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Profitable in All Market Conditions 1/4 Yard AUM | Professional L/S PM Former K-1 Fighter See Pinned Tweet for Alpha

An Exceptional Success Story
Joined July 2020
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JUST IN: Anthropic's Chief Security Officer warns things are going to get "a lot" worse
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BREAKING: Hedge funds are betting against stocks at near-record levels, per Goldman Sachs. Short sales outpaced purchases by about 5 to 1 across global stocks. Short positions on Goldman’s books are at the 99th percentile of the past five years.
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🔴 Anthropic to spend more than $600b on compute - WSJ
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BRAD GERSTNER: - WE HAVE SOLD ALL OUR $CRWV COREWEAVE, DON'T OWN ANY OF IT TODAY - WE'VE TAKEN EXPOSURE DOWN OVER THE LAST 3 MONTHS, WE FELT AI HAD OVERSHOT AND WOULD LEAD TO A PERIOD OF CONSOLIDATION - MOVED 10% OF OUR BOOK INTO $META AND $TSLA as of the last 13f filing on 8/14, which accounts for all trades up until 6/30, Altimeter reported a stake of 6M shares in which they added 1.5M shares in Q2 since then, they seemed to have liquidated the entire position and rotated
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Reversion to the mean
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👂 He told you when to buy… he’s now telling you when to sell… 👇
He's got his out now... dem's win midterms mkt free dump
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*ANTHROPIC EXPECTS TO MATCH SPACEX’S RECORD IPO SIZE OR TOP IT Anthropic said to prepare IPO filing as soon as the end of August
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NVIDIA HAS PARTNERED WITH APOLLO, BLACKROCK, BLACKSTONE, BROOKFIELD, GOLDMAN SACHS AND KKR TO ESTABLISH AI COMPUTE INFRASTRUCTURE FINANCING PLATFORMS AIMED AT MOBILIZING OVER $500 BILLION IN THIRD-PARTY CAPITAL.
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BREAKING: A total of 911,500,000 shares of SpaceX, $SPCX, held by employees and early investors, become eligible to trade tomorrow. That's ~43% more than the 638,900,000 shares issued at IPO. SpaceX's free float is set to increase from 4.9% to 11.8% of outstanding shares.
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$BE … they pumped it 10% and faded it completely. This is the kind of price action that demoralizes the bulls.
Replying to @StockPrinter
Probably +10% pump after print comes out to trap bulls and then they just sell it to rip bulls hearts out.
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I want to go on vacation but there’s so much money to make on the short side from the blood of retail pigs.
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Will be interesting to see if $BE earnings send it to $150
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JUST IN: Trump had a profanity filled meltdown at his advisors this morning over tricking him into going into an unwinnable war against Iran.
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As my friend @WalterDeemer says, "When it's time to buy, you won't want to". That's NOT what's happening in $SMH. Inflows are spiking as the stocks weaken; bottoms are historically built on fear, not greed.
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There’s a large grain of salt!🧂 Kimi is still calling itself Claude.
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Down so bad, I subscribed to Michael Burry
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BREAKING: 1 in 30 South Koreans hit with margin calls as the KOSPI crashes
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Listen to me about $NBIS anon. I am the chain
Did you buy the $NBIS dip anon
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$NBIS wants to drill through $200 Easy short. $200 calls will be $0 on July 17.
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