Porter Collins Profile
Porter Collins

@Seawolfcap

Followers
51K
Following
22K
Media
61
Statuses
5K

Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.

Joined April 2012
Don't wanna be here? Send us removal request.
@Seawolfcap
Porter Collins
5 days
Sports are amazing at teaching so many lessons, even if your team is 1-7. Today felt like we won the Super Bowl…..
@mcarter2nd
Michael Carter II
5 days
“Consider it pure joy, my brothers and sisters, whenever you face trials of many kinds, because you know that the testing of your faith produces perseverance. Let perseverance finish its work so that you may be mature and complete, not lacking anything.” James 1:2-4 JETS WIN 🙌🏽
3
1
41
@Seawolfcap
Porter Collins
11 days
All that talk about wage garnishment lasted only a few weeks...Anybody see the pattern here?
@unusual_whales
unusual_whales
12 days
The Trump administration has agreed to forgive student debt under income-driven repayment programs it had partially blocked, per CNBC.
27
13
157
@AzureStandard
Azure Standard
11 days
Getting to know Azure Standard? Our family welcomes you to our community based on healthy foods and product and a mindset of abundance. We're in all 50 states with over 3,900 drop points. Here's some helpful links telling our story and much more! WHO ARE WE? -
2
13
48
@Seawolfcap
Porter Collins
17 days
I called this 18 months ago.....
@NickTimiraos
Nick Timiraos
17 days
Powell: The Fed could end QT in the coming months
17
0
172
@Seawolfcap
Porter Collins
18 days
Near record quarter and the #1 Wall Street firm is cutting jobs. At the same time investors are clamoring to fund all these AI companies that are about to destroy their jobs. Interesting times.
@DeItaone
*Walter Bloomberg
18 days
GOLDMAN SACHS IS PLANNING A ROUND OF LAYOFFS, SOURCES SAY -- WSJ
34
56
1K
@Seawolfcap
Porter Collins
18 days
Looks like we can finally buy $GLASF on @RobinhoodApp . Thank you for acting faster than the NYSE and Nasdaq!
18
14
169
@Kuprel
Brett Kuprel
5 hours
Hey @SebastianThrun I have a lot more to say
1
0
21
@Seawolfcap
Porter Collins
23 days
One thing we haven't see from Google is the intricate web of ponzi type deals unlike all the other AI players.
@wallstengine
Wall St Engine
23 days
$GOOGL just launched Gemini Enterprise, its new agentic AI platform built to compete with Microsoft and OpenAI. The platform unifies Google’s latest Gemini models, a no-code workbench, customizable business agents, and a secure data layer, all managed under one governance
38
28
635
@Seawolfcap
Porter Collins
23 days
Lots of people laughed at @LukeGromen when he mentioned this shift could occur post USD sanctions. The preferred reserve asset of central banks will be gold soon enough.
@chamath
Chamath Palihapitiya
23 days
When geopolitical & socio-economic tensions rise, both people & nations turn to hard assets. One big buyer in particular has been Beijing. China has been swapping Treasuries for gold for years, lifting reserves to over 74m ounces. This is a reflection of both state policy and
37
44
375
@Seawolfcap
Porter Collins
24 days
Good to see some things don't change.
8
1
41
@pboockvar
Peter Boockvar
25 days
An example of what many central banks have been doing, as China sheds itself of US Treasuries (though still owns more than $700b worth), they continue to buy more gold. China's gold holdings value (so tonnage + appreciation)
5
23
82
@danielslosbergs
Daniels Šlosbergs
12 hours
Behold, for today, the world received another one of my horrible creations - Scary 8 Bits 😱
1
0
5
@NorthmanTrader
Sven Henrich
26 days
Since nobody is saying it I will: We're witnessing the largest and most concentrated instant market cap expansions in history with no proven future revenue/cost/earnings models to back up the investments or the valuations. This market is running on an incredible amount of blind
@DeItaone
*Walter Bloomberg
26 days
$AMD - *AMD SOARS 38% ON OPENAI DEAL, ADDING $101 BILLION IN VALUE
463
932
8K
@Seawolfcap
Porter Collins
26 days
$PCT: a lot of bears have been asking me recently "are you nervous we have haven't seen any press releases about orders"? Looks fairly promising to me but no big change in my opinion. The pic is from today's presentation.
10
7
127
@Barchart
Barchart
26 days
U.S. Stocks are underperforming the rest of the world by the largest margin since 2009
54
166
847
@dmoses34
Danny Moses
28 days
Over 15 years since the book & almost 10 years since the movie & feels like we’re back on our trading desk talking about the GFC; Michael Lewis joins @Seawolfcap @VD718 & myself to talk about what has & hasn’t changed since 2008 & we take some questions! https://t.co/SJVANKmsbS
10
9
98
@Seawolfcap
Porter Collins
1 month
Yeah most SOC shareholders want the pipeline but at this point the environmentalists deserve the tankers all year long for 50 years and the $10b lawsuit. The definition of overplaying a hand. See 19m in.
@liam__h
Liam
1 month
@ktmkr1 @MitchMo0221407 https://t.co/HpWQJ3qsuE In the podcast Nick Welsh from SB independent says that he's heard a rumor that Sable will use barges (with the help of the feds) to ship oil instead of using the pipeline.
15
14
145
@PhilMickelson
Phil Mickelson
1 month
For those with a shorter attention span 😂😂 Sable Offshore $SOC is a true win-win for California: •Lower fuel prices for California families •More jobs and stronger local economy •Higher tax revenue for public services •Reduced natural oil seepage through the ocean floor
54
62
775
@reformed_layman
Reformed Layman
22 hours
The Highway A Halloween story if you would be so inclined to read: ——————————————— Though out my week and even today, people ask how I am doing and i reply “I’m good” or “I’m doing” well. 6:07pm ———— As my day winds down, I watch my favorite YouTuber or open up TikTok then
1
2
13
@Seawolfcap
Porter Collins
1 month
This is a real problem. Power prices are already spiking and the AI companies are just ramping up their power needs.
@OpenEyeComms
Mike Alderson FRSA
1 month
Governors of more than a quarter of U.S. states pushed on Monday for greater influence over PJM Interconnection, the country's biggest power grid, where electricity prices are surging as AI data center demand outpaces the connection of new supplies. Rising power bills in PJM,
18
11
168
@Seawolfcap
Porter Collins
1 month
This is no doubt a positive for both companies in the near term, but this is close to full ponzi.
@DeItaone
*Walter Bloomberg
1 month
$NVDA - NVIDIA CORP - TO INVEST UP TO $100 BLN IN OPENAI NVIDIA CORP - FIRST GIGAWATT OF NVIDIA SYSTEMS TO DEPLOY IN 2026
77
106
2K
@htsfhickey
fred hickey
1 month
Huge addition (19 tons of gold) added to the GLD ETF yesterday. Haven't seen such a one-day sizeable inflow since early this year (Feb. 21 and March 20). Both occurred in the midst of the massive 33%, $876 gold surge that didn't peak until April 22 with gold at $3,500. There was
32
72
469
@Seawolfcap
Porter Collins
1 month
Insider selling is usually the best indicator but when combined with fundamentals it can be a tell. Covered our short this morning.
@CEOStockWatcher
CEO Watcher
4 months
Insiders at FactSet $FDS continue to make large, unscheduled sales
13
6
127
@TheShortBear
THE SHORT BEAR
1 month
Whenever a major investor and historical outperformer puts all his eggs in one basket, it’s at least a good idea to explore the idea.
121
256
3K
@promptwatch
Promptwatch
3 days
Track real-time shopping responses from ChatGPT using Promptwatch - See exactly what users see - Detect competitors - Improve your visibility
0
0
15