finding asymmetric opportunities in any and every mkt+NOT financial advice -- positions will change - do your own dd - do not rely on mine
not financial advice
Joined August 2013
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As defense tech has been utterly bidless for the last 5 months Anduril's lofty evaluation climbed another 48% following todays news.
@PalmerLuckey branding to the VCs has been spectacular
Breaking out to new 52 WHs !
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$SRAD mandated by NBA in Kalshi Polymarket deal
🚨 BREAKING: The @NBA has reached a long anticipated "Memorandum of Understanding" with federal prediction market regulators and has named @Kalshi and @Polymarket its Preferred Market Exchanges.
The NBA becomes the final major pro sports league in North American to take a stance on prediction platforms.
The deal includes:
✅ Marketing and licensing rights
✅ Official @NBA data via @Sportradar
✅ Limits on permissible markets
✅ A ban on league and team personnel trading NBA event contracts
✅ Info-sharing obligations on investigations and suspicious trading
✅ An MOU with the CFTC to support a regulated, transparent framework
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Everything I see confirming this.
The semi/DC infra / memory stuff is just tired at this point. Sure they will still have nice pops along the way but the only truly exciting and alpha generating thing to focus on when it comes to AI is not the long term build lit but the new regimes and companies directly benefitting or directly getting replaced by the daily innovations in the tasks the agents can accomplish.
Things that weve seen recently and rapidly in muse beneficiaries like fsly and inod the new regime of cyber security currently i think inflection in human identity verification is coming and there will be new things developing weekly which will create massive opportunities on the long and short side far mlre exciting then modeling out DC leases etc
