Brandyn Sand

Si va a ser así, que se acabe el mundo.

[Brandyn Sand @SandBrandyn]

@BlackScholesMan Truly, who could have foreseen that liquidating your life insurance to go levered long on stocks that have already run up 750% in the past year would backfire?

[Brandyn Sand @SandBrandyn]

@Vmaxpax The same Israel notorious for spying on American soldiers sent to defend them? Genuinely repugnant.

[Brandyn Sand @SandBrandyn]

@douglaschu_ @StealthRalf Daryl Morey is an imbecile and so are you if you believe Jeremy Lin had the quickest first step in the NBA at any point in his career. Jesus wept.

[Brandyn Sand @SandBrandyn]

@UrInsideMan Finally opened a position in this one. Had been watching it for a while, but the market is being comically irrational.

[Brandyn Sand @SandBrandyn]

@sorianmaran I'd probably be emotional too if I forfeited an opportunity at generational wealth to be categorically wrong about everything. Ed's such a sad little guy that he almost humanizes Sam Altman. Almost.

[Brandyn Sand @SandBrandyn]

@insane_analyst Sorry to hear that, man. Hopefully the money can at least give you a cushion to address the things that make you unhappy. You're such a genuinely entertaining guy, I enjoy reading your posts more for your personality than anything related to investment.

[Brandyn Sand @SandBrandyn]

@madcap_cap I mean the guy's onto something. I too would love to see Trump on the moon without a helmet.

[Brandyn Sand @SandBrandyn]

@joinyellowbrick Give Serenity the death penalty.

[Brandyn Sand @SandBrandyn]

@pandawatch88 He hasn't stopped doing this, he just picks niche targets. His Amentum pump & dump from Nov '25 was shameful. I was long before the pitch dropped (still am), but 2/3 of his claims were either untrue or exaggerated. He also timed it right before a dumb book about UFOs dropped.

[Brandyn Sand @SandBrandyn]

@A_May_MD @taeyoon43334145 In pesos?

[Brandyn Sand @SandBrandyn]

@Jerusalem_Post Purple Aki looking motherfucker.

[Brandyn Sand @SandBrandyn]

@BussinBiotech Not just down, but down 24%. What am I missing?

[Brandyn Sand @SandBrandyn]

@ShaleTier7 LMAO @ needing "travel protocols" and "force multipliers" to not get fat from air travel.

[Brandyn Sand @SandBrandyn]

@UrInsideMan Heh, true, but I didn't even get to the numbers. I closed the window after reading this line: "Active Treasury Strategy: capital deployment to increase shareholders’ per-share exposure to HYPE in most efficient way possible."

[Brandyn Sand @SandBrandyn]

@BussinBiotech He needs to be prosecuted for this. No, not the thinly veiled financial fraud. The AI slop.

[Brandyn Sand @SandBrandyn]

@ShaleTier7 Shale being finished as a source of growth is my fav part. I guess Chat GPT hallucinated and forgot Vaca Muerta exists.

[Brandyn Sand @SandBrandyn]

@CommodMkt If you're going to shamelessly pump the stock of a company you sit on the board of, perhaps use your own words instead of an LLM. Fucking clown.

[Brandyn Sand @SandBrandyn]

@BlackScholesMan @BussinBiotech I'd hate that. I own both but think $LPTH has a hell of a lot more upside as an independent company. $DRS will probably always trade at a discount as a subsidiary of a foreign company.

[Brandyn Sand @SandBrandyn]

@UrInsideMan Increase in SBC makes sense given the recent acquisitions and R&D/engineering expansion. I may be concerned if it remains elevated. The tidbit from the last CC about 26 guidance assuming no AI revenue which is no longer the case gives me more confidence. Obvious long imo.