Carson

Movies Blazers Stocks Ducks
Elliott Smith is the greatest singer/songwriter of all time

[Carson @ca_rs_on]

Cortez the Killer is a top 5 song in mankind’s history

[Damian Lillard @Dame_Lillard]

Yes I would.

[Carson @ca_rs_on]

Up 67% in ~2.5 months. ATH. Turns out you can’t vibe code a comprehensive zero trust-enabling security platform. (For now).

[Carson @ca_rs_on]

$Crwd sub $350 seems like a total mis-pricing by mister market.

[Carson @ca_rs_on]

Man… I’d do anything to see an Elliott Smith acoustic concert.

[Carson @ca_rs_on]

Voltagrid is going to go parabolic when they IPO. Last raised at $5-$8B post. $BE is the best comp at $80B plus.

Conservatively a $25B company.

[Portland Trail Blazers @trailblazers]

THE PORTLAND TRAIL BLAZERS ARE HEADED TO THE PLAYOFFS!!!!!

[Carson @ca_rs_on]

9 days later, $404.

[Carson @ca_rs_on]

$Crwd sub $350 seems like a total mis-pricing by mister market.

[Pernas Research @pernasresearch]

Cybersecurity companies have an aggregate market cap of ~$650B. AI eventually will 10x code, complexity, and exploits. What is the argument that cybersecurity isn’t a 10x category? Feels structurally like defense spending vs GDP

[DiscussingFilm @DiscussingFilm]

First poster for the IMAX re-release for ‘THE REVENANT’

The film is returning to theaters on February 26.

[Yellowbrick Investing @joinyellowbrick]

WSB top picks for 2025 are up 77%, and you're trying to eke out 20% with Japanese net-nets, regional banks, and cheap Europoor companies with growing FCF?

[Legion Hoops @LegionHoops]

Brandon Roy has been listed as a candidate for the 2026 Hall of Fame class

One of the most exciting players ever

[Carson @ca_rs_on]

Best movies of each of the last 6 years

-2019: Sound of Metal / The Irishman
-2020: The Father / Soul / Nomadland
-2021: Dune 1
-2022: Aftersun / All Quiet on the Western Front
-2023: Past Lives / The Promised Land
-2024: Flow / Dune 2
-2025: Train Dreams / The Brutalist

[Ryan Petersen @typesfast]

Real

[Carson @ca_rs_on]

Best coach in college football.

[Zachary Neel @zacharycneel]

Holy shit.

[Brenna Greene @BrennaGreene_]

Absolutely worth three minutes of your time.

Dan Lanning with a lot of really poignant thoughts on the Charlie Kirk assassination.

"The US could learn a lot from our locker room... You walk in that locker room you've got guys of different races, backgrounds, religions, and you've got a team that loves each other."

H/T @MattPrehm for the question

[Carson @ca_rs_on]

Margin Call clears both

[James @MKUltraMoney]

You can tell a lot about a man by if he prefers The Wolf of Wall Street or The Big Short.

[Carson @ca_rs_on]

LETSSSS GOOOOOOOOOOO

[Shams Charania @ShamsCharania]

BREAKING: Nine-time NBA All-Star Damian Lillard is finalizing a three-year, $42 million contract to return to the Portland Trail Blazers, sources tell ESPN. Deal is expected to include a player option in 2027-28 and a no-trade clause. A storybook reunion home for the 35-year-old.