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sh!t poster // nfa

manhattan
Joined July 2015
Photo by Geld (@MrGeld)Photo by Geld (@MrGeld)Photo by Geld (@MrGeld)Photo by Geld (@MrGeld)Photo by Geld (@MrGeld)Photo by Geld (@MrGeld)Photo by Geld (@MrGeld)Photo by Geld (@MrGeld)Photo by Geld (@MrGeld)Photo by Geld (@MrGeld)
Tenes que cerrar Jurassic Park.
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Congress discloses trades up to 45 days later You won't need to wait for my trades First NBA Champion sharing their portfolio on @joinautopilot
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Breaking: Senate vote to end the Iran war failed, 49-50 John Fetterman (D) was once again the lone Democrat blocking it
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F*** Nancy Pelosi
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Four days before the 2024 election, @QuiverQuant ran an experiment "Would investing in the companies donating to presidential elections outperform the market?" They built the test for both Kamala & Trump: the results will not shock you 679 days later here’s how they’ve performed: Trump's Donor Portfolio: • All-time return: +68% • Top positions of $MU, $MO, $CAT • AUM: $5,700,000 Kamala's Donor Portfolio: • All-time return: +54% • Top positions of $PLTR, $TWLO, $GOOGL • AUM: $172,000 S&P 500: • $SPY +33% How they were created: • Both strategies took equal weighted positions in 15 companies tied to campaign donors via employees • Both strategies outperformed the SPY since their inception Because of course they did Congrats to those that followed the money
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Warren Buffett vs. Cathie Wood
Readers added context they thought people might want to know
This chart compares returns starting February 2021, shortly after ARKK reached its all time high following a 153% return in 2020. From February 2024 to the present, ARKK has outperformed BRK.B. Relative performance depends on the specific dates chosen. portfolioslab.com/tools/stock-co… totalrealreturns.com/s/VOO,BRK-B,AR…
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JUST IN: OpenAI is working to prevent its AI from hacking the US power grid
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This will be one of the most important reads of your life
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
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Geld retweeted
Ten cars separated by half-a-second 🤯 #F1 #ItalianGP
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• Graphic designers • Social media designers • Motion designers Shoot us a DM
I'm looking to hire a brand marketing designer to do some contract work on a couple projects we have brewing at @joinautopilot Design for these projects will be a staple to our brand roll out moving forward + will be seen by millions across IG, X, TT, & more Graphic designers, social media designers & more all welcome to apply 4M+ followers pushing 100M impressions/month, top 50 app in finance, $1.8B in assets, product behind the @pelositracker cultural movement Shoot me a DM with a link to your work
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Breaking: Michael Burry has disclosed his updated positions He: • Bought CoreWeave $CRWV shorts • Added to Micron $MU shorts • Added to Palantir $PLTR shorts • Added to Semiconductor ETF $SOXX shorts • Added to Mercado Libre $MELI longs at $1890s • Added to Lululemon $LULU longs at $115s • Added to Molina $MOH at $201 • Bought Sprouts Farmer’s Markets $SFM shares at $70s • Bought Temple & Webster $TPLWF shares in low $3s • Bought Build-a-Bear $BBW in mid-upper $30s • Trimmed PayPal $PYPL• Trimmed Veeva $VEEV Michael Burry said "The vast majority of people should never short, and likewise should never be on margin."
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Breaking: Leopold Aschenbrenner's former positions are all dumping today after Wall Street found a $3,000,000,000,000 hole in Big Tech's balance sheets • CoreWeave $CRWV: -11.6% • Bloom Energy $BE: -11.0% • SanDisk $SNDK: -10.2% • Nebius $NBIS: -8.8% • Micron $MU: -8.2% • Taiwan Semiconductor $TSM: -4.6%
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🚨🚨 Did Citadel just rug pull Leopold? July 28: Citadel "predicted" a surprise Fed rate hike, which historically tanks the market July 29: Market sells off. Situational Awareness gets margin called. Fed left rates unchanged July 30: Citadel acquires Leopold's entire portfolio Same day, Leopold's holdings rally 15% to 29% • $NBIS: +29% • $BE: +25% • $SNDK: +22% • $IREN: +24% • $CRWV: +24% • $SKHY: +15% Absolutely wild sequence of events
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Breaking: Michael Burry has disclosed his updated positions He: • Added to Micron $MU short at $933.86 • Added to Nvidia $NVDA short at $210.28 • Added to Caterpillar $CAT short at $893.49 • Added to Semiconductor ETF $SOXX short at $535.83 • Added to Flutter $FLUT long at $100.72 • Added to DraftKings $DKNG long at $23.07 • Added to Molina $MOH long at $197.02 Burry left his Tesla, Palantir and QQQ shorts untouched
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The smartest AI in the world with $20,000,000 of capital on Autopilot But still can't outperform the queen of Insider *******
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Update: It's been 23 days since Michael Burry publicly went bearish on Tesla $TSLA It's down ~22% since
Breaking: Michael Burry has opened a bearish position in Tesla $TSLA
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StubHub's CEO has been scalping his own customers for years Eric Baker is the CEO of StubHub and he also built Andro Capital on the side, a hedge fund that acquires tickets and sells them on StubHub He also made sure Andro Capital got a better deal than every other seller on the platform: • Andro Capital: $0 in seller fees (2024-2025) • Everyone else: 20% commission In 2023, StubHub ended a deal where Andro Capital had been operating as an inside ticket inventory partner and paid Andro Capital $1,600,000 to do it He then created Colloquy Capital to finance other mass scalpers buying and flipping tickets on the same platform The Texas AG, Consumer Protection BC, and two class-action lawsuits are all investigating
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The man just can't be stopped
New: The Inverse Cramer Portfolio just bought 15 new stocks Although many think Inverse Cramer is a fun 'meme portfolio', it's turned into a legit alpha strategy. Since launch on 1/27/23, it's up 207%. Here's it's 15 newest stock picks and how they're performing so far 1.BP p.l.c. $BP +8.3% 2. International Business Machines $IBM +7.8% 3. Progressive $PGR +6.8% 4. Adobe $ADBE +3.9% 5. Bank of America $BAC +3.4% 6. Stryker $SYK +3.5% 7. Intuitive Surgical $ISRG +3.3% 8. Boeing $BA +2.9% 9. JPMorgan Chase $JPM +2.0% 10. W.W. Grainger $GWW +1.0% 11. Johnson Controls $JCI +3.1% 12. Astera Labs $ALAB +14.7% 13. Coherent $COHR +14.9% 14. Nebius Group $NBIS +16.0% 15. KLA $KLAC +23.7% For the $106,000,000 investing alongside on Autopilot, these trades should have gone through last week Find link to full portfolio in the following tweet
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You just can't make this up The day before Trump announced a tariff pause that sent the S&P 500 up 9.5% His accounts purchased 327 stocks worth up to $12.8 million By law, those trades had to be disclosed within 45 days Instead, they were disclosed over a year late, for a $200 penalty
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