No Time For Puts

"Nobody is an atheist at 50x leverage” or in conservatorship | Investing based on vibes, astrology charts, and whether Mercury is in retrograde

[No Time For Puts @HopeIsNotaHedge]

$FNMA up 50% today.
Not selling. Not celebrating. Just calmly waiting for the U.S. government to complete the arc and deliver my long overdue 10 bagger.

[No Time For Puts @HopeIsNotaHedge]

Everyone here is “relaxing” and “enjoying the view” and not one person is talking about the AI infrastructure opportunity. The disconnect is staggering. We are so early. Long Greece data centers, short leisure.

#GPUsOverGyros #WeAreSoEarly #AlphaInTheCyclades #AlwaysGDPMaxing

[No Time For Puts @HopeIsNotaHedge]

anyway, building in public. dm me if you want to talk b2b saas, fractional cro work, or the psychology of high-performers.

#SaaS #B2B #Leadership #Mindset #GrowthMindset #BuildInPublic #FounderLife #HighPerformers #Resilience #PersonalGrowth #ThoughtLeadership

[No Time For Puts @HopeIsNotaHedge]

just got called a psychopath. a thread on what this taught me about b2b sales 🧵

[No Time For Puts @HopeIsNotaHedge]

lesson 5: every "no" is a data point.

"you are a psychopath" is just a churn signal in disguise.

instead of getting defensive, ask yourself: what could i have done in the first 30 days to prevent this?

[No Time For Puts @HopeIsNotaHedge]

Your FBI agent is stalking you rn btw

[No Time For Puts @HopeIsNotaHedge]

Interview ended 10 minutes early #whatthatmean

[No Time For Puts @HopeIsNotaHedge]

@seashoreway @andromeda_IX Yes, already pledged my sister and the family dog as collateral. Broker needs one more warm body before market close, maybe you wanna donate? Threw my kidney in too. Locked in SOFR + 15, basically free money.

[No Time For Puts @HopeIsNotaHedge]

$ASTI burns cash faster than it converts photons. The only thing compounding here is dilution. Short it.

[No Time For Puts @HopeIsNotaHedge]

@FredericLeverre It's not about me, it's about your cap table. But I respect the deflection.

[No Time For Puts @HopeIsNotaHedge]

@MartinShkreli Let’s grab in n out.

[No Time For Puts @HopeIsNotaHedge]

@BCalusinski I’m a student at the University of Michigan and run a small investing club. My background is all fundamentals and I want to learn the technical side to understand how traders position. It would be great to bring that knowledge back to the 10 younger members in the club as well.

[No Time For Puts @HopeIsNotaHedge]

Own a diversified HoldCo, lever it, siphon the cash flow, short every pre revenue biotech praying for FDA miracles, then funnel the proceeds straight into $BTC so the parent can hodl through the next halving and end the Fed as foretold in the whitepaper

[autist @litteralyme0]

What’s the masculine urge all guys have ?

[No Time For Puts @HopeIsNotaHedge]

and…Buffett is now in for $5B $UNH

[No Time For Puts @HopeIsNotaHedge]

$UNH is the next $Meta. Each day it’s “DOJ probe,” “Medicare fraud,” “CEO resigns,” “stock down 50%.” Then they drop earnings, give the DOJ a wink, and fire up the money printer like they just found a new CPT code loophole. Nothing ever happens. Just noise. See you at $700.

[No Time For Puts @HopeIsNotaHedge]

@IWantAFutureToo Would be class… but it’s clipped by that pre-K deck. Hog, Wiz, P.E.K.K.A? Hard stuck at 3400 like it’s rent-controlled.