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Joined March 2014
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1,421 Photos and videos
Waiting for a moment that already passed. The sign, the green light, the clean feeling of finally being ready, as if certainty arrives first and hands over permission to begin. It works the other way. It always did.
The moment was every ordinary day dismissed as too soon, and the clarity meant to come first only shows up after, handed over as a reward for starting without it. Waiting looks responsible. Looks patient. Looks wise. It’s just fear in better clothes.
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Gut feeling in the markets looks like magic. It isn’t. It’s ten, twenty years of obsession compressed into a single silent signal, tens of thousands of instances watched and absorbed and then buried somewhere the conscious mind can’t reach.
Then a setup lines up, and something underneath stirs. No label. No memory you can name. Just a quiet click that says this has happened before. That click gets called instinct, a gift, a sixth sense. It’s none of those. It’s experience earned the slow way, wearing the costume of magic.
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Wanting something and being willing to change for it are two different currencies. Wanting is free. Wanting costs nothing and feels like progress even when standing still. Being willing to change means surrendering the current version, and that surrender doesn’t come cheap. Most would rather keep what exists and imagine a different outcome instead.
The gap between those two is where most dreams go to die. Not because the dream was flawed or capability was missing. Just because changing is harder than wanting change, and the discomfort of becoming someone new doesn’t feel like growth while it’s happening. It just feels like losing, which is why it stops.
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The loudest people in the room are rarely the most dangerous competition. The real threat is quiet, working somewhere nobody is watching, not because they’re humble but because they’re too focused to look up. Noise and output have an inverse relationship that takes most people too long to learn. By the time you hear about it, the gap is already built.
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Comfort asks for a little more every day and never sends a bill. The cost shows up years later as skills that never formed, risks that never got taken, and a life that feels smaller than it should. Discomfort works the opposite way: paid upfront, in full, with the return arriving quietly long after the pain is forgotten. One compounds down, the other compounds up, and the choice gets made every morning without ever feeling like a choice.
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Knicks comeback #NBA 🔥
Jun 11
Knicks' historic 29-point comeback in full 🔥
One of the greatest games in NBA history.
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TopBear retweeted
The level of Wealth exhibited in Monaco this week is nothing short of astonishing, this is a $5 million Bugatti parked untop of $35 million Yatch floating next to two Mega yatch 😭
What do I do to achieve this level of wealth? 😩
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TopBear retweeted
Jun 5
Stocks today vs past year:
*AMD: -11% 293%
*Intel: -11% 390%
*ON Semi: -11% 133%
*Coherent: -11% 373%
*Sandisk: -11% 3,816%
*Teradyne: -12% 336%
*ARM: -13% 165%
*Micron: -13% 737%
*Marvell: -17% 297%
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TopBear retweeted
Jun 5
UPDATE ON THE SPACEX $SPCX IPO:
Investor demand is now roughly $150 billion, about double the $75 billion offering, per Reuters sources.
That's 2x oversubscribed.
For context, bankers told Reuters that 2x is "modest" by typical IPO standards. What makes it impressive is the size. This is the largest IPO ever.
SpaceX prices June 11 and trades on Nasdaq the next day.
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TopBear retweeted
Jun 4
Cathie Wood did it again.
She bought $32.8M of $CBRS at $310, one day after the IPO closed at $311.
The stock now trades at $207. Down 33% in 3 weeks.
ARKK is still one of the worst performing funds in the entire market.
May 13
Cathie Wood might be the most expensive lesson retail investors have ever paid for.
Her flagship ARK Innovation ETF is down 23% in the last 5 years.
The S&P 500 is up 77% over the same period.
She has underperformed the index by 100 percentage points.
And she has done it while collecting BILLIONS in management fees.
A quick reminder of the highlight reel:
– She predicted Tesla would hit $3,000 per share by 2025. It is currently $432.
– She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion.
– She made Teladoc her single largest position around $80 per share. It trades at $7 today.
– She loaded up on Zoom near $300. It trades at $110.
– She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d.
Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024.
But here’s the part nobody talks about:
ARK Investment Management has been one of the most profitable asset managers of the last decade.
Wood has personally made tens of millions in fees while her investors have collectively lost real money.
This is the part of Wall Street most retail investors do not understand.
You’re not paying for performance, you’re paying for marketing.
The people who win are the ones running the fund, not the ones holding it.
This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC.
We will be breaking down EVERY major filing right here the moment they drop.
Follow us with notifications before it’s too late.
If you don’t follow us, you might regret it.
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TopBear retweeted
BREAKING: Iranian state media announces initial details of the "Memorandum of Understanding" for the US-Iran peace deal.
INITIAL DETAILS OF THE DEAL, PER IRAN:
1. US Military forces will withdraw from the vicinity of Iran
2. The US Navy will lift its blockade of the Strait of Hormuz
3. Iran has committed to restoring the number of commercial transit ships through the Strait of Hormuz to pre-war levels within 1 month
4. Iranian state media says military vessels are not included in this draft agreement
5. The management and routing of ship traffic through the Strait of Hormuz will be handled by Iran in cooperation with Oman
6. If a final deal is reached within 60 days, this agreement will be approved in the form of a binding UN Security Council resolution
US oil prices extend losses to drop below $89/barrel.
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Ferrari Luce
May 25
Yes, this is a Ferrari. For real.
Ferrari's first all-electric car, the Luce, has arrived, and it brings radical change to Maranello.
What do you think of its looks?
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The strongest presence in any room is usually the quietest one.
The inner conversation has already happened.
The scariest losses have already been survived. Peace has already been made with the version of life that didn't arrive.
Nothing to prove. Nothing to perform. Just a stillness easily mistaken for distance.
It isn't distance. It's the sound of a war that finally ended on the inside
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