
@worlds50beaches Co-Founder & Judge. 🌴☀️🌊
On A Beautiful Beach
Joined May 2009
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Bobby Heard retweeted
Probably better to see some noticeable productivity acceleration on a macro level before pitching 5x the growth rate ever seen in the history of man in just 3yrs.
xitter.cf/scaling01/status/21112…
notice..
> Delta is blocking AI agents from booking flights
> JPMorgan Chase and Charles Schwab block agents from accessing accounts
> Yelp requires paid data licensing for agents
> Amazon has blocked Grok bot and other shopping agents.
the internet is starting to block AI agents that were supposed to do everything for us
Bobby Heard retweeted
Nikola rolled a truck down a hill and everyone called it fraud. Tesla flips an empty tethered roadster with a tank of air and the stock goes up 3%.
What is the difference?
Bobby Heard retweeted
The damage Trump has caused to U.S. cannot be measured even in the $$$ Trillions.
The U.S. moral bankruptcy, the betrayal to its allies. Trump will be go to history books about how U.S. lost World dominance and became irrelevant.
At this point, the thing that would cause the most pain is a massive rip into the vote. $CCXI
All signs point to this being resolved quickly and being caused by an anchor issue with a large tanker arriving.
Bobby Heard retweeted
Idk how you look at this chart of the Kospi, the former global momentum leader and poster child of the AI trade, and conclude anything other than the tech bull market has serious problems brewing
Bobby Heard retweeted
BREAKING: Trump accuses Ukraine of meddling in US elections after Ukraine attacked Russian data centers, causing a temporary decline in bot traffic.
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When $SPX ignores South Korea's KOSPI 200, as it currently is. Weekly chart.
Driving across Bali this morning and there are *massive* lines for fuel at every gas station that is open. Some are closed. Lineups at least several hundred meters long at each.
When $SPX ignores South Korea's KOSPI 200, as it currently is. Weekly chart.
$CCXI The rule of the NAV magnet: the force becomes stronger the closer it gets.
We're headed to $10.50, imo. Maybe even NAV at this point. If we see these prices, it would be arguably the best risk/reward trade I've ever seen (until merger vote) and I will be going *full* port.
Replying to @SPAC_zilla @agilityrobotics
Kind of both.. I'm long but think there's a 60-70% chance it comes down to $11 or so. Doubt it literally touches NAV.
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BTIG WARNS OF “BUYER EXHAUSTION” IN SPY
BTIG flags a potential buying-climax signal after SPY posted at least six consecutive gap-ups into a 52-week high, followed by a gap-down of more than 40bp.
The setup has occurred three times recently — July 2024, August 2025 and October 2025 — followed by immediate peak-to-trough declines of 9.7%, 3.0% and 5.4%, respectively.
I think the market starts a 10%+ correction in the next few days/weeks. $SPX

















