FireFox Capital Inc.
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FireFox Capital Inc.
@supercatmy
#SystematicGlobalMacro Hedge Fund (Multi-Strategies) || Family Office || CIO || CMT || Personal Musing Journal ||





I'm here with Israel's Defense Minister, our Chief of Staff, the head of the Mossad, the Chief of Air Force, our senior commanders. In the past 24 hours, we knocked out two of the terrorist chieftains, the top terrorist chieftains of this tyranny. Our aircraft are hitting the terror operatives on the grounds, in the crossroads, in the city squares. This is meant to enable the brave people of Iran to celebrate the Festival of Fire. So celebrate and Happy Nowruz. We're watching from above.


WATCH: Pete Hegseth questioned about a leaked report outlining plans for National Guard deployment nation wide before April 2026


@crashof2026 I've shared 11 ideas on Bison Insights. And I'm heavily discounting subscriptions to enable access to them. bisoninsights.info/subscribe





A class action complaint for a securities fraud lawsuit filed against Oracle Corporation on February 3, 2026. More to come, soon. From: Complaint, Barrows v. Oracle Corp., No. 1:26-cv-00127-JLH (D. Del. Feb. 3, 2026).




It’s just so obvious to anyone listening to heads of Frontier labs (Amodei, Altman, Hassibis, Sulemaan, etc.) that the pursuit of ASI is an existential, transcendent mission that has nothing to do with profits for the labs. They need to tell stories that promise profits to raise capital to pursue their life’s purpose, but these stories are purely instrumental to their mission. I love this, and believe physical constraints, timing uncertainty, and other frictions will limit progress to a manageable, if profoundly disruptive, pace. But the competition is so fierce and the nature of the technology itself, makes it unambiguously clear to me that the Foundation labs will never make material profits from birthing AGI. It will be their gift to humanity. The consumer surplus will be unimaginably large. But investments in Foundation labs, hyperscalers, semi companies, and data centres are effectively dead money. Electrification and metals are critical path inputs with indelible bottlenecks and, in my view, still represent the most resilient and productive methods to capture profits from the hyperscaler sprint. Not advice but this is how I’d be positioning.


Looks like Iran talks are DOA. Ppl are completely failing to read between the lines of these official statements. The subtext is flying right over their heads. Bibi just made it crystal clear that proxies and ballistic missiles have to be on the table. No exceptions. On the flip side, Iran has repeatedly drawn a line in the sand—they’re only talking 'nukes,' and even then, zero chance they stop enrichment or scrap existing stockpiles. When they can't even agree on the nuclear front, proxies and missiles are straight-up red lines for both sides. Odds of a total collapse are high. It’s all about the timing now. #oott #iran






