Dynamic Illuzion

Disclaimer: Commentary reflects personal views only and is not investment advice, an offer, or a solicitation to buy or sell any securities.

[Dynamic Illuzion @DynamicIluzion]

MobilityOne #MBO
Position built.
Now observing.

If the banking licence rns confirms, the sequencing from here (price action → capital → strategic partner) becomes the story.

Interesting setup. DYOR.

[Dynamic Illuzion @DynamicIluzion]

#MBO still being priced like a small AIM fintech.

Meanwhile:
• £11.3m cash inbound
• TETE merger
• Full Islamic digital banking licence secured

That’s not a micro-cap fintech anymore.

That’s a platform re-rate forming in real time.

DYOR . MOBILITYONE

[Tuki @TukiFromKL]

🚨 Do you understand what just happened at Nike..

They just flipped the switch, massively using AI in their commercials.

Lululemon, On, and Gymshark came for the crown and Nike felt it.
For the first time, real pressure.

So they turned to frontier tools and started scaling commercial production with AI.
The industry never feared AI. It just never felt real competition.

Now it does.

What’s happening in sportswear will happen in cinematography next.

We’re about to see AI-native video redefine brand storytelling.

And Nike is already there.

This video made using Higgsfield.

[Damian Player @damianplayer]

THIS IS WILD!

Peter Thiel’s company the “Enhanced Games” got valued at $1.2B before a single event.

the first one is next month.

here’s what the headlines aren’t telling you (share this):

every athlete is monitored. every compound is clinically approved. every dose is tracked.

two independent medical commissions oversee the whole thing.

and if your bloodwork doesn’t pass, you don’t compete.

the same investors behind the biggest peptide and longevity companies put $1.2B behind this.

these aren’t sports guys…

they’re taking a public bet that performance medicine becomes a real market.

whether you’re into it or not, pay attention.

[Dynamic Illuzion @DynamicIluzion]

Watching a very interesting AIM situation.
Trading below cash with a major regulatory shift pending.
Setups like this don’t stay hidden long.

Observations only. Not financial advice.
High-risk micro-cap. DYOR.
Disclosure: Long.

[Dynamic Illuzion @DynamicIluzion]

Who thinks there will be a great MobilityOne RNS tomorrow ?

#mbo #stockmarket #lse

[Kurnia Bijaksana @mkbijaksana]

https://t.co/oBf9UHi6ch

[Kurnia Bijaksana @mkbijaksana]

Don't think that trading is NOT a game.

It is, in fact, a very serious game

So, learn the game theory

[Dynamic Illuzion @DynamicIluzion]

@elonmusk why not incentivise families to have children. Costs of raising a child super expensive for families.

[Kevin Naughton Jr. @KevinNaughtonJr]

everyone should listen to @naval's "How to Get Rich (without getting lucky)" podcast at least once a year (putting the link below so you can save it)

[John Arnold @johnarnold]

Can confirm this story. As head trader at Enron when it filed for bankruptcy, I received many calls from firms that were recruiting. I was busy trying to close out the trading book and wanted to take some time to decide my future so didn’t take any meetings. But Citadel was by far the most aggressive. Other companies set up a few interviews with Enron’s senior people. Citadel interviewed seemingly everyone in the trading operation, all functions at all levels.

Citadel's team called me twice but I declined to meet. It was apparent to me that their intent was to reverse engineer the business and I wasn’t going to help them. They knew that people looking for a job, particularly if they didn’t have a fiduciary responsibility to a current employer, would be very free with info. Interview everyone and you get a 360 perspective of the industry, how the business makes money, its competitive edge, who the best employees are, etc. Citadel probably interviewed several hundred Enron employees. In the end, they maybe hired 5. Much more importantly, they built the framework for how to enter the energy business, which, as Ken notes below, has been an enormous success.

I did eventually talk with Citadel. On their third call to me, they asked if I would talk with Ken directly. I was at the airport heading to Aspen for a quick industry event. I didn’t know Ken personally but had great respect for what he’d built and so told his rep he could call me when I got back to Houston the following week. She said great, but called back a few minutes later with a question: if Ken flew to Aspen to meet me in person the next day, would I? Out of respect, I said of course. The next day I had a great meeting with him and later that week he offered me a job as head gas trader. I wanted to fully run an operation and thought there was more upside if I could have my own fund so I declined.

I ended up building my own firm starting with traders and hiring deep fundamentals expertise. Citadel started with the research (as is their DNA) and built up a trading operation around it. Both models worked fabulously well. I came away from the experience with an even deeper respect for both Ken and Citadel and remain friends with him to this day. I started with a niche, gas trading, built a niche fund and burnt out after 17 years. Ken started with a niche, convert arb, and built one of the most successful financial firms ever and has never tired.

blurb below via @ByrneHobart

[Sosa | Mental Strategist @MetaMorpehus]

Your brain treats your job like a battlefield.

An email lands, and your chest tightens.

A deadline slips, and it feels like free-falling.

A bad meeting hits, and suddenly, you’re in full-body panic.

I used to think it was just stress.

Then I studied the psychology of fear.

Here’s what I found:

[Leaders 𝕏 Junction @LeadersJunction]

Novan Djokovic advice on how to Improve Mental Strength‼️

[Dynamic Illuzion @DynamicIluzion]

@elonmusk musk you seen it first here UK Weardale Lithium. Marechale Capitals largest lithium investment to date, which in its annual results in August was valued at £3m. Marechale current market cap £3.7m.
lse #risingshare Tesla #mac
Also do you fancy a 1vs1 Polytopia ?

[The Icahnist @TheIcahnist]

This guy borrowed $500K, bet it all on ONE stock—and turned it into a $1.5B empire.

Here’s how he did it 👇

[Jacob Eagles @iamjacobeagles]

Social Media is destroying your brain.

The result? You’re becoming anxious, stressed, and addicted.

Here’s exactly what happens to your brain & how you can fix it permanently (backed by science): 🧵

[Rene Sellmann @ReneSellmann]

Four investor letters worth your time:

1) Dave Water's Q4 letter:

https://t.co/o3NpiboVma

[Mindset Machine  @mindsetmachine]

Jeff Bezos has unique insights on handling stress.

[The Icahnist @TheIcahnist]

The $48 Billion Turnaround Genius

Tom Gores turns failing businesses into billion-dollar empires.

He built a $48 billion private equity giant.

Here’s his turnaround playbook: