$TSLA $TSLAQ Given today's conf call, it appears that I'm gonna have to update my pinned tweet. #Teslanos

🦔Meta made $16 billion from scam ads in 2024, about 10% of its revenue, by deliberately letting scammers rack up over 500 strikes without shutting them down. Instead of removing them, Meta charged higher ad rates while its systems helped target users most likely to click. The

Straight from South Park. #MakeAmericaGriftAgain

The Financial Engineering, Debt, and SPV Structure Behind CoreWeave x OpenAI Deal On March 10, 2025, CoreWeave proudly published a press release announcing that it had secured OpenAI as a client with a deal valued at up to $11.9 billion, and that OpenAI would become an investor

This month-old $TSLA tweet is suddenly very hot with a crypto spam botnet. Dozens of crypto "ladies" just decided to RT it. Elon's war on bots must be going great. 🔥🚩💦☘️🌻 #ElonQ $TWTR

A few unique trade supplying a lot of negative delta today in $TSLA -$700mm in call delta, and -$700mm in put delta (blue box)...amazing how those values are equivalent at bottom you see delta is from equal lots of 11/14 400 strike calls and 400 strike puts - a risk reversal

$IBIT, dubbed "the world's fastest growing ETF", has accumulated more bitcoin, faster, than $MSTR. And unlike $MSTR, $IBIT *sells BTC* when fund flows reverse. Will TradFi HODL? $IBIT fund flows vs. $BTCUSD below:

Why I Think Michael Burry Is Shutting Down Scion Now Let’s put a few things together…Burry’s liquidation letter, his depreciation thread on the hyperscalers, and his “me then, me now” Big Short meme and he’s basically spelling out one story. He thinks we’re in an earnings

I don’t know why @michaeljburry is de-registering, but it recalls how out of date the SEC Investment Advisor registration requirements are. The requirement for “private fund managers” to register went effective on 1/1/2011 at the $150mm AUM* level. Being registered greatly ups

If these guys are getting $NVDA chips… $FRHC #IYKYK

Apparently $SNDK's cancer cure has been FDA approved? Crazy run.

Imagine when Tesla cars can fully drive themselves. Any time now since 2016. #Teslanos #ElonQ #xAI $TSLA $TSLAQ

Bloomberg: “Renovo’s main borrowing entity…filed for Chapter 7 bankruptcy last week, listing liabilities of between $100 million and $500 million and assets of under $50,000.” And a major firm in Private Credit land had its position marked at 100 just a few weeks ago!?! Yup

In Private Credit land, loans marked at 100 one day can be “revalued” at ZERO a few weeks later after the borrower declares bankruptcy. Case in point: Renovo Home Partners. Remember: there is never just one cockroach.

$CRWV is this bubble cycle's new poster child. It will implode under its own weight, heavily indebted, some of it with collateral that is the very same GPUs they financed with unrealistic depreciation schedules. IPO lockup expiration tomorrow. What do you think's gonna happen?

Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful

$TSLA call buying program 440C 445C 450C earlier, now 450C 455C 460C 465C 470C because it's Mewnday!

Scamath's next SPAC should publish "side by side" comparison of what was promised vs what the actual returns were on this SPACs during the 2021 #SPACmania.

$NVDA 230B market cap turnaround today

$TSLA Graphic summary of yesterday's shareholder meeting:

$TSLA call buying program 425C 430C 435C 7min ago, trying to stop the bleeding