Sowing Alpha

Investor with a primary focus on finance and technology. amateurish golfer

[Sowing Alpha @sowingalpha]

That game is on Mitch Johnson, what the fuck are you doing man call a time out in these situations when your team’s that flustered late

[Sowing Alpha @sowingalpha]

@OnodaCapital Are all vcs this retarded? jesus

[Sowing Alpha @sowingalpha]

@TreyYingst @scoopercooper Translation, the “officials” who trump mentioned are the ones with no power besides some meaningless govt post and the hard liners vance mentioned are preparing to go retaliate against some middle east energy sites

[Sowing Alpha @sowingalpha]

@cap_zay An old man crashing out

[Sowing Alpha @sowingalpha]

@Franny8 How the fuck is oil still this cheap honestly there’s no chance this is over any time remotely soon

[Sowing Alpha @sowingalpha]

@PegasusFund My good short calls this year have all put me through a lot more than 3 days of feeling dumb, questioning, and in certain cases defiantly sizing up before thesis played out so 3 sounds like you’re doing great tbh

[Sowing Alpha @sowingalpha]

@PegasusFund God everyone’s trying to ring the register

[Sowing Alpha @sowingalpha]

Christ is this a disease at this point do they even know why they’re doing it?

[Sowing Alpha @sowingalpha]

Congrats to all the dip buyers this morning who bid the same dumb overpriced shit on a probably manipulated inflation number landing off by .1% as we restart kinetic war. Great trade guys

[Sowing Alpha @sowingalpha]

He made it up, just like the endless other shit he made up to tank oil and juice stocks, good god does anyone even fact check this admin’s bullshit anymore?

[*Walter Bloomberg @DeItaone]

U.S. ENERGY CHIEF DISPUTES IRAN OIL CLAIM

U.S. Energy Secretary Chris Wright said he is unaware of any operation to seize millions of barrels of Iranian oil, contradicting earlier comments by Donald Trump. Wright told lawmakers that U.S. forces have helped facilitate some oil shipments through the Strait of Hormuz and noted that tanker traffic has increased significantly over the past week.

[Dr. Eli David @DrEliDavid]

🚨 Breaking: Iran was just given a 2-day ultimatum to reach a deal.

If they fail to do so in 2 days, the consequences are clear: they will have another 2 weeks. Or 2 months.

[Sowing Alpha @sowingalpha]

The messaging pivot to “we’re taking their oil” tells you how (not) close we are to a full stop resolution on this thing

[Open Source Intel @Osint613]

President Trump:

“We have been taking out millions of barrels of oil. Nobody knows it. You know who doesn't know about it? Iran, until right now.

We took 22 ships the other night, late at night, with no lights because they have no radar.”

[Sowing Alpha @sowingalpha]

Congrats to all the dip buyers this morning who bid the same dumb overpriced shit on a probably manipulated inflation number landing off by .1% as we restart kinetic war. Great trade guys

[Sowing Alpha @sowingalpha]

Stop it you, grow up- this CPI is not “better than feared” it certainly isn’t bullish they’re just cooking the books constantly to beat the worst of expectations and everything released should be read with a grain of salt. Inflation is clearly re spiking, the war is spiraling from Trump’s control.

[Sowing Alpha @sowingalpha]

Full on Costanza market just doing the opposite of whatever makes sense 😂

[Sowing Alpha @sowingalpha]

Get them to buy the dip then rinse them

[Haralabos Voulgaris @haralabob]

I paid $27,500 per ticket for center courtside seats to Spurs-Heat Game 7 in 2013.

This year similar tickets were going $275k–$300k +

Combine that with the wealth display in Monaco during F1 this weekend which was excessive even by Monaco standards and it feels like we are nearing a tipping point.

The money supply is only part of what is broken, imo.

Anyways
Hyperliquid.

[Sowing Alpha @sowingalpha]

Gentle reminder the Kospi closed up 8% overnight, meaning limit down to open is basically baked in at current levels for US trading of $EWY. if you thought Friday was a bloodbath re: leverage and margin calls, it’s actually tonight with cpi looming after the close

[Sowing Alpha @sowingalpha]

Sell your semi stocks idiots, jesus

[Sowing Alpha @sowingalpha]

@Norseman1 Impressive top tick truly

[Sowing Alpha @sowingalpha]

@citrini No notes