bino

man meets world - 1x honorable mention

[bino @bino6712]

3/4 of the mlb is a farm system for the other 1/4

[Jacob Calvin Meyer @jcalvinmeyer]

This is one of the consequences of the Adley Rutschman trade.

It means Gunnar Henderson is on the table at next year’s deadline. And Jordan Westburg the year after that. And Jackson Holliday the year after that.

The only way to stop that trend is to win.

[bino @bino6712]

@ryanripkenshow They’re a farm team

[bino @bino6712]

@EBoKnowss We are a farm system

[Ebo @EBoKnowss]

I’ll miss you, friend

[bino @bino6712]

@tamaanitar @unusual_whales They pay for the inflate the excess of administration cost at universities

[Jersey Jerry @Jerrythekid21]

LORD, I AM NOT worthy that you should enter under my roof, but say the word and my soul shall be healed.

[bino @bino6712]

The fact that none of these companies even tried to turn this into a pr/marketing play giving any of the money back to their own users or consumers that had to pay more for the products speaks volumes.

[Polymarket @Polymarket]

JUST IN: Apple received an estimated $2,200,000,000.00 tariff refund this quarter.

[bino @bino6712]

@omgsidewalks You think they still care about you?Lol

[bino @bino6712]

@FluentInFinance Good one! The country does have a perfect credit score, you’ll know when we don’t cuz it won’t be very ideal.

[bino @bino6712]

@lukepbeasley What if tho… what if? I don’t like it… but…. What if? And I know every time it ends the same way, buttttt what if?!

[Colin_Penrod @cobbyp23]

Asked for extra coleslaw at canes and they euthanized my dog

[Don Pettit @astro_Pettit]

I finally have all 1.2 million raw image files from my latest mission to ISS! Here is a sample of one of my favorite Milky Way photos, taken from the Cupola with Nikon Z9, Arri Zeiss 15mm lens, T1.8 with custom sidereal drive that cancelled out star motion relative to our orbit.

[bino @bino6712]

We’ve had so many years of complete incompetence in the presidency and we’re still here and it’s not that bad. Pretty good system the founding fathers built.

[bino @bino6712]

@unusual_whales The classic “the other guys hacked websites with their super intelligent thing , so we should do it to show our super intelligent thing can break out and potentially cause destruction too!”

[bino @bino6712]

@unusual_whales The classic “the other guys hacked websites with their super intelligent thing , so we should do it to show our super intelligent thing can break out and potentially cause destruction too!”

[Brew Markets @brewmarkets]

"Smart men go broke three ways: liquor, ladies, and leverage."

— Charlie Munger

[bino @bino6712]

@AJA_Cortes A Rottweiler watched you until the ball got in his yard, the Rottweiler wanted the ball and took it. then the you went back to his swimming pool to wait for a new ball to play with.

[bino @bino6712]

The most boring fund just buying high conviction American businesses that doesn’t leverage or get fancy with speculative illiquid plays with new school thoughts needs to emerge…

[Bull Theory @BullTheoryio]

The best-performing fund of 2026 just got wiped out by its own leverage.

Leopold Aschenbrenner's Situational Awareness fund just had one of the fastest blowups in hedge fund history. Up 439% this year on aggressive AI bets, it hit $45 billion in assets, then lost the entire public portfolio in weeks.

Here's what made him famous. He went long AI hardware like SK Hynix, the chipmaker, and shorted software stocks like Adobe. Chips up, software down. The trade of the year.

But he wasn't just using his own money. He borrowed roughly 4x his capital to size the bets up. Leverage is great when you're right. It turns brutal the moment you're wrong.

Mid-July, everything flipped at once. His chip stocks fell over 30% in two weeks. His Adobe short backfired, the stock rose instead of falling. He was losing on both sides of the book at the same time.

On July 24, he wrote to investors calling the crash a buying opportunity and asked for fresh capital. The money never came in time.

Then, on July 28, Bloomberg reported that Citadel Securities was calling for a surprise Fed rate hike, a move markets hadn't priced in. Panic hit. AI stocks, already down 30%, fell even harder.

July 30, Thursday morning. All three of his prime brokers, Bank of America, Goldman Sachs, and JPMorgan, issued margin calls on the same morning. He had nothing left to negotiate with.

That same day, the Wall Street Journal reported that Ken Griffin's Citadel had bought his entire stock portfolio, reportedly at a steep discount.

Ken Griffin's market-making arm called the rate shock. Days later, Ken Griffin's hedge fund walked away with the assets once the fire sale arrived.

No one has proven intent. But the timing is hard to ignore.

[bino @bino6712]

@mellometrics Why do people need so much fucking leverage and then scream murder when it bites them?