@everyone 🚀 BIG UPDATE — NOW LIVE!
🤖 Talk to Trading Long Short right from Claude & Cursor
**Gold members **can now connect their favorite AI chat directly to TLS. Head to Settings → MCP Access, generate a read-only token, and link up Claude Desktop, Cursor, or any MCP client.
Then just ask, in plain English:
"Run AAPL vs MSFT long short for the last 5 years"
"What are my open positions on Trading Long Short?"
"Show me the community leaderboard on Trading Long Short"
Pairs & baskets, fundamentals, alerts, your Gold portfolio, SEC filings, earnings transcripts and more! All from the same data you already use in the app, without ever leaving your chat. 📊
🔑 One token. Two-minute setup.
Generate → copy the ready-made config snippet → paste into your client → done. Revoke anytime in Settings. If your Gold lapses, access just pauses. When you resubscribe and the same token picks right back up. No re-setup needed.
✨ Smoother subscription experience
Early renewal and the billing section got a cleaner, dark-mode-friendly refresh. Now it's easier to renew early, apply a promo, and see exactly where you stand.
🧪 A note from us
We've tested the MCP thoroughly and it's running well, but this is a first version, so any and all feedback is hugely welcome. 🙌
We are already working on OAuth support next, which will bring this to the web version too.
All built to make analyzing and running your pair trades feel smoother in the app or in your AI chat. Keep the feedback coming! 💬
👉 Live now at https://t.co/dDEtDyxqIQ
ASML unveiled an upgrade for the light source in its EUV process that increases power from 600W to 1,000W.
This improvement could increase wafer yields by as much as 50% by 2030.
$CVNA
In Dec ’24, top executives filed 10b5-1 plans covering 2.2M+ shares for potential sales starting Mar ’25.
Dilution is unavoidable—between the refreshed $1B ATM, exchangeable LLC units, and equity grants, Class A holders will continue to carry the funding burden.
Ownership structure amplifies this dynamic: Garcia parties control voting power via super-votes, while passive giants like T. Rowe and Vanguard have economic weight but little say. That float concentration can fuel sharp rallies when short interest or options flow tighten—effectively a synthetically produced squeeze—though looming dilution and insider sales remain a counterweight.
Layered on top are material related-party dealings. DriveTime, controlled by the CEO’s father, is embedded across the business: ~$193M in vehicle service contract revenue, ~$192M in loan servicing revenue, $23.5M in wholesale sales, $4.4M in leases, and $0.7M in aircraft sharing.
Policies for board approval are disclosed but details are thin. These ties underscore both the unique insider ecosystem and the governance risk profile.
$CVNA is defined by tight float, insider control, and growth-funding dilution. That mix can create violent upside squeezes, but governance conflicts, related-party dependencies, and capital structure realities set hard limits on sustainability.
My latest piece on the macro long–short (JPY vs. S&P 500) is posted on my Substack
Spotting a window of weakness in the options market was key to understanding the setup.
Here’s where I stand.
https://t.co/WydacRb3Dr
Strategies below
🚀 MAJOR UPDATE: Build Your Basket Feature + More!
🧺 Build Your Basket - NEW!
Create custom baskets of stocks for L/S analysis!
Up to 5 long + 5 short positions per basket
Save your baskets and load them into Build Your Strategy
Now supports: Stock vs Stock | Stock vs Basket | Basket vs Stock | Basket vs Basket
🔔 Strategy Alerts Now Support Baskets!
Get notified when your basket strategies hit key thresholds!
Coming Soon: Portfolio support for baskets!
🤖 TLS Assistant Integration
AI-powered assistant now embedded in Build Your Strategy and Build Your Basket pages!
💡 Visit the dedicated TLS Assistant page for full capabilities
📈 What Else is New?
Upgraded data provider for better market data
Earnings & dividends history now available
You can also export directly the Basket in CSV and execute directly in Basket Trader at @IBKR
🌐 Everything LIVE NOW at https://t.co/1GBbK7lQ0d
🎉 SPECIAL OFFER!
Get 30% OFF your first payment with code: JANUARYTLS
Thank you for being part of the TLS community!
— The TradingLongShort Team 📈
🔥 January Discounts Are Live 🔥
• https://t.co/AGuRGnrE6s — 30% OFF
👉 Code: JANUARYZACK
• https://t.co/iZFBXPrBqM — 30% OFF
👉 Code: JANUARYTLS
Limited-time January offer
There’s a ton of retail flow in $DUOL right now. That kind of participation can create liquidity inefficiencies, so the best approach might be to capitalize via a pairs trade. Here’s an idea. Should I publish an article on my Substack about this ?
BREAKING: Trump has announced 10% tariffs on imports from the following countries:
- France
- Finland
- Norway
- Sweden
- Denmark
- Germany
- Netherlands
- United Kingdom
The tariffs are set to rise to 25% on June 1 if an agreement to acquire Greenland is not reached.
December’s Highlighted Long/Short worked out quickly!
With $AAPL down sharply versus $AMZN.
We’re locking in profits and rotating into our January Gold Strategy, publishing soon.
https://t.co/iZFBXPs9gk
Favorite pair trades entering 2026:
Long BTC / short SLV
Long CIFR / short CRWV
Long NVO / short HIMS
Long TGT / short WMT or COST
Long TLT / short DXY
Since the beginning of December we have found a lot of Unusual Activity in $DJT through https://t.co/Ve0HhxJlEW
Here's some L/S with $DJT and several baskets