financial advice. Random idea.

BREAKING: Iran and Oman are drafting a protocol to "monitor transit" through the Strait of Hormuz. Details include: 1. Iran says tanker traffic through Hormuz will be "supervised and coordinated” with Iran and Oman 2. Iran says "these requirements will not mean restrictions, but rather to facilitate and ensure safe passage" 3. This is reportedly a "post-war draft" and aimed to "prevent aggression in the future" 4. Iran says that even in peaceful conditions, traffic should be monitored It appears Iran is positioning for long-term control of the Strait of Hormuz.

🦔 Oracle laid off between 20,000 and 30,000 employees Tuesday morning, roughly 18% of its global workforce, via a single email sent at 6am EST with no prior warning. System access was revoked almost immediately after. The cuts are expected to free up $8-10 billion in cash flow. Oracle's stock has lost more than half its value since September 2025 and the company now carries over $124 billion in debt, up from $89 billion a year ago, with free cash flow running negative $10 billion last quarter. My Take Oracle posted a 95% jump in net income last quarter and still eliminated 18% of its workforce by email before most people finished their morning coffee. This is not a company in distress in the traditional sense. It's a company that made an enormous debt-funded bet on AI infrastructure and is now converting its workforce into cash flow to service that debt. We've covered Oracle's AI gamble for months. The $300 billion OpenAI deal through Stargate, $50 billion in capital expenditure this fiscal year, over $124 billion in total debt. Multiple US banks have pulled back from financing Oracle-linked data center projects. Bondholders have sued Oracle claiming it concealed how much additional debt the OpenAI deal would require. The credit default swap spread hit a three-year high earlier this year, meaning debt investors are genuinely nervous about getting paid back. The workers who got that 6am email built the products Oracle has monetized for decades. The bet that eliminated their jobs was made by people who were already paid regardless of how it turns out. That is the part of the AI infrastructure race that doesn't show up in the capex announcements. Hedgie🤗