LeverageSecured

ex-buyouts & l/s equity - investing private capital; not advice

[LeverageSecured @LeverageSecured]

Sergey went balls out on the big screen at the $GOOG $GOOGL SKO the other day. He’s locking in

[LeverageSecured @LeverageSecured]

@dalibali2 Some are just enjoying it poolside with some early refreshments

[LeverageSecured @LeverageSecured]

@escvel0city11 Guy could get after it IRL too

[LeverageSecured @LeverageSecured]

@winsteadscap We’d be Ceuta if Empress Kamala won. Single issue voter, grift notwithstanding

[LeverageSecured @LeverageSecured]

The accidental career path for a couple ppl I know who jumped to crypto miners bc they were bullish BTC is special. BTC cut in half in the last year —> yet miner stonks up bigly bc they have a bunch power originally to mine coins and now AI is knocking. “Was always an AI play”

[LeverageSecured @LeverageSecured]

@The_Pro_Invest Absent AI mkt tailwinds, I’d say that privileged, well-networked women simultaneously deciding the path forward is monetizing their personal brand / lifestyle to sell aspirational consumption to their peers is best classified as late-cycle behavior

[LeverageSecured @LeverageSecured]

We’re now up to 5 gals who I knew from college / b school era who, in the past year, have all decided to become luxury travel advisors. Unclear what to make of that

[LeverageSecured @LeverageSecured]

Love that we’re finally rolling here $WOLF. Never wrong, just early right?

[LeverageSecured @LeverageSecured]

Silicon carbide (SiC) finally has such massive tailwinds with shift to EVs, semiconductor breakthroughs, and decaronization globally. There’s a 12-month supply backlog for 6” wafers and limited suppliers can’t meet demand. SiC overtaking Si in power electronics has been talked

[LeverageSecured @LeverageSecured]

@DonutShorts Mid-tier law firms coming in 2026 too

[LeverageSecured @LeverageSecured]

@chat_SBC Some ppl still paying 10-15x ARR in privates amazingly

[LeverageSecured @LeverageSecured]

Does anyone on God’s green earth take this kid seriously?

[Alex Soros @AlexanderSoros]

Why aren’t more Europeans standing up to an illegal war! Same with Canada! They make nice speeches at conferences, but do little. Spain is becoming the leader of the free world!

[LeverageSecured @LeverageSecured]

We’re almost there, can’t wait to flip long at some point

[LeverageSecured @LeverageSecured]

$CRWV has to get cut in half from $116/share in the next couple months right?

[LeverageSecured @LeverageSecured]

I feel like worst kept secret is $GOOGL hid its monopoly by overhiring with adult daycare-like employee benefits to intentionally suppress margins. In advent of AI, why wouldn’t they cut the workforce 20%+? Would have very little effect on revenue. Cut 50%, prob lose 5-10% rev

[LeverageSecured @LeverageSecured]

Wonder if Ellison will finally consider my lowball offer for Lanai after this $PSKY $WBD deal

[LeverageSecured @LeverageSecured]

@WaterworldCapi1 The guy is honestly all-time. Wild his stock has worked though and perhaps will finally make a breakthrough on something & catch-up to the valuations

[Daractenus @Daractenus]

In 2012, Musk first claimed he would put a man on Mars within about 10 years. Today, after some solid progress, he says the goal is just 20 years away.

To those looking to invest into his next big hype, here's 10 years of him promising fully self-driving Teslas by next year:

[LeverageSecured @LeverageSecured]

$BILL H&F in talks for buyout of payments co. I’ll be curious to see where it would have to get done, was trading in the mid—$50s a month ago

[LeverageSecured @LeverageSecured]

$JAMF acquired by Francisco https://t.co/sWucqPvKYr

[LeverageSecured @LeverageSecured]

@CloisterRes Just have to avoid the RIF

[LeverageSecured @LeverageSecured]

@jonrice80 @TheBenSchmark Yes AI/SaaS and quantum/BTC but more importantly same [no] marginal buyer

[LeverageSecured @LeverageSecured]

I just assumed it traded at a discount to NAV though and it doesn’t (1.1x BTC NAV). Perhaps soon!

[LeverageSecured @LeverageSecured]

Thinking about buying some $BTC as a trade and digging into the $MSTR cap structure today for the first time out of curiosity. It’s surprisingly not as bad as the headlines led me to believe