Browse the directory

the famous fact here is that an H100 costs more to rent now than it did 3 years ago, even though we have much superior technology. And we have much more compute in the world because as models get smarter, the opportunity cost of compute gets higher.

There's no bidder outside of Saylor right now. There's just not. Long BTC, it could have just got an entry on literally anything else, didn't do it.

ETH market cap is way too low in relation to Bitcoin. But it's like, what does that even mean?... it doesn't make it attractive.

You go out on a podcast, you break and violate an NDA... Marvell freaks out. They pull the deal. You now have lost your main source of revenue.

it's a disaster until further notice because it's just the same... It's not going to come back unless things start fucking candling going up. And the only way things are going to candle go up is if there's something new to do.

Oracle, which I was trying to make a case why this would be an interesting trade is they have, you know, they've invested like a trillion dollars to build out data centers for OpenAI

all of the Elon paydays to come from here are dependent on ridiculous goalposts for SpaceX... every second he spends on Tesla is one second he cannot spend on getting people to Mars

the concentration of upside in a handful of assets will make it easier to generate massive returns. There is less capital looking at crypto exposure than ever before. This all changes with the rapid repricing of Bitcoin this year, which I believe is inevitable.

Bill Ackman has just IPO'd his fund Pershing Square, PS, and it does not look good.

there's a stock Chris Camillo has been talking about who is coming on the stream he's been talking about Coco on stream, and I've never heard of the stock before. The Vita Coconut Company. This is what I drink.

I think the market was trying to figure out why they missed. Let's fucking go. Green, green, green.

April 2026, believe it or not, was the worst month ever in terms of DeFi exploits. $635 million lost over 28 exploits in 30 days is hard to fathom.

USA is bankrupt, hyper debt is out of control. This is why markets will go up for many years. Billions who own no stocks will become much poorer. USD is worthless.

Oh dude, GME, are they really gonna buy Game-- uh, eBay? I want to long GME, but I don't know where to long it.

My new favorite stock is IKBR... They just added trading for South Korean stocks, which is really lit.

Qualcomm, which I like because I think it's fun for the OpenAI phones, down 1.5%. I don't really understand the business.

Hood up 4, but really it's crazy, Hood just trades like a crypto stock. That's why, honestly, I don't know why you would hold Robinhood in 2026.

Palantir earnings are out, earnings per share beat by 18%, revenue beat by 6%. This is probably your software long, huh?

I think the eBay thing makes a lot of sense... eBay is a fucking behemoth and it's pretty dead, like it's a hollow behemoth... but it's a massive marketplace.

some of these all-time high breaks feel like... I did it on NVIDIA. I bid $212... if Nvidia comes back for $216, really if it comes back for $212, we're in there. We are in there, brother.

Micron puts in another one, up 11%, and it is now up 25% since Air Mask came out of a 6-month hiatus to say everyone is retarded. I'm stacking Meta and I am buying Micron.

defense is crushed today. It's trading like there will never be war again. Pete Hegseth would be down a ridiculous amount... I think on Lockheed is what he tried to long. He'd be down a lot.

Ryan Cohen right now is on a fucking god run, brother.

in like 18 months everyone's gonna forget this and everyone's gonna be like, DeFi is rock solid. Like, how do we build on top of this?

South Korean index is up an unbelievable amount... It really has a lot of the speculative gains that Bitcoin and crypto should probably be seeing.

GME, which you know I fucking love right now, down 5.

I'm still on fade war until further notice, but this is not ideal.

You know I hate Tesla.

Bitcoin dominance, which is my bet by the way for this cycle, is if there is a new crypto cycle Bitcoin dominance goes down only.

Pavel Durov did come out and tweet about the TON price, which is unbelievable. I will say unbelievable that, that happened.

Hims earnings on Monday is up 10%, painting a pretty chart, cannot lie.

Monero, when it gets delisted from exchanges and it's like criminal coin and institutions can't touch it, versus the Zcash thesis... Bitwise and other asset managers sell it to boomers. That can't happen with Monero.

Micron SVP Jeremy Werner said reality on the circuit that agentic AI is causing context length to grow 30x a year. That is insane. 30x a year.

I really liked the thesis that he presented... Bitcoin is the collateral for this new like banking product where you are paid the interest rates, the yields that you ought to be paid. Yeah, I like it. I like it. He just has to manage the risk.

we have Cerebris IPO on Thursday... I think it's gonna be hyped on Thursday, man

We're bearish on the US dollar mainly because sort of the top of the historic range in terms of purchasing power, and foreigners are way, way overloaded in dollars

I will pick copper... We are still completely underestimating how short we are

eBay going up would signal theoretically confidence in this takeover at $125

Ford stock surges as Morgan Stanley gets bullish on energy storage business... Ford's new energy business could be a winner for the automaker

peptides, it's a freight train. It's coming for us fast. No one, no one is going to stop this freight train. I said the same exact thing about Ozempic back in the day.

Barclays also piggybacked off Morgan Stanley saying Ford Energy could be an incremental $3 billion revenue, huge opportunity

Best Buy sent out an email to customers claiming that GTA pre-orders begin May 18th to May 21st

Circle is in a really tough spot against Tether... and they really need to win Hyperliquid

we visited Poet's HQ building in Toronto. We found abandoned rooms, and none of the tenants on the same floor recognized Poet. This is some Nick Shirley shit, bro.

And again, Tesla's my least, probably my least favorite stock. At the moment based off of devs launching a second token. All of devs' incentives are to make second token go up higher.

Zcash, not high time frame good, low time frame pretty ugly, is $5.15. I'm still long this with you know, my net worth.

the one I keep seeing everywhere is Uber. Uber, Uber, Uber, Uber. I see everybody talking about Uber... Everyone's filing Uber.

he opened a brand new put on Infosys, and that means he thinks AI eats Indian IT outsourcing. Coding agents replace the offshore dev shop

SEC said to lean toward allowing third-party tokenized stocks without issuer consent. Is that Hyper could go up on that? Wow, what a fucking announcement. That seems insanely big.

Probably think Hyperliquid and Lido are still under-owned. They both have strong business fundamentals while hitting the current regulatory zeitgeist. Target $69 and $2.

the ultimate bull case for ServiceNow is that it's so complicated and intricate and integrated into so many companies that it would cost all of these public companies more money to get away from ServiceNow than it would to just keep them.

MP Materials he owns 10% of... The Pentagon invested $400 million in newly created preferred stock and established a 10-year offtake and price floor agreement.

Roblox on news of big buybacks is up again, another 3%

SpaceX after IPO Musk will be CEO CTO and chairman of the board Tesla... I don't understand who the Tesla bidder is... the only rationale here that makes sense is you... they're going to just roll it up

a beat, fuck it, rip it higher

we need NVIDIA to keep growing. And I love the cheap, it's cheap propaganda because it is cheap. It is cheap.

Nah, we're all buying, bro. We're all buying SpaceX.

Long Hype, Zcash, Micron. You're looking at my wallet, brother.

chat logs from a major LLM hacked publicly on the internet for everyone to see... I do think it would be nuclear

AOC becomes president. She breaks up Google.

Deepseek and/or Chinese AI lab takes the lead. Very realistic. 4 out of 5 is crazy, but very realistic that this happens.

What sector would I never... like what stock sector would be actually worth zero in 10 years... cruise ships. Cruise ships, 100,000%.

Take-Two Interactive, which could be a very interesting trade, is down 3% today. Is anyone in this?

I do not think the street is accurately pricing in their role in agentic commerce.

DeFi is going to have a tough 12 months with all the AI-assisted hacks. But when we get out the other side, it'll be probably incredibly super hardened DeFi

proprietary frontier AI is 10 to 100 times more expensive than the equivalent open source model, self-hosted... I think we will get more of this move to the edge.

they're highly optimized around— they have some like variant of elliptic curves... they're super optimized around like their stack and that's all going to have to be rebuilt.

there's this asset called Hype, which we think is one of the best assets in all asset classes, not just in crypto. We think this could be a stud in equities.

the problem with the local AI thing, I think the best exposure is probably Apple, just like everything's ATH.

It's actually a decent bull case, I'm not gonna lie. This is a decent bull case... you have an entire generation that's now growing up like banking with Robinhood.