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I wrote my first article on Substack titled Ginkgo Bioworks $DNA A company positioned to capture multi-thematic tailwinds in AI, Robotics, and Global Biosecurity. It's $5. Give it a read, let me know your thoughts. biotechangel.substack.com/?r=1blthc&utm_…
I don't agree with everything she has said, but you have to give credit to MGT for standing up and demonstrating her values. Respect.
Rep. Marjorie Taylor Greene says she will resign from Congress effective Jan 5, 2026. In her announcement, she said that regardless of which party is in power, “nothing ever gets better… the debt goes higher.”
👀
$CORZ Two Seas Capital, the insider that urged shareholders to vote against the $CRWV merger, now own 8% of the company after purchasing an additional 6.4 million shares: sec.gov/Archives/edgar…
I never thought I'd say this, but yea, I side with MGT here.
President Trump just attacked me and lied about me. I haven’t called him at all, but I did send these text messages today. Apparently this is what sent him over the edge. The Epstein files. And of course he’s coming after me hard to make an example to scare all the other…
If your customers DESPISE your business model (intermediary for scalpers) then you're going to have a bad time in the public markets.
The StubHub story: 1) Go Public 2) Refuse to give guidance ????
Feels like this went largely un-noticed but it’s an important read as OpenAI starts to have an unnerving attitude about its financing
I don't understand why people would allow him to manage their money. His podcasts show he has a clear bias baked into this thinking. This is not the type of mindset you want from your HF manager.
Hedge fund investor Anthony Scaramucci’s firm sent a letter to clients in his opportunity zone fund with a sobering message: You’re likely facing a total loss -- BBRG
I say, use whatever works for you and don't minimize other for working on their own systems. Trading is a canvas, use whatever tools you have to paint.
Traded during six different decades. I have never understood the love affair with volume profile. Sorry youngsters, I just don't understand your fantasy.
Brad Setser is the authority here. Listen to Brad.
Didn't realize the US Treasury was in need of Argentine peso funding ... live and learn (Bessent is drawing a ridiculous distinction between a swap and a bailout; what is true is that one man's rescue loan is another man's bailout -- the structure tho doesn't matter)
America first, ammairite?
BREAKING: Trump says there isn't enough talent in the US. Trump: You have to bring in talent. Reporter: We have plenty of talented people here. Trump: No you don’t... you don't have certain talents.
I took 8+ friends out to dim sum after SF beer week. Quietly paid the check and went all went home. I haven’t mentioned it since cuz they are friends, and that’s what money is for.
my buddy took a tech job in sf out of college. one of his new tech friends invited him over for a steak dinner. he was cooking a1 wagyu steak, would he like to try any! anyway after the dinner he immediately gets a venmo charge from the guy
A) Powell is a registered Republican. B) Trump keeps calling the guy an idiot or a 'nincompoop'. Why would he align with Trump's demands if he's getting kicked out of office and ridiculed by the current administration?
Broooliooooo 😂
BREAKING: OpenAI is requesting US government support to help guarantee financing for the massive investments in AI chips and data centers it needs for expansion, per Bloomberg.
Damn.
Hi Bill, This New York mayoral race drew the highest voter turnout since 1969.
Maybe time to revisit @Citrini7's GLP-1 basket. $ESTA up 20% on earnings, $LLY sniffing ATHs, some of these stocks look like dumpster diving but may have a story to turn momentum around.
There's a capacity issue in the US high-protein yogurt market Danone says demand for high-protein yogurt in the US is running so hot that they literally can’t produce enough. Because of that, they’ve been slower rolling out new products and even had to limit distribution on…
Waiting to dig into this report once it's available on my portal. Good find from @justfactstruth here.
$FTAI PLEASE READ AND SHARE THIS POST I uncovered the reason for the selling pressure despite strong Q3 earnings and the monumental PMA approvals. Believe it or not — another short report But this time an AI-generated research firm no one has heard of called Forensic Alpha…
They are reading the tea leaves.
Yup. Very under followed. This person is gold.
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