"Liquidate labor, liquidate stocks, liquidate farmers, liquidate real estate. It will purge the rottenness out of the system... " - Andrew Carnegie
Joined October 2012
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It is not AI or chips or photonics but it is a great long term trade over the next 5-7 years and it's pets! 🐕🐈🐟🦎🫏
$CHWY might be on the most undervalued stocks out there today
Thesis: During the pandemic, millions of households acquired pets while working from home. By 2026, those animals are now 5–7 years old—roughly midway through a typical dog or cat lifespan. Over the next 3–7 years, this large cohort will enter senior and geriatric life stages, driving higher demand for veterinary diagnostics, monitoring, and treatment.
Key Pet-Health TAM and Demand Context (2026)
Total U.S. pet industry expenditures reached $158 billion in 2025 (+3.7% YoY) and are projected to reach ~$165 billion in 2026 (~4.4% growth), according to the American Pet Products Association (APPA) 2026 State of the Industry Report released at Global Pet Expo.
Of that total, pet-health spending (veterinary services + related products) is the highest-margin, highest-growth segment most leveraged to aging-animal care intensity.
Industry estimates place the broader U.S. pet-health TAM in the mid-$50 billion range, with the majority (~$40 billion) concentrated in in-clinic products and veterinary services—the portion most sensitive to the rising diagnostic and treatment needs of older pets.
The balance is roughly split between retail health products (~$8 billion) and pet insurance (~$6 billion).
Someone told Trump to “shove that ballroom up his fat ass”
Which is objectively hilarious by the way
But Trump responded by just saying “oh go home” which to be honest is weak and low energy I think he is losing his edge and passion for mocking people and that is just sad to see
Pump Capital LLC retweeted
I get criticized by MAGA Republicans for criticizing Trump. But if Republicans don't criticize Trump, then the only criticism will come from Democrats. But Democrats criticize Trump for the wrong reasons. Letting Democrats define Trump undermines the Republican cause.
I criticize Trump for being too much like Democrats. Republicans need to draw a contrast between the failed big-government policies of Trump and Democrats and the true free-market, limited-government policies that should define the party.
Pump Capital LLC retweeted
Jamie Dimon brought up gold custody in context of a USD GRC status discussion
More to the Point: if keeping foreign gold in America helps support confidence in the dollar, what does moving that gold elsewhere tell us?
Dimon Places Gold Repatriation in Debate Over U.S. Dollar Dominance
substackfwd.xyz/?url=https%3…
Pump Capital LLC retweeted
BREAKING: New Israeli exit poll shows Netanyahu bloc now ahead of Eisenkot's
🔴 LIVE updates: aje.news/smbodj?update=50925…
Gas prices are high and this is hurting Americans in their wallet but they probably haven’t realized it’s called the Gulf of America now…. Hope this helps
Pump Capital LLC retweeted
BREAKING NEWS
IRAN SAYS IT HAS REACHED AN UNDERSTANDING WITH TÜRKIYE, SAUDI ARABIA AND PAKISTAN THAT REGIONAL SECURITY SHOULD BE MAINTAINED BY COUNTRIES IN THE REGION RATHER THAN FOREIGN POWERS
Geopolitics...
A+
I support @NICKIMINAJ for White House press secretary
America needs a true American citizen and patriot in this role, and I can’t think of anyone more qualified
Pump Capital LLC retweeted
That’s like a quarter of their employees.
The AI Apocalypse is here.
BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg.
Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible.
This reflects ~27% of Microsoft's total workforce.
Pump Capital LLC retweeted
Anthropic valuation: $1.5 trillion
Walmart valuation: $960 Billion
Anthropic revenue: $16.3 billion
Walmart revenue: $365 billion
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Pump Capital LLC retweeted
BREAKING: In Trump's endorsement of Benjamin Netanyahu on Truth Social, Trump appears to confirm that the US attack on Venezuela was indeed for israel, as many have suspected.
Pump Capital LLC retweeted
JUST IN: 🇧🇷 Flávio Bolsonaro asks court to overturn Brazil's presidential election results, citing voting issues.
