Posts
SaaSpocalypse Reversal
1. SaaS is oversold and AI will be a tailwind for the winners. Earnings are starting to show the AI narrative shift 2. SalesForce, ServiceNow, Workday, etc are all very sticky at the enterprise level 3. Trump owns these (minus Monday and Atlassian) I will add ZS and Okta for …
Iran would open Strait of Hormuz 30 days after peace deal
I might invest 500k in quantum startups
Regens, look at the big picture. Quantum computing is the future of computing and it is going to replace EVERYTHING currently on the market. iPhones? Obsolete. Nvidia GPUs? Garbage. Your wife’s boyfriend’s MacBook? Trash. I am officially stopping my boomer investments in SPY and Apple. My new strategy is foolproof: …
US Investments “boom” (non-political) Comp/Corp/Sector/Nation
The U.S. has seen a surge of private and foreign investment that are fueling job growth, innovation, and opportunity across every corner of the country. America First economic policies have sparked trillions of dollars in new investment in U.S. manufacturing, technology, and infrastructure.
BBC News: Deal with US not imminent, Iran says
Is the Stock Market Open on Memorial Day 2026 and What Moves While NYSE Is Dark
The Clusterfuck Summarized in Two Posts from Today
New Fed Chair Kevin Warsh suggests he may take an Alan Greenspan-style approach at the central bank
[https://finance.yahoo.com/economy/policy/article/new-fed-chair-kevin-warsh-suggests-he-may-take-an-alan-greenspan-style-approach-at-the-central-bank-135046787.html](https://finance.yahoo.com/economy/policy/article/new-fed-chair-kevin-warsh-suggests-he-may-take-an-alan-greenspan-style-approach-at-the-central-bank-135046787.html)
Iran War: U.S. and Iran Agree in Principle to Reopen Strait of Hormuz, U.S. Official Says
Looks like my BNO calls are fucked on Tuesday, happy Memorial Day. Stonks only go up.