mangekyou sharingan

distressed / event-driven | former Rx ANALyst | personal views only, not investment advice

[mangekyou sharingan @rinnecap]

@ACapitalLP Now Pricing in some risk of Susquehanna not ramping which seems silly

[alli @sonofalli]

if your girl:
- drinks a lot of water
- causes drama
- remembers everything
that's not your girl, that's a data center

[Logan McMillen 🇨🇺 🇻🇪 🇭🇹 🇵🇸 @South_Gradient]

This is the third time Trump has said that grass has “life like humans.” He is close to embracing the truth of 無情佛性 (wúqíng fóxìng), the Buddha-like nature of all things, and rejecting the false binary of sentience/insentience.

[Dylan Patel @dylan522p]

Holy shit have y'all seen Anthropic ARR?
As measured by last 1 hour at 2PM times 8760

[EnergyCynic @EnergyCynic]

Quick reminder that every bullish natural gas demand theme has COME TRUE

Yet gas is still < $3/mcf

It’s the supply stupid

[mangekyou sharingan @rinnecap]

@howardlutnick look at the stock price of FSLR and ask yourself if the market believes that the recent 232 on Polysilicon is supporting America

[celica @genderatio]

going to British Columbia once will ruin your life. them niggas live in heaven its Not Fair.

[Jetski Grizzly @Jetskigrizzly]

Dude in the sauna today told me that Trump is purposefully losing the war with Iran to show China that great powers have difficulty with smaller nations porcupine’ing

He told me Trump is saving us from WW3 and nuclear war, it’s all 4d chess apparently

[James Surowiecki @JamesSurowiecki]

The Greg Abbott who now says the government cannot favor one religion over another is the same Greg Abbott who signed a law requiring that the Ten Commandments be displayed in every public-school classroom in Texas. Religious discrimination for me, not for thee.

[mangekyou sharingan @rinnecap]

@ShanuMathew93 Power was the first bottleneck lol, not sure there’s an easy money to be made there still

[mangekyou sharingan @rinnecap]

@valuesci @PIPOTE You don’t think the Iran / SoH conflict has changed things at least in the short to medium term?

[mangekyou sharingan @rinnecap]

@hntrbrkmedia @howardlutnick

[mangekyou sharingan @rinnecap]

@ACapitalLP Not sure if you listened to JEF call but guest effectively said 45X gets renewed and marginal price is 45c (so FSLR at a slight discount to that)

[A Capital @ACapitalLP]

$FSLR too cheap @ $224

[mangekyou sharingan @rinnecap]

@chaegicheol same TSLA news takes the stock down everytime... even though incremental data point is now down from 100GW to 15GW and COD is now out to 2029/2030

TSLA also has a billion other priorities for capex

[mangekyou sharingan @rinnecap]

@howardlutnick Look at the reaction in the solar complex post polysilicon S232... CSIQ up with domestic champions FSLR down... clearly MIP is not high enough and the working assumption is everyone can rapidly stuff CHINESE components in the 120 day window...

[mangekyou sharingan @rinnecap]

@bubbleboi You like the $SEI, $KGS, $PUMPs of the world?

[Pythia Cap: Partially Conductive @PythiaR]

The lesson from 2026 is that you can be right but a 25 year old with $160 billion and no risk department can fuck you into a 50% drawdown.

[😱 Scary Larry 😱 🇺🇦✊🏻🇺🇸🗽 @aintscarylarry]

14 year heroin addict who sounds like he’s gargling ground glass & has a serious case of the shakes spews lies about vaccines as the president sleeps & shits himself while the NodBot (no one knows who or what the fuck she is) nods & sways. Fucking surreal.

[Paradis Labs @ParadisLabs]

*CITADEL SAYS PREPARE FOR A RELOAD ON LEVERED STOCK BETS (Bloomberg)

You literally could not make this up.

> Citadel forced share prices lower after spreading fake news on rate hikes.
> Citadel also shorted Leopold’s semiconductor names to get his book for pennies on the dollar.
> Now, Citadel says “The next meaningful mechanical flow may be re-leveraging rather than deleveraging”.
> (Deleveraging primarily caused by Citadel lol)

This whole Leopold story has been genuinely insane lol.