The Transparent Learner
@soodrish
Dad, Husband, Tech PM, Michigan Grad (Go Blue!) Investor. Process → Prediction
BREAKING: Tesla has released its 2025 proxy, and it includes an unprecedented $1 trillion pay package for Elon Musk (if he meets all objectives). If Elons wants to receive the full award, he will need to create $7.5 trillion in shareholder value, making @Tesla an $8.5 trillion…
X feature request: autosaving drafts as you write posts. Maybe I’m just a schmuck who accidentally closes a tab or refreshes the feed while writing, but there’s nothing more soul-crushing than writing a long post, feeling like Shakespeare, and then losing the entire thing. Cc:…
$NBIS Bear Cases Yesterday I put out a post asking for some bear cases. Here are the biggest arguments against Nebius that weren't completely ludicrous, along with my rebuttals that helped me form a stronger thesis. “Capex is massive relative to revenue” - The…
When you are trading a Covered Call… You are SELLING TO OPEN If you want to close that trade: You are BUYING TO CLOSE A lot of new options traders get confused by the fact… …that you are “selling” something to start a new trade… …and “buying” to close that trade out 🔥
My name is Kristin Song. On January 31, 2018, my son Ethan was shot in the head in his best friend's house. The father/gun owner stored 3 handguns and ammunition in a shoebox. Ethan's friend had been accessing the guns for over 6 months. At the hospital, the ER doctor slid…
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