Cappy Markets

father, trader. not financial advice. these are not recommendations, just opinions.

[Cappy Markets @cappymarkets]

@alphajustshrug @BillAckman @BillAckman the hero we all needed

[Cappy Markets @cappymarkets]

@alphajustshrug @BillAckman Great idea! I challenge you Bill!

[Cappy Markets @cappymarkets]

@TheShortBear It doesn’t seem like the $APO stock cares about @michaeljburry view … at least yet

[Cappy Markets @cappymarkets]

$aapl $248 -> $315

[Cappy Markets @cappymarkets]

$AAPL the ultimate AI play

[Cappy Markets @cappymarkets]

@AntonLaVay The only challenge is that multiples were 20-30% higher for the comps when the deal was struck in June 2024 … stock seems a little rich for my liking but new to it

[Cappy Markets @cappymarkets]

$AAPL the ultimate AI play

[Polymarket @Polymarket]

JUST IN: Reddit CEO says the company is considering requiring Face ID to ensure humanity in order to crack down on AI bots.

[Interstellar @InterstellarUAP]

🚨 Simulation Theory: The Double Slit Experiment proves particles act like waves until observed then they snap into particles.

What if our reality only "renders" when we're looking, just like a video game optimizing resources?

Check out this episode from The Why Files breaking it down, tying it to Simulation Theory. Are we in a sim?

This could be the key to unlocking the true nature of existence!

The Why Files video did a great job on explaining the Double Slit Experiment & Simulation Theory

What do YOU think—real or rendered? Drop your thoughts below!

[Cappy Markets @cappymarkets]

@menoftribe @KobeissiLetter Who has the best and strongest market? The one with quarterly reporting where management teams are pressured. The volatility would just be greater given a lot more changes 6M than 3M and perhaps people will be lazier. You don’t really need to reveal your master plans every 3M…

[Cappy Markets @cappymarkets]

@datafactshub @KobeissiLetter Who has the best and strongest market? Perhaps those that are under quarterly pressure because they can’t fart around? Idk - the incremental costs seem silly as an argument.

[Cappy Markets @cappymarkets]

B4 the Citrini doomsday scenario happens, US Govt will raise corp taxes, institute a “compute”+ capital charges on robots, lower income taxes and institute UBI that will have higher purch power from AI-led deflation. Ppl will live well. #maslow #CitriniResearch

[Cappy Markets @cappymarkets]

@smartertrader And no need for large capex like others - let others build. Will just collect toll for crown jewel (trust/users) - “yo check out my sick Anthropic phone - said no one ever”

[Cappy Markets @cappymarkets]

@smartertrader What IB is to Bloomberg, IMessage is to AAPL, you want distribution (manufacturing commoditized) AND brand awareness (need trust when AI creates so many lies) in the age of AI … . $AAPL ULTIMATE AI PLAY

[Cappy Markets @cappymarkets]

@BradleyYWong @NickTimiraos Dumb

[Cappy Markets @cappymarkets]

@Lucidvein This is just wrong

[Cappy Markets @cappymarkets]

“Nobody has more f***ing lounges, I mean premium quality lounges than $AAL …”

[Cappy Markets @cappymarkets]

@JohnCoxCap Why do you think they offered such a large amount?

[Cappy Markets @cappymarkets]

Action button seems cool for the iPhone, though @apple should let you use it to scroll in apps, web and books.

[Cappy Markets @cappymarkets]

@MenthorQpro Hey @MenthorQpro - why do you look at gamma instead of delta? For delta, isn’t it just saying the the $bn they need to buy or sell at opex (in this case sell because they are long delta)? Thanks!

[Cappy Markets @cappymarkets]

@MrnllMtt 🥵

[*Walter Bloomberg @DeItaone]

BLACKSTONE DEFAULTS ON €531M CMBS AFTER PROPERTY SALES DELAYED