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My opinions, not recommendations. Trading across the capital structure for 35 years 🇺🇸🇦🇺🇮🇩

[oversubscribed @primaryshares]

$SPCX I suspect the stock trades higher on the unlock, August 6. Short covering is more likely on the lock-up than selling, IMO

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Everyone’s always talking Claude and ChatGPT.
@grok continues to be underrated. For my workflow it’s not even close

[Lookonchain @lookonchain]

Garrett Jin(@GarrettBullish), the largest $ZEC short, just closed his entire 38,000 $ZEC ($58.5M) short, taking a $35.44M loss!

He still holds 202,078 $ZEC ($309.25M) spot on-chain, with a $221M unrealized profit.
https://t.co/k2oEAXFFAj

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@TheTaoStreet The wealthiest people I know, personally, drive ordinary cars. No Ferrari, Lamborghini, McLaren etc. I know personally three USD Billionaires. One drives a small Lexus, the other two both drives Tesla (all 3 Silicon Valley/SF)

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@AccessIPOs VC's are taking all the growth and leaving the scraps for the public markets. Apple, Microsoft and, Google would have stayed private for years longer in today's environment. 15 years ago going public at 15X sales would be a headline. Now its considered reasonable, perhaps cheap.

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@MikeFritzell Unfortunately, rage bait is the model

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Fact

[Nikita Bier @nikitabier]

One of the greatest viruses of the modern man is looking at Instagram Stories. You will melt your brain looking at a barrage of outcomes—like vacations, parties, cars—with no visibility of the process that got them there.

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@TheTaoStreet In my experience as bule, Indonesian women value being treated with respect, having a door opened for them and not being regarded as secondary to men, more than they care about a guy’s skin color

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@DSA_Watch @grok true?

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As per my previous post

[Hedgeye @Hedgeye]

BREAKING: Apple, $AAPL, to reportedly pay Samsung $250 per foldable OLED screen for the iPhone Duo under a three-year exclusive deal.

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Fake news. Clearly this account doesn't realize @Samsung makes the screen for iPhone Duo

[Cip⚡️ @cipgerx]

iPhone Duo crease vs Galaxy Z Fold 8 crease side by side. First generation against eighth generation. And the iPhone screen looks flatter.

Samsung spent eight generations and seven years trying to fix the crease. Apple fixed it before they shipped the first unit. This is not a comparison. This is an autopsy.

The Z Fold 8 still bends in the middle like a used paperback. The iPhone Duo folds like it was machined from a single sheet of glass. Same price range. Same form factor. One company figured it out on attempt number one. The other one still hasn't.

What drops in a few hours will break every Samsung fan's last argument. Stay tuned

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@TiffanyFong No face id, lower quality camera but it folds. I suspect they will sell the cool factor, short term and then nobody cares. Zfold8 is superior for less money

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@TiffanyxFong I honestly don't know anyone who uses threads

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@MikeFritzell I've noticed the negativity as well (@claudeai) It's odd actually. A basic prompt and it wants to debate basic thought process

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@TiffanyFong Repulsive

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@TiffanyFong That same slice at Tony's in north beach is like 3.00

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@bmartawardaya The AQI in Bali surpassed that of New Delhi a few days ago. In this instance it is trash burning. All this while the government maintains that it wants only high-quality tourists

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Two rules I live by:
Never invest in a company whose product I dislike and would not use myself. Owning stock in a business whose product you know and actually like keeps your thinking clean.
Second: if the original thesis for owning the stock is no longer true, sell immediately. Do not invent a new story just to justify staying in the position.

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To be clear, the full 110K put into qqq would be worth north of 1M USD today. That's quite a few Porsche's (maybe not in Indonesia given the tax).
Bottom line, save your money, invest your capital. Spend money on life experiences with people you love. Be a good person. Wealth is your personal peace. Not cars, watches and bs.