Coupe Soleil

Maybe I don’t really want to know how your garden grows cause I just wanna fly

[Coupe Soleil @coupesoleil]

@Sleepysolcap Give a shout for the tweeter in chief DJT

[Coupe Soleil @coupesoleil]

@NickSchmidt This is good for people to hear. Selling winners is the hardest.

[Coupe Soleil @coupesoleil]

@Kente_Clarke To whom are they losing share ?

[Coupe Soleil @coupesoleil]

@Kente_Clarke Short pitch ? I think they’re gaining share

[Coupe Soleil @coupesoleil]

@ACapitalLP Bayer AG $BAYN.DE roundup just rec’d big ruling and they now have the opportunity to split businesses, redeploy capital etc at a considerable discount

[Coupe Soleil @coupesoleil]

@rubicon59 Apple crushed their supply chain for the past 10 years and decided not to invest in AI. Now all their supply chain is a “bottleneck” and is getting their sweet revenge

[Coupe Soleil @coupesoleil]

@ShakePryzby1 $WULF too

[Coupe Soleil @coupesoleil]

@siliconcap @SixSigmaCapital $STM

[Coupe Soleil @coupesoleil]

@gregoryblotnick If you remember the name , let me know 👍

[Coupe Soleil @coupesoleil]

@gregoryblotnick I think from all the books Seykota / S Cohen / Michael Marcus

[Coupe Soleil @coupesoleil]

@gregoryblotnick 🐐 Seykota

[Coupe Soleil @coupesoleil]

@SixSigmaCapital I now see that is not an original idea but think it’s still mildly contrarian and could work big

[Coupe Soleil @coupesoleil]

Since you like value and everyone is long semis already : $RDDT. The human data reserve / lake. Zero capex. Monster growth. And about to renew licenses for training data with the frontier labs. Also has an outstanding lawsuit re this data v ANT that likely settles ($$) before ANT IPO