LWalker33

Engineer / Automotive & Transportation Safety / Investing

[LWalker33 @l_walker33]

@jam_croissant Would make a beautiful 4th of July gift to the citizens

[LWalker33 @l_walker33]

@fejau_inc PURRRRRRRRR

[LWalker33 @l_walker33]

@fejau_inc Just poast your way there

[LWalker33 @l_walker33]

@the_P_God Breck - peak 7 or 8?

[LWalker33 @l_walker33]

@taobanker Someone going to takeover BBBY unless Marcus gets the price meaningfully higher soon IMO

[LWalker33 @l_walker33]

@James56487175 All in Mako - it’s a monster

[LWalker33 @l_walker33]

@taobanker Oof

[LWalker33 @l_walker33]

@qbert50000 @Jmyers454 really fighting the urge to full port it here and come back in a couple years ... the valuation if everything comes online is absurd

[LWalker33 @l_walker33]

@James56487175 @taobanker Are you talking Mako overlap here?

[LWalker33 @l_walker33]

@SFarringtonBKC @SmallCapVal @BugHumbled The reason he left is his failed previous persona (Tesla charts) - in which he was extremely critical of the current owner of this platform.

[LWalker33 @l_walker33]

@SqueezeMetrics Genomics & Space .. genomics in space .. bro

[LWalker33 @l_walker33]

@fejau_inc The greatest disinflation ever

[LWalker33 @l_walker33]

@Tyler_Neville_ There are also insane hedging dynamics on the HYG as that’s become a smaller relative piece of the picture which continues to see increasing hedging activity. That Covid spike is why the fed stepped into the market IMO..repriced like a ODTE

[LWalker33 @l_walker33]

@RampCapitalLLC @Coach_SMoore Absolute masterpiece.

[LWalker33 @l_walker33]

@marcuslemonis @Pray4Tendies @yngcpa1 @jeffye888 So .. when is $OPEN acquiring?

[LWalker33 @l_walker33]

@michaeljburry $CEPT & $BBBY

[LWalker33 @l_walker33]

@stepnotonpets Cantor perhaps?

[LWalker33 @l_walker33]

@BeenThereCap Neat little trick - massive sell volume in BTC which sparks the algos across assets. It’s all one trade

[LWalker33 @l_walker33]

@LogicalThesis Any broader thoughts on $ARKG? Seemingly AI beneficiaries and inverse correl to XBI over the last ~month, certainly acting like a funding short or L/S pair .. if nothing else, decent hedge if unwound. Great list!

[LWalker33 @l_walker33]

@dougblazers Guessing there’s an arb playing out here as well - long TZ and short the stock given the trends and ownership %