Unfiltered Capital

Burner. Long only manager. I delete most of my tweets. Wildly inappropriate hot takes.

[Unfiltered Capital @stcap01]

@tomicki @UTAustin Wish I could have attended a class of yours. Congrats!

[Unfiltered Capital @stcap01]

U.S. must win, it has to. As someone who grew up in China, it is deeply troubling to even think about China being the dominant power instead of the U.S.

[The Hill & Valley Forum @HillValleyForum]

"We made a huge mistake. And 'we' being business, government, and military."

Jamie Dimon on China:

"There was this general assumption they'd become more democratic and more free. And it didn't really happen that way."

"Too many people were changing the supply chains just because they're buying a piece of equipment for $10 less."

"Business was making a lot of money there and they were like, 'Leave me alone.' It was a mistake."

"We need to say: 'Can we, if they ever become an adversary, have all the things we need?' Now's the time to do it."

The Hill & Valley Forum 2026

@HillValleyForum @jpmorgan @ChairmanG

[Unfiltered Capital @stcap01]

@ecommerceshares Right now it’s speed. Mets ai reply is instant. Claude takes several seconds. Gpt answers just suck.

[Unfiltered Capital @stcap01]

Bro I really think Tesla is running out of bullshit to tell

[Unfiltered Capital @stcap01]

@ContrarianCurse write a thesis on it please

[Unfiltered Capital @stcap01]

@TheLAPurchaser $ALGN business improving?

[Unfiltered Capital @stcap01]

Market not even down -10% and people are crying. It’s been a long time since the tide went out. Good.

[Unfiltered Capital @stcap01]

@SowingAlphaSeed My dad grew up during the cultural revolution in China, when education was discouraged. His middle school teacher begged my grandparents to send my dad to high school, but they didn’t listen. He struggled his whole life because of that decision as a middle school grad. It’s life.

[Unfiltered Capital @stcap01]

@ContrarianCurse Why?

[Unfiltered Capital @stcap01]

$FIGS still overlooked with lots of room to run. This company was practically being given away for free at one point below $4.

[Unfiltered Capital @stcap01]

@rev_cap Perhaps people aren’t desperate enough. Everyone still has plenty of money.

[Unfiltered Capital @stcap01]

@rev_cap Nolan the only director left that still pumps out masterpieces

[Unfiltered Capital @stcap01]

@Molson_Hart @jess_ann_pin I will personally pay you a decent sum of money to pin this tweet

[Unfiltered Capital @stcap01]

@ContrarianCurse Long $LULU $NKE $FIGS $ALGN

[Unfiltered Capital @stcap01]

@orrdavid Last buyer

[Unfiltered Capital @stcap01]

@ContrarianCurse Can you elaborate on LULU? Thanks

[Unfiltered Capital @stcap01]

@trendfollower47 Sentiment regarding Lulu or alo?

[Unfiltered Capital @stcap01]

Calling it now: Alo will not be a durable competitor to $LULU. It is a hype brand based solely off marketing with horrendous quality and insane prices. Brands like these tend to fade away.

[Unfiltered Capital @stcap01]

Whoever can fix public safety issue in America will get my vote as a single issue voter. Without basic public safety nothing else matters to me. America as the sole superpower in the world can't even provide its citizens basic public safety like China or Japan is unfathomable.

[Collin Rugg @CollinRugg]

NEW: Authorities release footage of a Ukrainian refugee getting stabbed in the throat in a random attack by a career criminal in Charlotte, North Carolina.

Absolutely horrific.

23-year-old Iryna Zarutska fled Ukraine, “seeking safety from the war and hoping for a new beginning” only to be attacked on the Charlotte light rail.

Her life was cut short thanks to 34-year-old Decarlos Brown Jr., who has been in and out of prison for the last 15 years.