Porter Collins
@Seawolfcap
Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
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One thing we haven't see from Google is the intricate web of ponzi type deals unlike all the other AI players.
$GOOGL just launched Gemini Enterprise, its new agentic AI platform built to compete with Microsoft and OpenAI. The platform unifies Google’s latest Gemini models, a no-code workbench, customizable business agents, and a secure data layer, all managed under one governance…
Lots of people laughed at @LukeGromen when he mentioned this shift could occur post USD sanctions. The preferred reserve asset of central banks will be gold soon enough.
When geopolitical & socio-economic tensions rise, both people & nations turn to hard assets. One big buyer in particular has been Beijing. China has been swapping Treasuries for gold for years, lifting reserves to over 74m ounces. This is a reflection of both state policy and…
Good to see some things don't change.
An example of what many central banks have been doing, as China sheds itself of US Treasuries (though still owns more than $700b worth), they continue to buy more gold. China's gold holdings value (so tonnage + appreciation)
Since nobody is saying it I will: We're witnessing the largest and most concentrated instant market cap expansions in history with no proven future revenue/cost/earnings models to back up the investments or the valuations. This market is running on an incredible amount of blind…
$AMD - *AMD SOARS 38% ON OPENAI DEAL, ADDING $101 BILLION IN VALUE
$PCT: a lot of bears have been asking me recently "are you nervous we have haven't seen any press releases about orders"? Looks fairly promising to me but no big change in my opinion. The pic is from today's presentation.
U.S. Stocks are underperforming the rest of the world by the largest margin since 2009
Over 15 years since the book & almost 10 years since the movie & feels like we’re back on our trading desk talking about the GFC; Michael Lewis joins @Seawolfcap @VD718 & myself to talk about what has & hasn’t changed since 2008 & we take some questions! whatarewedoingonthedesk.substack.com/p/michael-lewi…
Yeah most SOC shareholders want the pipeline but at this point the environmentalists deserve the tankers all year long for 50 years and the $10b lawsuit. The definition of overplaying a hand. See 19m in.
youtu.be/woPOajRetsk?si… In the podcast Nick Welsh from SB independent says that he's heard a rumor that Sable will use barges (with the help of the feds) to ship oil instead of using the pipeline.
youtube.com
YouTube
Episode 520; Journalists Panel; Sept. 25, 2025
For those with a shorter attention span 😂😂 Sable Offshore $SOC is a true win-win for California: •Lower fuel prices for California families •More jobs and stronger local economy •Higher tax revenue for public services •Reduced natural oil seepage through the ocean floor…
This is a real problem. Power prices are already spiking and the AI companies are just ramping up their power needs.
Governors of more than a quarter of U.S. states pushed on Monday for greater influence over PJM Interconnection, the country's biggest power grid, where electricity prices are surging as AI data center demand outpaces the connection of new supplies. Rising power bills in PJM,…
This is no doubt a positive for both companies in the near term, but this is close to full ponzi.
$NVDA - NVIDIA CORP - TO INVEST UP TO $100 BLN IN OPENAI NVIDIA CORP - FIRST GIGAWATT OF NVIDIA SYSTEMS TO DEPLOY IN 2026
Huge addition (19 tons of gold) added to the GLD ETF yesterday. Haven't seen such a one-day sizeable inflow since early this year (Feb. 21 and March 20). Both occurred in the midst of the massive 33%, $876 gold surge that didn't peak until April 22 with gold at $3,500. There was…
Insider selling is usually the best indicator but when combined with fundamentals it can be a tell. Covered our short this morning.
Insiders at FactSet $FDS continue to make large, unscheduled sales
Whenever a major investor and historical outperformer puts all his eggs in one basket, it’s at least a good idea to explore the idea.
Statements like “the only way…” and “the last thing he is going to do…” are irresponsible. @BillAckman is speculating what the Administration will do, when even they haven’t decided. I say this out of concern for non-QIB equity investors. While JPS holders have contractual and…
It is abundantly clear that the administration wants Fannie and Freddie (F2) shares to go higher in the run up to a share sale. @howardlutnick knows how to talk a stock up and that’s precisely what he is doing here. Those that have suggested that the government is going to…
*US LOOKS TO BOOST NATIONAL STRATEGIC URANIUM STOCKPILE
Duh why are multiples high. Net supply is negative and remains negative. While bearish equities here clearly this remains and has been one of my most bullish indicators. Will issuance rise? Will buyback net retirements fall as the buybackers spend money on GPU's? Those are…
Probably lots of information behind this move but what is worse in my opinion is a high margin company with massive market share goes after their lowest level employees first to save money.
Sherwin-Williams suspends 401(k)-matching amid weak sales #MacroEdge
A new series from our Substack this week: Value or Value Trap? This week we have a conversation about the Offshore Drillers. open.substack.com/pub/whatarewed…
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