guy with a pipe

$28K to $10M challenge

[guy with a pipe @guywithapipe]

long-term value is derived from moats. aI is repricing which ones matter; some are being outright eroded via disintermediation. higher risk-free rate + shareholder equity premium = inability to forecast value. hence, all the short-term sentiment-driven trades. but that's not a bad thing.

[guy with a pipe @guywithapipe]

you genuinely have to have no job to keep up what the ai spin

[guy with a pipe @guywithapipe]

meta muse is decent

[guy with a pipe @guywithapipe]

no way $gme foom

[guy with a pipe @guywithapipe]

@chamath False dichotomy

[guy with a pipe @guywithapipe]

the market today

[Bryan Johnson @bryan_johnson]

Touched the rim today

31" vertical

I have 5" inches to go

They will be the hardest

[guy with a pipe @guywithapipe]

unclear whether Ryan Cohen will be successful but this mfer is dialed. i can feel the sentiment in the floor boards.

[guy with a pipe @guywithapipe]

MONDAY MUSE

nice pop in all in challenge account. FOLLOW @kevinxu for alpha.

can't give away the ticker but can give a hint: it's not in meta (lol) but is in ai... compute/semi play. TBH, you could probably buy any ai stock rn and make money. just pick one that is compute adjacent and hold for the next two weeks.

why? there are tons of rumors and potential catalysts upcoming at the model level. if you don't know what that means, well, you're not paying enough attention to what is going on.

separately, a new biotech play came across my desk: $ACRS. i'll be adding this to the watch list.

their asset: ATI-052, is a TSLP + IL4ra blockade for AD. The mechanism seems relatively derisked given the positive phase 2 data from Pfizers own program; though, they have a different way of attempting the blockade. they (Pfizer) are also months ahead. $ACRS own phase 1b data is set to have a readout anytime now. While the p1b is small comparitvely, a strong signal could send stock. @Biotech2k1 what do you think?

more anon.

[guy with a pipe @guywithapipe]

portfolio in challenge account is up nicely today... getting close to 100k. @kevinxu

[guy with a pipe @guywithapipe]

@kevinxu Whatever the mind can conceive and believe it can achieve.

[guy with a pipe @guywithapipe]

@kevinxu You can sell some futures contracts. That’s the real test of conviction, my friend.

[guy with a pipe @guywithapipe]

Is there anyone actually playing the Oracle earnings?

[guy with a pipe @guywithapipe]

starting public challenge today

[guy with a pipe @guywithapipe]

@kevinxu @strictrope @DiligentPlane @fullportnik @WheelieInvestor @FrancisCashFlow 😂

[guy with a pipe @guywithapipe]

@kevinxu Good write up. IMO, the stock will rip if come Wednesday guidance reaffirms that the company will meet their EOY goals.