Former hellside ER, now a generalist degenerate
Joined July 2013
- Tweets 7,144
- Following 952
- Followers 5,003
- Likes 63,980
1,130 Photos and videos
Pete Rose rolling in his grave right now
Jun 8
A Spanish La Liga club (likely Osasuna) facing potential relegation placed a bet against itself on Kalshi, hedging the financial hit of dropping down a tier.
They survived on the final day. Susquehanna was on the other side of that bet and pocketed over $1M.
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Discounted Trash Flow retweeted
Jun 5
they're offering spacex ipo at the grocery store checkout
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Moving to the buyside and realizing how bad of a sellsider you were
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Can META please just go to either $200 or $2,000 so I don't have to hear about it anymore
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Discounted Trash Flow retweeted
May 29
A few years ago, it was crypto guys posting their portfolio balances. Then it was the meme stock guys. Now it's the chip / AI guys. They are all different people, which leads me to believe nothing lasts forever in markets, and it's best to stay humble.
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Issuing debt to buy bitcoin so that you can later sell the bitcoin to pay off the debt
May 26
$MSTR - STRATEGY SLASHES DEBT WITH $1.5B BUYBACK
Strategy repurchased $1.5 billion of convertible notes at an 8% discount, cutting total convertible debt from $8.2 billion to $6.7 billion.
The company also raised capital to buy 24,869 bitcoin, bringing total holdings to 843,738 BTC. Strategy now holds $871 million in cash reserves.
CFO Andrew Kang called the move “equity and credit positive.”
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Hello how do I put a concerning amount of money on the other side of this
May 22
TRUMP: WANT WARSH TO BE INDEPENDENT
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The last time fintwit was this single-minded was 1929
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Every security on earth the moment OAI and Anthropic IPO
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Investors switching from P/E mults to P/S once the hyperscalers have a trillion dollars in depreciation
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"A stock only bottoms when its champion anon twitter account nukes"
-Warren Buffet
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Spending the weekend trying to build an HVAC company in Claude Code
Apr 25
Diligence in 2026 is wild. My friends in PE are now spending the weekend before IC trying to rebuild the company they're acquiring in Claude Code. If the clone works, the deal dies. Cheapest moat test in human history.
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I just used 4.7 to create an 80 page primer on the history of budget airlines, incredible.
I didn’t read it but Claude made me a three bullet point summary.
I didn’t read that either but Openclaw put it in a markdown file to broaden my context.
I’m getting smarter every day.
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Discounted Trash Flow retweeted
Apr 15
The Montreal Expos are exiting the baseball space. During Q2 and Q3 2026, we will transition to acquiring high-performance GPU assets. This is all part of our long-term vision to become a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider.
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Going to lunch and asking for the unusual
Apr 13
Dude behind me at lunch ordered “The usual.”
Got hit back with a “and that would be?”
Has to be absolutely devastating. Can’t even imagine.
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Retail investors after a 6% drawdown over two months
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Every time a fundamental HF/LO says it's "research driven"
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