Sublime
An inspiration engine for ideas
A trader @BuckMySalls (yes, his real name) is printing money betting that nothing will happen.
Nearly $1 million in profit… https://t.co/IbR2qOl6U1
Situational Awareness LP 13F filing for Q3 dropped friday:
- Massive >$500m new CRWV position
- Big adds to CORZ and IREN
- Added new miners RIOT, HUT, BITF
- INTC calls unch
- trimmed AVGO & EQT, exited APLD / CEG / CIFR
- added new AI infra LITE,... See more
1) We are short AppLovin $APP, an AdTech platform for mobile games. Having peaked at $173 billion in market cap, we believe AppLovin could go down as the single largest stock promotion unraveling since at least the GFC. Our full report is now available on our website, https://t.co/RE8Wi3tuti
Culperx.com
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
This 23 y/o guy just raised $60M to destroy PayPal and Wise for international businesses.
I’ve had both PayPal hold my money as well as Wise before so this hits deep.
It’s called Slash and it allows you to open up a USD account without an LLC or EIN.
Plus, they... See more
Arie Schersonx.com
Burry's investment one sheet
worth reading for any investor https://t.co/ZqFn52xLsv
