Long / Short Leo

defense wins championships

[Long / Short Leo @LongShortLeo]

So much negativity in the market last week. We are in the beginning phases of physical AI and edge processing. Was a great buying opportunity and still is.

[Long / Short Leo @LongShortLeo]

The AI trade is back.

[Long / Short Leo @LongShortLeo]

43.5% of Illinois voters in 2024 voted for Trump. Get out there and vote! #VoteForDarren

[Long / Short Leo @LongShortLeo]

Sure doesn’t feel private in Chicago. Fully digital which is associated with a card when you check- in, then printed, then someone helps you scan it. Very different compared to other states. Don’t let that stop you from being a proud pro-American. #VoteRedToSaveAmerica

[America @america]

Who you vote for is secret. Whether you vote isn't. Your neighbors can look it up. Election Day is November 3. VOTE!

[Long / Short Leo @LongShortLeo]

If you recently moved to Chicago, you can still vote even if you don’t have a new ID. Bring a piece of mail and your ID from your other state and you’re all good.

[Long / Short Leo @LongShortLeo]

New challenge unlocked: Vote JB Pritzker out and Darren Bailey in! This would be JB’s third term of running Illinois into the ground. The Democrats want to scare young people and create hostile cities for those that think differently. It is our right to vote for change. Go do it!

[The Chicago Thinker @ThinkerChicago]

ON UCHICAGO CAMPUS: U.S. Senator from Michigan Elissa Slotkin hopes planned political prosecutions of republican leaders will scare young conservatives from getting involved in politics.

@ElissaSlotkin

[Long / Short Leo @LongShortLeo]

@Will_Schryver @sourcesandmuses Nice work, Will!

[Long / Short Leo @LongShortLeo]

GO VOTE. Polymarket currently estimating a 70% chance that socialist candidate Abdul El-Sayed will win the Michigan Senate race. If you don’t go vote today or sometime over the next week, you are betting against America.

[Geiger Capital @Geiger_Capital]

Ken Griffin on France and socialism…

"Paris should be a real wake up call to every single American. Government spending is 60% of their GDP. It’s the socialist dream the left talks about. That dream comes down to how much you can take from others. It doesn’t belong in America."

[Long / Short Leo @LongShortLeo]

@nic_carter sats showing some nice relative performance. pretty resilient during the AI selloff. @DTAPCAP we’re going to $50T right? 🚀🔥

[Long / Short Leo @LongShortLeo]

Someone who is more involved in politics than I am — tell me why some state governments have no term limit? If this is what lawmakers in Congress have signed into law for the presidential term limit, why should we not hold our state governors to the same limit?

[Long / Short Leo @LongShortLeo]

@BoringBiz_ The only thing that matters in fundamental analysis in today’s world is access to management teams and private company expert networks. Talk about AI killing the junior analyst role when in reality all it does is give everyone access to the same information that’s priced in.

[Long / Short Leo @LongShortLeo]

If you aren’t happy with the current state of your local government, go vote. This is the best part about our country. We get to elect those that share our views and priorities. Midterms aren’t a focus by many, but they are more critical than the presidential election.

[Long / Short Leo @LongShortLeo]

@JRogrow @DataTrekMB Things can definitely get cheaper from here

[Long / Short Leo @LongShortLeo]

@Will_Schryver You were an M&A banker right? If you were coming out of college in today’s market, would you consider PE as an exit path? It seems that corp dev / strategic finance may be the better route to be closer to a biz / get more operational reps?

[Long / Short Leo @LongShortLeo]

@KobeissiLetter slop bowl market oversaturated and CAVA is way better

[Long / Short Leo @LongShortLeo]

@CheapStockGuy @AggieCapitalist I expect $PAR to bounce back. Their business is entrenched with restaurants and i can’t see AI disintermediation with them

[Long / Short Leo @LongShortLeo]

@S_curvecap @PythiaR In other words…just keep selling everything else lol

[Long / Short Leo @LongShortLeo]

@ContrarianCurse Haven’t kept up with the chems space? how are supply / demand trends? China still dumping? Inventory normalized?

[Long / Short Leo @LongShortLeo]

@atelicinvest I actually prefer Cos with ugly websites

[Long / Short Leo @LongShortLeo]

$SIMO beat on revenue. Non-GAAP EPS came in slightly below estimates. Earnings call tomorrow AM. Taking share in client and mobile markets as vertically integrated SSD players go after higher margin enterprise market. SIMO is scaling business for AI data centers as well $NVDA