alan zelcer

Tesla bull. former ceo. Isaco international founder of Papi inc

[Pierre Ferragu @p_ferragu]

We initiated coverage of SpaceX; $165 price target.
#1 insight: the merger with xAI nearly triples the value of the latter, allowing short term in-house compute, longer term orbital compute.
Not investment advice. Do your own research.
Like & repost if you want more details!

[alan zelcer @ZelcerAlan]

oj simpson

[Barry Schustermann @BarrySchust]

Roger Staubach: One of only ten players to win both the Heisman Trophy and be in the NFL Hall of Fame. Can you name another?

[alan zelcer @ZelcerAlan]

Gus Johnson

[Vinny’s Corner @VinnysCorner1]

Without saying Elvin Hayes, Earl Monroe, Wes Unseld, Rex Chapman or Juwan Howard, name a Bullet…

[alan zelcer @ZelcerAlan]

what a ,loser

[Chief Nerd @TheChiefNerd]

🚨 GOV. SHAPIRO: “Netanyahu is someone who has been leading Israel down a dangerous and isolated path. I think he has made Israel more isolated in the world community … He was the leader of Israel who wasn't minding the shop when October 7th happened.”

[Chief Nerd @TheChiefNerd]

🚨 GOV. SHAPIRO: “Netanyahu is someone who has been leading Israel down a dangerous and isolated path. I think he has made Israel more isolated in the world community … He was the leader of Israel who wasn't minding the shop when October 7th happened.”

[Elon Musk @elonmusk]

One day, we will be out there, among the stars

[alan zelcer @ZelcerAlan]

Eric Ried

[Red Delicious @SeizeTheNae]

Who’s the greatest play-by-play voice of all time?

A. Vin Scully
B. Al Michaels
C. Mike Breen
D. Keith Jackson
E. Chick Hearn
F. Marv Albert
G. Kevin Harlan
H. Pat Summerall

[alan zelcer @ZelcerAlan]

is there a tjmax marshalls there

[Joe Pompliano @JoePompliano]

Inter Miami will open its new $350 million stadium tonight.

• $150M+ naming rights deal
• Dedicated “Leo Messi Stand”
• 1 mile from Miami International Airport

The stadium will anchor a 131-acre entertainment district with shops, restaurants, and a hotel.

[alan zelcer @ZelcerAlan]

How can n you be a conservative republican and vote for Kamala and Obama<?? CNBC has you buy the>?? Joe Hernan is a republican tell your clients

[Guy Adami @GuyAdami]

I would imagine GFY is short for Go Fuck Yourself.. appreciate your thoughtfulness

[alan zelcer @ZelcerAlan]

Yes

[HeroOfTheDay @Hero_OfThe_Day]

Is this the real Mt. Rushmore of the NBA?? 🧐 🧐

[alan zelcer @ZelcerAlan]

where's Larry

[ClutchPoints @ClutchPoints]

The GOAT debate? Reggie Miller just gave his final take 🐐

In an interview with Dan Patrick, he broke it down his way:

“Best of the three is Michael Jordan.
Kobe Bryant was MJ on steroids... he took the master’s fundamentals.
If we’re talking careers, it’s LeBron James.

But stack for stack? MJ, Kobe… then LeBron.”

Peak vs. skill vs. longevity.

Three different ways to define greatness…

And somehow, all three names still end up at the top 🔥

[alan zelcer @ZelcerAlan]

What are the Alexander family paying you

[Daniel Mael @DanielMael]

I doubt that the Real Deal is even trying anymore. Take a look at this:

"Tracy Tutor, a “Million Dollar Listing Los Angeles” star and former Elliman broker, also sued Oren, alleging he drugged her while at an Elliman event in New York in 2014. In her complaint, Tutor claims she “blacked out” after consuming a drink Oren gave her and was later found with him in the men’s bathroom by another Elliman employee. The next morning, Tutor says, she woke up “naked and alone” in an unfamiliar hotel room."

Now take a look at what Tutor actually said in her lawsuit:

"Ms. Tutor now recalls that she woke up in someone else’s hotel room the next morning, naked and alone. She had started her period that week and used a tampon the day before, but when she woke up, her tampon had been removed and she was surrounded by blood. Feeling shocked, confused, and vulnerable, Ms. Tutor called Mr. Weiss for help. Mr. Weiss told her to call
security immediately, which she did. When Mr. Weiss arrived at the hotel, he was met by two hotel employees who only allowed him to take Ms. Tutor with him after he and Ms. Tutor convinced the employees that Mr. Weiss was her friend. Ms. Tutor returned with Mr. Weiss to her hotel room."

Where did Tutor wake up? What did the security find? Who had access to the hotel room? Does journalism exist anymore?

[alan zelcer @ZelcerAlan]

JCP

[Danny Naz @ThePupOfWallSt]

Bill Ackman doesn’t run a portfolio.

He runs a thesis.

Look at the weights.

Brookfield 18%.
Uber 16%.
Amazon 14%.
Google 12%.
Meta 11%.

Restaurant Brands. Howard Hughes. Hilton.

This is not random stock picking. It’s a concentrated bet on durable platforms with pricing power and operating leverage.

Ackman isn’t chasing stories. He’s buying cash flow machines with structural advantages:

• Brookfield: real assets, infrastructure, hard asset optionality.
• Uber: network effects, mobility + delivery dominance.
• Amazon and Google: digital toll roads of the internet.
• Meta: attention monopoly monetized at scale.
• QSR and Hilton: global consumer franchises with brand power.
• Howard Hughes: long-duration real estate development optionality.

Notice what’s missing.

No clutter. No 40-stock diversification theater. No macro hedging gymnastics.

Seven core positions control the bulk of $15.5B.

That’s conviction capital.

Ackman’s style has always been simple:

concentrate when you believe the upside is asymmetric, size it aggressively, and wait. He’s not trying to outperform by 50 basis points. He’s trying to compound at scale with businesses that can double earnings over time.

The takeaway?

This portfolio is basically a bet that:

• Scale wins.
• Brand wins.
• Platforms win.
• Hard assets matter.
• And dominant companies get more dominant.

It’s not flashy.

It’s a modern oligopoly portfolio dressed up as activism.

And when you strip away the headlines, that’s the real strategy.

[alan zelcer @ZelcerAlan]

@squawksquare you should start a podcast your a trip funny in a good way

[alan zelcer @ZelcerAlan]

wimp

[Farzad 🇺🇸 🇮🇷 @farzyness]

I will not be livestreaming Tesla's earnings today and moving forward.

After 4 years of covering the quarterly earnings, I would like to take 2026 and onwards to enjoy the day along with every other $TSLA investor.

I look forward to shit-posting along with you all.

PS: There are two other times where I couldn't run an earnings livestream for Tesla. Both times, the stock went up 5%+. You're welcome.

[Pierre Ferragu @p_ferragu]

We published this today. Phenomenal analytical work to understand how things could play out. give us 1,000 retweets and 5,000 likes, and we make it publicly available and do a space to discuss findings first week of Jan.

[alan zelcer @ZelcerAlan]

@AndrewDBailey @ZackZelcer

[alan zelcer @ZelcerAlan]

what tv channel is game on

[Anthony Chiang @Anthony_Chiang]

Knicks put Mitchell Robinson on Jaime Jaquez Jr., who goes right at him to draw Robinson's third foul.

That's important, considering Robinson is one of the NBA's top offensive rebounders.

[alan zelcer @ZelcerAlan]

not great service can’t see seat number only row

[truth seeker 💼 🔥 @NevrEnoughX]

@StockMKTNewz Had a bad experience selling 2 extra tickets with Stubhub. The buyer claimed they never got the tickets and Stubhub tried to not pay me. I sent the tickets to the buyer over 10 times. The buyer wouldn’t claim them. Eventually they paid me but it was a terrible experience.

[alan zelcer @ZelcerAlan]

what happened after revotional