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Stock. Poker. You can be so much better.

Philadelphia, PA
Joined March 2012
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xTrade ⚛ retweeted
Altimeter and Atreides together hold more than $25B in assets. Elon and the founders of Uber, Shopify, Replit, and Vercel have all posted in support of Jensen’s reinstatement at @nvidia. So, this has only begun. Anti-Jensen board members will likely face escalating pressure from employees, shareholders, partners, and customers until they step down and reinstate Jensen Huang, who was after all the founder and CEO that built Nvidia into one of the most important companies in world history.
This letter was sent to Nvidia's board today. A first for @atreidesmgmt Absolutely share @altcap belief that this letter outlines minimum acceptable standards.
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xTrade ⚛ retweeted
This letter was sent to the Nvidia Board today which we believe outlines the minimum acceptable standards the Board owes shareholders as it manages this difficult situation. Onward. 🫡
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xTrade ⚛ retweeted
Cerebras today announced financial results for Q3 2026, delivering record revenue, and raising full year outlook. Q3 2026 highlights: • Record Revenue: GAAP cloud revenue grew 265%; Core cloud revenue grew 272% • 700 MW of data center capacity now under contract • Commercial wins with 2 new hyperscalers • Day-zero launch partner for @Kimi_Moonshot K3.1, running at up to 2,000 tps • Raised Q4 guidance and full year outlook across the board
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어제 본 것 보다 퀄리티가 더 좋아졌네요. 잰슨황은 자신이 만든 칩이 이렇게 사용될 줄은 상상도 못했을 것 같네요😄
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$INTC CEO Lip-Bu Tan will become the new CEO of $NVDA, IMO.
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$NVDA. Jensen Huang.
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You should say "in under 5 seconds". 15 seconds is like forever. IYKYK
If you solve this in under 15 seconds 🤔 You are officially Smart 🔥
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xTrade ⚛ retweeted
Mathematics is the true source of power. Every other science draws its strength from it.
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xTrade ⚛ retweeted
Replying to @KatieMiller
I remember that time when Masa, instead of putting $12B into Tesla for a 1/4 of the company to help me take Tesla private, instead invested the money in WeWork. That was dumb.
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xTrade ⚛ retweeted
The top 10 largest stocks in the world are now worth a combined $28.15 Trillion down from $28.62 last week
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xTrade ⚛ retweeted
This is a funny meme. "Future AI Data Centers." Perhaps less Democrat vs Republican bickering.
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xTrade ⚛ retweeted
Almost there.
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1st day after the midterm election: $MU, $SNDK, $LITE, $MRVL, $HUT, $NVTS, $RIOT,etc.
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xTrade ⚛ retweeted
One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up. So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us." Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026. There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true. But the real reason we lost is obvious to almost everyone. Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were: 1) End the war 2) Focus on cost of living/inflation 3) Put America First 4) Change our relationship to Israel Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.) In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you. The reason we lost is the war. The president himself said so last night. If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest. But everyone knows why we lost. And any honest conversation about where we go from here must start there. I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.
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xTrade ⚛ retweeted
JUST IN: Ron DeSantis odds surge over 100% to become 2028 Republican presidential nominee
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xTrade ⚛ retweeted
NEWS: I just got off the phone with President Trump. He says his message to Americans is: "My message is congratulations to the Democrats, and I look forward to working with you for the good of our country." cbsnews.com/news/trump-congr…
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xTrade ⚛ retweeted
*KALSHI PREDICTION MARKETS PRICING 94% ODDS DEMOCRATS WIN HOUSE & 73% ODDS DEMOCRATS WIN SENATE
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My prediction: GOP Senate 51 (+/-1). DEM House (< 15-seat majority). Main losers: polling services and prediction markets.
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Pretty soon, we won't have any option left but to ruin people's lives.
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