Porter Collins
@Seawolfcap
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Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
Joined April 2012
Sports are amazing at teaching so many lessons, even if your team is 1-7. Today felt like we won the Super Bowl…..
“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 🙌🏽
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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? -
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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.
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Looks like we can finally buy $GLASF on @RobinhoodApp . Thank you for acting faster than the NYSE and Nasdaq!
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One thing we haven't see from Google is the intricate web of ponzi type deals unlike all the other AI players.
$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
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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.
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
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An example of what many central banks have been doing, as China sheds itself of US Treasuries (though still owns more than $700b worth), they continue to buy more gold. China's gold holdings value (so tonnage + appreciation)
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Behold, for today, the world received another one of my horrible creations - Scary 8 Bits 😱
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Since nobody is saying it I will: We're witnessing the largest and most concentrated instant market cap expansions in history with no proven future revenue/cost/earnings models to back up the investments or the valuations. This market is running on an incredible amount of blind
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$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.
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U.S. Stocks are underperforming the rest of the world by the largest margin since 2009
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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
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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.
@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.
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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
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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
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This is a real problem. Power prices are already spiking and the AI companies are just ramping up their power needs.
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,
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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
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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.
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Track real-time shopping responses from ChatGPT using Promptwatch - See exactly what users see - Detect competitors - Improve your visibility
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