Kuppy @hkuppy

West Point is now teaching a class on how to surrender to an inferior enemy when Hyperliquid shows weekend QQQ in the red… They call it the Trump Doctrine🤦‍♂️🤦‍♂️

RT @BowTiedMara: Today, Pampa presented to the President and national government officials a US$2.7 billion investment to build the largest…

@DeptOfDryWater They’re gonna yap about their cats on $RDDT🤭

RT @BarbarianCap: The Cheesecake Factory $CAKE - new All Time High Novo Nordisk $NVO drawdown 66% The American Eater Wins Again

@phil_hk @michaeljburry All good points on Wharf. I think it works anyway. Tourism is picking up again I really like Hysan. Though wish they’d pay down the prefs here. Lee Gardens is an amazing asset. Great Eagle is such a crazy discount to NAV. Why no buybacks??

@phil_hk @michaeljburry Why not wharf 1997 HK? I got Hysan and Great Eagle.

@TgMacro Now do refiners bro… and don’t say I didn’t tell you over $100 ago in $MPC and $VLO.

RT @KEDM_COM: There are horrible years for shares, and then there’s PAR Technology $PAR. Absolutely murdered as the market lost faith in it…

Took some grind, but $UTI is waking up today with a new ATH. Now that $META folding on AI, gonna be less bidders for chips, meaning that cash investment in data-centers goes further, and AI displacement of workers goes faster. Smart kids will go to Technical Colleges👇👇 https://t.co/jIBTUdJtay

@WesternLevel @Citi Why not JPM?

@NikLentz @Citi I lthink that @Citi makes you go to the branch so that the fat chick with purple hair can try and sell you 25 different products while she types in the wire instructions. The local $SBUX actually has higher standards for baristas…

RT @zerohedge: Apollo Gates Private Credit Investors For 2nd Quarter As 17% Rush To The Exits https://t.co/KCofPmEWBH

This is basically just the pitch for $UTI and $LINC. More at my blog if you missed it… https://t.co/3r8czcKE1X https://t.co/bUkHEBw7kl

BREAKING: Trump releases $10b of frozen IRGC funds to be used in $SPCX green-shoe…

Remember when shale companies would keep drilling negative ROIC wells and fund them with debt or equity or converts or literally any idiotic funding source. That’s why they’d trade at 3x EBITDA. $GOOG just told you that it’s basically a shale company. They cannot stop spending on negative ROIC datacenters…

@rossiadam UTI is my 2nd largest equity position. The tailwind is so strong.

MGG distributions are hitting brokerage accounts today. Take a shot of Chinggis Alt and celebrate!! It took 15 years, but we got our capital back. Could (really should) have been a much worse outcome. Want to thank everyone who helped along the way in this journey. Couldn’t have done it without you… $YAK

Told my wife that if $MU goes red today, she needs to go to the store and buy all the canned goods they have. Worried for humanity…

I remember buying a chunky position in $GPRO on the thesis that everyone in the Ukraine war (both sides) would want GoPro videos of them storming trench lines, so they could show their buddies back home. Was one of my top “Ukraine War Trades.”In retrospect , that was a terrible thesis🤣🤣, fortunately we didn’t lose much as the balance sheet protected us for a bit… Live and learn…🤣🤣

You miss my point. Tech has created many billionaires, so has jr mining. Both are capital destructive. Yet people fund them bc there are always moonshot wins each cycle and investors like to gamble. Ignore the MTM on individual stocks as we are closer to the top of tech valuations than the bottom of the cycle (we’re mid-cycle in jr mining). Look at the actual retained earnings. There are a few dozen large and notable winners, but many others are just stock promotes that will fade away. Even the winners of today like $UBER still don’t have retained profits since inception, with lots of dilution along the way. The winners also don’t really return much net capital as they always have to reinvest and offset SBC dilution. It’s just a tough sector. Gun to my head, I’d say it’s a lot like jr mining, but many times larger and more acceptable for investors, as tech has better branding, and many more visible winners, but that’s mainly bc the sector is many times larger…

@Mangan150 BYMA AR is my favorite. Stock exchange.

A quant buddy told me on the lows that we’d slingshot 600+ SPZ and NATH before the end of April. Respect given for nailing that call. You know who you are. Wish I had followed…

The year is 2028. NASDAQ is celebrating 500 consecutive up days as Trump continually tweets about how great the deal with Iran will be, despite no additional talks having taken place in 2 years… Brent oil still trades at $100, though physical cargoes trade hands at $500 a barrel. Everyone thinks this is totally normal… Datacenters now consume $5 trillion of capital annually, despite producing only $50 billion of annual revenues. No one is quite sure how to monetize them, but they build them in the hope that someone else will crack the code… $MSTR ran out of letters in the alphabet for new preferred securities. The Ponzi is still failing… Private Credit vehicles have been gated for 3 years now. They trade on the secondary market at 10c of face. Marketing documents focus on the low realized volatility of PIK return streams… Europe is rolling out its 27th round of climate taxes as it desperately tries to stave off economic collapse…🤣

RT @TylerHardt: @hkuppy When $DOCU? I still can't for the life of me understand why DOCU has 6,800 employees. Their software is built. Can…

RT @KEDM_COM: When $RELY sold off to $12 after its Q3 report, we wrote a thematic piece on the payment sector. We argued that companies l…