Notorious MIKEY 🏀

@SpikeEskin Dude ...chill. It's an awesome show with great acting, great writing and topical material. There's no PSA or subliminal messaging, it's real life.

My wife and I started watching The Pitt. It's a pretty good show. Kind of shocking how like twice an episode I feel like I'm watching a PSA for something though.

This is Trump donor and Mar-a-Lago neighbor John Cafaro who got the no-bid contract to install a water purification system for the reflecting pool. He has 2 prior convictions, one for bribing a member of Congress and another for an illegal loan that violated campaign finance laws.

Mamdani: AIPAC, for whom the only thing more frightening than democracy being allowed to run its course is an end to genocide in Netanyahu's wars.

Understanding Trump's Surrender to Iran: A Quick Guide

The 2x SK Hynix ETF in hong kong is now at $13b in assets, is now 2nd biggest ETF (out of 250) in that market and commands 13% of all the assets. Also, it was the fastest growing ETF in Asia of all time and 4th fastest growing globally. Great note on it out on BI ETFSA today (which includes some imp warning re vol drag and tracking error) from @RebeccaSin_SK @JackiWang17

🔥🔥🔥BREAKING: The Knicks have declined their invitation to the White House.

For @BulwarkOnline, @Mpolymer and I pressed record on one of our daily phone conversations. We discussed one of my favourite topics: the decade-long relationship between CIA and Ukrainian military intelligence, and how John Ratcliffe is an unsung hero in these crazy dark times. thebulwark.com/p/us-intellige…

The Republican candidate for senate in Georgia can't even spell the name of the state right in his ad.

g-zero at the g-7

Pro-Israel groups deliberately turned Israel into a polarized issue and alienated almost the whole Democratic Party for the sake of a war that turned out to be as disastrous as Obama warned them and is going to end up with a deal that’s worse for them than JCPOA was.

AIPAC and Netanyahu played their politics disastrously and now Israel is completely isolated and dependent on Trump’s mood on any given day

The number of ETFs that held SpaceX went from 4 to 40 to now 120 in a couple days (few billion total). These are all active ETFs choosing to buy, not indexes (they coming later). Here's a look at the list sorted by new buy, $JEPQ (the 2nd largest active ETF in world) at the top. Looks like a lot of JPM funds bought.

@art_basket @doginahatch U22 forward of the year and DPOTY as an 18 year old in Spain. Hopefully not another Mario situation

$SATS significantly underperforming $SPCX . Does it become the poster child for SOTP stranded asset or does the valuation gap close? I suspect the latter and that could simply be direct exposure confirmation bias. Charlie needs to get his cut, though.

Retail investors bought a net $117.6 million of SpaceX on its debut day, the most in history

HUGE first day in the 2x SpaceX Derby w/ a combined volume of over $1b. Notable that LeverageShares (who isn't nearly as big in US) is out to such a big lead, $281m makes it the biggest first day since $IBIT. Even $ETHA and $DRAM didn't do that much. And it had to share the demand w 11 dif ETFs. Would not have predicted that. Also the fact that the least among them still got $26m is bonkers. For context if you launch an ETF and it trades $1m on first day you are ecstatic. So far everyone eating., but we'll see how this plays out and how assets form (likely few winners, few middle class and a few relegated to oblivion)

This is a very rational perspective. SATS’ market cap is simply too small relative to the potential short demand for SPCX. $SATS $spcx

$SPCX options start trading today...remember the $TSLA gamma squeeze? Now imagine that for a company where only ~5% of the float trades due to an IPO lockup... $SATS

AI Bottleneck Bros: Atreides' @gavinsbaker says the bottleneck trade is nearing its end. "That was the game for the last year. The next game is what has enduring franchise value on the other side of these bottlenecks, whenever that is." $NVDA $AMD $MU

🇺🇸 S&P 500 Record profitability is helping justify elevated S&P 500 valuations, with trailing four-quarter ROE at 22%, a historic high. But if margins come under pressure and ROE slips, that support could quickly weaken 👉 isabelnet.com/?s=S%26P+500 h/t @dailychartbook $spx #spx