Posts
Used AI to vibe code and run some quant sims, and Make a DD.
As tittle says…except I decided to stick with may 15th calls. We’ll see how dumb this is Tmro morning after the announcement, I’m up 35% rn thought
White girls gave up lattes and leggings but will NEVER give up their Birkenstocks ($BIRK YOLO + DD inside)
US retail sales are in, the US Consumer (white girls) don't give a shit about higher oil prices. I think it's time for consumer discretionary to bounce back. I've been watching this shit fall and waiting for it to strengthen so the beaten-up stocks in this industry can make a …
$GRPN — The Bear Case Comes in Four Flavors. None of Them Taste Right.
Friends, countrymen, degenerates — lend me your tickers. Groupon is not dead. I know. I had filed the obituary, sent flowers, eaten the little sandwiches. Then the deceased sat up on the slab and asked what was for dessert. The bear case comes in four flavors. Let us taste them. …
New York Sues Coinbase, Gemini Over Crypto Exchanges’ Prediction Markets
Why I'm long Groupon ($GRPN)
**$GRPN (\~680MM US market cap)** Alright glue sniffers, I know you'd rather be buying 0DTEs on things you can't spell, but stay with me here and you might actually make a buck or two. **tldr** for those of you with the attention span of a gnat: Groupon has a $245M …
SpaceX to acquire cursor by end of this year for 60B or pay 10B
https://x.com/spacex/status/2046713419978453374?s=46
Spacex says it has option to acquire startup Cursor for $60 billion
SpaceX IPO: Be sure to read the fine print
Elon fan boys will just buy whatever their hype man is selling, but for everyone else, make sure you read carefully what the lawyers have to say: "Our initiatives to develop orbital AI compute and in-orbit, lunar, and interplanetary industrialization are in early stages, involve significant technical complexity and unproven …
FCC Granted AST SpaceMobile Full Commercial Approval for Planned 248 Satellite Constellation
Huge milestone for AST SpaceMobile and a major de-risking event (also opening up regulatory approvals globally now that it was approved in the United States). https://docs.fcc.gov/public/attachments/DA-26-391A1.pdf
My UNH position
Went pretty much all in on UNH weeklies towards end of day today. Feeling not so good.