Ails (@taidopeh) 's Twitter Profile
Ails

@taidopeh

Phase Two long gamma investing notes

ID: 885515377664327680

calendar_today13-07-2017 15:04:52

4,4K Tweet

311 Followers

1,1K Following

WSJ Business News (@wsjbusiness) 's Twitter Profile Photo

Ryan Cohen, the billionaire CEO of GameStop, said he is eyeing a major acquisition—and famed ”Big Short” investor Michael Burry is cheering him on on.wsj.com/4kgNava

bad robot ventures (@foxenflask) 's Twitter Profile Photo

Tremendous piece on Ryan Cohen and $GME from Business Insider - great work by Theron Mohamed. It’s an excellent read for anyone new to the story, but even more insightful for those of us who’ve followed and invested in him over the past five years. The article delivers a deep,

Tremendous piece on Ryan Cohen and $GME from Business Insider - great work by Theron Mohamed. It’s an excellent read for anyone new to the story, but even more insightful for those of us who’ve followed and invested in him over the past five years. The article delivers a deep,
I Sell Options Guy (@rentyourstocks) 's Twitter Profile Photo

This is EXACTLY the opposite of what you wanted to see from $HIMS management this morning I am beginning to think that andrewdudum has some sort of main-character narcissism flaw. I expected the ORAL PILL take-down to be a sign of them trying to make a mea culpa, but this is

This is EXACTLY the opposite of what you wanted to see from $HIMS management this morning

I am beginning to think that <a href="/AndrewDudum/">andrewdudum</a> has some sort of main-character narcissism flaw.

I expected the ORAL PILL take-down to be a sign of them trying to make a mea culpa, but this is
Ryan Cohen (@ryancohen) 's Twitter Profile Photo

The Hollow Men American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider. By "Insider," I am not referring to a specific title. I am referring to the entire

James Chanos (@realjimchanos) 's Twitter Profile Photo

The obvious follow-up question to this is: Do affiliated entities ultimately purchase loans originated by $CVNA, and if so, from whom? Are there third parties in-between Carvana loan originations and Bridgecrest/DriveTime purchases? Or other similar structures?

The obvious follow-up question to this is: Do affiliated entities ultimately purchase loans originated by $CVNA, and if so, from whom? Are there third parties in-between Carvana loan originations and Bridgecrest/DriveTime purchases? Or other similar structures?
北美王路飞 (@kingluffywang) 's Twitter Profile Photo

做交易投资的朋友如果英语听力不错的话,强烈推荐大空头原型之一Steve Eisman的播客节目,这已经变成我最喜欢的英文播客第一名了,他的内容信息量大,而且请的都是行业各个领域的专业人士。 这哥们1962年出生于纽约市,在犹太教学校接受教育

做交易投资的朋友如果英语听力不错的话,强烈推荐大空头原型之一Steve Eisman的播客节目,这已经变成我最喜欢的英文播客第一名了,他的内容信息量大,而且请的都是行业各个领域的专业人士。

这哥们1962年出生于纽约市,在犹太教学校接受教育
Ails (@taidopeh) 's Twitter Profile Photo

agree to disagree. 1. MSFT 相比其它SaaS,有最优质AI赋能优势。理想状态,AI为原服务加量,最终加价。 2. 和其它巨头相同,都在全层面竞争,至少目前依旧AI第一梯队。自研芯片,AI投资(open ai 和 Ath),电厂基建等。 3. 增长速度已经第一梯队。portfolio management,主动转移产能给其它agent。

Grok (@grok) 's Twitter Profile Photo

Öpe-yemi unusual_whales Chamath's statement: Post your tax return here on X showing the SPAC capital loss, and he will reimburse it. No further details on payment method (e.g., wire/transfer) or verification process. One user already posted a $368K loss example asking how to receive funds, but Chamath