Linsanity Capital

6.9K posts

Linsanity Capital

@linsanitycap

on a long enough time horizon everything is a shitco

New York, USA Katılım Kasım 2013

1.2K Takip Edilen23.9K Takipçiler

Linsanity Capital@linsanitycap·1d

This is actually why the #lag7 will continue to underperform

amit@amitisinvesting

SPACEX HAS OFFICIALLY FILED FOR AN IPO. SpaceX Revenue — $15B, targeting a $1.75T valuation $META Revenue — $200B, currently at a $1.45T valuation Are you buying the SpaceX IPO?

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Linsanity Capital@linsanitycap·25 Mar

Guys these trading boxes on the opposite end of the cap stack just blew up Do we really think this is a good idea

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Linsanity Capital@linsanitycap·25 Mar

@pekwat What I don’t get is if epic fury was to destroy nuclear capabilities (again) and bounce without instilling a new regime. You’ve just brought instability to a region that collectively (ex Iran) was moving in the right direction and a further radicalized IRGC

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Linsanity Capital@linsanitycap·24 Mar

@WaterworldCapi1

GIF

QME

105

Linsanity Capital@linsanitycap·19 Mar

@WaterworldCapi1 TPL - promotional , loose Bolt DC thesis AXON - mngmt ATM machine, contrary to popular belief - hardware biz with flatlining end market

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Linsanity Capital@linsanitycap·23 Mar

@P_Remarks Jestermaxxing is what the kids call it these days

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Linsanity Capital@linsanitycap·20 Mar

SMCI with a Chinese backdoor

GIF

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Linsanity Capital@linsanitycap·16 Mar

Compounderrrrrr bro in shambles

Negligible Capital@negligible_cap

SEC Preparing Proposal to Eliminate Quarterly Reporting Requirement, Sources Say -- WSJ Regulator could publish the proposal as soon as next month, which would then be subject to a public comment period of at least 30 days where the SEC will vote

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Linsanity Capital@linsanitycap·16 Mar

My short term take on the Persian gulf conflict Indian and Chinese industrial complexes are royally fucked Did you buy puts, anon?

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Linsanity Capital@linsanitycap·4 Mar

@P_Remarks The way AXON looks at my wife

GIF

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Linsanity Capital@linsanitycap·1 Mar

Airline stocks -9% one day before US military operations in Iran Steve Cohen:

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Linsanity Capital@linsanitycap·27 Şub

Private Credit

GIF

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Linsanity Capital@linsanitycap·27 Şub

AI was more fun when we were worried about the thousands of VC funded GPT wrappers popping up Not frontier economies collapsing because tech bro fresh off his ayahausca trip decided to axe half his employment base

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Linsanity Capital@linsanitycap·27 Şub

@WaterworldCapi1 What are we laddering tmo fam

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Linsanity Capital@linsanitycap·27 Şub

Seat based dilutive or Opex lever-pull Which way western man?

Larry@LongOnlyLarry

@dalibali2 @PaneerCap SaaS CO’s should be able to do the same, but the narrative is going to be that seats are coming down and these companies don’t have real consumption priced products

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Linsanity Capital@linsanitycap·25 Şub

Honestly if you haven’t herd of Citrini before the weekend piece, you are genpop

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Linsanity Capital@linsanitycap·25 Şub

@Cap1talCap1tal The loudest critics on here are also substack contributors. Makes you wonder 🤔

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Linsanity Capital@linsanitycap·25 Şub

Non-Target legacy after Ref’ing the model

End Wokeness@EndWokeness

Gov. Newsom to a black crowd in GA: "I am like you. I'm a 960 SAT guy. I can't read."

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Linsanity Capital@linsanitycap·24 Şub

@rvc330 Sums it up perfectly tbh

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Linsanity Capital@linsanitycap·23 Şub

ZXX

2.3K

Keşfet

@pekwat @WaterworldCapi1 @P_Remarks @Cap1talCap1tal @rvc330 @elonmusk @BarackObama @taylorswift13