Hof

Just because you’ve been bumped up to first chair in the orchestra doesn’t mean you can compose a symphony

[Hof @coltentroy]

@__paleologo Thanks. Appreciate the response, I think it’ll change as my needs change but coming from a fundamental background i want to make sure I’m at least hitting the major topics/drivers.

[Hof @coltentroy]

@__paleologo if I were to create a “self directed” quant curriculum to mirror what I would gain through a top masters program, is this heading in the right direction? Am I missing (other than your books which I already have) any additional reads that would be helpful?

[Hof @coltentroy]

@FinXRob @KeithMcCullough

[Michael Taylor @Mike_Taylor1972]

Remarkable

[PureCycleTech @PureCycleTech]

Big news for automotive sustainability: PureCycle and Motherson have produced a bumper prototype with 30% recycled PP. It's a direct answer to the EU's ELV Regulation.

We'll be sharing more at Startup Autobahn Expo in Stuttgart on July 2. 🚗♻️

https://t.co/UReK7SaIMb

[PureCycleTech @PureCycleTech]

Always great to see the amazing work of the PureCycle team and our circularity partners spotlighted!

Check the article below from @packagingdive to see how PureCycle is helping brands achieve their sustainability goals.

https://t.co/rK0m7wDusz

[Hof @coltentroy]

@__paleologo @AlderLaneEggs @Hedgeye I know they talk about it in this interview, comments saying he starts talking about FTX about halfway through.. whether this was the first time it was mentioned im not sure.

https://t.co/rXZhmHo77R

[Gappy (Giuseppe Paleologo) @__paleologo]

True fact: Elon Musk’s net worth is greater than the world’s GDP during Augustus’ time, in 2026 dollars.

If this doesn’t convince you that we should train Musk and Sanders as gladiators, and pit them against each other in the Colosseum, I can’t help you.

[Yogi @Houseofyogi]

Ro, you’re lying and you know it.

You compared a man’s net worth to a country’s GDP. A balance sheet to a year of output. You went to Yale. You learned the difference between a stock and annual output flow.

But being a politician and lawyer, you love to lie and gaslight the economic illiterates, it’s your entire business model.

You want a 5% tax on Elon to fund free trade school for every American.

Trade school costs $80B/yr, you can’t even fund a year.

Elon doesn’t have $55B in cash. It’s stock. You know this.

To pay, he sells roughly $70B of Tesla and SpaceX shares, and the sale itself gets taxed on top. SpaceX raised $75B at its IPO this morning at a $1.77 trillion valuation.

Imagine him selling that amount every year.

Ro isn’t taxing Elon. He’s taxing everyone who gas exposure to the market. Every pension fund and index fund on the planet gets wrecked. And given Ro, he’ll insider trade and short before the bill passes.

And for what? To rip capital from the best allocator alive and hand it to the most incompetent institution in human history. Elon turned PayPal gains into Tesla and SpaceX: 120,000 jobs, launch costs down 90%, two industries that didn’t exist, a $1.77 trillion company from nothing.

You’ve never built anything. You’ve never employed anyone. You’ve never created a dollar of value in your life. You collect a government salary and demand tribute from men who do what you can’t.

Your machine spends $7 trillion a year and still runs a $1.8 trillion deficit. It loses up to $521 billion a year to fraud. More than your entire tax raises. The Department of Education went from $34 billion in 2000 to $268 billion in 2024. 8x the money. Reading scores at multi-decade lows. Trade schools still unfunded.

You don’t lack money. You lack competence, and you want Elon to subsidize it.

You haven’t donated your wealth. You haven’t moved into government housing. Empty your accounts first, Ro. Then preach.

Elon’s options get taxed as ordinary income at the top rate when exercised. Over $500 billion in lifetime taxes, the largest tax stream from one human ever. You want $55 billion now in a way that craters the shares the $500 billion depends on. Your tax doesn’t raise money. It kills the companies, kills the jobs, kills the pensions, and torches a bigger check already in the mail.

You’re the monkey in the middle, Ro. You can’t build. You can’t allocate. You can’t even count. So you eat from everyone else’s pie and call it fairness.

[greg @greg16676935420]

My whole timeline is full of millionaires complaining about a trillionaire

[Bryan O'Nolan @BryanONolan]

You see a trillion dollars.

Gavin sees 3/4 of a mile of high speed rail.

[litquidity @litcapital]

BREAKING: Donald Trump secures a historic peace deal between Iran and Israel that involves a $20 billion allocation into SpaceX’s IPO.

[PureCycleTech @PureCycleTech]

It’s like sending your kids off to the 1st day of school!

We’re proud to share that the first shipment of PureFive® resin is headed off to @ProcterGamble to be transformed into caps for select bottles of @tide.

We look forward to seeing them on store shelves later this year.

[Hof @coltentroy]

@KeithMcCullough gotta do some $CASY DD while you’re in DSM, make sure to get some breakfast pizza.

[PureCycleTech @PureCycleTech]

PureCycle + @InnoviaFilms successfully produced white, cavitated BOPP film w/ 40%+ PCR content using PureFive® resin.

BOPP film = candy wrappers, snack bags, ice cream packaging. This is a huge addressable market, and we’re proving commercial viability.

https://t.co/4zPn6Craxj

[Stan @private_dataguy]

Where were the signs? $PCT and L’Oréal Thailand in business 🤝

[Tom Tobin @HedgeyeHC]

Refreshed $TXG tracking data we use to update our revenue model. Same data that kept us short from $70 to $7 and then long from $11 to $31. Quad Factor and Signal Strength are working, but the tracking data needs to pick up the pace! @Hedgeye @KeithMcCullough @HedgeyeHealth

[Hof @coltentroy]

@TrungTPhan They smoked earnings and beat guidance, smh

[Washingtons ghost @washghost1]

Learned some valuable tips here