Anthropic just launched a new AI program aimed at drug discovery. Pretty cool to see AI moving into health like this. Curious to see what comes out of it.
Seth Klarmanโs investing rules are pure gold. Focus on margin of safety, buy when others panic, and always protect your downside. Simple but hard to stick to.
I'm expecting $TSLA Q2 deliveries Thursday morning around 410K (+7% from last year), beating the street's 406K estimate thanks to higher gas prices. This'd be the second quarter in a row with over 5% delivery growth, after dropping 9% in 2025 and 1% in 2024. Still cautious longe
Singapore meetup was such a blast! ๐ It hit me again that no matter where you are, everyone just wants to chat about stocks.
We're all stuck in this super niche world where we actually care about Micron and Kevin Warsh ๐ So it takes a bit more effort to find your tribe in p
Looks like Samsung's going big at a gov event in South Korea on June 29 โ Bloomberg says they're announcing a $646 billion, 10-year spending plan. ๐
Unusual Whales is running a July 4th deal ๐
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US housing market is leaning toward buyers now ๐
In May, 46% of sellers offered sweet deals โ that's the highest ever for May.
That number's doubled since 2022, rising for the second year in a row.
We've got ~47% more sellers than buyers right now, almost a record. Hig
History just happened with the biggest ETF launch ever ๐
The Leverage Shares 2x Long SpaceX ETF $SPCH saw $4B in trades during its first weekโmore than any other ETF has done, beating IBIT and DRAM.
And it did that in just 4 trading days because of the holiday week.
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