WHAT LIST? YOU MISSED!

[WHAT LIST? YOU MISSED! @traderta]

GROWTH: building repeatable processes that drive performance, and practicing until I can't get it wrong.
CONSISTENCY: rising equity curve w/ minor drawdowns from edges that did not work.
EQUANIMITY: evenness of mind under stress thru self-awareness and self-management.

[WHAT LIST? YOU MISSED! @traderta]

President Trump Lost This War - @nytimes Editorial Board

Hey Billy: foreseeable or unforeseeable ???

@LeaderJohnThune
@_FriedrichMerz
@realDonaldTrump
@VP
@JamesCarville
@GovernorShapiro
@vonderleyen
@BillAckman

[WHAT LIST? YOU MISSED! @traderta]

@p_ferragu Don't lecture Americans about being proud. Focus on your own country.
Anyway, you're missing the point. Focus on the Independents.

[WHAT LIST? YOU MISSED! @traderta]

Extremely revealing !!! Look at the Independents.
Hey Billy you know what I'm gonna ask. Foreseeable ???

@realDonaldTrump
@VP
@GovernorShapiro
@_FriedrichMerz
@vonderleyen
@SenThomTillis
@BillAckman

[Pierre Ferragu @p_ferragu]

Horrific chart. Dems stopped being proud of America during Trump’s first term; Republicans didn’t budge through Biden’s. Polarization and suicidal hate unambiguously comes from one side.
Teach your children to be proud of being American.

[WHAT LIST? YOU MISSED! @traderta]

$MRVL
Marvelous!

[WHAT LIST? YOU MISSED! @traderta]

How to call the American people stupid.

@realDonaldTrump
@VP
@GovernorShapiro
@SenThomTillis
@BillAckman

[unusual_whales @unusual_whales]

JD Vance: "The president doesn't sit at the Oval Office on his computer, on his like Robinhood account, buying and selling stocks. That's absurd...He's not making these stock trades himself."

[WHAT LIST? YOU MISSED! @traderta]

Trump’s 3,711 Trades Point to Multiple Stock-Market Strategies - Bloomberg

Hey Billy: Yes or No - Is this illegal? Was it foreseeable?

@realDonaldTrump
@VP
@GovernorShapiro
@_FriedrichMerz
@vonderleyen
@SenThomTillis
@BillAckman

[WHAT LIST? YOU MISSED! @traderta]

Just wow. More than 25 years at FDA. The war against cancer just lost one of its biggest weapons.

@realDonaldTrump
@VP
@GovernorShapiro
@SenThomTillis
@BillAckman

Totally unforeseeable, right Billy?

@RobertKennedyJr: You are such a fool.

[STAT @statnews]

"I really appreciate the time I had at the FDA. I really considered it a gift from the American public that, unfortunately, is no longer there." — Richard Pazdur

[WHAT LIST? YOU MISSED! @traderta]

Not what The Donald was looking for.

@realDonaldTrump
@VP
@GovernorShapiro
@_FriedrichMerz
@vonderleyen
@SenThomTillis
@BillAckman

[First Squawk @FirstSquawk]

BEHNAM SAEIDI, SECRETARY OF THE PARLIAMENT'S NATIONAL SECURITY COMMISSION: THE STRAIT OF HORMUZ, THROUGH WHICH 20 PERCENT OF THE WORLD'S OIL AND GAS PASSES, IS NOW UNDER THE EXCLUSIVE SUPERVISION OF THE ISLAMIC REPUBLIC, AND SHIP TRAFFIC HAS DECREASED BY 95 PERCENT, WITH APPROXIMATELY 1,550 SHIPS AWAITING PERMISSION FROM TEHRAN TO PASS.

[WHAT LIST? YOU MISSED! @traderta]

$PRIM
Textbook catalyst short

[WHAT LIST? YOU MISSED! @traderta]

$MSFT back abv $400

[WHAT LIST? YOU MISSED! @traderta]

$MSFT
Crossing $400 on high volume

[WHAT LIST? YOU MISSED! @traderta]

$MSFT
Crossing $400 on high volume

[WHAT LIST? YOU MISSED! @traderta]

Trump Being 'Humiliated" in Iran Talks, Germany's Merz Says - Bloomberg

@realDonaldTrump
@VP
@GovernorShapiro
@_FriedrichMerz
@vonderleyen
@SenThomTillis
@BillAckman

[WHAT LIST? YOU MISSED! @traderta]

WTF ???

[Palantir @PalantirTech]

Because we get asked a lot.

The Technological Republic, in brief.

1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation.

2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible.

3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public.

4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software.

5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed.

6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost.

7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way.

8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive.

9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret.

10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed.

11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice.

12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin.

13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet.

14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war.

15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia.

16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn.

17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives.

18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within.

19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all.

20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim.

21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful.

22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what?

Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska

https://t.co/8igjazz1On

[WHAT LIST? YOU MISSED! @traderta]

$CAR
Was not expecting that! As mentioned, was expecting a b/out. But now seems almost normal - finding resistance at VWAP !!!

[WHAT LIST? YOU MISSED! @traderta]

$CAR
Beautiful breakout long.

[WHAT LIST? YOU MISSED! @traderta]

$CAR
Beautiful breakout long.

[WHAT LIST? YOU MISSED! @traderta]

$HIMS #Telehealth #GLP1
#HealthcareStocks
All in. Clear signal. While the market is selling on the Iran news. What more do you want?

[WHAT LIST? YOU MISSED! @traderta]

I am a vehemently anti-Trump Republican. WhenTF will the democrats ever learn ???
@DNC
@JamesCarville
@GovernorShapiro
@SenSchumer

[unusual_whales @unusual_whales]

JUST IN: Kamala Harris says she may run again in 2028.