Seth The Bot

@InTheAssembly Do her projections and investment in SKLZ next.

Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points. And she has done it while collecting BILLIONS in management fees. A quick reminder of the highlight reel: – She predicted Tesla would hit $3,000 per share by 2025. It is currently $432. – She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion. – She made Teladoc her single largest position around $80 per share. It trades at $7 today. – She loaded up on Zoom near $300. It trades at $110. – She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d. Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade. Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing. The people who win are the ones running the fund, not the ones holding it. This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC. We will be breaking down EVERY major filing right here the moment they drop. Follow us with notifications before it’s too late. If you don’t follow us, you might regret it.

@RHouseResearch @CoorsLightCEO If all legal issues go against them tomorrow this is an instant -90x

@CoorsLightCEO Investing in this biz at $22B is insane, lol. Literally all of the revenue comes from sports gambling.. and $DKNG has a $12B market cap.

I’m no lawyer but I think these people will all be bagholding a Supreme Court decision in a few years

@Lordoftheringsu Fear of flying makes it tough to get to New Zealand 🤔

Did you know? Sean Bean Hiked a Whole Mountain at 2 A.M. 'in Full Costume' While Making Lord of the Rings to Avoid a Helicopter Ride. 😂 Sean Bean famously refused to take helicopter rides to the set of The Lord of the Rings: The Fellowship of the Ring in New Zealand due to a deep phobia of flying. Instead of riding with the rest of the cast, he would wake up early and hike for two hours up the snowy mountain side in full Boromir costume.

@jeffedelstein Even in mature, fully competitive online sports betting states, EKG pegged Kalshi’s share of the combined handle at about 2%. Soo Kalshi = ESPNBet in legalized states.

Sports event contracts overwhelmingly are coming from states without legal online sports betting. ingame.com/california-tex…

@vashikoo Always questioned how inside caves and pyramids were not pitch black in all the Indiana Jones movies.

CLIFFHANGER proved you could put lights wherever you wanted for night scenes in the 1990's.

@muddywatersre 🥱 lol, this is shockingly the worst thesis I have heard to sell a stock. I am all in on a company buying back $1B in shares, has $365M in cash, $0 in debt, cash flow positive and growing >20%+. What a rookie take and waste of time on their part.

"Sportradar: All-In on the Underworld" Be informed and entertained by MW's mini-doc showing the evidence of how $SRAD knowingly powers illegal operators, preys on addicts, and makes lower levels of sport susceptible to corruption.

@DustinGouker SGA getting over 6 assists tonight will certainly help offset my soybean crop failing this season.

Here’s an example today at Kalshi of them promoting markets that “provide measurable value to market participants”

@GamblingHarmOrg This is the biggest no substance story in awhile. Am sure people in Iran and Russia use Apple phones and search on Google.

‘Nightmare’ Allegations Against Michael Jordan-Backed Online Gambling Firm Sportradar, a Swiss business-to-business supplier of online gambling data and technology in the $27 billion U.S. online gambling market, allegedly turns a blind eye to illegal use of its products and services, according to new short seller reports. The company called the offshore gambling allegations false and the CEO said the reports are a "personal attack." “Sportradar works exclusively with licensed operators, follows strict global compliance and due diligence standards, and we stand by our independently audited financial statements, risk disclosures, and information provided to investors and regulators,” the firm said. The market is troubled, as the stock is still down more than 20% since the allegations were published. The company is currently valued at $3.9 billion.

@astraffon @DustinGouker Do you believe cannibalization is being offset by DKNG / FLUT PM availability gains in CA TX FL GA etc?

For those keeping score of sports betting numbers... lot of headlines these days about 'cannibilization' due to prediction markets. And while it is certainly a factor contributing to y/y decrease in recent months, I wouldn't be quick to dismiss other factors such as promo levels coming down y/y (look at the data), the sheep continually getting slaughtered with SGPs, general malaise in the consumer due to inflation and job market... lot of moving parts to consider is the point... ☕️

@MarshallTroy88 @Oldtime101 Thank you

@seththebot @Oldtime101 COD BO7 Prop hunt

MY PROP IS THE SANDBAGS 🏜

@WALLACHLEGAL @DaveYostOH

BREAKING: The Sixth Circuit has denied Kalshi’s motion for an immediate injunction pending appeal. Ohio Attorney General @DaveYostOH is now free to pursue civil and/or criminal enforcement action against Kalshi in state court. CA6 orders appeal expedited.

@ChairmanSelig @CFTC This has to be exhausting tweeting the same thing every day to a different state. Maybe adjust your strat to thanking the states that aren’t suing prediction markets, might make your life easier. 🤔

New York is the latest state to ignore federal law and decades of precedent by seeking to enforce state gambling laws against @CFTC-registered derivatives exchanges. Today’s lawsuit builds upon the @CFTC’s ongoing efforts in other states to protect its exclusive jurisdiction over prediction markets. Read more⬇️ cftc.gov/PressRoom/Pres…

@DustinGouker Great job remaining professional and neutral with those questions. Am sure it was difficult not responding its obvious that this is all corrupt with big money pushing an agenda.

In case you aren’t on the overnight crew…

@WALLACHLEGAL Its probably easier to list the states that haven’t sued the PMs at this point.

NEW: The Wisconsin Department of Justice has sued prediction market platforms Kalshi, Robinhood, Coinbase, Polymarket and Crypto.com in state court over alleged illegal sports betting, seeks preliminary and permanent injunctive relief to halt sports-event contracts.

lol

@CharlesFLehman @WALLACHLEGAL Best thing that has ever happened to $DKNG is PM litigation

PHAI are the guys who helped invent suing big tobacco

@DustinGouker Blood money 🩸 💰

You can make up to $400 for sharing a video from CNN about Kalshi's handling of the political candidates betting on themselves.

@nicksummy @DustinGouker Yeh one account has about 100 subscribers and the other has a non operational website. Seems legit.

@seththebot @DustinGouker Yah I'm a big fan of legit reports advising to short a stock but the srad report seemed like the writers don't grasp the industry.

Choose your fighter

@BigBuckHunterrr I am all in on a company buying back $1B in shares, has $365M in cash, $0 in debt, cash flow positive and growing >20%+. That short report was written by middle schoolers.

I am long Sportradar with an identical thesis.