consultant. know stuff about industrials/distributors/engineering/built environment. NFA/DYOD.
Joined July 2012
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Sweaty Equities retweeted
Bet $10k on Republicans to win tomorrow
If they do, you get like 3-1 payout
If they don’t?
Just commit welfare fraud cause Dems aren’t gonna check on that
It’s a win-win for the financially savvy!
Sweaty Equities retweeted
BREAKING: We just caught another massive prediction market trade.
Someone just bet $100,000 that Republicans will win both the House and the Senate tomorrow.
They will win $1,684,023 if they are correct.
Sweaty Equities retweeted
In my 20’s, I used to work on Wall Street.
People my age now (45) said they were working 70, 80, 90 hours a week for their families…but all their families actually wanted was their presence.
They didn’t understand why their families resented how much they worked when they lived in a nice house, and their kids went to private schools.
It was just the world we all lived in. We knew nothing else.
I decided early in my startup journey that wasn’t going to be me.
My co-founders and I have always had a policy of quitting at 5 or 5:30.
By that, I mean:
> Shut off my laptop
> No more work talk
> Go home to my family
Frequently I’m out even earlier - 3-5, depending on whether I want to do something with the kids.
I rarely travel for work and don’t entertain for work.
My family life gives me energy for my work.
My work gives me energy for my family life.
I'm trying to stay not burnt out and excited about this for several decades.
Can every founder choose this?
Maybe not everybody, but more people have the choice than realize they do.
There is great reward that comes from designing a business around the life you want.
Sweaty Equities retweeted
🇺🇸 WHAT exactly is happening in Louisiana?!
While Wall Street is busy panicking about the AI bubble, companies are lining up to pour HUNDREDS OF BILLIONS into one American state.
And we're not talking about vague promises to create a few hundred jobs.
SpaceX has announced a staggering $100 BILLION spaceport near Pecan Island.
Meta is building a $50 BILLION+ AI supercomputer campus.
Amazon has announced another $18 BILLION for data centers.
And that's before you get to the enormous LNG terminals, steel mills and energy infrastructure projects spreading across the state.
Louisiana has already attracted more than $250 BILLION in announced investments, according to state officials.
Why Louisiana?
Cheap access to natural gas, enormous industrial sites, Gulf shipping routes, and a state government determined to attract big business.
Not all that money has actually been spent. Some projects are under construction, while others are still plans that need permits, financing and years of work.
But the scale is REMARKABLE.
A state better known for oil, gas and chemical plants is now positioning itself as a major hub for AI, energy AND space exploration.
And much of America hasn't even noticed.
Writer: Oliver
Sweaty Equities retweeted
Jeff Landry is an unbelievable governor. Louisiana is about to get stupid rich.
All red states should take notes.
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
Sweaty Equities retweeted
Louisiana could be the next California.
Take note.
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
Sweaty Equities retweeted
louisiana is currently a mid-tier state by GDP, but i wouldn’t be surprised if it cracks the top 15 in the 2030s.
it sits at the mouth of the mississippi river - the most important commercial waterway in america. it’s blessed with an abundance of natural gas and energy resources, sits at the heart of the gulf of america, and benefits enormously from offshore oil production, strategically placed refineries, and an expanding industrial base.
now with hundreds of billions in announced investments, louisiana has a generational opportunity to capitalize on its geographic advantages
time to play catchup.
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
Sweaty Equities retweeted
If anyone is curious about doing business in Louisiana and wants to get connected to the right folks to support them, lmk
@LEDLouisiana @Innov8Louisiana
Sweaty Equities retweeted
Louisiana is booming!
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
Sweaty Equities retweeted
MORE LOUISIANA HARDWARE MAXING!
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
Sweaty Equities retweeted
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
Sweaty Equities retweeted
So I used to work at Chick-fil-A years ago. It’s probably been 10 years or so since I work there, but I’m still friends on Facebook with my old boss and his wife, who are operators of three locations in the area. Last night after trunk or treat, we went through a Chick-fil-A drive-through and ordered food. When we got home, we noticed my sandwich was missing and my daughter’s side was also missing. We called up there and they said they couldn’t issue a refund unless we came up to the store, which definitely wasn’t happening last night. I made a vague post about Chick-fil-A letting me down on Facebook and within five minutes my old boss’s wife sent me a message asking what happened. I told her that it wasn’t their Chick-fil-A location, that it happened at, but they are still sending me a free meal through the Chick-fil-A app and apologized for what happened, even though it wasn’t their store responsible. This is why Chick-fil-A remains the superior fast food establishment. Customer service is unmatched.
Sweaty Equities retweeted
He’s very much underrated. People barely talk about him. Dude lost his dad Steve Jobs to cancer when he was 20 and ended up building a $1B+ fund focused on fighting cancer, backing biotech, AI drug discovery and cancer research.
Barely does interviews, stays out of the spotlight. Could’ve spent his life doing literally anything with that last name but chose this instead. Pretty fucking cool tbh.
Sweaty Equities retweeted
this might be my last normal tweet before biotech goes vertical
i'm not a whistleblower. I don't work at Lilly, Novo or any of the big labs
but there is a massive shift happening in human biology right now.
it's sitting in press releases and almost nobody reads them
the last 6 months alone:
- a once-daily pill roughly doubled median survival in metastatic pancreatic cancer (13.2 vs 6.6 months)
- a one-time gene editing infusion cut hereditary angioedema attacks 87%, and 62% of patients stayed attack-free and off all other prevention for 6 months
- a one-time gene edit for cholesterol dropped LDL up to 62%, and it held for over a year
- a personalized mrna vaccine beat keytruda alone in a 1,137 patient melanoma phase 3
- retatrutide hit ~28% weight loss in a phase 3
- an ai-designed drug entered phase 3
- a pill that regrows hair passed its second phase 3
- an immunotherapy that could let some rectal cancer patients skip surgery, chemo and radiation just got fda approved
- a man lived 271 days off dialysis on a pig kidney
- human cells were caught passing chromosome-sized chunks of DNA to their neighbors, and it changes how the neighbors behave
we are on the verge of an era where the human body is a software problem and the update cycle gets shorter everyday
stick around, it's going to get weird
bio/acc
Sweaty Equities retweeted
My biggest concern is that if there is a clean sweep by Democrats of the House, Senate and Presidency in 2028, they will:
1. Make DC and Puerto Rico states to gain a strong majority in the Senate.
2. Open the borders and legalize everyone living in America illegally to cement a permanent majority.
3. Increase the size of the Supreme Court to gain an immediate majority.
This would result in America becoming a permanent one-party state and the end of democracy in any meaningful sense of the word.
All that is needed to ensure this doesn’t happen is 51 Republican senators in 2029. That is why you should vote for Republican senators this election. Other reasons are irrelevant compared to this one.
