Kuppy @hkuppy

@Mangan150 BYMA AR is my favorite. Stock exchange.

Mgmt at $JOE literally couldn’t buy this sort of lobbying effort for all the money in the world. As Washington State sinks into the abyss, $JOE is ripping higher, into the teeth of a nasty housing bear mkt too… Got $JOE ?? https://t.co/WQfno1ASMl

@Humble_Analysis @pmarca $JOE keeps ripping into a housing bear mkt. all you need to know…

@pineconemacro Craaaaazy idea… but hear me out… maybe the govt should merge them with $JBLU and create an airline with the scale to be viable…I know it’s a crazy idea…but crazy enough that I’m sure the govt would love it…ohhh…yeah…ummm Never mind….

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…🤣

@baba_booey143 Yep. Got frozen RUB now. Who knows what happens next. I mean, Trump is now for some insane reason allied with Iran against Saudi and there’s still 3 weeks left in the month. Feel like he’ll jailbreak my $SBER next…🤣

RT @KEDM_COM: Last year Ningi Research wrote a short report on $MRX, with arguments that the company quickly rebutted. While some short re…

If $CRWV doesn’t start buying $OWL stock, funded by cheap $NVDA loans, things are gonna unwind…🤣 https://t.co/6Isfwc6Oi5

RT @hkuppy: In retrospect, it was pretty stupid for Europe to curb oil production and shut a bunch of refiners. Europe needs to suffer, if…

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…

@TylerHardt Good one. All these tech companies are sooooooo overstaffed.

Bro!! Welcome to the oligopoly. While FTC used crazy logic to block a handbag merger, they basically ignored every airline consolidation over a decade, and even murdered a viable competitor in travel ( $JBLU + $SAVE). All we can do is tweet into the void, or have a few big years and go private. Govt is on their side…

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…

Pretty much👇👇 Rather own MDI CN and let these idiots overpay for drilling services. Sleep well at night with similar index torque… https://t.co/dk6uVItE0K

I swear Mamdani is the new Head of Corp Development for $JOE. Look at the shares rip since it became obvious that he’d win… https://t.co/eAmF57yeWC

RT @PeterSchiff: PepsiCo spent $2.8 million last year lobbying to keep junk food eligible for food stamps. Then RFK got 18 states to ban SN…

Good thing they can't AI 170k acres in the Florida Panhandle.... right...???🤔🤔 $JOE Suddenly, I gotta re-underwrite every single ticker for the 3rd time this week... https://t.co/pvBuPcT5Sv

RT @hkuppy: @MikeFritzell Dunno. Today was the first day that anyone asked why $MCO gives credit scores to CDOs when you can plug all the d…

Dunno. Today was the first day that anyone asked why $MCO gives credit scores to CDOs when you can plug all the data into AI and get a more precise answer with less conflicts of interest. This selling ends when $MCO is 7x TTM and guys are discussing the shape of the FCF decline curve…

RT @roojoo3: In 2025, all $JOE needed to do to make its stock go up, is PR that they're building a data center on their land. For 2026, I'…

RT @hkuppy: Surprised to see $CVNA down 20% on this @GothamResearch short report. I always assumed the bull thesis was that $CVNA was a t…

@YellowLabLife He literally just wrote a check to $USAR on monday. WTF is going on??

Surprised to see $CVNA down 20% on this @GothamResearch short report. I always assumed the bull thesis was that $CVNA was a total fraud🤷‍♂️🤭 https://t.co/Ff4QTtpipT

@Clawyer97 Did they give the oil to Chevron??