The Bull Jew

Managing partner at LT1 Capital

Gracie Barra Brown Belt, Cottonwood Canyons enthusiast, lifetime San Diego sports victim

🇺🇸

[The Bull Jew @ColonelTax]

@Midnight_Captl Long NVDA/OAI bucket short GOOG probably not the worst spread trade here. Market going to have to get used to 10T+ mc companies sooner than later. NVDA criminally undervalued.

[The Bull Jew @ColonelTax]

@Mr_Derivatives In an alternate universe Peter Thiel still holds his meta stake, never founds PLTR, and is substantially wealthier! Such is life!

[The Bull Jew @ColonelTax]

@BoringBiz_ Then what is meta at 1.5T?

How on God’s green earth can you make a justification Goog is worth more than meta and amzn combined?

Anthropic may be overvalued but Goog certainly not under.

[The Bull Jew @ColonelTax]

@AMeshkati Great work! Will definitely incorporate! A lot of analog names flashing!

[The Bull Jew @ColonelTax]

@RihardJarc I use the same prompts for Claude, gem, gpt, and spark. At worst, for consumer level queries, spark is in parity with these models. Truly impressive from where they came from with llama. My only gripe is the latency is getting a bit worse! Seems like a good sign for usage!

[The Bull Jew @ColonelTax]

@HenrikZeberg Sir, your original thesis was a melt up and top would be marked by eoy 2023 and the highest appreciating asset class would be crypto. Many NVDA top calls along the way. Everyone should be allowed their own guess!

[The Bull Jew @ColonelTax]

@AMeshkati TXN!

[The Bull Jew @ColonelTax]

@DrDavidKass Msft is out of the top 6? MAGS is up only 6.5% so this post is a bit disingenuous.

[The Bull Jew @ColonelTax]

@AMeshkati Zeno, you may not know it, but always picking your brain by proxy of Shayan! You’ve gotten us through some dark times 😂! Keep up the good work / bullish exuberance!

[The Bull Jew @ColonelTax]

@Cernovich You also walk outside to the circus circus crowd as an added bonus

[The Bull Jew @ColonelTax]

@TheLongInvest @27macneil The guy who operates in dogmatisms will pay the highest cost.

[The Bull Jew @ColonelTax]

@markoinny Sir, you need a break from Twitter

[The Bull Jew @ColonelTax]

@MartinShkreli A+ 😂

[The Bull Jew @ColonelTax]

@StanphylCap @TraceyRyniec Did you miss them saying they have ~430B of visibility the next 5 quarters when the street has estimates for ~300B in that same time?

[The Bull Jew @ColonelTax]

@TheLongInvest Biden’s compounded annual return: 14.1% despite insane stimulus

Trump term #1 compounded annual return: 19.4% despite Covid crash

Big brain post

[The Bull Jew @ColonelTax]

@McClellanOsc AVGO the X factor here. Switch NVDA with SOX and you’ll get the same divergences minus the one right now.

[The Bull Jew @ColonelTax]

@markoinny Now do ETH…

[The Bull Jew @ColonelTax]

@Mr_Derivatives Burry’s average purchase price on EL was $75. He sold 25% of his shares between $64-$85. He’s currently up 20% on shares he still holds but what was the opportunity cost of not buying almost any prominent tech stock?

[The Bull Jew @ColonelTax]

@SergioMQuintero 1. Tatis RF
2. Merrill CF
3. Machado 3B
4. O’Hearn 1B
5. Bogaerts SS
6. Arraez DH
7. Laureano LF
8. Cronenworth 2B
9. Fermin C

[The Bull Jew @ColonelTax]

@BenVerlander I guess this guy missed the Mets getting swept by the team with the actual best pen in baseball.