Never really got to explain my reasoning for my $SIVB short - but suffice it to say now if you marked their holdings to market their book value would be negative

$BWET has done it. Has a 1yr return of over 1000%, which I'm almost certain is the first time a non-leveraged ETF hit quadruple-digit returns in the range of one year. Perhaps even more amazing it only has $50m in assets. Rare shiny object moment going largely ignored, albeit it

Too much going on! I forgot to post this article on X, but it was one of the more interesting articles that we’ve written in our continued quest to find out-of-consensus AI trades. Our agentic utility basket is comprised of names that will see meaningful benefit from the

April fool, fool thyself.

The next funniest outcome is a bottom on April 9th.

APRIL FOOLS, EVERYONE!

The ES short at 6625 I posted in the chat right before the speech was pretty damn slick if I do say so myself.

Trump sticking to a script is actually more concerning than when he just says whatever he thinks…

Time to play

In order to prevent myself from going full macro, I have bought more Nvidia on the thesis that it is way too cheap and should probably not be that cheap. Back to monitoring the situation.

Orfglipron approved. See you all at $1200.

April fool’s rally that reverses would be pretty funny and, as we all know, the funniest outcome is the most likely.

For everyone who’s ever looked at a private company and said “man that’s a zero I wish I could short it”, have you considered fake SPVs?

6490/6515/6540 fly went from 0.90 to 12, bring on the collar talk.

People, this is a joke. Please relax.

We are available for hire to end other conflicts as well.

Every other week there is a post on LinkedIn about some AI value chain company opening or expanding in Malaysia. Today it is Applied in Kulim Tech Park.

Okay let’s figure out what’s going on down here.

It wasn’t sarcasm

“Trump is actually playing 5D chess by knowingly posting fake TACOs that he knows will get faded so that when the real TACO comes people short into it and ensure there’s fuel for the rally” -real sentence someone said to me

If SPX happens to close tomorrow at 6515, the JPM collar people will be so annoying it’s almost worth buying a call fly to hedge against.