Gio C
7K posts

Gio C
@JohnCop64
stocks, sports & craft beer lover.
Connecticut, USA Присоединился Temmuz 2010
495 Подписки840 Подписчики

$NVDA
HANG IT IN THE LOUVRE 🖼️ 💋
BEFORE AND AFTER… 🤯
MUCH LOVE 💜🍌🍌🍌

Banana3@Banana3Stocks
$NVDA Everyone chill the f out! It’s just giant ass Bull Flag 🐮 🚩 See you at 🎯 $220
English

@Luna_Jones79 The $$ to pay for police, fire, trash and schools will have to come from somewhere
English

@shaguncrypto I agree with the spirit of your argument but your 750k number is way waaaay to high. Less than half for most. Even the highest earners would have a hard time getting to that number
English

@SleeperMets @SNYtv The players r not good. Some r AAAA players others r just washed.
English

Carlos Mendoza on the Mets offense:
"Those guys are in the cages taking a thousand swings every day. It's not about that. We're not executing."
Via @SNYtv
English

@morganb agree. A lifelong fan, I’ve never seen a group this terrified. Every at bat looks, hesitant, strained. The pressure has to be enormous. Love data, but there is also too much data. Baseball is a feel game, right now the players natural ability and feel look like it’s gone.
English

Mets post after a brutal April. Here’s my hypothesis.
This is not a “fire Stearns” take. I think David Stearns is very smart. But I wonder if the very thing that made him special in Milwaukee is harder to translate than assumed.
With the Brewers, he operated under a brutal constraint: there simply wasn’t more money. That kind of constraint forces discipline. Every dollar has to fight for its life. You can’t paper over mistakes. You can’t just buy another veteran because the roster has a hole. You have to find surplus value, identify mispriced players, develop talent, win trades, build depth, and say no constantly.
That constraint is structurally part of the edge.
The Mets are the opposite environment. Steve Cohen’s money changes the game. In theory, small-market efficiency plus big-market spending should equal a monster. But in practice, it looks like it’s created a trap for Stearns.
If there’s no hard budget constraint, you can start buying “good enough” WAR at premium prices. You overpay for players expected to perform as expected. You fill holes expensively. You reduce optionality. And the marginal dollar starts producing less and less incremental winning.
Compare this to the Dodgers. They spend like crazy, but they tend to overpay for true scarcity: Ohtani, Betts, Freeman, Yamamoto type players. Stars who can bend the championship curve. They are not just buying WAR. They are buying convexity. And underneath that, they have the development machine to keep producing cheap contributors.
That’s the part the Mets still haven’t proven-that they can compound convexity.
The Mets can’t just spend like the Dodgers. They have to think like the Dodgers.
Cohen’s money should be a weapon, not a crutch. The goal shouldn’t be “wins per dollar” like Milwaukee. It should be championship probability per constraint: roster spots, age curves, CBT drag, farm depth, injury risk, and future flexibility.
My take is unlimited money removes the forcing function that made Stearns’ original edge so valuable.
As a Mets fan, I want the aggression. I still want Cohen to spend. But I want the spending to be reserved for elite, scarce, system-amplifying talent.
Because if you spend top-quartile-of-market money on ordinary production, you don’t become the Dodgers.
You become the richest version of mediocrity. Which is what we’re seeing today.
Still #LFGM
English

This, surely, is among the most stupid things ever written in history.
The New York Times@nytimes
Elon Musk has used SpaceX as a kind of piggy bank over the last two decades, turning to the company as a financial tool to get loans and bolster his struggling companies, according to an examination by The New York Times. nyti.ms/4w8dInZ
English

@StevenACohen2 Steve, the players r lost, sitting on my couch I can see it. Almost every batter is guessing, hesitant, not being an athlete. Filling kids heads with too much data zaps them of their instinct, their athleticism. They all look paralyzed. Too much info. #nymets
English

Clock is ticking @nejatian. Perfect opportunity to burn some $OPEN shorts
OPENGOD@Opendoor_God
KAZ SERIES EXPIRES IN ~7 MONTHS. @nejatian is cookin’ 🍳 $OPEN
English

Long-term: title, mortgages, escrow, settlement all move on-chain. Real estate is primed for tokenization. Incredible opportunity.
Kaz Nejatian@nejatian
@Booolesh Highest theoretical upside? Tokenization. But also highest degree of “we need to figure things out”.
English

@silversurfer1_ Does anyone even know what that means? Can anyone explain how that would work? How it would benefit the business?
English

Think about what’s going to happen when $OPEN tokenizes real estate
$82 won’t just be a fairy tale dream at that point, it’ll be the floor
CoinDesk@CoinDesk
LATEST: Opendoor CEO @nejatian says "tokenization" has the "highest theoretical upside" for the company.
English

@nejatian @Nbusiness1990 Would love to submit the question, but SAY doesn’t work with Fidelity so I can’t get my shares verified ….
English

@StevenACohen2 @SleeperMets Team sucks Steve. Stearns has done an awful job. You blow out all of the coaches, let homegrown talent go & replace with older retreads….team perception & mgmt perception is bad. Stearns comes across to the normal fan as cocky and flippant. With no results, not a good look
English

@NYPost_Mets lol Lindor hates Soto and Soto hates him. Bye for 3 weeks then trade him please.
English












