Quantum

Physics Major⚛️ now in Private Equity📈 $TSLA $NVDA $CCJ $DNN $CELH $BIDU $YUMC NFA 𝕏 is free for all // Trade Insight is currently Invite-only.

[Quantum @RemedialPhysics]

Hi,

In the last 8 yrs or so, holdings in my portfolio are largely unchanged until about 2 yrs ago. Names I've held 6+ yrs I have reduced partially or completely.

The tickers in my bio are my largest holdings and of personal interest.

$TSLA $NVDA $CCJ $DNN $CELH $BIDU $YUMC

[Mando @rektmando]

4 weeks ago btw

[kuz @kylekuzma]

Oh great I love the idea that after a decade of founders, engineers, and investors lighting billions on fire to build AI, the plan is: ‘thanks, we’ll be taking 50% of that now.’ Peak startup risk, Soviet exit. 👍🏽🤣

[Brendan Pedersen @BrendanPedersen]

Jamie Dimon, complaining about the Clarity Act and Coinbase CEO Brian Armstrong this AM: “He’s spending hundreds of millions of dollars in Washington in this thing.”

Maria: “He said he’s representing the whole —”

Dimon: “He’s full of shit.”

Maria: “…well.”

[Quantum @RemedialPhysics]

LOL DESPERATE SAVE

[Governor Hochul Press Office @NYGovPress]

She was baiting Trump into pretending that team won the finals.

A classic 4D chess move.

[Quantum @RemedialPhysics]

@imyycooper Yeah LeBron would dominate that era. Plumbers walking to their zones

[The Black Hokage @TheBlackHokage]

Lore accurate 🤣

[Martin Shkreli @MartinShkreli]

@InTheAssembly What’s “absolutely INSANE”?

We gotta delete accounts like this too. Sensationalizing nothing to sell some BS. @nikitabier

[Andrew Lokenauth @FluentInFinance]

$10,000 invested in these IPO’s are now worth:

Sears: $0
Enron: $0
Nikola: $0
23&Me: $0
WeWork: $0
JC Penny: $0
Pets .com: $0
WorldCom: $0
Blockbuster: $0
Radio Shack: $0
Lehman Brothers: $0
Bed Bath & Beyond: $0

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F

Here's everything you need to know about his recent 13F

Top 10 positions:

1. VanEck Semiconductor ETF $SMH [Put] — $2.04B
2. Nvidia $NVDA [Put] — $1.57B
3. Oracle $ORCL [Put] — $1.07B
4. Broadcom $AVGO [Put] — $1.01B
5. Advanced Micro Devices $AMD [Put] — $969M
6. Bloom Energy $BE — $879M
7. SanDisk $SNDK — $724M
8. Micron $MU [Put] — $584M
9. CoreWeave $CRWV — $556M
10. Taiwan Semiconductor $TSM [Put] — $535M

New positions:

• $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts
• $MU [Call] — $422M
• $TSM [Call] — $355M
• $SNDK [Call] — $389M

Biggest adds:

• CleanSpark $CLSK: +648% shares
• Riot Platforms $RIOT: +87% shares

Biggest trims:

• CoreWeave $CRWV [Call]: -83% shares
• Bloom Energy $BE: -36% shares

Full exits:

• Intel $INTC [Call] — was $747M
• Lumentum $LITE — was $479M
• EQT Corp $EQT — was $133M
• Tower Semiconductor $TSEM — was $85M

Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor

[Ted @TedPillows]

S&P 500 $SPX has struggled from May to October during midterm election years.

🔴 1962: -21.49%
🔴 1966: -21.22%
🔴 1970: -0.1%
🔴 1974: -32.5%
🔴 1978: -8.64%
🟢 1982: +17%
🔴 1986: -7.62%
🔴 1990: -18.7%
🔴 1994: -1.86%
🔴 1998: -18.33%
🔴 2002: -30.54%
🔴 2006: -4.73%
🔴 2010: -6.08%
🔴 2014: -5.37%
🔴 2018: -5.06%
🔴 2022: -19%

2026: ????

[Gezus @petrakov47]

@DeItaone This isn’t a company. It’s ONE GUY.

He’s being sued btw

[JT @jiratickets]

boomers sending DMs to AI-generated women on instagram

[First To Hear It @firsttohearit]

REPORTER: You mentioned that, staying on as Fed governor, you intend to keep a low profile. Could you give us a little more detail on what that looks like?

JEROME POWELL: *ducks down*

[StockMarket.News @_Investinq]

How billionaire investor Stanley Druckenmiller approaches technical analysis:

Every morning around 4:30 am, he goes through nearly 300 charts across global markets.

Still, he’s a fundamentals first investor.

About 75–80% of his ideas begin with fundamentals and charts are used purely as confirmation.

If the price action doesn’t line up with the thesis, he doesn’t debate it. He simply moves on.

Save this video, I promise you will come back this.

[Sarah McCrory @sarahhmccrory]

You can get virtually nothing for under $6 in New York City, but you CAN go to a Mets game

[George Pu @TheGeorgePu]

$4.85M Bay Area home for sale.

Cash not accepted.

Anthropic shares only.

The seller's a banker.

The buyer he wants is a 28-year-old Anthropic engineer.

Who has stock but no cash.

Houses in the Bay are now priced in pre-IPO equity.

This used to be a joke.

Now it's on LinkedIn.

[Exec Sum @exec_sum]

BREAKING: Intel ($INTC) shares have officially recovered all losses from the 2000 dot-com bubble burst

[Martin Shkreli @MartinShkreli]

Palantir very plainly paid $23m in income tax and $156m in payroll tax. That's 0/2. Are you retarded?

[mert @mert]

i havent laughed at a video this hard for years lmao

[Wall Street Apes @WallStreetApes]

CEO of Citadel Ken Griffin says that Data Center spend this year alone is set to be half a trillion dollars, $500 billion

He says that AI is useful in some areas but it’s not worth the investment, he says a lot of what it produces “It’s all garbage”

“Data center spent in the United States this year, over half a trillion dollars, like over $500 billion. You're not gonna generate this kind of spend unless you're gonna make a promise. You're gonna profoundly change the world. So is it hype? Of course

— In certain areas, we know it's gonna be profound, whether it's call centers, whether it's helping to improve the productivity of software engineers, but in a number of white collar jobs, you know, there was a, there was a recent Harvard paper on this, they called it AI work Slop, that it looks good, but if you sort of peel back the onion, the substance isn't there.

I was with one of my colleagues who runs our commodities business and they, he handed a report on that we were generated with an AI engine. Doesn't matter what the topic was, the first few sentences, like, wow, that's, that's really insightful. And then you go down below that and it's all garbage.”