Merchant of Judah

simple merchant

[Merchant of Judah @TheProfitReaper]

* Be Me *

56 years old

Smoking cigarettes off the 50th floor penthouse in Monaco.

Skin saltier than the sea

Extra leathery type, perfect vision

Hair grayer than the moon

Limp in left leg requires cane

Regular naps on my friend’s fishing boat

No Woman

(Laughs in Rich)

[nazzo @nazzobetweeting]

so actually the microbiome needs to come from the vaginal region of france, otherwise it’s just sparkling pussy

[Dimitri @thedimitri]

Doctor: “I have some terrible news.”
Me, gripping my wife's hand: “Just tell it to me straight, doc.”
Doctor (checking clipboard): “Her vaginal microbiome results came back… it’s mid, Dimitri. Your wife's minge.... is mid.”

[Merchant of Judah @TheProfitReaper]

And yet not one mention of God

[James Camp 🛠,🛠 @JamesonCamp]

Bets I'd put $1M behind right now.

Most people disagree with at least half:

› The specialist era is over. Generalists with taste win from here. Entire generations were raised wrong.

› The loneliest generation in history is about to overcorrect hard. IRL events explode.

› AI slop floods everything. People start paying a premium for proof something is real.

› Reality TV has a massive renaissance. Only content you can't fake with a prompt.

› Creators matter more not less. In an AI world your resume is worthless. The only thing that matters is what you've actually built and whether people trust you.

› 4-person teams start producing what 400-person companies used to. Boring businesses get automated first and fastest.

› Everyone predicting the death of enterprise software doesn't understand moats. Salesforce isn't going anywhere. Neither is Workday.

› Local models catch up to cloud models the same way 5G caught up to broadband. For 95% of what you do you won't be able to tell the difference.

› When that happens the $200/month AI subscription dies. Models run on your device. No data leaves your machine. No subscription. OpenAI's business model has a clock on it.

› Every investor is obsessed with the AI software layer. That's the wrong layer. The money moves to hardware, chips, and energy. Nuclear.

› When labor gets commoditized the only scarce resource left is energy. Be long anything that produces it.

› Peptides go way beyond GLP-1s. Individualized protocols for sleep, recovery, cognition become the new baseline for anyone serious about performance.

› AI-enabled drug discovery doesn't just find new drugs. It finds disease-modifying treatments. The kind that change how long humans live.

› Someone alive today reaches 150. I actually believe that.

› I believe in the Fourth Turning. The world gets scarier before it gets better. Be long defense tech.

› Bitcoin becomes the payment layer for AI agents. Autonomous systems need autonomous money. Crypto finally gets a use case that isn't speculation.

Missing anything?

[Marc Andreessen 🇺🇸 @pmarca]

Current status: Retardmaxxing.

[Ethan Brooks @alt_w_v_g]

Shadowed a new analyst today

He was told to "make the numbers work"

He opened Excel

Added a line item labeled "other income"

Typed in $1M

Closed his laptop and whispered "fixed"

I asked where it came from

He said "from leadership"

I said "leadership didn't approve a million dollars of other income"

He said "they didn't not approve it either"

I stared at him for a long time

He stared back

No blinking

No fear

Kid has MD potential written all over him

I forwarded the model to the PE associate without changing anything

He replied in 4 minutes

"Looks clean. One question on the other income line."

I said "it's from leadership"

He said "got it"

No follow-up

No diligence

Just "got it"

The analyst watched the whole exchange over my shoulder

He said "so that works?"

I said "every time"

He nodded

Opened his laptop

Added another line item

I didn't stop him

A young Ethan Brooks in the making

Sent from my iPhone

[High Yield Harry @HighyieldHarry]

If you made smart decisions in your 20s you're doing big deals or cool & impactful things at 30.

If you didn't then, you're doings meetings about meetings for future meetings.

[forward deployed ccp gf @FangYi11101]

Optimists: VC
Optimists who are bad at math: angel investing
Pessimists: private credit
Contrarians: global macro
Control freaks: PE
Poker players: market making
People who trust numbers: quant funds
People who trust people: growth equity
Debate club members: activist investing

[Alex Jones @RealAlexJones]

VIDEO: Watch Peter Nygard- Jeffrey Epstein Associate & Real Life Vampire- Attempt To Purchase Babies From Black Women, So He Can Drain Their Blood

[Ayman Al-Abdullah 🧱 @aymanalabdul]

Most people dunking on Michael Dell’s wife have no idea who the man actually is.

This dude became a billionaire at 26.
Took his company private.
Bought it back.
Then built one of the greatest comeback stories in tech.

And he did it with the same woman by his side since 1989! 36 years!!

He was shy
She was a baddie
She pulled him out of his shell
They built an empire together

That’s the part Clown Twitter misses.

Anyone can upgrade a car.
It takes a different kind of man to stay loyal when you don’t have to.

And it takes a different kind of partnership to survive:
• Going public at 23
• Losing $100B in market cap
• Getting written off by every analyst
• Building it all back to $120B+

Meanwhile they're raising four kids and just donated $6.25B to children's causes.

But Twitter's roasting her appearance at 60....

Imagine building a company from your dorm room…
Hitting a billion before your brain is fully formed…
Keeping the same partner for four decades…
Raising a family…
Becoming world-class philanthropists…
And still getting roasted by dudes who haven't kissed a girl since middle school

If you’re a founder:
Let this be a reminder of what actually ages well.

Skill.
Character.
Loyalty.
Impact.

🥂 to The Dell Family

You inspire us all

[Boring_Business @BoringBiz_]

How she looks at you when you start explaining the capital asset pricing model on the first date

[Vatnik observer @Aleksandar88338]

@spectatorindex If your detective looks like this, you know robbers are fuckt

[Merchant of Judah @TheProfitReaper]

@_mattwelter Go lift some weights dude

[JT @jiratickets]

You can’t do anything with 125-140 IQ, Greg. 125-140 is a nightmare. Dumbest smart person alive. The world’s least impressive autist. The most mediocre former gifted kid on the planet.

[Merchant of Judah @TheProfitReaper]

Being a real nigger

[Patrick Bet-David @patrickbetdavid]

When I was 28 years old, a mentor of mine asked me what I wanted to be known for.

I said I want to be known for being someone who does what he says he's going to do.

This is a very DEMANDING task but a worthy one.

One of the toughest commitments you'll ever make.

[Bo Loudon @BoLoudon]

Imagine being 79 years young,

Having the most beautiful, loving wife,

11 incredible grandchildren,

Countless beautiful clubs,

5 successful children,

Billions of dollars,

Yet instead of retiring in luxury,

You're adressing the Navy's 250th Birthday.

[Corporate Machiavelli @Mach_Tactics]

Most women are not angel investors or venture capitalists;

they don't want a young man who has lots of potential,

they want a man who has already attained success.

[Merchant of Judah @TheProfitReaper]

@DividendDude_X FUN

[JT @jiratickets]

how did they sign this without Docusign

[signüll @signulll]

if you’re a dude, most of your life is basically one long recruiting cycle… girlfriend, wife, money, allies, status, etc.

it’s all just different versions of headhunting.