hedge fund hero. pm/trader/analyst. previously ran trading desk on sell side. my portfolio may change without notice. nothing I write is investment advice.

United States
Semianalysis view of $IREN, the worst of the neoclouds. Published Nov 2025.
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It’s official! We just signed the paperwork to get some work done on the house with Joyland. Can’t wait to see the final results! 🏡✨ #JoylandRoofing #HomeImprovement @JoylandRoofing
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JPM remains Overweight in $DQ. This is a net net (ADRs are low $1B mrkt cap but group has cash of $2B+ of cash), no debt, it’s ShangHai subsidiary is worth ~3x the ADRs and now is partnering with Chinese govt and re-focusing on the world’s biggest bottleneck, AI infra. $688303 SH
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It’s Shang Hai listed subsidiary 688303 just went limit up of 20%.
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piped.video/watch?v=Mmj_G9Rl… 1:05:59 Gavin Baker - "you have this...quantum bubble right here, right in front of you..Some of that nuclear quantum silliness is maybe spread into more speculative, lower quality, smaller cap names" #quantum $qbts $qubt $rgti $ionq $xndu $infq $qnt
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and this is BEFORE they just went up 50%. hah! biggest current bubble right now in markets.
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Arrests these criminals!
Someone betted $44,100 into $META 610C 0DTE the minute before the news came out They are now up 6000-9000%+ at the moment They turned $44,100 into $4M in just 30 minutes Not a coincidence?
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AntiWokeBoomer retweeted
The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE.....
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$ASML buybacks resume. Not happy they weren’t buying stock when it was 40% cheaper but oh well …
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AntiWokeBoomer retweeted
It’s official: Ontario’s new advertising campaign in the U.S. has launched.  Using every tool we have, we’ll never stop making the case against American tariffs on Canada. The way to prosperity is by working together. Watch our new ad.
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They have more cash than their market value! No debt. Then you get PAID to own billions of recently put in PPE.
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$BABA $JD $PDD $KWEB $FXI $MCHI $9988 #china This sell off in $BABA is creating a great buying opportunity.
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I verified it with my own eyes on $nyt website. NYT polled way more 2020 Biden supporters than Trump supporters 42.7% vs 34.6%. That’s fine. Polling 1010 people is hard.
Meet the French trader who bet $40 million on Trump winning the election.
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