Acacia Capital

[Acacia Capital @AcaciaCap]

@MetusCapital @tangentstyle How long were they sitting together?

The whole deal took 48 hours?

Pretending he sat next to an analyst all weekend is not real. Did he sit next next to an analyst and tweak assumptions. Yes.

[Acacia Capital @AcaciaCap]

One day is not a trend, but seems like the one-way Semis trade and bubble behavior in other pockets is probably done. A lot is priced into semis. Ducks are getting fed with new supply. You actually need to know fundamentals going forward.

[Acacia Capital @AcaciaCap]

Holy shit!

[Buyside Scum @CorpFinScum]

You might be having a bad day but at least you’re not the banking analyst that uploaded the unblinded IOI value ranges to the buyside VDR.

[Acacia Capital @AcaciaCap]

LOL

[Greg Price @greg_price11]

BESSENT: "Sen. Wyden has slandered the Treasury building to cover up his son having an investment with Jeffrey Epstein."

WYDEN: "Nobody is interested in the rambling of a capo in the most corrupt regime in American history."

BESSENT: "Your son's largest investment position was Rick's Cabaret. Did your son and Epstein talk about poll dancing?

[Acacia Capital @AcaciaCap]

@milken_cookies Probably a good reason not to wear a snoopy tie

[Acacia Capital @AcaciaCap]

@LongShortTrader We won’t talk about Buffett or Munger in a few years and a Warren is still alive.

[Acacia Capital @AcaciaCap]

@PythiaR 50dma seems to have broken. I jinked it. Many of the Semi / Data Center names have some sell in May go away energy, while others continue to moon on no new info, while Jensen trades like a value dog.

[Acacia Capital @AcaciaCap]

@milken_cookies Dude went to jail for fraud, and now is basically copying Loeb's statement from the ILTB podcast by putting it into a MM context. Be good at your job is not real advice.

[Acacia Capital @AcaciaCap]

@FrankieFF_ Frankie...did you not get your IPO mandate?

It will be funny once its public and people start worrying about the tough Q1 and Q2 comps next year.

[Acacia Capital @AcaciaCap]

@PythiaR Because I no longer own it

[Acacia Capital @AcaciaCap]

Maybe I'm poor boomer who unfortunately sold $MU in the $400's, but the onus is now on the bulls to prove this isn't a bubble. Nonsensical moves for a $1T company should be a warning. There could be substantially more upside, but a bubble nonetheless.

[Acacia Capital @AcaciaCap]

People under 60 should not pay taxes to support Medicare or Social Security

[Nancy Mace @NancyMace]

Our seniors should not pay property taxes.

[Acacia Capital @AcaciaCap]

@kkmaway I think in the short-term that will be true for any AI company. If you have a great idea/product, but not enough compute, the companies with the compute will kill you.

[Acacia Capital @AcaciaCap]

@jclarkson203 Staying at the DuPont is a privilege. Few will understand

[Acacia Capital @AcaciaCap]

@kkmaway It’s better than the standalone alternative. They need compute

[Acacia Capital @AcaciaCap]

@jclarkson203 The financial version of this is mental masturbation. Presenting garbage to a court is still garbage but the system requires it.