The Froth

Choose your own adventure. Not investment advice.

[The Froth @maythefroth]

It is 2026. I am genuinely curious how the $TSLAQ $ELONQ crowd are doing (you know who you are).

How do we understand the passing of years and this never ending drama?

Is it still the intersection of religion and capital markets?

Or have things gotten even weirder?

[The Froth @maythefroth]

@__paleologo

[The Froth @maythefroth]

@JoshConstine https://t.co/P9pRfp8MNE

[The Froth @maythefroth]

Cc: @CliffordAsness

[Pramod Goyal @goyal__pramod]

There is no better blog (that I have found) which explains intuitively WHY momentum works.

[The Froth @maythefroth]

We believe what we want to believe.

[derek guy @dieworkwear]

The thing about the Chinese fashion manufacturing TikTok discourse is that people haven't seen what it takes to build a reputable business. Look at what independent craftspeople go through: years of training, selling to discerning buyers, building a reputation, and expansion. 🧵

[The Froth @maythefroth]

@bennpeifert Has Master Netting Agreements ever kept you awake at night?

[The Froth @maythefroth]

@KawasakiKR11 Only social media site which allows users to mute advertisers. 🤷‍♂️

[The Froth @maythefroth]

@bbm010 @GordonJohnson19 Options expert, are you now?

[The Froth @maythefroth]

@__paleologo PCA for the win.

[The Froth @maythefroth]

@robinivski Which OG TSLAQ saw this end game?

[The Froth @maythefroth]

We were here before him.

We will be here after him.

[Sam Stein @samstein]

Kinda insane. @elonmusk has accused Norm Eisen of leading a "crime family" because his daughter, Tamar, works for the NDI, which took millions of USAID money. Except... Eisen's rep confirms that this is a different Tamar Eisen. "That's not Norm's daughter."

[Department of War 🇺🇸 @DeptofWar]

Defense Department Statement on OPM Mail Guidance.

[Gabrielius Landsbergis🇱🇹 @GLandsbergis]

I want to tell you a story. In 2015, I was in a Lithuanian city of Panevežys, standing with the locals, watching a military parade. But this was no ordinary parade, because marching alongside the Lithuanian troops were our American allies.🧵1/16

[Maxfield on Banks @MaxfieldOnBanks]

the 18 biggest bank failures by relative size

(puts the 2023 crisis in perspective)

[Ed Zitron @edzitron]

Newsletter: Gen AI is a marketing con perpetuated by Sam Altman and Dario Amodei through cynical marketing half-truths carried by a tech media that fails to ask the right questions. Outside ChatGPT, generative AI companies don't get much traffic at all.
https://t.co/Di3uytCC4z

[The Froth @maythefroth]

@liqian_ren I think it matters that you think people are over reading it. 😄

[Matt Janiga @regulatorynerd]

1/ A lot of Washington-based folks are sounding an alarm that Elon Musk and Doge are focusing on the CFPB to gain competitive information for X Payments and avoid CFPB regulation, but I think they're overthinking things.

[Teheimar @Teheimar]

@AnonOpsSE

[The Froth @maythefroth]

@kylascan