Linsanity Capital@linsanitycap

on a long enough time horizon everything is a shitco

 New York, USA
Joined November 2013
1,448 Photos and videos
Why do my electrification stonks drawdown the most but display the least torque on the way up Make it make sense
COATUE
@coatuemgmt
Sep 22
Energy storage: 10GW to 100GW in 4 years. Battery storage is becoming a critical part of the energy stack, helping shift solar power from midday production into evening demand as electricity needs rise. More in the latest C:\Take ⬇️
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Wasn’t this guy in the Epstein attended list?
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SALP undergoing a 90% drawdown 1 week prior to ATHs is something to behold
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Someone had to walk so Leopold could run 🥹
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Citrini undefeated
*Walter Bloomberg
@DeItaone
Apr 6
TRUMP: SOMEBODY LEAKED SOMETHING, WE'RE LOOKING TO FIND THE LEAKER TRUMP: WE'RE GOING TO GO TO THE MEDIA COMPANY THAT RELEASED IT
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If I told you 3 years ago we were at war with Iran & Pete Hegseth was calling the shots. You’d question if I was a retard
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This is actually why the #lag7 will continue to underperform
amit
@amitisinvesting
Apr 1
SPACEX HAS OFFICIALLY FILED FOR AN IPO. SpaceX Revenue — $15B, targeting a $1.75T valuation $META Revenue — $200B, currently at a $1.45T valuation Are you buying the SpaceX IPO?
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Guys these trading boxes on the opposite end of the cap stack just blew up Do we really think this is a good idea
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SMCI with a Chinese backdoor

ALT Segundo Sol Novela GIF
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Compounderrrrrr bro in shambles
Negligible Capital
@negligible_cap
Mar 16
SEC Preparing Proposal to Eliminate Quarterly Reporting Requirement, Sources Say -- WSJ Regulator could publish the proposal as soon as next month, which would then be subject to a public comment period of at least 30 days where the SEC will vote
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My short term take on the Persian gulf conflict Indian and Chinese industrial complexes are royally fucked Did you buy puts, anon?
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Airline stocks -9% one day before US military operations in Iran Steve Cohen:
Not Jerome Powell
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Private Credit

ALT Game Of Thrones Got GIF
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AI was more fun when we were worried about the thousands of VC funded GPT wrappers popping up Not frontier economies collapsing because tech bro fresh off his ayahausca trip decided to axe half his employment base
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Seat based dilutive or Opex lever-pull Which way western man?
Larry@LongOnlyLarry
Feb 26
Replying to @dalibali2 @PaneerCap
SaaS CO’s should be able to do the same, but the narrative is going to be that seats are coming down and these companies don’t have real consumption priced products
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Honestly if you haven’t herd of Citrini before the weekend piece, you are genpop
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Non-Target legacy after Ref’ing the model
End Wokeness
@EndWokeness
Feb 23
Gov. Newsom to a black crowd in GA: "I am like you. I'm a 960 SAT guy. I can't read."
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Sleepysol@Sleepysolcap
Feb 23
Replying to @CapitalJurassic
The citrini post was to create exit liquidity for the software shorts of his institutional clients while retailers are left holding the bags and getting wiped out. Thats why it was free.
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My advice to those worried AI is coming for their desk job Go work for a European competitor, employee protection laws basically make it impossible for you to be fired
Citrini
@citrini
Feb 22
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gi…
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Absent to @Citrini7 views on the AI driven deflationary impulse Today’s market reaction safely concludes traditional SS research is at existential risk
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