stocks, options (none of it is advice), I’m an expert at knowing experts are rarely right. However, I stayed at a Holiday Inn Express last night

Joined August 2020
888 Photos and videos
Pinned Tweet
I feel like 2026 will be a lot like 2025. AI will continue to grow, while bottlenecks in power and chips continue. Everyone will scream bubble, but there isn’t one. Lots of volatility, so no need to chase. My horses are: Tier 1 $CRCL $NBIS $AMZN $MELI Tier 2 $PCT $PATH $TE $RH Tier 3 $MSOS $SUUN $RDW $ASPI Shorts, if I shorted $SLV Just like always…I won’t own these all year, I’ll trade in and out, but if I couldn’t trade, I’d hold these all year.
6
16
4,362
Jun 12
People will look back in 3 years and realize $SPCX was making the case to buy $ASTS all along. Better technology, built in user base, no phone modifications, and 2 years ahead of Starlink’s inferior product.
$ASTS: CNBC Interview Gwynne Shotwell President & COO $SPCX Morgan: Starlink Mobile, how big is that opportunity? Gwynne: I think that opportunity is huge. If you were to look at numbers of subscribers, I think Starlink Mobile will far exceed Starlink broadband in the home.
5
624
B. Funk retweeted
$ASTS - Me today.
49
85
1,473
73,830
Jun 12
$SPCX being framed as a launch, satellite, hyperscaler all in 1. At a MC of 2.14 trillion, will it outperform in the next three years a pure play basket of the same thing? $RKLB (launch) $ASTS (satellite) $NBIS (hyper) at a combined $150b MC?
40% Yes
60% No
5 votes • Final results
476
Jun 12
Bought my first shares of $ASTS today since April of ‘25 when it was $20. $SPCX sucking all the liquidity from every other space stock today…but long term $ASTS will far outperform SpaceX…by more than you can imagine.
610
Jun 12
$SPCX now a $2.2 trillion market cap. I can get $RKLB & $ASTS for a combined $90 billion. $RKLB and $ASTS will outperform $SPCX by a factor of at least 10x over the next five years. Probably more. I know what I'm buying today.
1
3
383
Jun 11
I mean, if you still believe that Iran is telling the truth and Trump is lying, then you’re truly lost. These Iranians are a mess…he should probably just finish them off.
BREAKING: Iran's Foreign Ministry directly rejects Trump's new claim that "everyone in Iran has approved the deal," including the Supreme Leader, saying no one has accepted it, and "no agreement has been reached," per Fars. Any agreement requires the US to "accept every demand" from Iran, including that it won't surrender enriched uranium or make nuclear concessions, that the Strait of Hormuz remains permanently under Iranian management, and the transfer of $24 billion in frozen funds. Iran adds "if it were to yield under pressure, it would have done so a year ago" rather than after sustained US bombing. The spokesperson also denied Trump's claim that the Strait of Hormuz would reopen on a deal signing, saying it "remains closed" under Iranian authority and "safe passage is not possible."
241
Jun 11
$MRLN is lower today than when the news came out last week. Just sayin
2
12
1,073
Jun 11
Haven't owned $UBER for a while now, but at 15x '27 estimates and having over $10b in FCF, this makes no sense. Autonomy isn't going to derail their business. But, just too hard to own because the market thinks otherwise.
201
Jun 11
I wasn't for this Iran war at all, but now its just time to finish them off. Get it over with.
Jun 11
JUST IN: Iran says it will treat Elon Musk companies in the Middle East as military targets
167
Jun 11
Just like last fall there is an active attempt by mainstream media to bring AI stock prices down, so someone can get in lower. The @WSJ article last night about OpenAi is just another one. They want you shares because they missed it again.
So apparently Crusoe left the 1.8GW "Project Jade" in Wyoming around two months ago The whole "Crusoe pauses AI DC project, help the buildout is over" narrative was caused over semantics lmao Crusoe was trying to send the message that THEY had paused their share of operations at "Project Jade" at the request of the customer--and would no longer be a part of the project. But instead of calling it how it is--the geniuses at Bloomberg printed the BS headline insinuating that the whole DC project had been paused which stirred the FUD pot Tallgrass have since confirmed that operations in Wyoming are "full steam ahead" This is your reminder that markets are rigged. Don't trust the BS
203
Jun 11
Make that 4 games. The @NBA is scripted and totally fake…and it’s terrible product. The league, owners, and players have made a mockery of basketball.
May 20
Replying to @NBA
If you all think this is real, and not scripted, I have a bridge to sell you. There have been 3 games in the last two weeks that have a 1% probability of occurring between the best teams in the league…and it’s happened 3x. Why anyone still watches this joke of a league is beyond me.
1
285
B. Funk retweeted
The conclusion is always long more compute.
BOOM *OpenAI Considers Drastic Price Cuts, Anticipating Costly War For Users With Anthropic -- WSJ
19
13
356
54,766
Jun 11
Everyone posting this and commenting like it’s fact are going to feel real stupid soon. I mean, when was the last time a @WSJ “scoops” was true? This is another salvo to bring down stock prices so the institutions that missed the past 2 months can get your shares. A trick as old as time.
OpenAI is considering significant token price cuts to compete with Anthropic, per WSJ. Enterprise AI costs have become a “huge issue,” Sam Altman said, as companies rein in AI spending.
268
Jun 10
Well, now we know why $PCT had been dumping more than most the past week. Someone always knows.
$PCT Why is this bearish? "PureCycle expects to use the net proceeds from the Notes Offering, together with the net proceeds from the Common Stock Offering, in each case, if consummated, (i) to pay the cost of repurchasing for cash a portion of PureCycle’s outstanding 7.25% green convertible notes due 2030" PureCycle Announces Proposed Concurrent Public Offerings of Convertible Senior Notes and Common Stock crweworld.com/article/news-p…
1
9
1,490
Oil down $GLD down $SLV down Rates down $XLRE top sector And you think the Fed is going to hike?
Well, let the shakeout continue. Short interest already at 2008 levels, sentiment surveys already bearish, and now a 2nd flush in 3 days. One question? Why is oil still down 3%? Everyone selling into this is going to get popcorned.

ALT Popcorn Guy Relaxing GIF

1
433
Well, let the shakeout continue. Short interest already at 2008 levels, sentiment surveys already bearish, and now a 2nd flush in 3 days. One question? Why is oil still down 3%? Everyone selling into this is going to get popcorned.

ALT Popcorn Guy Relaxing GIF

*TRUMP: US MUST RESPOND TO ATTACK ON HELICOPTER ON STRAIT OF HORMUZ
648
I’m ready for a @grok phone. Tired of waiting on $AAPL to get their sh*t together. @elonmusk can you make this happen?!
1
206
This is so bad $AAPL
FIRST LOOK AT $AAPL NEW AI-POWERED SIRI
269
I attached myself to a rocket ship 20 years ago, playing a smaller, but important role. Could have done it on my own, but why? Fast forward to today, and my role is bigger than anything I could have imagined. Surround yourself with driven people early and it will take care of itself. Great advice.
🚀 The only career advice you need: The actor Glen Powell auditioned to play Rooster in Top Gun: Maverick. When the role was given to Miles Teller, Powell was devastated. He was offered a smaller role, but declined. Tom Cruise summoned Powell to his house and asked him: “What kind of career do you want?” Powell responded: “I want to be like you—an iconic movie star. You always choose great roles.” Cruise shook his head. “You’re wrong. I choose great movies, then I make the role great.” Powell got the message. He accepted the role of Hangman—and nailed it. Now Powell says: “It changed the trajectory of my career.” When young people ask me for career advice, I tell them something similar: 🚀 Attach yourself to a rocketship. Join companies that are growing quickly. Work with people who are going places. Be part of something great. Play your role—no matter how minor—exceptionally well. The rest will take care of itself. P.S. I don't write engagement bait, so I need your help to spread the word. If you enjoyed this post, would you like, comment, and repost?
1
256
waiting on the "when the $VIX goes up 35% in a day" tweets that show you should buy that hand over fist.
1
437
There we go
For people who are worried about the market today, I get it. This stuff is very stressful. So I put together a chart of all of the times the VIX (the "fear index" of the market) was up over 30% in a day (like today) in the past ten years. 23 out of 25 instances the market was higher one month later. The only two times it wasn't was Feb 2020 when Covid hit the economy in March 2020. What is the underlying message? When people are afraid, they make bad decisions. Do the opposite. Attached is a chart summarizing my results.
1
415