Starting a generational lock in tomorrow

Long $AXON

Why a bunch of fintwit account suddenly political experts? rack up a few followers on Twitter and suddenly think their opinions carry weight. Stfu and find me a good stock to buy

Weave it to beaver $CRWV

Buying a metric ton of $axon

Long $KKR calls

$AXON -5% on no news…. Buy side heard that Randolph Dupree interviewing there? No other news…

$BX good print Jon gray about to put on a show

The enterprise storage industry is a decade long exercise in integration fuckery. While legacy dinosaurs like $DELL and $NTAP act as glorified part pickers, shoving consumer grade SSDs into metal boxes and calling it innovation, $PSTG is actually doing the physics. If your

No booze , down 10 lbs (6’4 212 nbd)… lock in going parabolic Leverage port down 30% YTD, but the lock in continues $APP $HOOD $APO $KKR $PSTG $BX $AMZN

The tourists are victory lapping private credit and claiming the gfc is upon us… steady lads $APO

Saw this yesterday and immediately sold the rest of my $HOOD

$APO FRE continues to gain on SRE 690M FRE vs 865M SRE in the q FRE 23% yoy growth 2025

Bot $MSTR calls , no idea why though

“We are in the beginning of a prediction markets supercycle” translated into English “we are in the early stages of making sure our entire customer base gambles on everything , not just the market” $HOOD Will buy it back at $10 a share

Elon now making the claim that 5 years from now they will be launching more GW annually into space than the total GW output for DCs on earth. At some point this narrative will drive the “earthling” semis complex lower - that’ll be the opportunity of a lifetime Elon has