stoby @goonsandgeeks

shareholder Joined June 2016

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216
Following

200
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9K

Open Source @PantexCap

2 days ago

Here’s the thing on data centers - I laughed at all the dumb sell side reports on data centers being cancelled earlier this year. Made a ton of money going long against that nonsense and bearishness. But now we’re on the other end. I don’t think people understand the actual…

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stoby @goonsandgeeks

24 hours ago

how can all these companies be spending so much money to develop the same product. who is going to drop out of the race and when?

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Oraclum Capital (ORCA) @OraclumCapital

2 days ago

@goonsandgeeks It’s also commodity story and China acceleration story and Germany recovery strory. One of this could hit and spark bull market in #natgas

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Rami @rami_poker

a day ago

Been a very busy week with tons of action. Need to chill a little bit more, I'm not 20 or 30yo anymore. The stuff that worried me the most, $ENA hedge and not having enough liquidity, has beautifuly converged by getting hit on a hypurr nft sold 150 HYPE above floor, while ENA…

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nighguy @thenighguy

3 days ago

x.com/i/article/1973…

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Leveraged Cat @leveraged_cat

2 days ago

This is strictly scoped to US residential solar A clear catalyst to drive the emergence of this narrative is rising residential energy prices. Residential power gen currently has one option: solar+batteries No one is installing a turbine in their backyard

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Leveraged Cat @leveraged_cat

2 days ago

Projected AI power demand 2030: 14 GW 2035: 123 GW Theoretical resi solar power gen potential: 518 GW Current resi solar power gen: 35 GW Someday soon, consumers and utility scale nuclear/gas/coal investors will realize this simple math

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Hudson River Trading @weHRTyou

3 days ago

We invited @dwarkesh_sp to tackle a foundational question in quant trading: What does it take to build a predictive signal from market data? We loved showing him what makes work at HRT so fun — and why, in Marc’s words, “it occupies a lot of very smart people for years.”

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jackson Fairbanks @Loonggamma

a week ago

$MSTR could theoretically raise ~$100B annually via ATM… LOL. Of course they never would and the real limit is price impact and what that would mean for liquidity. But the point is: their <$600m in annual dividend obligations, that's a rounding error compared to their ATM…

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jackson Fairbanks @Loonggamma

a week ago

$MSTR sells off 7% and people think Saylor is sweating… $BTC could fall 75% and he’d still have 25+ years of runway. He could double his leverage and still have far less solvency risk than most equities.

Zoomer 🧢 @zoomyzoomm

a week ago

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CL @CL207

a week ago

stocks is truly goated you buy, and now the most powerful, corrupt, smart, insider, elite, educated people work their ass off everyday just to pay you dividends