J.D. May 🇨🇦

Chemist - For the love of the game.

[J.D. May 🇨🇦 @SchoolOfLogic]

It’s a sad day when I have no choice but to drink Canadian wine, but here we are.

[J.D. May 🇨🇦 @SchoolOfLogic]

@PoastNational

[J.D. May 🇨🇦 @SchoolOfLogic]

Top?

[ETF Tracker @TheETFTracker]

🚨 NEW ETF LAUNCHING

Roundhill and T-REX have filed to launch:

Roundhill T-REX 2X Long DRAM Daily Target ETF $RAM

The fund seeks 2x daily exposure to the Roundhill Memory ETF $DRAM

Effective June 24, 2026. Listed on Cboe.

[J.D. May 🇨🇦 @SchoolOfLogic]

I think the Netherlands will win the cup, the Liverpool trio are electric and the odds are 15:1 less risky than current market bubble

[🕊️ @lichthauch]

I mostly stopped thinking about things and my life got dramatically better. thats embarrassing to admit but its the fucking truth. i used to build these elaborate mental frameworks for every decision, map out every outcome, then second guess the map, then second guess the second guess, and by the time i was done id missed the moment entirely, or settled on the worst option because it had the most research behind it. now someone asks me something and if the answer comes fast i trust it

[MacCallister Higgins @macjshiggins]

I’m at the bottom of a multi-layer SPV and am looking forward to the SpaceX IPO in much the same way a golden retriever looks forward to a car ride:

- thrilled to be involved
- no clue how cars work
- unsure if going to the park or getting neutered

[The Kobeissi Letter @KobeissiLetter]

President Trump is undefeated in the stock market.

On May 8th, President Trump told everyone to "go out and buy a Dell."

19 days later, on May 27th, Dell was awarded a $9.7B contract with the US Pentagon.

Today, Dell, $DELL, reported stronger than expected earnings and the stock surged +30%.

Dell's stock is now up +80% since May 8th, adding +$120 BILLION in market cap.

Truly unprecedented.

[J.D. May 🇨🇦 @SchoolOfLogic]

@Biohazard3737 Gas in Canada is hovering over 2.2$/L already with no signs of slowing down the question is buy oil stocks or EV stocks

[J.D. May 🇨🇦 @SchoolOfLogic]

Usually nothing and occasionally not much

[NoLimit @NoLimitGains]

Michael Burry now holds a $1B short:

$912M in PLTR and $187M in NVDA.

What does he know?

[J.D. May 🇨🇦 @SchoolOfLogic]

@CTVNews Praise the lord

[J.D. May 🇨🇦 @SchoolOfLogic]

@SteveSaretsky

[J.D. May 🇨🇦 @SchoolOfLogic]

@Biohazard3737 Right in the feels

[J.D. May 🇨🇦 @SchoolOfLogic]

@MPelletierCIO Sell your Canadian everything at this point

[J.D. May 🇨🇦 @SchoolOfLogic]

@ScrinkoCa @JShamess @ShaziGoalie Name one builder that’s cutting 13% we have a bot scanning best we’ve seen is 8% cut most 3-5%

[J.D. May 🇨🇦 @SchoolOfLogic]

@Biohazard3737 meme game is strong

[J.D. May 🇨🇦 @SchoolOfLogic]

In other news water is wet

[Western Standard @WesternStandard]

Federal memo links immigration policy to rising youth unemployment in Canada https://t.co/febt0wXI1p

[J.D. May 🇨🇦 @SchoolOfLogic]

@danielfoch Don’t most builders need to recycle capital aggressively? I understand they don’t want to risk discounting/ crystalize weak prices but can they really afford that (+taking on landlord risk)

[Ben Pescod @benpescod_]

Absolute icon. Never forget it.

#LFC

[J.D. May 🇨🇦 @SchoolOfLogic]

And exactly the same reason for both

[Daniel Foch @danielfoch]

Canada has observed the largest decline in happiness in the world (along with the UK)

[dev @zivdotcat]

POV: A guy with ChatGPT and Google AlphaFold just built a custom mRNA cancer vaccine to save his dog.

this story is actually insane.

a tech guy in australia adopted a rescue dog with aggressive cancer and only months to live.

so he did something wild:

> paid ~$3k to sequence the tumor dna
> used chatgpt to analyze the mutations
> used google’s alphafold to model the proteins
> identified drug targets and designed a custom mRNA cancer vaccine

he had zero background in biology.

after months of paperwork, the vaccine was approved and injected.

within weeks the tumor shrank dramatically and the dog started recovering.

meanwhile pharma companies are running $1B trials to do the exact same thing.

the future of personalized medicine with AI is going to be insane.