BapoRothstein

DOJ ARRESTS SOLDIER WHO MADE $400,000 BETTING ON MADURO'S REMOVAL: -ABC NEWS

If you are looking for a primer on leveraged finance, restructuring or credit investing concepts, this thread is for you Few fantastic slides from an old leveraged finance handbook by Bear Stearns 🧵 1/ Introduction to leveraged finance

The impact of completely correcting the UST duration holdings of the Fed 101🧵 Despite the warnings and hyperventilation of the usual suspects, correcting the Fed's balance sheet is just not that big a deal. Today the balance sheet has a monetary policy impact which I have

A hill that I will die on: with today's AI models, intelligence is a function of inference compute. Comparing models by a single number hasn't made sense since 2024. What matters is intelligence per token or per $. This is especially true when using it in a product like Codex.

Physics anyone? The gap between the "weird" quantum world and our everyday reality just got a lot smaller. Researchers at @MIT have built a mathematical bridge showing that quantum behavior—like particles being in two places at once—can be calculated using the classical "principle of least action." By applying the same math we use to predict a falling ball to the double-slit experiment and quantum tunneling, they’ve found a common language for physics at all scales. news.mit.edu/2026/new-study… #Physics #QuantumMechanics #ScienceNews #MIT #Feynman #QuantumPhysics #Innovation #STEM #ScienceTwitter

@CaudilloXIV Girl boss torta. That what that is.

Total war with Iran is still preferable than 4 years of whatever this is

@MartinShkreli @PhotonCap Word.

@BapoRothstein @PhotonCap would love to

@PhotonCap Martin, think it might be productive to check-in and/or vibe with PhotonCap, at your convenience and discretion, of course. Ants are real and powerful in these here parts. Peace and love. @MartinShkreli $QLCS

The day before the Stock Market crashed in 1929, starting the Great Depression - the temperate was 56 degrees in NYC The temperature today in NYC? Yep, 56 degrees. There are no coincidences Buckle up

@Brian_Stoffel_ @ng_TO1 @Filipeeee10 @buccocapital Good discussion. Appreciate the feedback.

@ng_TO1 @Filipeeee10 @BapoRothstein @buccocapital I don't disagree with that thinking

Why is $NOW down so much? Organic cRPO is de-celerating to 18% in Q2. As @buccocapital has said: accelerate or die

Full piece on the $1.8 billion rebuild of US transformer capacity, what these investments tell you about the cycle, and why it takes five years to build a factory that makes machines like these. x.com/ChurchillWw/st…

Half of America's AI data centers planned for 2026 are delayed or cancelled. They're waiting on transformers. I build chemical plants. Transformer prices have tripled in the last four years. Lead times are 2 to 4 years. Each new plant we build competes with AI data centers for the same grid equipment. Every large power transformer in America runs on grain-oriented electrical steel. It's made by rolling iron and silicon together until their crystals align in one direction. No other alloy works at utility scale and only one US company makes it: Cleveland-Cliffs. The average large power transformer on the grid is 38 years old. Service life is 40. Amazon, Google, Meta, and Microsoft committed $650 billion to AI infrastructure this year. Nvidia's most expensive GPU is useless without a transformer.

@Osint613 They are doing a great job of ensuring that very few people will feel sorry for them if the response to their continued belligerence results in Iran getting glassed worse than Gaza.

The IRGC displayed a Khorramshahr ballistic missile during a nighttime military parade in Tehran. Printed on it was an image labeling Qatar's RasGas facility as a target.

@omgsidewalks Yes.

SERIOUS QUESTION: If your sibling called you at 2am and said “don’t ask questions, just come” Are you really showing up??

@PubWanghaf “Boss torta.” Ok, you win.

You do have to admit that some random girl boss torta walking to the podium for five seconds to look important while ultimately doing and saying nothing is pretty representative of the Kamala Harris campaign

@omgsidewalks Tired.

WHAT IS IT CALLED WHEN YOU DON’T FEEL DEPRESSED BUT ALL YOU WANNA DO IS BE IN YOUR BED ??

@oldstocky I agree

I am once again calling for the complete and total shutdown of big light

Paschen’s law: V_b = (B p d) / [ln(A p d) - ln(ln(1 + 1/γ))] Pull the plunger on a syringe next to a live Tesla coil and watch physics lose its mind. The instant pressure drops, that p d term collapses; breakdown voltage craters, the field ionizes the rarefied air, and violet plasma arcs flood inside the barrel like lightning bottled in glass. No more jumping to the needle. Just pure glowing discharge channels forming in vacuum. This is the exact reason vacuum tubes, neon signs, and Crookes tubes exist.

I don't post much here but I spent years keeping a trading journal, not the kind with entry prices and stop losses, but the kind where you write things down at 2am after a bad week. Now I put it together for boom and bust traders. Maybe it helps someone. docs.google.com/document/d/1-1…