I, I wonder, what does a company like Hims do? How do you beat Bryan Johnson distribution? You probably don't... if you're Hims, how do you beat Bryan Johnson in over-the-counter drug distribution? You don't.
StubHub, this is the other stock that I took a position in along with AMC too for my IRL thesis. I entered right here.
the one that I like the most is copper. And I am not really looking... I've convinced myself this is a bottleneck of robotics and AI and the most interesting out of all of the metals.
I don't have a position on Hype. I love Hype. I would like to use this as an opportunity to buy some spot for the first time.
Robinhood had a sick day... I think it was just because Meyer Malka now bought 680 shares, $55 million of Robinhood over the last 2 weeks... That's a lot of fucking size. So good to know on Hood.
Yeah, I'm short every telecom stock right now.
OpenAI has 3 times the number of users as, you know, Amazon. It has 900 million chat DAUs and currently the market narrative and the market consensus is that Sam Altman's an idiot because he has 900 million DAUs and he's losing money on the DAUs.
Notice that we just spoke nearly an hour and a half about tech stocks without talking about Google. It's, it's the most consensus buy-side long. Everyone's long, right?
the ontology might not be necessary for vector database performance. And that's like the really like spicy thing is like, what if Karp's wrong? What if you don't need an ontology?
third biggest gainer of the day is AMC, which I announced yesterday I took a sizable spot position in... $196 is my entry... Pretty big size, man. I got quite a few 5 figures in there.
I continue to think the longer this goes on, the more likely we are to hit a curl pop on the oil trade. I just, I'm not gonna be there to do it.
if we topped for the summer and we don't make a new all-time high in the summer, this was to me, this was the first dead give, was Broadcom. Double beat, not strong enough, gets absolutely destroyed on earnings, and it's down 25%.