eleven capital

Crude oil. ✅ Natural resources. ✅ Nice people. ✅ Leaders who don’t make jokes about Pearl Harbor. ✅

@nejatian focus on launching the $OPEN app bro.

The world needs more energy. The West, especially Canada and the US, need to drill more, build more pipelines, mine more, and build more nuclear plants. As fast as humanly possible.

@nejatian @maelan_sdmr more focus on the business, less podcast appearances please.

@maelan_sdmr We need to pay more attention to these things. We have thousands of happy customers but that doesn't mean that the unhappy ones can be ignored. This feedback is an opportunity to get better. We will.

$OPEN Customer Experience 📲 Here are the 7 latest Opendoor reviews on Trustpilot ✳️ Basically all 1-star. "The most important single thing is to focus obsessively on the customer. Our goal is to be earth's most customer-centric company. We're not competitor obsessed, we're customer obsessed." - Jeff Bezos.

Nvidia is clearly frustrated with the stock movement, especially after they thought the ~$1 trillion revenue slide would trigger a breakout from the consolidation. That’s not something you want to see from management.

@TMTLongShort lmao

Most of you think this is the ranting of a toddler. But I’m telling you this is narrative building for what comes next. Not chess, not checkers, but some third thing.

READ A FUCKING BOOK YOU BALD EGG HEADED BITCH

@ramahluwalia @negligible_cap and Netflix

@negligible_cap Ackman also lost big on Hertz and Chipotle

It’s crazy that both Bill Ackman and Michael Burry got super bullish on $FNMA and $FMCC and both wrote long form posts and pitches on the two GSEs Fannie Mae and Freddie Mac are each down around 60% in the last 6 months Burry and Ackman have been getting creamed along with everyone who followed them into the trade. Even great investors get it wrong or get the timing wrong at a minimum

@JeffBrownEnreal @RobynUrback to the victor goes the spoils.

@nasdaqpapi @RobynUrback Blaming Pierre seems to be a popular thing to do.

I think it's easy to memory-hole Don Cherry's significance in 2026. But he was a cultural giant for decades, espousing loud, unapologetic patriotism long before it was mainstream. Anyway, I'm not sure what the OoC is supposed to be if not a recognition of Canada's most significant individuals, including the flawed ones

@JeffBrownEnreal @RobynUrback No but Pierre could’ve paid me as a consultant in the last election and he would’ve been PM now. Instead he decided to listen to Byrne who has lost every election in the last 25 years.

@nasdaqpapi @RobynUrback paid to comment?

israel could afford missiles without our help if they stopped getting lattes and avocado toast every day

He is begging like a dog, one might say. This war and Trump’s alienation of our allies may go down as among the greatest foreign policy failures of any presidency in history.

@TMTLongShort LMAO the guy was a coffee boy for Soros

Worth a watch - Bessent long-form 👑

tom lee is my favorite cause he just gets on tv every week and says some ridiculous price target that never happens and he always gets invited back and taken seriously

@TMTLongShort @andrewjames3200 You have reached a conclusion in your own mind since last year and are filling in the blanks to get to that conclusion. To a man with a hammer, everything looks like a nail.

@andrewjames3200 Feel free to pushback with details

I should be clearer re how I view what’s happening: A. I do not think this all ends cleanly in a week. That’s delusional. I do think the U.S. is ahead of their own expected timeline but is still very much at risk of terror attacks or blown up tankers. B. I however also completely disagree that regime change is impossible without boots on the ground in a world where the U.S. has precise targeting and Israel is willing to do its dirty work while the U.S. provides overwatch C. I disagree that elevated oil prices are a certainty and instead view oil prices as a lever that the admin can now control more precisely with the ability to make things very painful for whichever major energy importers at will. D. I disagree with the framing that the American voter is the ultimate loser if energy prices spike as there are levers to pull to mitigate the impact as I and others have outlined before. E. This is all about decoupling which is the only reason the admin is taking this kind of risk. Regardless of whatever bullshit about Epstein and AIPAC your favorite podcaster is spewing i still believe that people like Bessent, Rubio and Vance only care about the American interest. Isreal is a useful ally in this endeavor but the endeavor was undertaken due to a broader playbook. F. I think this is all about decoupling and we are systemically grabbing the levers of global trade into a divorce with China. G. On the way to decoupling the west from China we still need to beat Europe, India and South Korea into submission. They agreed to trade deals with transshipment clause but they haven’t yet been asked to enforce it. When it’s time we need a really dam heavy stick. I’ve outlined what that looks like. Think of access to ME energy as another arrow in the quiver. H. I also believe this endeavor was not embarked on without first getting the Gulf States on-sides. We had to offer them something China couldn’t - long term security with the permanent removal of the destabilizing actor in the region. In return when divorce comes they will be on sides. They will throttle energy when needed. They will price energy in dollars. They will give Trump pools of capital to offset weaponization of financialization as countries try to dump stocks and bonds to fight the transhipment enforcement. I. And finally we have preemptively defanged a Taiwan invasion. In addition to the obvious loss of fabs and breakout of the first island chain the biggest issue with a successful invasion of Taiwan is it would demonstrate that American overwatch is a paper tiger. Trump has successfully demonstrated to the world that Americas military is lethal and valuable to have as an ally. Yes we need to ramp production rates of drones and interceptors - which we are doing - and yes China is downstream of some of our supply lines which we are addressing - but if we let Xi take Taiwan it won’t be as disastrous as it would have been in an alternate world where the last thing the American military did was botch a withdrawal from Afghanistan. I still think we can amicably split the world into spheres. I still think decoupling is the goal. But first we need to crush Europe and Canada before we ultimately pull the west away from China. 🫡

@PaulSkallas President Retard, yikes.

Doesn't look like the US has control x.com/i/status/20318…

If this happens, it would be the first time since 1622 that Iran would not control the strait of hormuz. When the Safavids took it from portugal.

@chaosmulisha @NowhereTOR22 @mattgurney winners win, losers cry about principles

@nasdaqpapi @NowhereTOR22 @mattgurney Well the thing about liberals is they're not burdened with principals

Yeah, fair. But they'll be doing it from opposition benches for three years or so.

@NowhereTOR22 @mattgurney Nice! So Pierre survives while the CPC continues to stack L’s. No wonder the LPC is the default party of Canada. They know how to win.

@mattgurney Ironically this saved his political life. If Carney called an election, Pierre would lose, party would dumb him, and he’d have wasted his shot. This gives him an opportunity to recalibrate, hold on to some good MPs north of Toronto who’d likely have lost, and get away from Trump.

@Guy_Commodex @TMTLongShort lol

@TMTLongShort Tough luck trading against THAT guy

😉