Bernard Rose @bernardnrose - Twitter Profile

@RightScopee It’s not cash. It’s not liquid. It’s equity. Share certificates. And just look at how many jobs he created. How many did you create? Oh, and don’t forget about the risk. He took massive risk. How much risk have you undertaken in your business life?

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Bernard Rose @bernardnrose

7 days ago

@Simi_2210_ 100

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Bernard Rose @bernardnrose

9 days ago

@SqSehrish 32. 30 plus me plus the bus driver

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Bernard Rose @bernardnrose

9 days ago

@DearGozde 96

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Bernard Rose @bernardnrose

9 days ago

@usludurkizim 40

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Bernard Rose @bernardnrose

10 days ago

@farman4x 0

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Bernard Rose @bernardnrose

12 days ago

@RightScopee YES

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bernardnrose retweeted

Logan Weaver

@LogWeaver

15 days ago

BREAKING: Alphabet just executed the largest equity raise in human history. $84.75 BILLION in a single offering. That tops Petrobras' $70 billion deal in 2010, which had stood as the record for 16 years. But there's a big caveat to this that most don't realize... Here's what actually happened, and why retail investors keep losing the same game: Monday, June 1. Alphabet announces an $80 billion equity raise to fund AI infrastructure. By Tuesday, the deal got upsized to $84.75 billion. When a company issues that much new stock, every existing share owns a slightly smaller slice of the business. That is what spooked retail. They saw the press release Monday night and dumped the stock. Stocktwits sentiment went bearish and stayed there. Microsoft fell 3.17% in sympathy. The dilution panic ran through every Big Tech name with AI exposure. By Wednesday, $GOOGL closed at $358.68. Down about 4% from where it sat before the announcement. Now look at who was selling to whom. Buried in the SEC filing is a $10 billion private placement to Berkshire Hathaway. Done before the public ever saw the deal. Berkshire's entry price is on the filing. $351.81 per share for Class A. $348.20 per share for Class C. Both below where retail panic-sold the next day. Warren Buffett got a fixed-price allocation. The institutions in the $30 billion underwritten offering got the same treatment through their bank desks. They knew the price range in advance and committed before the open. The remaining $40 billion will drip into the market through an at-the-market program over Q3 and Q4. That is the bucket retail order flow gets absorbed into. Same stock. Three different doors. This is the part of capital markets retail investors are not told about. When a megacap raises capital, the structure of who gets in first is decided before the rest of the market sees a single news alert. Berkshire wrote a $10 billion check at a discount. Retail bought into a stock the next day and sold the morning after that when the dilution narrative scared them. The dilution panic is what made the trade work for everyone who got the early call. Goldman Sachs co-CEO Anthony Gutman called the raise "unprecedented territory." Berkshire wrote a $10 billion check anyway. This is the same lesson Pershing Square's IPO taught last month. The same lesson the Blue Owl gates taught last quarter. The wealthy do not pay famous money managers for personality. They build systems that do not depend on getting the headline at the same time as everyone else. Most retail investors will never get a private placement at $351.81 a share. What they can build is a process that does not react to every dilution headline as if it is a verdict. Surmount helps you automate your investments with rules-based strategies built on data, not headlines...