Profitable in All Market Conditions 1/4 Yard AUM | Professional L/S PM Former K-1 Fighter See Pinned Tweet for Alpha

An Exceptional Success Story
Joined July 2020
Midterms. End of year. Stocks up 100s of % YTD. This is the time to panic. This is the time to take profit. If you somehow don’t have profit why are you even in the AI trade? Go buy $VOO
1
7
555
Everybody has gotten into their short positions. Now they need the payoffs.
BREAKING: Bank of America is warning that the AI boom is starting to look like a classic boom-and-bust cycle. The warning signs: surging spending, intensifying competition and falling prices.
267
Trump is 80 years old and his 2nd term has been so bad he’s now the consensus worst president of the 21st century. For Trump image is everything, you are not prepared for how badly he will wreck the markets when he loses the midterms. Everything lower. Especially AI.
1
5
283
Stock Printer retweeted
BRAD GERSTNER: - WE HAVE SOLD ALL OUR $CRWV COREWEAVE, DON'T OWN ANY OF IT TODAY - WE'VE TAKEN EXPOSURE DOWN OVER THE LAST 3 MONTHS, WE FELT AI HAD OVERSHOT AND WOULD LEAD TO A PERIOD OF CONSOLIDATION - MOVED 10% OF OUR BOOK INTO $META AND $TSLA as of the last 13f filing on 8/14, which accounts for all trades up until 6/30, Altimeter reported a stake of 6M shares in which they added 1.5M shares in Q2 since then, they seemed to have liquidated the entire position and rotated
211
88
27
2,179
385,009
Who could’ve seen this coming…
*SOX SET TO MATCH LONGEST LOSING STREAK SINCE MAY 2006 SOXX down for it’s 8th consecutive day
237
Huge amount of capital being used by big players to support $ORCL If it’s not enough, catastrophe. If it is enough might stop the bloody diarrhea . $ORCL debt is a landmine the entire AI industry tiptoes around
3
8
1,011
Stock Printer retweeted
Reversion to the mean
1
2
382
Someone big blew up in neoclouds…
2
214
You were warned.
Midterms. End of year. Stocks up 100s of % YTD. This is the time to panic. This is the time to take profit. If you somehow don’t have profit why are you even in the AI trade? Go buy $VOO
2
224
Nothing irrational about those bond yields. $CRWV will bring the whole high beta AI trade down with it $ORCL will punish the mega caps
$CRWV - *COREWEAVE CEO BLAMES SHARE DROP ON MARKET ACTING 'IRRATIONALLY'
2
361
Stock Printer retweeted
👂 He told you when to buy… he’s now telling you when to sell… 👇
He's got his out now... dem's win midterms mkt free dump
60
91
11
900
132,827
Opportunity in $NBIS will come off the back of $CRWV catastrophe. Remember that due to algorithms similars trade in bundles. Same bucket different quality.
237
After decades in the game Michael Burry’s losing streak has gotten so bad he’s resorted to openly pleading with the stock market
For the benefit of humanity, the markets should tank hard and prevent the OpenAI and Anthropic IPOs.
4
353
The real pause we need to be discussing is not for AI labs. We desperately need a pause on robotics. This, unlike generative ai, is not an arms race. Let China beta test this for us. Don’t let a trillionaire end our planet and then personally escape to Space. It’s not SciFi
We don't stand a chance..
3
669
*ANTHROPIC EXPECTS TO MATCH SPACEX’S RECORD IPO SIZE OR TOP IT Anthropic said to prepare IPO filing as soon as the end of August
5
7
7
130
52,819
Crypto bear market is over. Prepare yourselves. The financial side of this platform is about to get significantly more retarded
2
1
3
928
Reversion to the mean
1
2
382