Trader. Long vol. Short shitcos & charlatans. Oh, and calendars. I love calendars.
Belgium
Joined February 2017
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Anyone have a possible explanation for why such large blocks in tightly held $HLF get shifted around on a daily basis?
John Hempton on why he is going to buy some Anthropic. What a great conversation
youtube.com/watch?v=GY5YyPLf…
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Rob Forth retweeted
“I canceled my 10b5”
CoreWeave CEO on CNBC: “I canceled my 10b5” (no more insider selling!)
“You can look at the trajectory of our adjusted operating returns and realize that it’s going to be far in excess of 16%” “I would love to buy those bonds, but we have better uses of capital in our company” when asked by Cramer on why he doesn’t buy back the company’s bonds
Had prepared myself somewhat for wild outcomes in either direction with straddles on some names and a bullish bet on SPY against my bearish positions but still shocking to see all these shitcos flying off again.
If trading platforms had sounds, you'd hear the screaming of monkeys
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My dad used to have a joke about a guy who arrived late at work and used the excuse that his horse had dropped dead. Then a second guy did the same. The third guy who arrived late told his angry boss that he couldn't help it because the street was blocked by dead horses.
Like Rep. Stansbury, I was stuck behind the same police escort blocking the Capitol when Republicans closed the vote. I would have voted no and believe strongly that Pete Hegseth should be impeached.
Readers added context they thought people might want to know
415 members voted on the motion. Reporting indicates the police-escorted bus incident occurred 3.9 miles from the Capitol with no blockage preventing access to the building. The schedule was known since November 9.
clerk.house.gov/FloorSummary/V… hindustantimes.com/world-news/us-… npr.org/2026/11/11/nx-…
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Where are those $IREN bulls when you need them? Lame bastards.
Anyway, one thing that stands out is that while management was suggesting the days of raising money were over, they sold 500M worth of new shares in the quarter.
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In capex they spent $4.8B. On top, accounts payable increased with $700M. Would that fully cover GPUs needed for Horizon 2 and 3? Below table from their presentation isn't that clear.
Again - investoors, please help me out. I'm sure you've done the work on this.
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Things are movin'
Breaking News: Congressman Thomas Massie is reading Articles of Impeachment against @SecWar Pete Hegseth on the House floor now.
Watch here: youtube.com/live/3EmwC0QQ8f8…
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