These two tweets showed up in my feed in this order. @BarstoolBigCat @AnnieAgar 😂

The reason anyone gets insanely rich is almost always because of the stock market. It certainly how @elonmusk did. And the reason they get rich from the stock market, is because 150m Americans decided they wanted to own shares of stocks directly, or through their retirement plans, or through other approaches as a way of building their net worth and trying to create a better life for themselves. One Hundred Fifty Million Americans. About 60% of adults. Effectively believing that @elonmusk and many billionaires could make them wealthier and help them achieve a better life. If you want @elonmusk , and most billionaires to no longer be that rich, convince those 150m to sell their stocks, funds, ETFs whatever. Of course you would wipe out the net-worth of most of those people, and everyone else’s savings, as the markets crashed and brought down the economy and created the worst depression we have ever seen. Alternatively There are ways to improve healthcare access and eventually make it available to all. To start - If you want @elonmusk and all billionaires to improve healthcare for everyone , ask them to stop doing business with the enormous healthcare conglomerates and to work directly with transparently priced care providers. It’s the behemoth HC conglomerates that make HC so bad for so many. (Check my timeline for more detail) Removing them would push the cost of healthcare down for everyone. Their corporate decisions impact our healthcare cost and availability. Of course if they do that, not only would our HC costs go down , and the quality of care for their employees and the entire country go up But They would see their corporate cash flow increase dramatically and we would have more millionaires, billionaires and maybe even another trillionaire when that cash flow moved from the big health care conglomerates to their bottom line, so would the net worth of the 150 million American adults that own public stocks Capitalism is better than socialism because 150m Americans can influence exactly what happens in this country.

The part of SpaceX’s business that has short term upside is the terrestrial data center business. Right now they have 2 customers: Anthropic and Google. The fastest way to expand would be to acquire a world class data center developer like Cipher. The issue is it’s not for sale.

The Spurs know how to TAKE the lead, they just don't know how to HOLD the lead. And that's really the most important part of the lead: the holding

This is the NBA equivalent of Falcons Patriots 28-3

If you own or trade $IREN, watch this. It is trading at what I see as a discount and my Bull Cycle framework still points higher. In the video I walk through the current setup, why I’m targeting 80 by late summer, and what would change that view.

🚨 BREAKING: $OPEN acquisition contracts surge again 🏠 564 contracts this week 📈 31% WoW 📅 78 contracts same week last year That’s a 623% YoY increase. Meanwhile: • Agent partnerships are scaling • Seller offers are more competitive • New products are rolling out weekly • AI is driving operational efficiency • Russell 3000 inclusion is just days away

Few @rftylerpage @mikealfred

Something you don’t see at the top.

$CIFR confirms $AWS as Stingray tenant. $2B contracted over 15 years with upside to $5.7B lease payments. 70 MW. Triple net lease. 100% NOI margins. Hyperscaler era starts now 🚀

RT @Stephanie_Link: Tough day for semis/tech but AI spend cycle is accelerating. Make your shopping list! $AVGO $IBM $SNOW front and cente…

$QQQ As bears take a victory lap, remember that perspective is important. When did they turn bearish?

$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀 “Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”

$CIFR | Μοrgan Stanley reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐂𝐢𝐩𝐡𝐞𝐫 𝐌𝐢𝐧𝐢𝐧𝐠, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟓𝟑.𝟓𝟎 𝐟𝐫𝐨𝐦 $𝟒𝟐.𝟓𝟎

If you are an Opendoor shareholder, I have an ask. Proxy advisors at ISS and Glass Lewis have recommended shareholders to vote against me at our Annual Meeting. I don’t take this personally. This is the fifth time in my career these same people have told people to vote against my team. These proxy advisors have built no companies and are not meaningful shareholders of OPEN. They're a checkbox industry charging fees to tell other people what to do with shares that aren't theirs. Usually most companies can’t do anything about this since many institutional shareholders will just vote the way ISS tells them to. But Opendoor has the Open Army! It is important that we stand up against this separation of management from shareholders. If you are so inclined, help tilt the world in favor of shareholders and away from bureaucrats. Find out how (ask your broker, check your emails) and vote your shares. Our board is excellent. We are back on mission and we are winning. Don't outsource your vote. Read the proxy. Vote your shares.

Fuck it. White Chocolate highlights

Wall Street still thinks Tesla is a “car company” while Elon quietly wired it into SpaceX’s entire supply chain… and gave public investors a back door into the biggest IPO in U.S. history. I broke down the whole thesis here 👇 dccspacex.markmancapital.net…

The Killers opening the Champions League final was one of the best music intros to a sporting event I’ve seen in a while! ⚽️ 🎶

Thoughts @BarstoolBigCat

$OPEN right at the YTD AVWAP! 👀

BREAKING: CBOE has received SEC approval to launch extended trading hours for options.