Orin

Game Engines | Massive Simulations

[Orin @SimulacraEngine]

Think Good Thoughts

Thoughts Become Things

[Orin @SimulacraEngine]

@sam_gzstrength "Unfat"
Pure gold

[Orin @SimulacraEngine]

@investingidiocy It's called vibe statistics.

[Orin @SimulacraEngine]

Lol, Monday is going to be great.

[Orin @SimulacraEngine]

@djaxx Amazing

[Orin @SimulacraEngine]

@RobinWigg Wigglesworth is such a good name.

[Orin @SimulacraEngine]

Set your expectations to zero

No fear
No anxiety
No paralysis by analysis

Just pure action.

[Orin @SimulacraEngine]

Survival might mean doing precisely the opposite of what economists call "optimal".

Short "optimal bros".

[Orin @SimulacraEngine]

Offshore firm -> get hit with tariff

Onshore firm -> get hit with export tax.

[Orin @SimulacraEngine]

The hilarious thing about $UNH is that it is down 60% and still has room to fall another 41% from here over a 12 month horizon.

Best case: 311%
Base case: +40%
Worst case: -41%

[Orin @SimulacraEngine]

"And stuff"

[Disclose.tv @disclosetv]

JUST IN - Trump says deadline for Putin starts "10 days from today," and will "put on tariffs and stuff."

[Orin @SimulacraEngine]

Can you see it?
The Madness…

[Orin @SimulacraEngine]

Are we about to break out, I'm here for it. #GLD

[Orin @SimulacraEngine]

So, has the market just decided that Healthcare is going to zero? #XLV

Is it contrarian or stupid to start adding a little bit of exposure?

[Orin @SimulacraEngine]

@SpencerHakimian I've been pulling all nighters.

Exponential demand

[Orin @SimulacraEngine]

"Change is external. Nothing ever changes."

[Starting Strength @SS_strength]

6pm class trying to culture one of my Zoomer coaches with a list of movies he must see. Drop more below that aren’t on the list.

[Orin @SimulacraEngine]

Amazing idea.
Make retirement savings exit liquidity.

[Orin @SimulacraEngine]

"Just buy trash and sell at mean reversion."

Pure Gold.

[Ina, The African Farmer @BuyCheapNPray]

10 baggers are easy. Just buy trash and sell at mean reversion. You can do it with a low IQ. On God.

[a16z @a16z]

The biggest scandal is that top Silicon Valley VC firms went to China and “taught them how to do early stage investing.”

Venture capital is American Dynamism. “It is the thing that allows America to be dominant in the global economy.” And we just gave it away.

“VCs went over there and shared information, shared limited partners, shared all of the aspects and the functions of how you build an incredible legacy defining venture firm.”

Twenty years later, China has a full-stack tech ecosystem aligned with the CCP.

The real scandal is not just Apple but Silicon Valley itself.

@KTmBoyle