K

[K @call_me_g3]

@Merridew__ What ADHD test are you referring to? Would love to take it

[K @call_me_g3]

@Merridew__ Congrats!!!

[K @call_me_g3]

@Merridew__ I remember you wanting to add to SoftBank position because of the SpaceX IPO

[K @call_me_g3]

@Merridew__ How did you call this play so confidently? It was public information so how did you know it was not priced?

[K @call_me_g3]

@Merridew__ Do yourself a favour and read the hunger games if you haven't already. Nice escape with a lot of "aha" symbolism, foreshadowing and metaphors. It is, however, based on the theme of wars. Tbh very relevant today sadly

[K @call_me_g3]

@Merridew__ They let it fall and promise to pick it back up for 2028.

[K @call_me_g3]

@prpl8 @sidprabhu Any anecdotes for what eventually broke the camel's back at that time?

[K @call_me_g3]

@Merridew__ Would you mind sharing if there's a name for the test you took?

[K @call_me_g3]

@Merridew__ What if MMs are short the calls and hedged with underlying? Is it really zero sum then?

[K @call_me_g3]

@Merridew__ LMAOO

[K @call_me_g3]

@Merridew__ I understand why Upwork but why Lyft? Because of self driving?

[K @call_me_g3]

@prpl8 Monkey see monkey do. If you fail, everyone fails. If AI capex turns out to be the holy grail, you don't wanna be the only company left behind. Apple is an anomaly- they have the brand capital to do whatever they want

[K @call_me_g3]

@DeepDishEnjoyer love how you gave him the courtesy like

[K @call_me_g3]

@Merridew__ Would be interesting to see the breaking point that leads to demand destruction (if at all) which then sets off a deflationary period

[K @call_me_g3]

@Merridew__ I've been debating this whole idea of inflation vs deflation. A case can be made for both. No idea how to position because the outcomes are so binary

[K @call_me_g3]

@prpl8 AI will undeniably change some people's lives and greatly improve their productivity. You can literally "build" whatever you want now - it's increased access a lot. But the majority of people will not take action on it. Human effort still remains the bottleneck

[K @call_me_g3]

@Merridew__ It's like that gold substitution theory you had. When gold went ballistic, you said silver would be next where people try to chase returns

[K @call_me_g3]

@sidprabhu Same reason casinos exist when everyone knows house always wins

[K @call_me_g3]

@prpl8 @Bob_McNally Thank you!