no capitulation

@MebFaber 20% annualized return over past decade. Returns don’t lie

Investing in the QQQs is one of the most nonsensical investments to make. Many mistakenly assume the QQQs are a tech fund (owns WMT, COST, etc) Pick 100 stocks *but only from one exchange* and market cap weight them. Why would you voluntarily choose to remove half of all stocks? ¯\_(ツ)_/¯

The $QQQ has not made a new ATH in 5 months now. Longest drought since 2023.

@NickNemo17 How do I short Cliffwater. What a dumpster fire

This is really funny…

Upon further internal discussion, we cannot make any such promises

Dear $AAOI “investors,” it’s me JaneStreet. Please continue to buy the 140% implied vol calls. We took on 5% ownership and promise not to harvest vol premium and delta hedge to pin the price to no higher than $125. We swear we won’t hurt you this time

People who went long the market on Friday watching Trump give a 48 hour ultimatum before blowing up Iran's power plants

@insane_analyst Susquehanna clownboys have nothing on you

Hint Hint. Lumentum publicly discloses the linewidth of their ultra-high power (UHP) lasers (0.5 MHz). Nobody else discloses this number. Almost as if this number is very important for CPO. Maybe I know what I am talking about and the spreadsheet monkeys are wrong?

@JackFarley96 When interview with @NickNemo17

Just recorded a very important fertilizer episode with a consummate professional. Wow Did not expect outlook to be that negative. It's grim Going live this weekend

@APompliano @NickNemo17 @nicknemo17 wait until you see what TIAA and the Churchill guys are up to. Black on white crime by T-Rex Thasunda

This may be the most important interview I have ever done. @nicknemo17 used the latest AI tech to analyze private credit by going loan-by-loan. He alleges the truth is VERY different than what is being marketed. Nick could be the next Michael Burry or Harry Markopolos.

@SKhynix @nvidia When US ADR?

First appearance at #GTC2026! 🚀 SK Group Chairman Chey Tae-won reunited with @NVIDIA CEO Jensen Huang at the @SKhynix booth. Featuring 16-layer #HBM4 for ‘Rubin,’ customized HBM, and the “JENSEN ♡ SK HYNIX”signature. Check out the photos below! 👇 #SKhynix #AI

@SebastianComedy Sigma pi

In the 90s I was went from frat house president to waiting tables at the Four Seasons, doing stand-up at night and trying to figure out why people were acting like this.

@FryCookVC @StaniKulechov 100% washing money

decent number of claims going around that this was some form of washing cash, especially in consideration of some solver code being removed from cow swap a few weeks ago. obviously that would require builder collusion, but if true that would be fairly damaging for the industry. have had several people who are much smarter than me think along the same lines. any thoughts on this?

Post mortem on the $50M USDT to AAVE swap.

@NickNemo17 I endorse Nick for change maker of the year

Cliffwater told us to ask questions before making statements. I've been asking. Nobody answers. So here's a thread. What's good with these marks? $CCLFX

Hell yeah

@GuntherEagleman They’re in Birdgeview, IL

🚨 TRUMP DROPS TRUTH BOMB ON IRAN SLEEPER CELLS! Doocy: “If Iran hits back, how many sleeper cells are in the US right now?” Trump: “I’ve been briefed. A lot came in through Biden’s stupid open border… but we know where most of them are.”

Another cheat code in life is attending a church full of rich people

If Trump actually manages to do regime change in less than a week in Iran without putting boots on the ground we need to start asking real questions about what the hell Bush and Obama were doing for 20 years.

😂

Remember that I predicted a long time ago that President Obama will attack Iran because of his inability to negotiate properly-not skilled!

🚨New Interview: "I can unequivocally tell you that technical analysis is 20% as effective today as it was." Stanley Druckenmiller