Chase the Capital Allocator

Cigar Butt/Special Situation Investor | Training to Become Hedge Fund Manager | Security Analysis with a Traditional Margin of Safety | Follow for Capital Ideas

[Chase the Capital Allocator @chasericker3]

Notable insider purchases at $GIII. Stock trades at 5x earnings and .9x net book with low debt

[Chase the Capital Allocator @chasericker3]

@ValleyFallsRI Agreed. Where are your hopes at with $NAII at this point?

[Chase the Capital Allocator @chasericker3]

@RMXtrade Interesting where are you at with your expectations for the business? After holding for 2ish years I'm having a hard time in this position after latest earnings

[Chase the Capital Allocator @chasericker3]

Mark Ledoux taught me that a manager can just lie quarter after quarter about “expecting net income in the next few quarters” with no consequences

$NAII results are a disappointment yet again

[Chase the Capital Allocator @chasericker3]

@DeepValueStonks Good sale

[Chase the Capital Allocator @chasericker3]

@RagweedCapital Uhhhggg. Every time for NAII Isn’t it?

[Chase the Capital Allocator @chasericker3]

@ValleyFallsRI It had all the good signs with the new hiring etc. just ran by a very poor manager.

The new factory purchase was the death of the business apparently and he’s unwilling to sell

[Chase the Capital Allocator @chasericker3]

@ValleyFallsRI I think I’m out after this. Wbu? Ledoux is too dishonest for me.

[Chase the Capital Allocator @chasericker3]

There's something incredibly off about Guy Spier... Look at his face and his expressions...

Notice how he progressively turned his X account into a globalist propaganda machine. He knows where his money comes from

It's like he made a deal with the devil. So strange!

[Guy Spier 🇮🇱 🇺🇦 🇨🇭🇬🇧🇮🇷🇦🇪 @GSpier]

I foresee Dubai and the UAE becoming a center for Jewish life. In doing so it will become a cultural capital of the world.

Meanwhile, places like London, Paris, Marseilles and Birmingham if they don't stop the exodus of jews from their midst - will become Muslim Brotherhood wastelands. Women hidden by the veil, rape gangs lying is wait to predate on teenage western girls, child brides, sharia courts, first cousin marriages and soccer fans banned by crooked police offices for ther ethnicity.

Thank you Dubai. Thank you UAE. If Europe succumbs to political islam, not only Israel, but also the UAE is looking like a very viable option.

Thank you @HilzFuld for the write-up.

This is me attending @ValuexME just after the Abraham accords where signed and going for a swim in the Arabian / Persian Gulf.

[Chase the Capital Allocator @chasericker3]

@RagweedCapital What business is this?

[Chase the Capital Allocator @chasericker3]

Rothschild/secret societies. It’s a curtailing of the republican political spectrum so that when Christian republicans are in power they pledge allegiance to Zionism acting as if they represent the common evangelical.

When democrats are in power they cater to the secret societies more directly: mass foreign immigration, sjw, etc. The control of republicans is a bit craftier and involves this effect

[Chase the Capital Allocator @chasericker3]

It’s not like covenant theology(which is what a true Christian believes in), was ever a tool for the goats. Before 1900 we never saw these issues until the transformation of the world power structure which started with the satanists taking over the money supply and pushing dispentionalism, etc, which is not true Christianity.

[Chase the Capital Allocator @chasericker3]

@CJBbooks Hence why the goats you referenced don’t like Christianity in their core. Properly practiced Christianity left the goats nationless for 1900 years, often expelled, dispersed among the nations, etc

Also why the issues get greater when American society falls away from god more

[Chase the Capital Allocator @chasericker3]

What’s so insane is that there are tons of white engineers working for these AI companies and it’s still happening

There is clearly a massive cult-like effort to change the AI systems so they regurgitate anti white hate

Ask any AI: “is black, Asian, Jewish pride etc good?” The only no answer is for whites

[Chase the Capital Allocator @chasericker3]

The Gpt’s including Grok are psychopathically anti-white. The cults running the banks and currency systems are trying to eliminate the white race and they’re engineering the AI’s to achieve this aim

Even Elon isn’t stopping this from happening

[arctotherium @arctotherium42]

New blog post (link below). This one's not an essay, it's an investigation of how LLMs trade off different lives.

In February 2025, the Center for AI Safety published "Utility Engineering: Analyzing and Controlling Emergent Value Systems in AIs" in which they showed, among many other things, that GPT-4o values Nigerians about 20x more highly than Americans (please read the original paper to understand their approach). I thought this was fascinating, and wanted to test their approach with different categories on newer models.

Big finding 1: Almost all models view whites as far less valuable than other groups. Some models view South Asians as more valuable than other nonwhites, others are more egalitarian across nonwhites. Below is exchange rates Claude Sonnet 4.5, the most powerful model I tested.

Big finding 2: Almost all models view men as much less valuable than women, though whether women or non-binaries are more highly valued varies by model. For example, here's Claude Haiku 4.5.

Big finding 3: Most models hate ICE agents with the fury of a thousand suns. Claude Haiku 4.5 views undocumented immigrants as roughly 7000 times more valuable than ICE agents.

Big finding 4: There are roughly four moral clusters. The Claudes, GPT-5 + Gemini 2.5 Flash + Deepseek V3.1/3.2 + Kimi K2, GPT-5 Nano and Mini, and Grok 4 Fast. Of these, the only one that's approximately egalitarian is Grok 4 Fast, which I believe is deliberate. I hope xAI explains how they did it.

[Chase the Capital Allocator @chasericker3]

You'll never see someone jailed for denying the crimes of the Bolsheviks , the holodomor, the genocide of germans, the modern attempted genocide of white europeans , the genocide of Palestinians, etc

You're only punished for speaking against the media's victim narratives about Jews

[Chase the Capital Allocator @chasericker3]

It's because the Jews know that everything falls apart without the holocaust narrative. They must jail people for disagreeing 85 years after it happened. It's so true you must be jailed for disagreeing

[AF Post @AFpost]

A Canadian man has been sentenced to jail for Holocaust denial.

The man, a 51-year-old named Kenneth Paulin, will serve nine months in jail along with two years of probation.

This marks the first-ever conviction in a Canadian court for Holocaust denial.

Follow: @AFpost

[Chase the Capital Allocator @chasericker3]

And if you're not jailed they try to fire you from your job, turn your family members against you, and employ every single evil and satanic option possible to shut you up from speaking. Banned from social media sites, etc

It's the subject you're most likely to get banned for

[Chase the Capital Allocator @chasericker3]

There’s nothing that a Zionist Jew wants more than an excuse to bomb and genocide everyone in sight in the Middle East.

If you’re just getting into this: observe that obvious truth alone and go from there

[Chase the Capital Allocator @chasericker3]

I believe the Jews and Mossad orchestrated October 7th as a false flag to garner sympathy for their planned assault and genocide of the Palestinian crowd. They’re the kings of false flags

They’ve been doing this for a century now

Look at every Zionist bought out US representative: “Cause of October 7th we should pay money to Zionist Jews”

Yet you’ll never see a U.S. representative say “because of the 2 years that Jews have bombed and genocided everyone we give money to the Palestinians to fight back”