View From the Hedge

Investor

[View From the Hedge @ViewFromtheHedg]

@TheStalwart If Anthropic or OAi ipo anywhere near $2t it will be an epic short.

[View From the Hedge @ViewFromtheHedg]

@RealJimChanos To infinity and beyond! 🚀🤣

[View From the Hedge @ViewFromtheHedg]

@GaryMarcus I am much more worried about bad ppl using Ai against us than Ai itself hurting us.

[View From the Hedge @ViewFromtheHedg]

I when the time comes… short OpenAI vs long Anthropic is a great trade

[View From the Hedge @ViewFromtheHedg]

@DylanRatigan It is unfortunate, but The lesson many walked away from 2009 with was that if you’re not at risk of blowing up the bank, you’re not taking enough risk and leaving personal gain on the table.

[View From the Hedge @ViewFromtheHedg]

@WhitneyTilson So sad

[View From the Hedge @ViewFromtheHedg]

@Scaramucci Unfortunately, the system is broken. Neither party can seem to care about what best for America, just what’s best for themselves.

[View From the Hedge @ViewFromtheHedg]

@RealSimpleAriel @ChrisCamillo @amitisinvesting There is a huge difference taking that risk with your own money than doing it with LPs money.

[View From the Hedge @ViewFromtheHedg]

@TheFlowHorse Amazes me ppl believe these kids make $ trading.

[View From the Hedge @ViewFromtheHedg]

@PeterDiamandis Not sure about that, but a good spot to cover for now.

[View From the Hedge @ViewFromtheHedg]

@Convertbond @Jesse_Livermore @elonmusk @chamath @DavidSacks Don’t forget all the private credit and PE that’s getting dumped onto mom and pop too.

[View From the Hedge @ViewFromtheHedg]

@RogerLowenstein Many underestimate how much harder investing gets with size. That’s what made Buffett great he evolved to hang huge capital. I’ve known lots of guys who can put up big numbers (>50% annual) with 7 figures, very few who can do it with 10 + figures

[View From the Hedge @ViewFromtheHedg]

@BickerinBrattle The crazy thing is MAGA will view this as a historic win. And the mkt will probably love it too.

[View From the Hedge @ViewFromtheHedg]

@DougKass And gets worse every single day…

[View From the Hedge @ViewFromtheHedg]

SpaceX….$10 trillion or bust!!!!

[View From the Hedge @ViewFromtheHedg]

@DougKass @InTheAssembly She's not an investor, she's a master marketer....diff game

[View From the Hedge @ViewFromtheHedg]

@Chartfest1 I did a lot of stupid things back then that made me a lot of money.

[View From the Hedge @ViewFromtheHedg]

@Chartfest1 100%

[View From the Hedge @ViewFromtheHedg]

With a mkt cap of $1t, they could buy back shares in a bear mkt.

[View From the Hedge @ViewFromtheHedg]

I will say, as a long time BRK shareholder, I am concerned with how the cash will be deployed without Warren around. Even when we get a bear mkt, which we will eventually get, it is going to hard to get $400b invested.