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Rest of East this weekend: Game 7
Jalen Brunson:
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Adopting Claude speak in my regular life, episode 1:
Partner: Did you do the dishes tonight?
Me: Yes they're done.
Partner: Why are they still dirty?
Me: You're right to push back. I didn't actually do them.
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my girlfriend after being reminded it's time for bank earnings again
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Hype hype hype PFF day. 🚨🚨🚨
Already up 80bps. unruly
Good day to all my nerds.
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Gut saved me a ton of money. Gut is now telling me to sell a shit ton of puts. When markets reopen Monday.
Myles@finphysnerd
Gut is still nervous. Took out a 2% position in $USO last night and sold off some long beta. Current status is 🤷
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The only thing @Benioff needs to do to revive $CRM stock is fire 20% of the staff and integrate AI into slack
Aravind Srinivas@AravSrinivas
Slack is going to be the interface for AI in the enterprise. And Perplexity Computer fits in very naturally into that interface. The next multi billion dollar and trillion dollar companies are all running on Slack and will see more tasks delegated to AIs than humans.
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@GardinerIsland @iBladesi theyre always at it w the rights offerings.. prob goes out like $GOF some time soon.. $BUI and $ASGI look like they wanna go nuts too
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what am i missing on $GUT ? 80+% premium to NAV ?
why not sell and buy $UTF or $MEGI with similar utilty focus but a 7% & 10% disco to NAV ?
$MEGI 3yr return +48%
$UTF 3yr return +39%
$GUT 3yr return +23%
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In the non-exciting, but decent category.. added to $SRJN at 24.75 in IRA.. I am showing about 13 cents accrued.. so the yield is ~6.5%.
sec.gov/Archives/edgar…
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2/2/26 UBS Pref Valuation Report
Good to source issues, esp if you don’t have terms or calcs handy.
ubs.com/us/en/wealth-m…
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the IV on $STRC Ps is 10.. it’s also basically @ par.. not predicting a BK scenario but the r/r seems unbelievably asymmetrical
*Walter Bloomberg@DeItaone
$MSTR - BITCOIN FALLS BELOW MICROSTATEGY’S COST BASIS ($76,037) FOR FIRST TIME SINCE OCT 2023
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@passedpawn the old adage from Hikaru “tactics til 2000” makes even more sense in this context
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Those who study chess openings quickly encounter the humbling reality that after just 3 moves there are 120 million possible positions.
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correctomundo
DaRazor@akramsrazor
Prediction market : Will $sndk see green today? I’m going w yes
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@finphysnerd love $GTLB long as a biased user.. def just a better product than github. All this vibe-coded dog crap will need a place to live, not sure how that would result in their demise, but what do i know.. I also wouldn't bet against @akramsrazor
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This feels like an amazing long/short setup. Some of these are not going to heavily effected by AI. Some of these are probably dead long term. Just gotta figure out which is which.
JaguarAnalytics@JaguarAnalytics
SaaS-mageddon: - Microsoft $MSFT breakdown - Intuit $INTU breakdown - Hubspot $HUBS breakdown - ServiceNow $NOW breakdown - Atlassian $TEAM breakdown - Adobe $ADBE breakdown - Datadog $DDOG breakdown - Snowflake $SNOW breakdown - Gitlab $GTLB breakdown - Dynatrace $DT breakdown
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