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The Clove, New York
Joined March 2010
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ANT to price and trade Nov 20th, expect at or above the high end of the range (currently $70-78).
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"I'm shocked, shocked to find that there's been gambling going on in this establishment! "... President Trump says he wants Vice President JD Vance to focus on "crime and corruption";
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We've launched Investor Day Candy (investordaycandy.com) and also updated our $ANT IPO expectation and suggest an excellent valuation framework from the GOAT @AswathDamodaran in the Candygram this week (ipocandy.com/candygram-11-09…)
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I don't like any of this language. Curses are for when you hit your thumb with a hammer, that's about it. And we need to start working together. Everyone has abilities and we need to find the highest and best use for them. The USA is about being better together than any one country, culture, race, religion or IQ.
If you sponsor this podcast, calling for the execution of Elon Musk, I will never use your product… and will buy from both of your top two competitors
This is unacceptable and dangerous.
This a dog whistle to murder someone because you disagree with them — and this is the same guy who joked about the assassination against President Trump.
Fuck this piece of shit.
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We are launching a new site/service called Investor Day Candy to add coverage to these events. Although not as profound as an IPO these can be opportunities for companies to recast their narrative and positioning with investors. The two main features will be a weekly "Radar" on what's coming and our individual "Takes" afterwards. More to come. Check it out here: investordaycandy.com
Join me at @Every's Thesis: 2027! Register for the livestream and watch for free on November 5, for the chance to win part of a $20,000 giveaway pool from partners like @AnthropicAI, @NotionHQ and @OpenAI. every.to/tv
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Here we go! Be careful with this one. Anthropic IPO Drops
ipocandy.com/anthropic-ipo-d…
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I wonder how bessent hiring judy shelton as an advisor might suggest some upcoming shifts in policy? @HedgeyeFIG @KeithMcCullough
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Everyone realizes that your proprietary data and processes are where the value is so it's suicide to hand that over to 3rd party AI, you need to build your own. Cooperation can happen as long as the $ can be tracked and shared.
This wrinkle is indicative of a bigger problem: the behavior of agents are still quite naive and help amplify a bunch of issues wrt the direction of AI - most importantly including those of strategy and long term competitiveness.
I suspect everyone will start blocking everyone shortly.
Plan accordingly.
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IPO Candy retweeted
SpaceX, Anthropic, and OpenAI are worth more than every U.S. tech IPO of the past 45 years combined.
Meanwhile back in the normal world the IPO machine operates on schedule - ipocandy.com/
ALT $HNUC $ASBH $OIG $XTRA $ALTR
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IPO Candy retweeted
🚨𝐀𝐈 𝐢𝐬 𝐍𝐎𝐓 𝐚 𝐁𝐮𝐛𝐛𝐥𝐞!🚨
The 30 year Wall Street Tech veteran is giving his latest A.I. update and answering YOUR Q&A with our global audience of 1O,OOO investors... NOW on Stock Talk Live! youtube.com/@MoneyMarkStocks
* F*** the bears. Here's PROOF AI is not a bubble!
* What happened at $CVV? Buy or Sell?
* What's the latest on $WATT? Buy or Sell?
* ALL YOUR Q&A !
We highlighted $AEHR @ 3, $NVDA @ 40, $MU @ 100, $ARM @ 100, $MRVL @ 70, $KRKNF @ $0.60, $OPTX @ 4.50 (and over 50 other triples) 🚀
More importantly, we showed you how to GET OUT opportunistically. What are the right moves NOW?
Stock Talk Live is LIVE... NOW!!!!!
tinyurl.com/MoneyMarkLive
🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥
NO picks closed at a loss since MAY... of 2024 !
What do you expect from the guy who literally...
* Sold picks to Wall St in the '99 bubble
* Was paid by JIM CRAMER'S funds!
* Called the rise/fall of MoviePass (& was in the movie!)
$AAOI, $AEHR, $AVEX, $AVGO, $CLFD, $CRM, $CURI, $CVV, $CXDO, $DELL, $DBOXF, $DRSHF, $EVLV, $GEODF, $GKPRF, $IDN, $INFU, $IREN, $ITMSF, $IWM, $IZEA, $KRMD, $MRVL, $MU, $NOW, $NVDA, $OKTA, $OPTX, $RDCM, $SMCI, $SPCX, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT
We wrote up a recent coverage trade to go through the process. Very few work out this well.
ipocandy.com/anatomy-of-the-…
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No position here but every time my sons and I go into $DKS we are surprised at how expensive everything is. It's like they don't understand that you can get similar stuff next door at $TJX or online for a fraction of the price. A baseball mitt is like $150. I get it if you NEED one NOW but man...
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