NastyCapital

talking kukujiao to myself at:

[Not Jerome Powell @alifarhat79]

Trump: I’m attacking Iran. I’m not attacking Iran. I’m attacking Iran. I’m not attacking Iran.

Markets:

[Polymarket @Polymarket]

NEW: Goldman Sachs reportedly forecasts SpaceX’s AI division revenue will grow 9,900% within four years, reaching $322,000,000,000.00 by 2030.

[NastyCapital @NastyCapital]

@amosyeeishere @MSFCares @lky

[NastyCapital @NastyCapital]

One of those nepotism ticker that hasn’t got pumped

[NastyCapital @NastyCapital]

Can $MP reach $145 by eoy?

[NastyCapital @NastyCapital]

@CKCapitalxx do you see ceo ownership as an overhang?

[NastyCapital @NastyCapital]

@hoeflatoor how about penis smell

[FuzzyPanda @FuzzyPandaShort]

New: We are Short T1 Energy (TE)

Investors confused T1 as an AI play. It's Not. It is another China Hustle

We'll reveal the dirty little secrets of its key IP transfer that hide T1's deep ties to China

T1 is FEOCk’ed. Expect major accounting restatements coming soon

[NastyCapital @NastyCapital]

is $te a chinese company ?

[NastyCapital @NastyCapital]

maybe the ai category as well as the sub is just too much for ppl

[NastyCapital @NastyCapital]

thinking out loud for $hims

- RFK / Huberman pushing it
- Novo lawsuit drop
- Pricing power + Data
- 2.6mil Subscriber

worrying pointers:
- retail / instit flows < for healthcare vs ais
- kinda feels like a defence situation (when flow will come in)

[NastyCapital @NastyCapital]

the debasement trade is when you lose your basement

[NastyCapital @NastyCapital]

speculative tots:

- Cerebras 20bn contract w Openai [ demand goes up ]
- Pharma that works w Cerebas
- Scale faster than expected (55MW goes live by Q3)

[NastyCapital @NastyCapital]

$DGXX imo a very interesting stock right now.

- a small cap with a high valued contract
- data centre play
- neocloudz - full stack server module w latest nvda b200 [ 1 B200 = 10 h100s approx]
- Strong team hire (VP of oracle tech)
- proof of concept (15 may) went live

[NastyCapital @NastyCapital]

property is still a question market in this equation.

however think energy would be an interesting one to invest or construction

[NastyCapital @NastyCapital]

malaysia seems like a super interesting place to consider investing some money in now.

- ringit strengthening at the best time
- data centre build up [hyperscalers - biggest in SEA]
- global semi-conductor hub

[zerohedge @zerohedge]

Entire market is now one giant gamma squeeze: S&P traded $2.6 trillion notional of calls yesterday, all time high

[Umi @umikathryn]

Until it’s done, tell no one.

[major @xmgnr]

huge unlock for me in 2026 has come from increasing the time between noticing a potential trading oppty and actually putting it on

waiting creates this cognitive dissonance (i like this idea but i dont have a position, i should do smth NOW) that leads to suboptimal or entirely wrong entries

like with many aspects of life doing the uncomfortable thing is probably the right thing