It was assumed that the US was in a structural change with it's privilege of global attraction to the USD however when we look at history these eras are never permanent. Historical events show even though money can be printed and financial markets can be controlled what cannot be

What is so perplexing is you're going to look at @JoeRaia5's career arc, having literally done this same build and grow contracts journey before, take all the credibility and legal risk to go along with distorting market dynamics now rather than any time over the last 6 years especially when the cold start was a serious concern? And not cash out? Part of me thinks this was a serious inquiry they sent to CME/ICE - "hey we think abaxx is not being truthful on the plumbing behind building their exchange operations, can you tell us exactly how you build and put things together behind the scenes? You know share like proprietary industry secrets and key technical details that generate massive amounts of revenue so our small newsletter can call them out?"

As mention in May, I have no dog in the fight. Abaxx $ABXX.to is not my thing, I've never owned or shorted it. But I'll tell you one thing for certain, Josh Crumb is making @viceroyresearch look stupid today. If this were a boxing match the ref would have waved it off by now.

Where there is smoke.. Timing with corporate event: Abaxx had just promoted strong growth (record May 2026 volumes, LNG activity) via press release on June 1. Viceroy’s bearish report landed 10 days later, challenging the bullish narrative. Classic activist short tactic to generate scrutiny/downward pressure. Evidence of coordination or alignment? Viceroy & Anson Funds (Admitted Research Discussions) In December 2024, amid a Bloomberg article by Tom Schoenberg on short sellers’ “secret talks and alliances” in a court battle, Viceroy publicly responded: “In our ‘secret talks’ with Tom ahead of his article, we asked him what stocks exactly we were ‘accused’ of discussing with other financial professionals. We have no idea what ideas we discussed with Anson. Tom could not provide an answer either.” Viceroy (via founder Fraser Perring) later clarified they have never had a 'financial relationship' with Anson Funds but “have discussed a few items on our published research” with them. This was in the context of broader allegations of short-seller coordination. A 2022 DOJ probe also scrutinized multiple short sellers and allies, including Viceroy and Anson Funds, for potential abuses. This shows some level of information-sharing/coordination on research topics between Viceroy and Anson, even if limited and denied as improper or financial. Viceroy/Myles (Public Amplification Rapid Alignment) Myles engaged almost immediately after the report (in a thread on June 11, 2026): He referenced “the findings,” with his own 30minute Claude session noted a “long track record of involvement in questionable projects,” went short a small (0.1%) position, and recommended caution for holders. Myles denied formal ties, stating only “respect for their work” and that his effort was casual (half an hour reviewing old companies after seeing the report) yet timing was sus. 3. Links to (redacted) They fit the same fintwit amplification network and was confirmed to have sent 6 individual DMs references to the research to shareholders with associated FUD: also linked to Myles. Viceroy (team incl. Gabe) initiated the Abaxx attack with a detailed bearish report timed after the company’s positive volume announcement, causing an immediate 13.8% drop. Myles provided rapid public amplification via his own analysis and short position. Viceroy has admitted limited research discussions with Anson Funds (Dec 2024 context). This forms a chain of alignment around negative corporate commentary which has drawn DOJ/FCA scrutiny for potential collusion or market manipulation in the past. Viceroy’s own posts acknowledge the perception of “secret talks.

It's that window where a lot of money can be made.

$WGS Update: Bullish fireside chat at Goldman today, and the founder, director, and hedge fund manager purchased additional shares, paying as much as $56.50 per share. Per today’s filing, Eli Casdin bought another 200,000 shares of $WGS at prices ranging from $52.80 to $56.50 per share. Just in case you’re wondering if you’re too late to the party, apparently the smart money is still a happy buyer at $56.5. After the recent buying spree, Casdin and Meister now control approximately 35% of GeneDx, the company they helped bring public through a SPAC and a company that no one knows better than they do. The market’s problem with GeneDx is not growth. The company is still growing roughly 37% per year. The problem is reimbursement. Today, a whole genome test is reimbursed at roughly half the rate of a whole exome test. Think of it this way. A whole exome test is like watching the trailer for a movie. A whole genome test is like watching the entire movie. Yet today, the healthcare system pays more for the trailer than it does for the full movie. I don’t think that makes sense, and I don’t think it will stay that way forever. And obviously management and the smart money think the same. The reason is simple. Reimbursement systems move slowly. New technologies often become clinically useful long before insurance companies and government payors update their payment schedules. I also just got off the GeneDx Fireside Chat at Goldman. This is obvious: temporary problems, strong growth, an AI beneficiary, and a dataset built over 20 years that would take enormous amounts of time and capital to replicate. Long-term winner. To me, it’s as clear as day and night. Listen to it yourself. ir.genedx.com/news-events/ev… Management says this issue will take months to fix, not years. My thesis is not that GeneDx goes back to its pre-Q1 valuation of $70 once reimbursement improves. My thesis is that by the time reimbursement improves, which according to management and involved hedge funds is a question of when, not if, GeneDx will be a fundamentally different company: larger, stronger, and far more valuable than it is today. I think the average analyst 12 month price target of $90 is conservative. The company is currently growing roughly 37% per year. If that growth continues, revenue, adoption, and earnings power will be substantially higher by the time the reimbursement issue is resolved.

*marked safe on $clpt move

Most of my current short term trades are long bottom section of this. My view is based on certain market dynamics during the summer period this trend will extend. Obviously before the admin blows it up.

ATB should have introduced previous desks that participated on deals in the past. It's a right of passage to trade below the deal price for the 5 months post close with $abxxf! Where's Jody, he should have been required meet and greet beforehand 😂

Another reminder of the futility of backwards looking financial analysis. NTM EPS will roughly approximate the share price just two year ago.

Now do $pct mike 🥺

Over/under on Currie breaking 10 sitting director positions before year end?

Quite literally the plot Jurassic World Dominion was based on.

POV you enter the private security contracting negotiation

$WY TerraForge turning low-grade Southern pine/sawdust into biocarbon for a direct drop-in replacement for met coal in steel making is one path to adding >$1.5B in future earnings. Leveraging their existing timberlands/mills with minimal opex and zero capex needed for end users. First plant online in 2027.

Idk.. This is fucking hot. This does for me whatever the fuck bravo does for my wife.

This was historical accurate representation of Buffett early DD process. Literally getting a job to scope the investment.

I think he is also a director or $borr and has be vocal about it but I love a good narrative. Maybe we can make a market for what he sells first.. might help the PnL too!!