Aaron

[Aaron @aaron_xtopher]

peasants with absolutely no food or quality of life are always whining “meh meh meh injustice injustice meh meh meh” meanwhile I’m getting zero ground-floor support for my idea Vita-vape, the first vitamin-infused vaping apparatus that uses your addiction to enhance your recovery

[Aaron @aaron_xtopher]

started a 401K a few months ago and still don’t have access to $401,000. anyone else having this issue?

[Aaron @aaron_xtopher]

@NYRChatter Marc Staal. Pretty obviously.

[Aaron @aaron_xtopher]

🪦me

[Mollie Walker @MollieeWalkerr]

Igor Shesterkin is out for the rest of the season, per #NYR

[Aaron @aaron_xtopher]

You are not welcome

[New York Yankees @Yankees]

Thank you for supporting us all season long, Yankees fans 💙

[Aaron @aaron_xtopher]

@vzmercogliano This is one of those logically incorrect things a lot of fans will base their fury on. Game goes different if anything were different. You can’t do revisionism w/o the ripples. Fire Boone. Keep George, Cam, Ben—cut everyone else. Back the strike. Gut the house. Lobby state taxes.

[Autopilot @joinautopilot]

Breaking: The Trump administration is giving Vistra $4,000,000,000 loan to upgrade 3 nuclear plants

‣ Nancy Pelosi bought up to $750K at ~$171
‣ Peter Thiel filed ~$60M position at ~$148

$VST trades at $140 right now

[Michael Sikand @michaelsikand]

GTA VI will hit $1B in pre-orders in its first hour on sale today.

But no one is looking at $SONY, the mispriced money printer on the biggest entertainment product in history.

The trade on game publisher $TTWO has been priced in for a while. The highest street PT is 15% upside. The $GME upside is also light given the game is confirmed to have no discs.

You see the world still looks at $SONY as a low margin console seller with a mature, memory shortage exposed product in PS5. But really, Sony is becoming a digital products business from PSN memberships and in-game purchases, a perfect set up around GTA 6. Despite being a diverse $115B conglomerate, it derives most of its revenue and profits from its video games business.

$SONY is going to print high margin revenue alongside $TTWO, getting a cut of ~70% (console market share) of every game pre-order today, game purchase, and the in game economy purchases that still make $TTWO bags 13 years later.

Sony’s own CFO said this point best:

“The increase in operating income was mainly due to an increase in sales of add-on content and network services, as well as the impact of foreign exchange rates.”

Plus there will be a massive flood in high margin new and re-activated PSN online memberships. Think about how many churned, non active PS5 owners will re-activate here for this game.

You might think is this trade priced in because Sony recently guided for 30% earnings growth for their gaming business this fiscal year.

However, almost of that earnings growth guided is from a large impairment $SONY took on its Bungie deal (Destiny publisher). So the organic growth from this once in a generation gaming catalyst is not baked in. To further support this "not priced in thesis", GTA's history of delays would make building guidance around it a risky play for management.

Now you should know this thesis is not about console sales by the way. Memory shortages have forced Sony to hike PS5 prices, hurting demand. However, I believe the demand for GTA 6 is so asymmetrical, there will be major price inelasticity this holiday season, and PS5 will exceed sales targets anyway. It doesn't really matter though because the margins are very low on the hardware, the key is the console as a wedge into the high margin digital subscription and purchases revenue.

Overall I love the R/R as the business is cheap here at 16x forward, down 20% year to date and down 50% from ATHs. I computed the base case at around $30 (50% upside) which aligns with other analysts like TD and BofA, so the company does look to be genuinley cheap.

IV and expected move on options are super low, so I'm taking an options trade and you won't see Sony show up in any of my @joinautopilot strategies for this reason. Hope is that the market might begin to see what I do around this massive launch as more catalysts build and pre-order data drops.

I've linked my free write up on Sony below or at link in bio.

[Tristan Thompson @TThompson]

Congress discloses trades up to 45 days later

You won't need to wait for my trades

First NBA Champion sharing their portfolio on @joinautopilot

[World of Engineering @engineers_feed]

Polyethylene is the world's most produced plastic - shopping bags, milk jugs, cutting boards.
It is also one of the hardest to recycle because it requires high temperatures or expensive catalysts to break its carbon chains.

On September 21 2026, Oak Ridge National Laboratory published a process using inexpensive aluminium-based molten salts that breaks polyethylene into smaller hydrocarbon molecules at relatively mild temperatures.

Output: approximately 60% gasoline-range molecules, with diesel and other products making up the rest.

This does not solve plastic waste.
But it converts a material with almost no recycling infrastructure into a fuel that can enter existing distribution systems - with no sorting required.

[Aaron @aaron_xtopher]

Lance Stroll hasn’t finished a Grand Prix all year… bearish $CRWV

[CoreWeave @CoreWeave]

Every @AstonMartinF1 race is a product of thousands of engineering decisions and tests that happen behind the scenes, before the rubber hits the road.

Here's an engineer's perspective.

[Aaron @aaron_xtopher]

@ChrisKlemmer why are you in this crouch?

[Aaron @aaron_xtopher]

$GRML $GLND $GTEC

[Wall St Engine @wallstengine]

TRUMP ANNOUNCES PERMANENT U.S. SECURITY CONTROL OVER GREENLAND

President Trump says the U.S., Denmark and Greenland have reached an agreement giving the United States permanent control over Greenland’s security needs at no cost to the U.S.

Under the agreement described by Trump, no U.S. adversary would be allowed to establish a military base, maintain a military presence or make sensitive investments in Greenland without U.S. approval.

Trump also said the U.S. will begin developing a significantly larger military presence on the island and described the agreement as having “no end.”

[U.S. FDA Recalls and Alerts @FDArecalls]

GF Blends Recalls Truly AIP All Purpose Flour and Bread Mix, and EAT G.A.N.G.S.T.E.R. Flat Bread Pizza Mix Due to Potential Undeclared Wheat Gluten https://t.co/lWMUDVxVuk

[The Food Manufacturing Guy @TipOfTheBanana]

If an ingredient list says carmine, cochineal extract, or Natural Red 4, that's an insect. A scale insect farmed on cactus, mostly in Peru, dried and crushed. It takes around 70,000 of them to make a pound of dye. It's in strawberry yogurt, pink candy, juice, some cheese spreads, and most red lipstick.

Until 2011 the label didn't have to say much. Carmine could be listed as artificial color or just color added. FDA changed it after reports of severe allergic reactions including anaphylaxis, and now the name has to be printed. The part I find interesting is what FDA left out. The petition asked that labels also state the color comes from insects. The dairy industry objected, saying there was no need, and FDA agreed. So the rule is that the word carmine has to appear, and nothing has to tell you what carmine is.

[The Food Manufacturing Guy @TipOfTheBanana]

Häagen-Dazs isn't Danish. It isn't a word in Danish or any other language. Two Polish immigrants, Reuben and Rose Mattus, started the company in the Bronx in 1960, and he sat at his kitchen table saying nonsense syllables until one of them sounded European. He added an umlaut, which Danish doesn't use, and put a map of Denmark on the early cartons. Pillsbury bought it in 1983 and in the US it's owned by Nestle's ice cream joint venture now.

The part I like is that when a competitor launched Frusen Glädjé with the same fake Scandinavian look, Häagen-Dazs sued them for copying its Scandinavian marketing theme. The court said you can't trademark pretending to be from Scandinavia. Both companies were from New York.

[The Food Manufacturing Guy @TipOfTheBanana]

Nutella is 13% hazelnuts. The first two ingredients are sugar and palm oil and together they're more than half the jar. Ferrero doesn't hide it, the percentage is printed on the label in Europe.

Ferrero buys around a quarter of the world's hazelnut crop every year, mostly from Turkey, which grows about 70% of the supply. In 2014 they bought Turkey's biggest hazelnut company so nobody could get ahead of them.

In 2017 they changed the recipe to more sugar and more milk powder without announcing it, and a German consumer group noticed the cocoa went down too because the color got lighter.

[Antares @AntaresNuclear]

Testing the most powerful heat pipes ever built.

Sodium heat pipes move heat passively from our core without pumps, valves, or moving parts.

Major advantage on Earth. Even greater in space.

[Aaron @aaron_xtopher]

Wednesday is for the Winners.
@rone @ronedotcom