Justin Scilufo

Kent School '16 USAFA '20 NY-CT-CO

[Justin Scilufo @JustinScilufo]

I found an old photograph of myself from ten years ago and barely recognized her. She worried about things that never happened. She stayed small to keep others comfortable. I wanted to tell her: you survive, you grow, you leave. And it was worth every terrifying step.💸

[Justin Scilufo @JustinScilufo]

Make your life a masterpiece; imagine no limitations and paint with bold strokes.🌶🚠

[Justin Scilufo @JustinScilufo]

When you feel like quitting, remember why you started in the first place.💾

[Justin Scilufo @JustinScilufo]

Breaking: Trump says fresh Iran talks start tomorrow.

[Justin Scilufo @JustinScilufo]

Big news: global household wealth hit a record $570 trillion in 2025, up 7.3% from last year.

Stocks did most of the heavy lifting – they made up 57% of that gain. Real estate? Just 15%.

Since 2000, wealth has climbed 338%, averaging 5.9% a year. Now it's about 380% of wo

[Justin Scilufo @JustinScilufo]

Bailing on Facebook during the lockup would've cost you a 13x return. 🚀

Joel Shulman (CIO at ERShares) breaks it down:

- Last 15 tech IPOs dropped ~50% from peak before lockup ended. Selling meant missing the comeback.
- Facebook later ran 10-15x from its pre-lockup low.

[Justin Scilufo @JustinScilufo]

Big news: Amazon's growth is back up to 20% 📈

[Justin Scilufo @JustinScilufo]

Absolute carnage in South Korea today. KOSPI tanked more than 11% in a single day. Samsung down 12%, SK Hynix -13%, Sandisk nearly -18%. Roughly ��575 trillion wiped out in one session. Market's just crushing everyone.

[Justin Scilufo @JustinScilufo]

China just finished testing the world's biggest superconducting fusion magnet, according to SCIENCE. 🧲⚡ That's huge for clean energy!

[Justin Scilufo @JustinScilufo]

Fauci’s private diary from Feb 2020 showed he thought COVID’s death rate was around 0.2-0.3%, according to FOX. But just weeks later, he told Congress under oath it was higher, per FOX.

[Justin Scilufo @JustinScilufo]

Breaking news: Porsche is slashing 5,000 jobs by 2035.

[Justin Scilufo @JustinScilufo]

They never warn you in advance.

Work it out too early and suddenly you're just a conspiracy theorist.
https://t.co/rkjWLkcFpv

[Justin Scilufo @JustinScilufo]

Check this out 👉 https://t.co/ng2NbOTfCG

[Justin Scilufo @JustinScilufo]

Micro SD prices are starting to drop.

Another warning sign the memory bubble is over.

[Justin Scilufo @JustinScilufo]

Michael Burry disclosed that he added to his short positions in

Micron $MU
Nvidia $NVDA
iShares Semiconductor ETF $SOXX
Caterpillar $CAT

[Justin Scilufo @JustinScilufo]

Google $GOOGL now has a backlog of more than $500 Billlion up from ~$100B a year ago

[Justin Scilufo @JustinScilufo]

Microsoft put $13 billion into OpenAI. Now that stake is worth $228 billion — a $215 billion gain. That's 17.5 times what they invested.

[Justin Scilufo @JustinScilufo]

There's a 21% chance we see a Ukraine-Russia ceasefire before the end of the year, according to Polymarket.

[Justin Scilufo @JustinScilufo]

Breaking: Bitcoin is back above $63,000 🚀

[Justin Scilufo @JustinScilufo]

It’s crazy how awkward folks act when someone else succeeds.

Not pointing fingers, just something I’ve picked up on.

Never really got it.

Is it envy, or is there more to it?