Lasagna Capital

"OpenAI Chief Financial Officer Sarah Friar has told other company leaders that she is worried the company might not be able to pay for future computing contracts if revenue doesn’t grow fast enough" this could be a problem for the AI bubble

@StanphylCap Maybe US inventory oil draws wake people up

Remember how in early 2020 while "the coronavirus" raged through China and Europe in plain sight, U.S. stocks kept climbing relentlessly as if nothing was happening (Cramer even tweeted "Where are the sellers?") until suddenly...

@toiletkingcap Do a triathlon with me

Is it cool to throw up on a run at a vineyard? Well we are about to find out

@toiletkingcap Stop being soft

@toiletkingcap I’ve seen your LinkedIn photo and disagree

I am neither attractive nor stylish, but a nontrivial percentage of men here are wearing fedoras unironically

$SDRL 7G Drillships West Neptune and West Vela add 635 days of work combined at $409k dayrate in US Gulf with Harbour/LLOG 🇺🇸 Harbour acquired LLOG in December and is adding a second rig, Vela, currently contracted to Talos through July 2026. Positive to see Harbour add a rig

Would be funny if it turned out this type of waffling is deliberately meant to mirror the absolute fog / lies of trump’s comms about the war

@TraderPamplona Israel already sending missiles not 2 hours after the ceasefire

Chinese proverb say, too many tacos gives tremendous diarrhea @toiletkingcap @TraderPamplona

This is a circus

Trump once again declaring a “ceasefire” that Iran supposedly agreed to should be taken with a heavy dose of skepticism. This has become a pattern: set a deadline, apply maximum pressure, declare progress- and then watch as Iran largely ignores it. The administration’s approach leans heavily on brute-force, strongarm tactics, but Iran has very little incentive to play along on those terms. From Iran's perspective, time is on their side. They can continue to sow chaos indirectly- through threats and attacks in the Strait, proxies, regional pressure, and strategic ambiguity- without ever fully engaging on U.S. timelines. Meanwhile, each new deadline from Washington risks looking less credible when it passes without meaningful change. At some point, you have to ask whether repeating the same playbook is actually strategy, or just inertia. If the goal is a durable outcome, relying on pressure alone- without offering a framework Iran sees as worth accepting- may simply prolong the cycle rather than break it.

Trotting out another face for the TACO now that trump lost all credibility

@energyburrito I think the last deliveries to Europe and Asia were already a few days ago Now burning thru on shore

We’re still pre-tightening. The last uninterrupted Hormuz cargoes hit: • Europe in days • U.S. in ~1 week • Asia in ~2 weeks After that, this shifts from a flow issue to a stock depletion problem. This isn’t about price yet. It’s about availability. The real squeeze hasn’t started. Love, Burrito

if you're The Onion writers do you just give up at this point

Schrodinger’s taqueria

That’s him officer. Thats the pod guy trading the second derivative rate of change on objectively terrifying data

Weekend and 4PM-9:30AM war

seeing spaceX termsheets at 2/20 $1.25 trillion and absolutely screaming

$SPY $USO Was pretty inversely correlated until today... Who's lying?!

Reassuring