Stanley Drunkonmiller

legalize insider trading

[Stanley Drunkonmiller @StanleyDrunk]

Ocky Mode Deli Market lowkey goated tho

[Kevin “on time” Warsh J.D. @ontimeKWarsh]

Wanted lunch today, but OCKY MODE DELI MARKET was closed. Fine a zyn and coffee will do.

[Stanley Drunkonmiller @StanleyDrunk]

Long list of operations to fund!

[Watcher.Guru @WatcherGuru]

JUST IN: Michael Saylor's 'Strategy' launches a Bitcoin Monetization Program that allows the company to sell $BTC to fund operations.

[Stanley Drunkonmiller @StanleyDrunk]

Fuck it why not at this point

[Polymarket @Polymarket]

JUST IN: Barstool Sports founder Dave Portnoy announces he's officially considering running for office against NYC Mayor Zohran Mamdani.

[Stanley Drunkonmiller @StanleyDrunk]

So basically, we beat Germany 4-1 #itscalledsoccer

[Stanley Drunkonmiller @StanleyDrunk]

@ontimeKWarsh At least the IG model daughter has the potential to make money

[Stanley Drunkonmiller @StanleyDrunk]

Putting the valuation and whatnot aside for a second; I would be way less skeptical of SpaceX if Elon wasn’t literally trying to force it into everyone’s portfolios

[Polymarket Money @PolymarketMoney]

BREAKING: SpaceX is reportedly in talks with the U.S. government over a stock donation for Trump Accounts.

[Stanley Drunkonmiller @StanleyDrunk]

You gotta give it to Clav he’s really left his mark on society

[Matt Allen @investmattallen]

$PLTR CEO Alex Karp: “Every enterprise we deal with is unhappy with every LLM for tokenmaxxing.”

The next competitive advantage in AI isn’t more tokens.

Efficiency, cost per token, and real business outcomes are becoming more important than simply generating more tokens.

[Stanley Drunkonmiller @StanleyDrunk]

@ontimeKWarsh Industry #standard is a zyn and disassociating to Bloomberg TV

[Stanley Drunkonmiller @StanleyDrunk]

Couldn’t beat it with a stick

[Stanley Drunkonmiller @StanleyDrunk]

Establishes dominance IMO

[Kevin “on time” Warsh J.D. @ontimeKWarsh]

Just walked downtown for lunch with fly down fuck my chud life

[Stanley Drunkonmiller @StanleyDrunk]

Kev, corporate ain’t gonna like this one

[Kevin “on time” Warsh J.D. @ontimeKWarsh]

#pourwateronyourworklaptopchallenge

[Stanley Drunkonmiller @StanleyDrunk]

Out of everything he promises, this one is one of the few DEFINITELY gonna happen

[*Walter Bloomberg @DeItaone]

TRUMP: DETERMINED WE WILL BUILD ONE OF GREATEST GOLF COURSES IN WORLD IN WASHINGTON AND WILL BE OPEN TO PUBLIC

[Stanley Drunkonmiller @StanleyDrunk]

@ontimeKWarsh Off the charts Kev!

[Stanley Drunkonmiller @StanleyDrunk]

I can’t wait to be in the top 1% by the time I’m 50 simply bc I DIDNT gamble away all my savings…DraftKings America man got my generation by the balls

[Charlie Bilello @charliebilello]

Total amount wagered on sports in the US...
2025: $165 billion
2024: $149 billion
2023: $121 billion
2022: $93.7 billion
2021: $57.5 billion
2020: $21.5 billion
2019: $13.1 billion
2018: $6.6 billion

[Stanley Drunkonmiller @StanleyDrunk]

@ontimeKWarsh Kev,

You’re “gettin a lil freaky wit it” as the kids say nowadays, love the look!

Regards,

Stan “The Man” Drunkonmiller
Senior Portfolio Manager
Phone: [phone]

[Jesse Livermore @Jesse_Livermore]

Nobody should ever say "This is the biggest bubble in history." The biggest bubble in history already happened, and everyone was there for it--the NFT bubble of 2020-2021.

1929, the Nikkei, dot-com stocks--not one of them even comes close to how absurd that situation was.

[Stanley Drunkonmiller @StanleyDrunk]

We must have different definitions of “trick”

[zerohedge @zerohedge]

The greatest trick Elon could ever pull, would be to blow up OpenAI's IPO after SpaceX goes public

[Kevin “on time” Warsh J.D. @ontimeKWarsh]

“The market will regulate itself”

The market:

[Stanley Drunkonmiller @StanleyDrunk]

Wait so you’re telling me that 1 “coin” of the fake internet money might NOT actually be worth as much as a new Mercedes?!?! #shocking

[Watcher.Guru @WatcherGuru]

JUST IN: 53% of all Bitcoin $BTC in circulation is now held at an unrealized loss.

[Stanley Drunkonmiller @StanleyDrunk]

McKinsey knows tech well just ask them about the metaverse #boomin

[Rohan Paul @rohanpaul_ai]

Mckinsey report - AI agents are quietly taking over the retail shopping cart and could mediate $3 Tn to $5 tn of global consumer commerce by 2030.

Instead of just suggesting a product, an AI agent can now scan multiple stores, check inventory, and build a ready-to-buy shopping cart.

This shift is happening across 6 different levels of automation.

- At the lowest level, the AI just compares prices and features so a human can make the final choice.

- At the highest level, your personal AI agent negotiates directly with a store's AI agent to get the best price and shipping terms.

Brands will increasingly compete to win over algorithms rather than just human shoppers.

For this to work, retail stores must make their product catalogs and return policies machine-readable by software via API

If a brand only focuses on looking good to humans but hides its inventory data, the AI agents will simply ignore it.

Stores that expose their pricing and stock data through clear software connections will dominate this new landscape, while those relying purely on flashy marketing will lose out as machines make the actual purchasing choices.

Automation ranges from simple product comparisons to full machine-to-machine negotiation.