Negative Alpha

Current L/S Analyst and Head of Macro - in the arena, trying things. Former Murray Bro. Not investment advice, just vibes. #RIPBroJs

[Negative Alpha @NegativeAlp]

But they're spending $20B a year on repurchases why would they dilute themselves now 🤣 Going to be debt...

[Rittenhouse Research @RHouseResearch]

Microsoft $MSFT: "We will access additional sources of funding when we believe it is attractive to do so."

Up 60% in the last 4 months and ~at ATH in after-hours.. Have to think right now would be a pretty attractive time to raise capital.

[Negative Alpha @NegativeAlp]

They should rename the MAG7 to the Cornell 7 for the amount of penetrating they’re about to commence with these equity raises

[Negative Alpha @NegativeAlp]

Bullish $RRX

[Aaron Slodov @aphysicist]

the white house just declared our dependence on imported robots and industrial machinery a national security threat.

no new tariffs yet. trade negotiations come first.

the bigger point: rebuilding american industry means building the machines that make everything else.

[Negative Alpha @NegativeAlp]

@bobsanch @noahrshinn For being the CEO of digital empathy you’re really kind of a D*ck

[Negative Alpha @NegativeAlp]

They just one shotted Instinct ...@noahrshinn are you okay?

[ChatGPT @ChatGPT]

By popular request, you can now text your dot.

Give it a task to take off your plate or something to keep an eye on, using text, photos, or even voice notes. It will text you proactively with relevant updates.

Safe, secure texting via iMessage or RCS. You’re the only one who can text your dot, and your dot can only text you. Rolling out now as a preview for Pro users in the US.

[Negative Alpha @NegativeAlp]

@connornowinski @noahrshinn

[Negative Alpha @NegativeAlp]

12% search 👀 yikes … so bad Steve may defenestrate Sundar himself

[Negative Alpha @NegativeAlp]

ORCL telling us capex is down in FY'29 not FY'28 and we are mooning this stuff? Okay, I'm in...but isn't this telling us something ...?

[Negative Alpha @NegativeAlp]

@saso_capital Long?

[Negative Alpha @NegativeAlp]

Can someone link me to law twitter so I can get caught up to speed on the tea around this Weil implosion please?

[Paul Kim @writeclimbrun]

Weil summer cancelled.

[Negative Alpha @NegativeAlp]

@JonnyNemo Get off twitter and go fix ur stock dumb fck

[Negative Alpha @NegativeAlp]

If I was an AI CEO or adjacent I’d be air dropping money into Texas in support of Abbott. Existential risk if you’re not.

Few realize this.

[Negative Alpha @NegativeAlp]

@masayoshisson What does this mean???

[Negative Alpha @NegativeAlp]

@JunK_OperatoR Yea fck that guy, sorry ily

[Negative Alpha @NegativeAlp]

Rezdora is also mid. This guy has the palette of a 57 year old chain smoker who thinks pepper is spicy.

[Jacks Dining Room @jacksdiningroom]

This might alarm a lot of people, but the quality of Italian food I’ve been having in NYC has been better than 90% of the meals I ate in Italy.

This meal at Rezdora was incredible, and the chef worked under Massimo Bottura. Some of the best pastas and maybe best pork chop in NYC.

This cuisine is from the Emilia Romagna region, where I spent 2 weeks this summer in Italy. This was better than almost anything I tried there.

[Negative Alpha @NegativeAlp]

@ridireresearch Are you okay?

[Negative Alpha @NegativeAlp]

I'm not a turbine bull or bear by any means but $GEV -5% / ENR full reversal on this print seems odd

[Negative Alpha @NegativeAlp]

@JunK_OperatoR Block me p*ssy

[Negative Alpha @NegativeAlp]

@joshephraim Absurd. Only person making money is the GP

[Negative Alpha @NegativeAlp]

Gen Z Brooklyn bro wearing a $NBIS hoodie, cargo pants and birks spotted near 9W. Short it all.

[Negative Alpha @NegativeAlp]

I want someone from public markets (@GavinSBaker maybe) to talk about Athene and the shenanigans in these variable/ fixed annuities machines as much as Rowan talks about stonks. Feels like he is deflecting eyeballs from something 👀

[CEOInterviews.AI @CEOinterview]

Apollo's Marc Rowan says index buying took SpaceX from $1 trillion private to $3 trillion, and something tells him Anthropic gets the same treatment

"There's no right price. Whether it is Anthropic or OpenAI or SpaceX, we're talking about companies that are literally changing the world and whose business models are not predictable at this point."

"When it moves to the public market, because of the structure of our market, particularly if you are included in the index, everyone has to buy you."

"What we saw with the big IPO of SpaceX is a trillion dollar plus market valuation in the private market, two trillion as it went public, as everyone had to buy them, three trillion as people filled out their position, and then ultimately settled into whatever valuation it was going to have."

"Something tells me we may see a little bit of the same phenomenon with respect to Anthropic."