David Weller

Former digital agency COO. Investor. Swing trader. Golfer. #stonks #girldad

[David Weller @dcweller]

@KylePorterNS @OmniHotels The behavior of fans on Long Island fans isn’t representative of a national problem - it’s exclusively a Long Island problem and the since that will never change, the only realistic option is to not hold any future PGA events there which would be a shame given the quality courses

[Eric Lee @EricLeeAtty]

SCOTUS came within 2 votes of allowing the president to effectively overturn the 14th Amendment. Anything less than 9-0 on birthright citizenship would have been a scandal in earlier period. A significant decision today, but far, far too close a vote.

[Sam Parr @thesamparr]

Mike Novogratz told me most of trading is just managing your own anxiety.

"Anxiety is just when your brain is a lot bigger than your balls."

[David Weller @dcweller]

@NoLayingUp @ngschuNLU @usndpgolf So trackman gives you the line dispersion?

[David Weller @dcweller]

@DaveWeLike @frank_ferritto Here’s the issue with NFLX - Roku is an agnostic platform, which has been a crucial part of their growth and what I love the most about it. NFLX owning changes that, and I’m hesitant to acknowledge that it would be positive.

[David Weller @dcweller]

@DaveWeLike @OneOver2Pi Ya coulda made up a higher number! 🤣

[Axios @axios]

Axios CEO @JimVandeHei spent the past year using AI obsessively, inputting copious amounts of personal and business data, turning himself into a CEO lab rat.

Here are the blunt takeaways:

[David Weller @dcweller]

@SenAdamSchiff What if, and I’m just spitballing here, that’s his entire point?

[Rohit @ai_rohitt]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Justine Moore @venturetwins]

Me using Claude Opus 4.8 to rename a file

[Eric Nuttall @ericnuttall]

Neil Chapman, SVP of Exxon this morning at the Sanford Bernstein Strategic Decisions Conference perhaps going a little off corporate script:

[David Weller @dcweller]

Translation: he needs to get his puts or calls in the books before the announcement

[unusual_whales @unusual_whales]

BREAKING: Trump has asked for a few days to think about the final deal, per Axios.

[Scott MacFarlane @MacFarlaneNews]

OOF

Young MC has busted a move

[David Weller @dcweller]

Or more accurately, if an individual emptied poison into the local water supply, they would be arrested and jailed as an environmental terrorist.

[Nithya Shri @Nithya_Shrii]

If you poured a gallon of poison in a CEO's pool, you'd be arrested, for attempted murder.

They pour 10,000 gallons into your drinking water, that's just business.

[Jordan @HyperAICapital]

LEOPOLD ASCHENBRENNER JUST DROPPED HIS Q1 2026 13F

Here are his positions:

For context, this is the guy who turned $225M into $5.5B in roughly 18 months betting on AI

THE LONGS — buying the buildout

$BE — Bloom Energy — $879M
$SNDK — SanDisk — $724M
$CRWV — CoreWeave — $556M
$IREN — IREN — $401M
$CORZ — Core Scientific — $389M
$APLD — Applied Digital — $320M
$RIOT — Riot Platforms — $142M
$CLSK — CleanSpark — $104M
$SEI — Solaris Energy — $62M
$TE — T1 Energy — $44M
$BITF — Bitfarms — $39M
$BTDR — BitDeer — $30M
$PSIX — Power Solutions Intl — $26M
$WYFI — WhiteFiber — $21M
$AMD — Advanced Micro Devices — $20M
$BW — Babcock & Wilcox — $20M
$SHAZ — SharonAI — $18M
$PUMP — ProPetro — $13M
$SMH — VanEck Semiconductor ETF — $10.3M
$INTC — Intel — $8.9M
$ASML — ASML — $6.1M
$HIVE — HIVE Digital — $6.4M
$TSM — TSMC — $7.6M
$MU — Micron — $5.9M
$GLW — Corning — $718K
$NVDA — Nvidia — $498K

THE CALLS

$MU — Micron — $422M
$SNDK — SanDisk — $389M
$TSM — TSMC — $355M
$CRWV — CoreWeave — $141M
$BE — Bloom Energy — $55M

THE SHORTS — betting against the chip complex

$SMH — VanEck Semiconductor ETF — $2.04B puts
$NVDA — Nvidia — $1.57B puts
$ORCL — Oracle — $1.07B puts
$AVGO — Broadcom — $1.01B puts
$AMD — Advanced Micro Devices — $969M puts
$MU — Micron — $584M puts
$TSM — TSMC — $535M puts
$ASML — ASML — $494M puts
$INTC — Intel — $159M puts
$GLW — Corning — $21M puts
$INFY — Infosys — $6.75M puts

That is not a hedge. That is a statement.

What stands out

$IREN sits at $401M, making it a top 5 long position in the entire fund. For a stock that many still treat as a second-tier name, that is a significant stamp of conviction from one of the sharpest macro minds in AI right now.

The framework has not changed. Long the electrons and the rack space. Short the silicon. He has been running this playbook since launch and it has compounded violently in his favour.

The Q1 2026 filing is live on SEC EDGAR now.

[David Weller @dcweller]

@Mr_Derivatives Or $HIMS

[Jonah Allon @JonahAllon]

they’re getting a taste of beach weather. now make the holiday weekend cool and rainy

[David Weller @dcweller]

@NoLayingUp @TronCarterNLU Someday I aspire to have the confidence of wearing a white shirt while eating Philly cheese steak sandwiches. A bold move, zero damage.

[Marc Lehman @markflowchatter]

China trip off to a bang for $TSLA $AAPL

that's what Xi said

[James Tate @JamesTate121]

You can’t really argue this. They believe in investing in the people and infrastructure.