20+ years on Wall Street. Brutally honest market insights. Helping retail cut through the BS. Investing my own capital while traveling the world.
New York, USA
Joined November 2010
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🚨 Brad Gerstner, an OpenAI investor, asks Sam Altman how a company with $13B in revenue can afford $1.4T in commitments. Altman’s reply? “Happy to find a buyer for your shares.” Translation: No answer. Very concerning. 🚩
The hall of fame 🔥
1. Katie Zacharia — 5 days
2. Anthony Scaramucci — 10 days
3. Sally Yates — 11 days
4. John Koehler — 13 days
5. Michael Flynn — 24 days
Good morning. 🌞
Anthropic has reportedly filed for a U.S. IPO with a prospectus reviewed by Reuters, targeting a potential valuation above $2 trillion following the November midterm elections. 🤷♂️
📉 Financial & Scaling Metrics
• FY25 Revenue: $4.59B (up 1,088% YoY)
• Operating Loss: $8.06B
• Compute Spend: $7.33B (up 190% YoY)
• Cash Reserve: $20.28B
• Future Obligations: ~$518B (cloud & infrastructure)
• Valuation Multiple: >400x FY25 revenue
Random fact: Tourists toss between €1.4 million and €1.6 million ($1.6 to $1.8 million USD) into Rome's iconic Trevi Fountain every single year. Daily Average: $3,400. 🤷♂️
Jake and Logan Paul addressed U.S. troops at the Pentagon.
The audience? Men and women willing to risk their lives for our country.
The speakers? Two YouTubers.
How the fuck did we get here? 💀
Hedge fund manager: “Find me the next NVIDIA.”
AI: “This company has revolutionary technology.”
Manager: “Buy $500 million.”
Intern: “Sir, that company doesn't exist.”
The future of finance is incredible. 🤡
What’s the MOST overrated country you’ve ever visited? 🌍
Expectations: 10/10.
Reality: “I paid HOW MUCH for this shit?” 💀
Name the country. No diplomatic answers. 👀
The trolley problem: Save 5 people or save 1?
This kid: “Why not kill all 6?”
Future CEO material. Tag that one friend. 💀
AI: “Trust me, bro. Nuclear weapons.”
Pentagon: “Prepare to strike.”
One guy: “Should we maybe verify that?”
Imagine nearly starting World War III because a chatbot hallucinated.
The future is incredible. 🤡
🇺🇸 The dollar’s share of global reserves just hit an all time low. De-dollarization or just diversification? 🙄
So, let me get this straight…
🇨🇦 Canada gets invited to become an “associate member” of the EU.
🇪🇺 Not actually an EU member.
🏛️ Nobody quite knows yet what “associate member” means.
🤝 But apparently: closer trade, energy, defence, AI and critical minerals ties. 🤪
