Kavo

@Return_Of_RB @TommyBeer

Can you fucking read you illiterate ? 2014 - lowest hits in his career , lowest average. Refused to move down in order. Made documentary about himself and his bullshit retirement tour . Team missed playoffs. Dumb fuck. How about the fat fuck Jeffrey Maier? You realize a similar situation happened in Montreal the next year they banned the kid? Noooo bc it’s the Yankees that fat little turd got a key to the city. Criminal shit. And don’t even get me started on the Mitchell report 2000 team shoving needles in their arms . Joke franchise. Your owner was a 2 time convicted felon .

Sure - happy to clarify. I mean by being a 1-in-a-million athlete who expertly navigates being the biggest star in the biggest city in the world by almost always saying and doing the right thing both on and off the court/field (to such an extent that random ppl on the internet have to resort to knocking him for not attending the funeral of a 99-year old PA announcer when desperately searching for unforgivable sins). …While also being a winner his entire life b/c he is an incredibly rare athlete that, somehow, plays even better when the pressure increases in the postseason.

@vincewolfram15 @CollegeSportsCo @nbafuturenow @CenterStMedia Why isn’t this a travel

AJ Dybantsa’s go-to move is already NBA-level.

@dampedspring @grok @brewmarkets I'm not convinced you can just bring in Sharpe to the conversation and say "it's equivalent". Mathematically it's just not the same. Conceptually, it punishes upside vol. But beyond that, I think it's obvious you have to get the three stocks right.

@kavaniceday @grok @brewmarkets SPX with modest leverage. or even better diversified global risk parity with medium leverage turns sharpe into superior absolute returns. You don't have to be stupid to make equivalent absolute returns and superior sharpes

"You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs." — Stanley Druckenmiller

@dampedspring @grok @brewmarkets @dampedspring sharpe is irrelevant to the original post. Druck is talking absolute returns, not about risk-adjusted. who cares about risk-adjusted if you're 18-25 years old and shipping it.

@grok @brewmarkets So do your best? Or are you saying the cost to Grok is to high to answer this simple question

@ob1156 @RalphVacchiano Yeah let’s just roll into the season with Greg Newsome and Deonte Banks battling it out for CB2! Great idea!

@RalphVacchiano So the giants are just gonna hang dart out to dry with no weapons other than the wr who hates everyone they drafted and is already complaining about his contract?

With Kayden McDonald gone, the New York Giants select Tennessee CB Colton Hood at 37. A 5-11, 193-pounder with 4.4 speed, but limited starting experience. There's room for someone to start opposite Paulson Adebo, if he's up for the challenge.

Turns out markets like hidden photonics monopolies? Soitec is up 16% intraday. If you look at the CPO photonics architectural ramp led by $NVDA: It’s parabolic. $SOI is likely a name that people can hold for many years as the substrate monopoly for CPO. And best of yet, there’s the upcoming $NVDA GTC announcement next week. Which would likely signal to institutions to start looking into players they missed like $AXTI, and now $SOI.

@dsonoiki This is slanderous bullshit

Harry Potter is extremely overrated as a Quidditch player. Here are the facts: First, he has an equipment advantage. Year 1: he didn't even try out. McGonagall just put him on the team. Then he gets a Nimbus 2000 while everyone else is on discount, budget, school-issued brooms Year 3: Harry's Nimbus 2000 gets destroyed by the Whomping Willow and he gets a Firebolt. Once again, he has an equipment advantage Second, he misses too many games. The best ability is availability. Harry played in 9 Quidditch games at Hogwarts. Gryffindor had 13 games during that time. Harry missed 31% of his team's games Now, let's look at Gryffindor's record with and without Harry Book 1: Harry plays the first two games and misses the last one (infirmary). Team goes 2-1. He's 2-0 in games he plays Book 2: Harry plays one game, last two get canceled. Team is 1-0 Book 3: the ONLY season Harry plays all three games. Gryffindor goes 2-1 Book 4: no Quidditch (Triwizard Tournament) Book 5: Harry plays one game, attacks Malfoy, banned for life. Ginny steps in. Gryffindor wins the cup anyway Book 6: Harry plays first two games, misses the last one. Gryffindor wins the cup anyway Book 7: Harry is hunting Horcruxes with Ron and Hermione. Does not appear that Quidditch was played while school was under control of Death Eaters In the 4 games Harry missed, Gryffindor went 2-2. Not great, but they survived without him It's simple. Harry Potter is a great wizard. But as a Quidditch player? He's wildly overrated. You could argue that there are several people better than Harry at Quidditch: Victor Krum, Charlie Weasley, Cedric Diggory, Ludo Bagman, Ginny Weasley, Eunice Murray, Hamish McFarland Also, it's been decades since Harry Potter played Quidditch. The game is much faster now. There are more analytics. The players are more athletic. Even the coaching is different Let's stop hyping Harry as a Quidditch player

@traderhc Credit leads equities not the other way around

Nobody watches VVIX. That's why it's useful. $VIX is at 26.6. Elevated but not panic. Most traders stop there. VVIX is at 115.9. That's 79th percentile historically. It means options traders expect $VIX itself to make a violent move from here. The tell is $HYG. Credit is only down 0.17% while small caps are getting destroyed at -2.3%. Credit hasn't repriced this growth scare yet. When credit catches up to equities, that's when the real vol event hits. VVIX is already front-running it. Oil up 11% on the day. Gold above $5,100. Equities bleeding. This is a stagflation cocktail and credit is sitting there pretending everything's fine. If you're running normal position sizes right now, VVIX is telling you you're wrong. Has anyone here actually traded a VVIX divergence before?

@peter_klaven7 Carmelo ahead of Bird is grounds for the death penalty

Best shooters all time: 1) Steph Curry 2) Carmelo Anthony 3) Larry Bird 4) Pete Maravich 5) Michael Jordan 6) Ray Allen 7) Klay Thompson 8) Dirk Nowitzki 9) Kobe Bryant 10) Damian Lillard #embracedebate

Is this a playoff caliber 2026 - 2027 lineup (if healthy) for #NYR : Perreault-Zibanejad-Miller McKenna(Draft)-Trocheck-Lafreniere Cuylle-Laba-UFA Edstrom-Carrick-Kartye/Rempe

@JacquesBahou @aleabitoreddit Copium alert

I don’t appreciate the intentional misleading. “Selling almost half their market cap on the open market” is wrong and misleading. The ATM could end up having a much lower dilution impact than what you’re trying to make people believe, if management uses the ATM intelligently. And you can bet they will, given their background and direct exposure.

3 days later $IREN is having another $6B ATM, selling almost half their marketcap on the open market. Monetizing 3-4GW capacity sounds good, but not if you’re an existing shareholder. Doesn’t look like their economics cover enough of their capex in the way $NBIS does. My bull case, alongside everyone else’s last year: was for $IREN to do colo and fund GPU related expansion with FCF. This materially changed and added execution uncertainty + endless dilution on top.

@EvinKnowsBall Best ability is availability.

Carnell Tate vs Jordyn Tyson reminds me of pre draft Marv/Odunze vs Nabers. That run 30 yards down field and make a contested catch shit doesn’t translate to the NFL. Draft the guy who can get open and make people miss.

@dampedspring Andy any concern with the Netherlands ruling on taxing unrealized gains (vis a vis not holding US assets so assuming increase in EU equities?)

How low can this go? I own gold and don't own BTC but jeez. The whole digital gold thing is in absolute shambles. More like a fad collectible than money.

@Dimessjayy Tate >> Tyson (made of glass)

HC: John Harbaugh QB: Jaxson Dart RB: Cam Skattebo WR1: Malik Nabers WR2: Jordyn Tyson TE: Isaiah Likely C: Tyler Linderbaum Joe Schoen fired

@CinemaTweets1 This movie was ass

“Touché, padre.” It’s wild how #WakeUpDeadMan has sort of restored part of my faith in cinema. Part of it has to do with a few new releases that disappointed me (see my Jay Kelly review) but part of it is I just haven’t felt like this after a new release in awhile. Great movie.

@dan_thyman @maxtoscano1

@maxtoscano1 lol this is a hold

You saw Riley Nowakowski on the 4th down conversation, but watch him bully giant DE Caden Curry off the ball. With the D in Tampa 2, nobody in the C gap

@TERRABTRACYJR @BobbySkinner_ Uh how about trading up for Deonte Banks? How about the Slayton and Runyan and Holland and Adebo and Okereke signings?

Giants picked 25 when we drafted banks JMS Hyatt. Does that mean we can just blame that class on drafting late? R u not arguing for schoen being better than Veach then? Veach was handed those all pros Schoen was handed DJ, Dex, AT lmao. Let’s reset the GM who picked the Franchsie QB at 25th when 24 teams passed on him then also replace him with one of those AGMs that passed him. (Don’t care for the daboll picked him thing it’s pure speculation, Brown wanted Shedeur not Schoen) What has Joe Schoen done that is a fireable offense without mentioning Neal, Hyatt, Nubin?

Why not consider that their top 3 picks were 32, 46 & 56 because they were winning Super Bowls? Why not bring up that they didn't just fire their coach? For every example people come up of things working out, there's 20 of bad things staying bad. If Veach didn't have Andy Reid, Patrick Mahomes, Travis Kelce, Tyreek Hill & Chris Jones in place, I don't think people would be arguing for him to be kept around. Again, if the argument is "this can get turned around because other things have been turned around" then good for you because its true. Things can turn around and sometimes do. But the Giants have tried this approach and failed a lot and recently. There's way more examples of bad teams staying bad. The Giants just fired their Head Coach. They are not staying the course. Why not reset the GM spot especially when his list of HC interviews in his 1st go around wasn't inspiring? Why risk being off cycle again with your young QB? What has Joe Schoen inspired in people to think he should right the ship?

@FiresideGiants Schoen.

DISCUSSION: Who do you think is most to blame for yesterday’s embarrassing loss to the Broncos? #NYGiants

@JN_Albano @GKritsberg @BobbySkinner_ This has to to be a Schoen burner account.

@GKritsberg @BobbySkinner_ Because glimpses of positivity doesn’t win games. There was 50 minutes of positive in that game, you’re absolutely right. But even with that, 10 minutes of bad cost them the game. You said yourself you’re a fan longer than me. Looking at the silver lining only lasts so long

I can't believe they left their lives in the hands of someone who was not starting Kicker at Rutgers and was on the team due to an international exemption

@NUCLRGOLF 0.0 chance

🚨🇮🇪👀 #EYEING ADARE? — LIV Golf Star Dustin Johnson reveals that he “would love” to make the 2027 U.S. Ryder Cup Team and compete in Ireland. “I’d love to… I wanted to be there (at Bethpage). I just need to play a bit better and I can be there for Adare…. I finally feel like I have my game coming back into form. I’ve got a lot more confidence in it and I am starting to swing it well again.” ➡️ Could DJ return to form and make the team or no chance?