Odysseus Gordon

You can't borrow conviction

[Odysseus Gordon @jongordon]

@AuclairsDad Yessssssss you went out for dinner

[Odysseus Gordon @jongordon]

@AuclairsDad Please tell me those machines have alcohol in them? Tell me where they are. I’m coming over.

[Odysseus Gordon @jongordon]

@hcob111 @MobstersDaily @grok @grok what episode was this?

[Odysseus Gordon @jongordon]

SpaceX is not case for Telecom or even Spaceports, it’s for the solving bottleneck for compute/cluster problem utilizing low latency data center in SPACE.

Cooling cost zero
Power Free ( ☀️)
Hurdles - make sure the rocket doesn’t blow up
Compliance- none

[David Weisburd 🚀 @DWeisburd]

Only 4 public tech companies are growing 30%+ if you strip out the AI infrastructure trade.

That is the scarcity premium behind the coming SpaceX, OpenAI and Anthropic IPOs.

Matt Witheiler at Wellington, which manages $1.3T:

"the number is four public companies that are forecasting and have consensus forward revenue growth of thirty percent or more year over year."

Growth did not disappear. It moved private.

When it comes back public, allocators will not treat it like supply. They will treat it like oxygen.

[Odysseus Gordon @jongordon]

@Bubblebathgirl @elonmusk Save America act does not apply to state elections. There isn’t 60 senators that are going to get behind this.

[Odysseus Gordon @jongordon]

@elonmusk It’s over, the socialists have won

[Odysseus Gordon @jongordon]

@MV33Racing It’s not just Mercedes getting an upgrade it’s , Merc alpine mclaren williams

[Odysseus Gordon @jongordon]

@AuclairsDad How many people actually viewed it?

[Odysseus Gordon @jongordon]

@robbystarbuck Actually Kalshi markets predicted this on the day of the election that Pratt would lose the primary and fall to 3rd place.

[Odysseus Gordon @jongordon]

I take back what I said about Monaco GP, racing G0ds have blessed most experienced Driver on the grid with a point! @alo_oficial

[Cadillac F1 News @CadillacF1News_]

10-second time penalty for Sergio Perez💔

[Odysseus Gordon @jongordon]

This is an insane coincidence

[Daniel Valente 🏎️ @F1GuyDan]

2017 Monaco qualifying:
• A driver named Kimi takes pole by 0.043s ahead of a driver who won 4 straight titles for Red Bull

2026 Monaco qualifying:
• A driver named Kimi takes pole by 0.043s ahead of a driver who won 4 straight titles for Red Bull

AN INSANE COINCIDENCE 🤯

[Odysseus Gordon @jongordon]

When they tell Chicago booming, show them
This chart

Yes, the Chicago Board of trade building was surrendered to Apollo Mgt due default

[Odysseus Gordon @jongordon]

@IndySweetCorn @EricLDaugh Here’s a funny part, it’s about the same. The violent crime of how they actually reported changed in order to make it look like it fell.

[Odysseus Gordon @jongordon]

@blondesnmoney A pull back is is healthy

[Odysseus Gordon @jongordon]

@JoePompliano Feels low

[Odysseus Gordon @jongordon]

Common sense prevails:

S&P Dow Jones Indices completed its latest review and made no changes to its index inclusion rules.

As a result, if SpaceX goes public, it will not be fast-tracked into the S&P 500. Under current rules, newly public companies generally must complete a 12-month seasoning period before becoming eligible.

While SpaceX could be added to FTSE Russell and Nasdaq indexes shortly after an IPO, S&P 500 inclusion would likely occur in mid-2027, assuming all eligibility requirements are met.

This is a notable distinction for investors, as S&P 500 inclusion often drives significant passive fund and ETF demand.

[Odysseus Gordon @jongordon]

A @BillAckman post, but it’s actual alpha
by @AuclairsDad

https://t.co/9BPW6qniJY

[Odysseus Gordon @jongordon]

@NBCNews how was it today at 12pm 57.5% of the vote was counted w/ 3.687M left. But now 9:45pm only 55.8% with 4.078M for Cali Gov race? It’s even more egregious for LA mayor , you didn’t think anyone was gonna notice an extra 30,000 votes out of nowhere

[Odysseus Gordon @jongordon]

@K0D_4 @Polymarket i'll put money pratt just the same

[Odysseus Gordon @jongordon]

@Polymarket what