Workin' on a weekend like usual Way off in the deep end like usual

Exceptional real time trade insight on @GodelTerminal for the $SPCX IPO

ITS LIVE LETS GO

Please stop refreshing the SpaceX price you are breaking the internet

Remember the first rule of investing is to have fun

Hold our beer

Sloppenheimer is pretty, we call ours "Sloptimus Prime"

Here we go...

The entire Godel chat waiting to see if BTC breaks $60k

Fwooosh you now have credit card debt

$SNDK today (its up 600% ytd)

On a 5-year view $SPY is now outperforming bitcoin:native, while $GLD is significantly outperforming both assets. Saylor's turbo-financialization playbook ( $MSTR $STRC) has been a net-negative for the emerging store of wealth asset. chart h/t @GodelTerminal

This is basically armageddon for Junior Developers

Today I visited @GodelTerminal, the office of one of America’s most prominent entrepreneurs, @MartinShkreli. Martin isn’t Jewish, yet he’s been a powerful voice of moral clarity — consistently calling out antisemitism and standing up for the Jewish people when many stay silent. He told me he grew up in New York with a Jewish best friend, and that some of the opportunities that helped launch his career came from Jewish people like @jimcramer. He also shared that during some of the hardest moments of his life, it was Jewish people who stood by him, defended him, and showed him loyalty despite the pressure. In a time where speaking up isn’t always easy, Martin’s courage and honesty are truly inspiring. It was a real honor meeting him today and personally thanking him.

Let's go big blue, let's go! (where are we going?) 💙

Korean funeral company "Parents' Love" lost ₩49,800,000,000 of their clients' money on a 2x $BMNR long trade. Insane.

You've been hit by You've been struck by A Claude terminal

The most obvious trade of 2026 was right in front of you If you used tools like OpenClaw or Claude Code, you saw the bottleneck firsthand A few months ago, you were hitting rate limits constantly, watching agents compact the context every few minutes It was clear that memory was a huge constraint Every token the model generates has to read the entire context back out of memory before it can produce the next one The longer the agent runs, the heavier that read gets That is why memory was the bottleneck on how good these agents could get Demand for HBM went exponential and by using these agents, you saw that trend before the analysts CPUs do the other half of the agentic work They run the loops, call the tools, parse the outputs, and decide what to feed the models at each step The whole stack matters and comes together to make agents amazing GPUs for the math, HBM for the context, CPUs for the orchestration We saw GPUs have their run in 2023-2025 When Agents went mainstream, it was CPUs and HBM time to shine I could have capitalized on this more. I could've loaded the boat on $AMD $INTC $MU $SNDK when I saw the constraints on these agents I came away with $25k in profit My biggest trade ever But I can't help but think of how I could have capitalized more if I would have recognized what the agents were signalling to me In the age of the AI Revolution, the people who understand how the systems actually work will see the next trade before the people writing about it Don't miss the next one

We've lost the plot