Oh Come On! (@BluthCapital) header
Oh Come On! (@BluthCapital) profile picture

“There’s always 💵 in the 🍌 stand.” -GOB Sr. || “Do you have any idea how lucky you are to have thousands of people who can tell you you’re wrong?” - Kahneman

CT
Joined March 2012
Photo by Oh Come On! (@BluthCapital)Photo by Oh Come On! (@BluthCapital)Photo by Oh Come On! (@BluthCapital)Photo by Oh Come On! (@BluthCapital)Photo by Oh Come On! (@BluthCapital)Photo by Oh Come On! (@BluthCapital)Photo by Oh Come On! (@BluthCapital)Photo by Oh Come On! (@BluthCapital)Photo by Oh Come On! (@BluthCapital)Photo by Oh Come On! (@BluthCapital)
He didn’t just hate the railway as such; he hated the way it flattered people with the illusion of progress. What was the point of scientific advance without moral advance? The railway would merely permit more people to move about, meet & be stupid together. -Julian Barnes $TWTR
2
7
2
108
Never deleting this app
Idk, I think the Reddit experience is much better for not having a bunch of dumbasses like you on it.
2
538
Since anyone with a brain knows “the shorts” don’t really exist anymore, the new bogeyman is PodBlowUpooor.
Can’t wait until tomorrow when everyone asks “which pod blew up today?”
8
736
Oh Come On! retweeted
Is the next 12 months just reversing all these trades?
$INTC up another 9% today Up another 1.5% after hours
6
11
118
13,326
Replying to @bubbleboi
welcome to the big leagues, bubble boi
1
15
1,548
“Code is law” should grant the defense summary judgment
This quoted post is unavailable.
2
405
Entire index is a dispersion trade under Gamma Grips. META was up AH too. The $AAPL bull thesis is that the biz is meaningless but since it’s not AI it moves inversely to AI names. It’s fair price is -75%. Only when flow overcomes gamma grips does price discovery occur
Amazon gets crushed so they pump Apple some more AH. This is beyond comical. 😴🍎
1
6
804
The @FTC $DASH $CART deal remedy should be: “All prices must reflect in-store prices. All other fees must be a single line ‘Delivery Fee’ as that is what consumers pay for & your entire value prop. If you ever advertise ‘Free Delivery’ the cart must = the in store cost.”
1
11
1,537
The entire premise of these cos is lying about fees and then they have the chutzpah to say “Free Delivery” while adding 26% in fees.
2
3
499
It’s akin to Subway advertising “Free Subs” but charging you a $1-per-inch “platform fee.”
1
262
$NTDOY dropped to 80k "past mo" as preorders rolled out Now back to >100k #4 overall & GTA #12 w 10k Obviously GTA will sell more digitally But the fact this is even happening - a $40M reboot 10x'ing a $1B AAA on biggest etailer - just wow.
$NTDOY *dominates* boxed sales (which is a strategy as retailers push it for them gratis): $TTWO GTA IV: 8k preorders across PS/Xbox at $AMZN in the last mo Zelda: *ONE HUNDRED THOUSAND* 12 to 1 = Back Catalog vs biggest AAA game this cycle w 1/5th the install (24M vs 130M)
7
609
Sized appropriately, my most fun positions ever: $EXFY (SaaS below cash) $NTDOY Short $ALGN during Covid (was fun to hate on the stupidity) Short $BYND (after being sized *inappropriately*) $PM while ZYN was ramping $MO at 10% yield (invincible to swings) Seeing $TOST everywhere
2
13
2,473
It's sad when your thesis plays out and then, e.g., you're out and see another restaurant get added to TOST and you're not long. All the old Thesis 'Member Berries are firing & you have to remind yourself the price now reflects the thesis. The opp has passed.
1
380
These commercials were awesome.
RIP Patrick Stewart Never forget when he told Tua “you’re not built for the moment”
1
1
728
Obligatory post of easily one of the top 5 remixes ever created. nitter.cf/1001TLtv/status/176040…
.@imjojolorenzo remixed @Creed into a house music belter and it sounds absolutely epic 🤯🔥 Track ID: Creed - One Last Breath (Jojo Lorenzo Edit)
295
When he was cast as Professor X it was one of those "thank goodness they did the right thing." Little did I expect that Jackman as Wolverine would become so iconic. 9 movies! That's an many as Evans at Cpt America (not counting cameo/credits scenes)
Patrick Stewart, who will be remembered most for his roles as Captain Jean-Luc Picard on “Star Trek: The Next Generation” and as Professor Charles Xavier in the “X-Men” films, has died at 86. variety.com/2026/tv/news/pat…
1
504
If investors bid multi-decade old cos to 35x earnings and then 5 yrs later the stock is flat and 20-25x earnings, I wouldn't blame mgmt. When other investors pull fwd 5+ yrs of earnings for you, why not take it?
13
1,043
$QQQ megacap longs can't complain about anything this year: the index was flat, then a *$190* - PLUS 33% run happened in 1 mo! - on a failing Iran resolution - then its been flat. Literally free money that wasn't given back. That's been the backdrop!
4
700
This is for the $100 controller or S2. Zelda game is a week away $NTDOY
The line at Nintendo NYC goes from 5th Ave to 6th Ave… 😭
574
We have to go back. $NTDOY
Footage of a Nintendo Power Line (Nintendo Power's hotline) employee helping someone with questions about The Legend of Zelda
4
657
Remember when the bear thesis was the console generation transition? $NTDOY
line at the Nintendo store this morning was wild. Everyone wants that legend of Zelda switch 2🫡
2
1
14
1,031