LST

Investment Analyst at Gotham City Research LLC since 2012 Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”

[LST @LongShortTrader]

OUSTED NVIDIA CEO JENSEN HUANG LINKED TO THIRD AFFAIR, REUTERS REPORTS

Who’s had more affairs with employees? Elon or Jensen ?

[LST @LongShortTrader]

no matter your politics, today represents a deeply disappointing moment for advocates and supporters of open relationship chicanery

[LST @LongShortTrader]

Unethical Polygamy

[LST @LongShortTrader]

@OnodaCapital Excellent tweet

[LST @LongShortTrader]

@oknotsomuch How many direct reports has Elon fcked ?

[LST @LongShortTrader]

Trump and Elon are one of a kind. N=1 and basically non replicable IMO.

There’s a cemetery of losers who have attempted to mimic certain aspects of them …

Some examples: Jacob Wohl, “Head of Macro” James Fishback

[LST @LongShortTrader]

I feel like for the last 10ish years, emulating Trump or Elon has largely paid off.

“If elon/trump can do it, so can/should I” has been dominant.

Are we at a cultural inflection point in the USA, and this will no longer work for the next 10 years?

[LST @LongShortTrader]

Trump II appears to have peaked upon his election, downtrending since. Just look the results of the midterm elections. It’s a thorough rejection of Trump, both in substance and form.

Elon appears to have peaked this year: TSLA stock peaked last year, SpaceX ipo, on its IPO date

[Gumdrop @GumdropCap]

@LongShortTrader Yes and Trump playbook didn’t work for fishback (though it seemed close at times)

[LST @LongShortTrader]

Elon says otherwise

[tae kim @firstadopter]

You can’t have an affair with a direct report. It’s over.

[LST @LongShortTrader]

Pro tip: If you're a company with bad news, get it out RIGHT NOW. No one will care because $NVDA

[LST @LongShortTrader]

@HighyieldHarry Given how much society evidently cares about it, is it true that “we’ve moved away from that”?

[LST @LongShortTrader]

This is from the New York Times, October 2025, over 1 year ago

[LST @LongShortTrader]

Question: how is it that everything shown below (including pics of Jensen with then GF) was released in October 2025 -

yet the news of infidelity is coming out now?

[Dylan Patel @dylan522p]

Tbh didn't even know this was a big deal.
I thought everyone knew Alibaba Megaspeed?
We've had them in the accelerator model for a long long time

[LST @LongShortTrader]

In light of this week’s events, I’m a reminded of a famous quote attributed to Charlie Munger:

“Smart men go broke three ways: liquor, ladies, and leverage.”

[LST @LongShortTrader]

@Nd172557208 Go to the gym it’s a source of peace for many men.

[LST @LongShortTrader]

Some really funny looking long term charts out there.

[LST @LongShortTrader]

Few understand this

[Sid Prabhu @sidprabhu]

Many people puzzled that long short funds are down so much with the market down so little, but the stock market being down so little is why they are down so much.

[LST @LongShortTrader]

Just another pod blowup

[LST @LongShortTrader]

He chose… poorly