Bellfort

[Lee Roach @leevalueroach]

Ok full port stocks and gold. God boomers are going to be so rich. And then they will sell stocks at ATH and buy treasuries at 8%.

[TheKOOKReport @thekookreport]

Scott isn’t just some rando on X. Ignore him at your peril. The guy was in the biz. I know I read his insights with incredible care.

Can he be wrong? He says as much. But he’s helping you put probabilities on some of the near term upside scenarios.

$ASTS

[Bellfort @BellforttJordan]

Todo el mundo.

[TrendSpider @TrendSpider]

Wall Street has a cola preference 🥤
$KO $PEP

[TrendSpider @TrendSpider]

Wall Street has a cola preference 🥤
$KO $PEP

[Dr. Eli David @DrEliDavid]

France was one of the first countries to recognize “Palestine.”
Now Palestine is recognizing France.

[Elon Musk @elonmusk]

This is pretty cool

[First Squawk @FirstSquawk]

GameStop CEO Ryan Cohen reports open-market purchase of 700,000 shares at $24.4061 each

[C🅰️tSE @CatSE___ApeX___]

$ASTS is in a low volatility & low volume compression / coiling.

The Bollinger bands are tight well within the Keltner Channel (Textbook TTM squeeze).

Next directional catalyst will decide if it moves up or down. But move it will.

A lot.

[Anp🅰️nman @spacanpanman]

$ASTS: 🛰️Did you know that SiriusXM has 35 million satellite subscribers, which is 3x more than Starlink's 12 million?

➡️Yeah, we just hired their Chief Operating Officer, Wayne Thorsen, who was overseeing major commercial, product, technology, distribution and strategic initiatives.

[Heisenberg @Mr_Derivatives]

$GME Another day another $17M insider buy by Ryan Cohen.

That brings his total ytd purchase almost to $100M.

Sure it’s still just a fraction of his entire net worth.

But it’s still better than nothing or even an insider selling.

[Jawwwn @jawwwn_]

Happy birthday to Palantir CEO Dr. Alex Karp

[Tut C🅰️pital @kingtutcap]

$ASTS: The “stronger competitive alternatives” have not launched a single functional D2D satellite or have done ANY testing with MNOs but suddenly and out of nowhere they will emerge and take market share vs a company that has been doing this for the last 7 years 😂

[Tut C🅰️pital @kingtutcap]

Translation: We aren’t done wrecking retail yet and need another quarter.

[Kevin Mark @KevinMark]

“I’d much rather wake up at 22 with four years at Palantir than a degree from any college.”

[Kevin Chen @Defiantclient2]

$ASTS: BB14-16 spotted in between Tallahassee and Gainesville, about 4 to 5 hours away from Cape Canaveral if in a regular car. 🤝

https://t.co/HhjJHkWjgJ

[Ronan @Ronanchamberss]

This is why Peter Thiel was so successful. One of his biggest inspirations was the French philosopher René Girard for his work on mimetic desire (and it's consequences) - here's how it links to @shaunmmaguire's points:

"I left Silicon Valley... Because it's a monoculture... The most extreme group think of any place on the planet."

Girard's central thesis was basically: humans don't desire things autonomously, they copy the desire of others.

People fiercely defend the belief that their desires are individual/authentic (according to Girard "romantic illusion") when in reality they subtly train each other to want the exact same thing (in this particular monoculture it would be status associated with being a tech founder - ARR metrics, raise sizes, valuations, "frontier" ideas etc).

"So what do they do? They start stack-ranking each other... founder of co $100B market cap > founder of co with $50B market cap..."

Girard believed that when actors are in close status, they become mimetic rivals. Everyone is competing for the same narrow definition of success within the same tight ecosystem. They end up trapped in an ordered hierarchy where minute differences in status ($100B vs. $50B drive some sort of psychological rivalry).

"Pure toxicity that nerfs creativity... Reject this nonsense. Stay weird. Think independently."

Girard believes that intense mimetic competition creates homogeneity, sheep like or heard like behaviour. Instead of thinking about how can I create novel technology (a Facebook, a SpaceX, an AirBnB) new entrants focus on "how do i beet my peers at the game?"

This was probably the most dangerous part of a monoculture made up of mimetic rivals (from an investors point of view) - because theres no real alpha left - the competition just competes it all away. Everyones fighting over the same piece of the pie.

Where do you think he got his "competition is for losers" line from?

He got it from Girard.

Founders Fund was basically Thiel's vehicle to invest in anti-memetic ideas that Silicon Valley actively ignored.

1. Palantir - defence was taboo + governments were the anti-thesis of any start-ups philosophy

2. SapceX: Manufacturing and CapEx intense businesses were to be avoided - light scalable software was better

3. FB: Literally a real world social graph built around mimetic cultures (here i guess he was like ok we can profit of mimetic cultures lol).

Everyone should go study René Girard and then go look at all of Thiel's conference talks - it's the same lines over and over again.

pretty cool!

p.s. this is not exclusive to SF - it's exclusive to humans

[Tut C🅰️pital @kingtutcap]

$ASTS: Do you get it yet?

[Tanner Kirk Ottaway @tottaway22]

Let’s dissect the $ASTS BB14-16 shipping video frame by frame because I have a mental problem….

[Antonio Linares @alc2022]

Having demonstrated the power of their platform with the APOE-tau map, the intrinsic value of $NAUT’s platforms is $4-5 billion

It’s the only platform on Earth that can read the proteome at proteoform resolution

The market will soon understand

[Shaun Maguire @shaunmmaguire]

I left Silicon Valley 6 years ago

Why?

Because it's a monoculture

The most extreme group think of any place on the planet

Show up to a dinner party and everyone is in tech

So what do they do? They start stack-ranking each other

And it's a totally ordered set: being founder of co $100B market cap > founder of co with $50B market cap > managing partner of tier 1 venture firm > hired CEO of $50B public co > founder of $10B co > etc etc

Pure toxicity that nerfs creativty

And then as a corollary, people are especially afraid to speak truth to power as everyone knows their place in

"The Hierarchy"

Reject this nonsense. Stay weird. Think independently. Be honest with yourself. Have fun.