Investing and markets. Gambling is illegal and I never slice!
Joined February 2017
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Caleb Williams was ready to put together a masterpiece in 1Q then decided to throw three (3!) “fuck it let’s see what happens” interceptions in 2Q.
Officiating in Mizzou/Texas game will be studied by scholars 100s of years from now.
Mickey Mouse wants Texas in the playoffs. Unfair and I hate it! #mad
DraftKings stock down 30% today...
Business was inflecting to profitability few years ago. Today? Biggest net loss in at least 3 years.
Kalshi/Polymarket have their feet to fire investing into predictions business. $DKNG
“We got regime change in Texas before we got regime change in Tehran.”
What a quote
You Ain’t Seen Nothing Yet 🚨
On episode 267 of The Compound and Friends, @Downtown and @michaelbatnick are joined by Dan Clifton of @BairdStrategas to break down the post-midterm market chaos, the AI stock selloff, growing backlash against data centers, and why stocks could be setting up for a rally.
Plus, the future of the Fed, oil prices, healthcare stocks, and what Washington's political shakeup means for investors.🎙️
Another quarter from Under Armour that belongs in the landfill.
Sales (-7%)
Margin decline
Net loss
Time to sell. $UA
wsj.com/business/earnings/un…
Mercadolibre: we’re growing really fast. we’re going to invest in our business to continue growing.
Stock market: WRONG ANSWER!
$MELI
Power and chips the most attractive AI investment opportunities because of capital imbalances.
Power = underinvested in energy for decades in the US.
Chips = GPUs + TPUs will be in short supply w/ visibility several years out.
Via Apollo $APO:
Gas turbines sold out through 2031. And 2032 will likely be sold out in next few quarters.
Via Howmet Aerospace $HWM:
Dan Ives (@DivesTech) on where we are in the AI buildout:
Think we’re in year 3 of a 10-12 year buildout.
On ServiceNow:
Has phenomenal customer base. Sales people believe in strategy they’re selling.
When stock sells off way it does, you own it. $NOW
Amazon: more conviction than ever on the future return of their AI spending.
$AMZN CEO:
SanDisk now in a 52% drawdown since June.
Morningstar on $SNDK earnings:
- Pricing looks to be decelerating sequentially
- Indicates pricing peak on horizon
- Expect a "severe downcycle" after the peak
Cut PT to $870
Is Coinbase a "stocks stop at zero" story?
$COIN market cap:
July 2025: $107B
Today: $37B
