Budding Trader
2.2K posts

Budding Trader
@TraderBudding
$NQ $ES trader. Learner. Degenerate. Here to connect with traders. Set your life on fire, seek those who fan your flames -Rumi







#SPY reversal here, and you're still short!!

After a rigorous selection process from a talented pool of applicants, we are proud to announce the 15 scholarship recipients for our April Fellowship cohort. Congratulations to: Adam B. Agustin R. Ashley K. Balazs S. Chris A. David R. Fangning W. Hussein A. Lucian M. Michael S. Piyush. V Rafay A. Rafi F. Rahesa D. Ted B. We are excited, and honored, to help play a role in taking your trading to the next level and sharing in your success. The journey begins Monday, April 6.






My conversation with Dan Sundheim (@dsundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing


Stourhead, Wiltshire, England















