Alces

101, 1/75, 200W, 4G

[Tracy Alloway @tracyalloway]

Hyperscaler free cashflow projections via Charlie McElligott at Nomura:

[Alces @Alces131]

shorting $SPCE today was pretty easy trade

[Alces @Alces131]

should've bought some 0DTE puts

[Alces @Alces131]

@iancassel cool timing, just got into golf and started reading this book the other day

[Alces @Alces131]

@HamptonAc_ all true, except barber is closer to $9000 a month (2x an hour)

[Yotsu Blast @Yotsublast]

@disclosetv You never know what's gonna happen these days

[Alces @Alces131]

whenever you think the Trump admin has any grand strategy remember this is the administration that put 10% tariffs on an island of penguins (Heard and McDonald island) $SPX $Iran

[Alces @Alces131]

@s_schoder @jimcramer The markets changing its mind everyday

[Alces @Alces131]

$QQQ down 0.78% nice call! @jimcramer

[Jim Cramer @jimcramer]

I make the ratio tonight wrong. I could see us down a least .75 in nasdaq futures given the now very big run from the bottom in oil

[OSINTdefender @sentdefender]

The Commanding General of the U.S. Army’s 82nd Airborne Division, Maj. Gen. Brandon R. Tegtmeier, and his “command element,” members of his headquarters staff, have been ordered by the Pentagon to deploy to the Middle East, as several thousand Paratroopers with 82nd Airborne Division's Immediate Response Force (IRF) prepare to deploy to the region for possible ground operations against Iran, officials tell Fox News.

[Alces @Alces131]

@buccocapital ahh you're saying go long memory semis and short software got it

[Alces @Alces131]

$SPY $QQQ Shut the government down again!

[Alces @Alces131]

$DIBS solid quarter. “delivered Adjusted EBITDA well above guidance and our strongest margin performance as a public company...on track to achieve positive Adjusted EBITDA in the fourth quarter and for the full-year 2026...Board authorized a $12 million share repurchase program"

[Alces @Alces131]

me buying $PYPL (yet again)

[Alces @Alces131]

$DIBS trading near cash on hand, the market’s pricing the luxury marketplace business at basically $0

[Alces @Alces131]

@calvinfroedge this is a great tweet

[Alces @Alces131]

@Nebraskangooner feel your pain, sold this and $ALB a couple weeks ago

[Alces @Alces131]

@marketplunger1 Used this same model for $AMD a few weeks ago

[Alces @Alces131]

@elonmusk bring back the Bull Moose Party!