Will admit, those in the business who love talking ideas, all falling in love w ai capabilities rn. Those who love process, scared shitless

Best PM in the biz last few yrs on what makes him different : I don’t walk in to work afraid every day

Never look at these things but mkts rarely give it to you this easy

Oh Canada . What a goal

For all the ppl bitching about software on the way down. Buy it on the way up

Been doing this awhile. I don’t think I have seen a better run in any public asset ever , than SNDK

Feels like revenge of jensen incoming

Micron 10x book, hit twice in 90s. Looking for records now

last 6 months been some of the most fun in my career

Very regretfully reiterating pounded table status. Not good what’s happening in the world and not looking to cash in, just trying to provide for and protect my family

Canadian energy names were working even before Venezuela. Retail flows have been 💪

Colette just a dog with peanut butter in its mouth on this script

When u ask every model to rank all models as investing assistants and ask them to be objective, they all still put themselves first, except for Grok which puts itself last

The bear case for AI/mkt is not that capital intensity goes up it’s that it goes down…was deepseek/January really that long ago

Breadth was hanging in there until this week

Sheepishly maintaining table pounder and reiterating “paid to wait” 🫠

Upgraded to table pounder