Linsanity Capital

on a long enough time horizon everything is a shitco

[Linsanity Capital @linsanitycap]

@citrini American hero

[Linsanity Capital @linsanitycap]

@rennyzucker There’s still a decent chance Bichette opts out if he finishes the szn >.250BA. Not sure how many years a 31yo depreciating asset with no legs fetches in FA

[Linsanity Capital @linsanitycap]

@DeItaone Thank you Walter

[Linsanity Capital @linsanitycap]

@benjaminMlavine @GlobalXETFs

[Linsanity Capital @linsanitycap]

Citrini undefeated

[*Walter Bloomberg @DeItaone]

TRUMP: SOMEBODY LEAKED SOMETHING, WE'RE LOOKING TO FIND THE LEAKER

TRUMP: WE'RE GOING TO GO TO THE MEDIA COMPANY THAT RELEASED IT

[Linsanity Capital @linsanitycap]

If I told you 3 years ago we were at war with Iran & Pete Hegseth was calling the shots. You’d question if I was a retard

[Linsanity Capital @linsanitycap]

This is actually why the #lag7 will continue to underperform

[amit @amitisinvesting]

SPACEX HAS OFFICIALLY FILED FOR AN IPO.

SpaceX Revenue — $15B, targeting a $1.75T valuation

$META Revenue — $200B, currently at a $1.45T valuation

Are you buying the SpaceX IPO?

[Linsanity Capital @linsanitycap]

Guys these trading boxes on the opposite end of the cap stack just blew up

Do we really think this is a good idea

[Linsanity Capital @linsanitycap]

@pekwat What I don’t get is if epic fury was to destroy nuclear capabilities (again) and bounce without instilling a new regime. You’ve just brought instability to a region that collectively (ex Iran) was moving in the right direction and a further radicalized IRGC

[Linsanity Capital @linsanitycap]

@WaterworldCapi1

[Linsanity Capital @linsanitycap]

@WaterworldCapi1 TPL - promotional , loose Bolt DC thesis

AXON - mngmt ATM machine, contrary to popular belief - hardware biz with flatlining end market

[Linsanity Capital @linsanitycap]

@P_Remarks Jestermaxxing is what the kids call it these days

[Linsanity Capital @linsanitycap]

SMCI with a Chinese backdoor

[Linsanity Capital @linsanitycap]

Compounderrrrrr bro in shambles

[Negligible Capital @negligible_cap]

SEC Preparing Proposal to Eliminate Quarterly Reporting Requirement, Sources Say -- WSJ

Regulator could publish the proposal as soon as next month, which would then be subject to a public comment period of at least 30 days where the SEC will vote

[Linsanity Capital @linsanitycap]

My short term take on the Persian gulf conflict

Indian and Chinese industrial complexes are royally fucked

Did you buy puts, anon?

[Linsanity Capital @linsanitycap]

@P_Remarks The way AXON looks at my wife

[Linsanity Capital @linsanitycap]

Airline stocks -9% one day before US military operations in Iran

Steve Cohen:

[Linsanity Capital @linsanitycap]

Private Credit

[Linsanity Capital @linsanitycap]

AI was more fun when we were worried about the thousands of VC funded GPT wrappers popping up

Not frontier economies collapsing because tech bro fresh off his ayahausca trip decided to axe half his employment base