Hypnotoad @hypnotoadtrader
Obey Mars, PA Joined May 2019-
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U.S. COMPANIES ANNOUNCE JUST 1,494 NEW JOBS IN AUGUST — LOWEST FOR THE MONTH SINCE 2009; LAYOFFS SURGE 39% TO 85,979
You have ~ 5 years left to accumulate hard assets and diversified, multi-national, inflation proof cash flow... Otherwise, all of your descendants will be permanently part of the underclass.
SBF would’ve been an incredible VC He invested $500M of customer deposits into Anthropic at a $2.5B valuation. The stake was liquidated for $1.3B during bankruptcy proceedings to repay customers & creditors The stake would’ve been worth $14B+ following this new round
SBF would’ve been an incredible VC He invested $500M of customer deposits into Anthropic at a $2.5B valuation. The stake was liquidated for $1.3B during bankruptcy proceedings to repay customers & creditors The stake would’ve been worth $14B+ following this new round
JAVIER MILEI UNRAVELED No Crying in the Casino! Last week Argentina’s Javier Milei regime tried to roll over bonds by offering investors an insane 69% interest rate, and only succeeded in rolling over 61% of them. Even a 69% annual interest rate isn’t enough to tempt investors…
Wednesday & Thursday was a short trap & today / Monday is the long trap. VIX crushed makes options cheap. Expect a round trip next week back to $635. Have a great weekend all! 💯
Why AI is a house of cards: 1. You pay $200 a year for an AI app (like Cursor). 2. Cursor pays OpenAI $500 for API tokens ($300 of which is VC funding). 3. OpenAI pays AWS $1000 for compute ($500 of which is VC funding). 4. $AWS pays $10k for $nvda GPUs. See the problem?
$PLTR Palantir – All Roads Lead to $40. This Time, Databricks. Congratulations to Databricks, one of America’s truly great growth companies, now valued at $100 billion in the private markets. No other company resembles Palantir more closely in product offering and enterprise…
5% obese people achieving >10% weight loss within 13 weeks. From eating placebo. I have a biotech idea.
1/11 🧵 THREAD: Google’s reported search query growth may be AI-driven, not human.
i legitimately think that 99% of big 4 consultants are going to get wiped out by AI my late grandma could run a 200 page slop report on the niche parts of the industrial cake baking industry that would rival what PwC/Deloitte would charge $1 million for They’re all done for
ONE OF THE MOST HIGH PROFILE SHORTS HAS ENTERED INTO THE ARENA WITH $PLTR PALANTIR: Andrew Left of Citron is now short, citing that he likes the company but thinks the company is overpriced. Palantir’s short float is 2% and the company grew 48% in Q2. 🥶🥶🥶🥶🥶
Someone launched a coin and spent 7 hours buying alone but no one joined so he just rugged himself.
More financial nonsense from Saylor to justify paying $1.70 for $1.00 of Bitcoin. Credit Amplification? Not only is $MSTR not very leveraged (net debt + pfd is only 11% of enterprise value), but investors can borrow themselves to buy bitcoin, at rates lower than SMSTR’s 10-12%.
More financial nonsense from Saylor to justify paying $1.70 for $1.00 of Bitcoin. Credit Amplification? Not only is $MSTR not very leveraged (net debt + pfd is only 11% of enterprise value), but investors can borrow themselves to buy bitcoin, at rates lower than SMSTR’s 10-12%.
Scott Bessent had one job. To sell the U.S. debt to the world. He’s going to do it with Stablecoins (his words, not mine) Here’s exactly what he’s got planned:
$BBAI Not easy to build an AI company even if AI is in the name. - reduced revenue guidance to negative 11% YoY growth - missed EPS estimates by 1080% & revenues by 20% - said federal contracting was being disrupted and did not win as many contracts as expected $BBAI -28%
Stocks that only exist to fund Executive Management lifestyle: Intel Pfizer Snap Under Armour Warner bros Paramount Kraft Heinz Teva Most Cruiselines Most Airlines Most Telecoms CVS Most of these have had negative 10Y performance while executives took in 100’s of millions.
🇪🇺 DEATH OF PRIVACY: EU'S DICTATORSHIP CAN COME WITH A SUIT AND KIND WORDS By October 2025, your phone could become a state surveillance device, scanning every message, photo, email, and video before you send it. Encrypted apps? Irrelevant. Chat Control scans your content…
🇪🇺 DEATH OF PRIVACY: EU'S DICTATORSHIP CAN COME WITH A SUIT AND KIND WORDS By October 2025, your phone could become a state surveillance device, scanning every message, photo, email, and video before you send it. Encrypted apps? Irrelevant. Chat Control scans your content… https://t.co/9uOoC1NKL5
Being a millionaire is great, but remember today's dollars are worth 13 cents in 1971 dollars. Yes, the currency has lost 87% of its value since Nixon, and there are something like 23 million millionaires in this country. And there will be many more soon....but a million is not…

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