Trader, Pilot, Chef, Asshole, Sovereign Human, Giggle Pimp. Last account suspended (realheine) Wrongthink. Sober. Pure blood, I like happy and sad markets.
South Carolina
Joined May 2022
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- Followers1.4K
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Heine retweeted
Often go to zero —
Serial issuers of convertible bonds in size.
So they are selling stock personally and issuing multiple coverts (selling upside stock) at the same time - colossal red flags litter the field here:
EISMAN:
“.. Since going public, the three founders have sold combined over 3 billion in stock. Let me say that again."
"How much stock have the three founders bought back? Zero."
$CRWV
Carl is a great man. After I got sober he told folks to have me come back in just to visit and was supportive. I think I helped pay off his house though.
Meet The Man Behind The Sky Ride Tap, The Loop’s Last Real Dive Bar
Kyriakos “Carl” Damianides has run the Sky Ride Tap since 1972. While business has slowed and the building’s future is uncertain, “I’m still healthy,” he said.
blockclubchicago.org/2026/07… @nickdk
Heine retweeted
I hate to say this, but:
This shows the Saturday trading volume on Liquid, a trading platform I help run. Generally, Saturday is the day with the lowest volume -- asset prices don't move much, and people enjoy the day before the day before they need to go to work.
Today, we have by far more volume than we've had on any other Saturday. A major reason is that the market in general is melting -- the NASDAQ is down 1.25% today since Friday's close and in some specific sectors, Neoclouds are down 4.40%, Semiconductors are down 3.01%, and Memory is down 3.86%.
I'm not sure why this is happening, but I'm pretty worried for Monday.
It's micro
After 6 years of Bitcoin "investing", Michael Saylor has lost approximately $10.2 billion.
With a cost average of $75,500 bitcoin:native is currently trading 15.8% below $MSTR's cost average.
Where is the Strategy?
138
Heine retweeted
Satya Nadella needs to step down from $MSFT.
His priorities are not aligned with the best interests of shareholders, the company or its customers.
I had once admired his leadership. He certainly turned the company around after Steve Ballmer's calamitous tenure.
But of late he's lost sight of what matters most: which is ultimately the customer experience.
And to think that Microsoft's cloud will never see formidable competition for products like Exchange, Office, SharePoint? They already are and that competition will intensify.
To jettison requisite talent simply to save some money is not the kind of leadership Microsoft, or any other tech company, needs.
The outage that happened was as bad as it was, lasted as long as it did and created businesses losses for many directly because of Nadella's lack of focus on keeping Microsoft's core services stable and well-maintained.
When will Satya Nadella step down from Microsoft for destroying the reliability of their platforms?
He has systematically canned the talent needed to keep M365/Azure stable, focusing on his AI ambitions (which have gone nowhere).
This has led to enormous amounts of institutional knowledge being drained from the company.
Making every single outage take longer, and be a more painful recovery.
He is responsible for this mess.
Heine retweeted
Every grade school, middle school, high school, and every university, and I should add every person under the age of 40 years old. Should watch this over and over again until they finally understand what that section of America is doing to destroy the United States. Wake up America.
Heine retweeted
I am Ukrainian. In '22 I naturally wanted my country to win. In '22 I was a patriot. In '22, I volunteered to the AFU.
Today, I couldn't care less. Ukraine is a shithole of bottomless corruption. The ideology is a death cult. I am not pro-Russian. I am pro-sanity. I do not care.
Heine retweeted
Here's a 6-week $NVDA chart
Heine retweeted
We're in some form of simulation for sure.
But is it a spiritual simulation or a technological simulation?
Heine retweeted
There is no disputing the utter incompetence of Republicans as we approached the 26 midterms.
Young voters are about to find out, however, just how the other side operates.
They’re not just incompetent.
They are angry, savage, destructive, corrupt racists.
Enjoy.
Heine retweeted
I’m literally blown away by the amount of people that fell for the total garbage that they got fed at that press conference yesterday.
If you’re an American, we as a country are in over $40 trillion in debt, have spent approximately $15 trillion in foreign countries and foreign wars over the past 25 years, and yet they have done shit updating our infrastructure that is literally falling apart.
And then they force all airplanes to stop yesterday creating chaos all over the country and fear among the American people sending them to the grocery stores buying emergency supplies and then they turn around and demand more money, $50 billion, and then lie at a press conference about what happened.
I don’t care who they are. I don’t care who you voted for, if you’re not pissed off then there is absolutely no help for you.
Yes, duh, we need to update our systems.
Yes, duh, it takes money to do that.
We, as Americans, pay $5.7 trillion a year in taxes, they have plenty of money to update all of our infrastructure all over the country if they actually gave a damn, they would do it.
But they don’t give a damn.
And if you’re living under some delusion that they do, then you’re beyond help.
Washington DC doesn’t work for you the American people no matter which party is in control.
They work for the big corporations and lobbyist, the big donors that fund their campaigns, and even foreign nations for foreign causes.
Wake up!
The American people are basically raped, robbed, and pillaged over and over again and if you continue to stay loyal to a political party like you are for your favorite sports team and excuse every single failure just because that’s your party, then you are not able to face truth and reality and nothing will ever change.
You get treated like crap because you take it and you continue to vote for it.
I’ve been to Washington. I know how it works.
The bullshit ends when you finally stand up for yourself and realize they’ve been lying to you all along and using you like a dirty rag and they have no intention of changing anything.
Heine retweeted
More from @joekent16jan19 about how Susie Wiles was concealing from Trump that the source of our intelligence on Iran was coming from almost exclusively Israeli sources and the voices of reason were being blocked.
zerohedge.com/political/it-a…
I have zero empathy for anyone dumb enough to invest with this bed wetting cunt
Leopold Aschenbrenner’s complete Q2 performance before his newest trades release Monday
Top tier:
• SanDisk $SNDK: -62%
• Micron $MU: -34%
Second tier:
• Bloom Energy $BE: -38%
• Taiwan Semiconductor $TSM: -18%
• Nebius $NBIS: -59%
Third tier:
• CoreWeave $CRWV: -49%
• Core Scientific $CORZ: -45%
• STMicroelectronics $STM: -39%
• Applied Digital $APLD: -49%
• Riot Platforms $RIOT: -37%
• SharonAI $SHAZ: -74%
• IREN $IREN: -61%
Smaller positions:
• T1 Energy $TE: -82%
• WhiteFiber $WYFI: -76%
• Babcock & Wilcox $BW: -69%
• Keel Infrastructure $KEEL: -69%
• Bitdeer $BTDR: -66%
• HIVE Digital $HIVE: -58%
• CleanSpark $CLSK: -56%
• Cerebras $CBRS: -53%
• Vishay $VSH: -52%
• ProPetro $PUMP: -49%
• Solaris Energy $SEI: -23%
Options:
• Bloom Energy $BE [Calls]: $44,100,000
• Taiwan Semiconductor $TSM [Calls]: $23,900,000
• Infosys $INFY [Puts]: $5,200,000
Summary: Every common stock position is red. His entire portfolio is down 46.8% from Q2 release to present day. His newest trades release Monday, November 16th, showing what he owned on September 30th, after he sold most of this to Citadel in late July
