Posts
USO & BNO YOLO - Rolled Again. Increased USO. Trimmed BNO
Wti Oil down this morning to $93-$95 and Brent down to $101. My thesis is that the market is being far too complacent. A tanker leaving the Persian Gulf for China would take 20-30 days travel time + unloading time from there. **The last tankers to leave before the war …
10K USO puts for peace
Ay Jimmy put 10,000 on red please, and open up that Strait of HOrmuz please, k thanks
2He - Let me fly to the moon! (DD XMO)
Degens, let’s see if I belong here and make it short: I am an invisible titan of the periodic table, a silent giant born in the stars but trapped in the depths of earth. I was once an unwanted guest of the gas fields, but now, I am the essential …
Part 2: I now spent $13,000/year on Substack newsletters so you don't have to. Longer time horizons, more authors, better methodology.
A few weeks ago I posted about tracking 23 paid Substack newsletters to see which ones actually make money. That post got 7.4k upvotes and a lot of great feedback here. The three biggest criticisms: 1. **”Mixing apples and oranges."** Some of those authors are macro/ETF traders, not stock pickers. …
Nebius signs AI capacity deal with Meta for at least $12 billion
2He - Let's fly to the moon
META to spend upto $27B on AI Infrastructure From $NBIS, stock up 15%
[https://www.bloomberg.com/news/articles/2026-03-16/meta-to-spend-up-to-27-billion-on-ai-infrastructure-from-nebius?srnd=phx-economics-v2&embedded-checkout=true](https://www.bloomberg.com/news/articles/2026-03-16/meta-to-spend-up-to-27-billion-on-ai-infrastructure-from-nebius?srnd=phx-economics-v2&embedded-checkout=true)
META could slash its headcount by as much as 20%
[Exclusive: Meta planning sweeping layoffs as AI costs mount](https://www.reuters.com/business/world-at-work/meta-planning-sweeping-layoffs-ai-costs-mount-2026-03-14/) * Meta's workforce could shrink by 20% amid AI focus * Meta's AI spending includes $600 billion for data centers by 2028 * AI expected to create efficiencies
Prepare yourself, we are super duper not looking at a good year
https://www.reuters.com/business/blackrock-limits-withdrawals-private-credit-fund-redemptions-mount-2026-03-06/