#$MTCH apparently released their earnings report. The market seems to have liked it. What’s their turnaround plan? I am very curious to see. seekingalpha.com/news/4546932...

I wonder who sent Jeffrey Epstein this picture of a young girl in a SpaceX tee-shirt? #$TSLA #$TSLAQ #SpaceX

Another example of how popular invasions are with the common plebes: www.youtube.com/watch?v=gi5o...

Europeans have been getting subsidized medicine for so long. Trump may have sort of dented it. Archive md link below. But the real chunky part of the US healthcare system isn’t the drug prices - it’s the administrative bloat. archive.md/2026.02.04-0...

#$SOC story just keeps getting better and better. www.independent.com/2026/02/03/f...

SW stocks are getting pummeled apparently. We are happy to get a piece of the action by staying SHORT #$DUOL archive.md/2026.02.03-1...

I love the smell of sh*t co going down early in the regular session. SHORT #$DUOL

#$SOC is one of those very baggy stocks I was fortunate to discover because someone with a substack called “Kontrarians Korner” was long the stonk. I was just curious why/how the borrow is so cheap. This thing is probably a zero. SHORT #$SOC www.investing.com/news/stock-m...

Tesla's financials are imploding while Elon Musk repeats the same broken promises he made years ago about FSD. Tesla axed the Model S and X for a teleoperated robot that can't walk and that Musk admits does nothing useful. Why believe a word this snake oil salesman says?

<<Waymo, the autonomous driving arm of Alphabet (#$GOOG) (#$GOOGL), has raised $16B in a new funding round, boosting its post-money valuation to $126B.>> - Seeking Alpha Where are the ARK clowns and why aren't they pushing Waymo to trillion dollar valuation? Cathie grrl, do something useful.

Can gold please not trade like a sh*tcoin? I feel like a crypto bagholder here, please. #$IAUM daily returns on the right. Up 5% in Teh Pre-Margetz now.

Peter Attia has always been a wellness grifter. (Anyone who opposes seed oils is probably a grifter. You just have to ignore reams of research and data to take that position.) And now he's been caught blowing sunshine up Epstein's ass. His statement here: x.com/PeterAttiaMD...

There is an official pumpy blog post about the latest self-dealing Musk has engaged in: www.spacex.com/updates#xai-...

A memo just went out to employees at two of Musk's companies: SpaceX has acquired xAI.

I had posted about Sweden numbers. The increase in Sweden is more than offset by decrease in other regions. #$TSLA sales in Europe are in a large decline. However, this report concerns ~3k car sales or so. Hard to see if it's indicative of a trend. electrek.co/2026/02/02/t...

Tonight other dumb napkin cartoon…

LONG #$IBKR SHORT #$HOOD I don't know what precipitated this fall though. #$HOOD has insane multiples and moreover is a much worse company than #$IBKR. Well #$HOOD is an app really. I think #$HOOD derives significant revenues from crypto trading and thus going down the drain with #$BTC .

Everyone should play around with www.justice.gov/epstein - the DOJ Epstein files. Here for instance, is an email that shows Peter Attia sent flowers to Epstein's assistant Lesley G and/or Epstein in September of 2015. This might not get as much coverage but it still shows how chummy they were.

Short #$ORCL <<Oracle plans massive $50B debt-and-equity raise>>

What? How? Why?

#$IBKR January 2026 metrics release… (Degen gamblers, don’t disappoint me.)

What am I reading? A merger of a company with 200 P/E with another company with 400 P/E? Two peas in a pond, you say...

Another proponent of the theory that Epstein was a MOSSAD spy. 👁️‍🗨️👁️‍🗨️ CC @richardkeppler.bsky.social

<<The [Nazis] viewed the US as a "decayed" society weakened by diversity and jazz culture, believing Americans were too soft to endure the hardships of a total war.>> Is this true? What's wrong with "jazz culture"?

Musk once wrecked his own prototype on stage in front of a large audience. By publicly calling for the release of Epstein files, he seems to have repeated the act.

My gaaaaawd....

The pain of the homeless >> potential losses in housing value. The US needs to up the housing supply. And I would like to as a result bathe in NIMBY tears. www.npr.org/2026/01/30/n...

#$GOOGL created something like Mark Zuckerberg's metaverse wet dream without the cash furnace. That's what I'm seeing. It would be so much fun if Zuckerberg burned investor cash on his metaverse nonsense again and we could short the stonk. blog.google/innovation-a...

concerning

<<Since then Hassett has outperformed my expectations, revealing himself to be such an outrageous sycophant that even Trump realized that it would be a PR and financial disaster to nominate him as Fed chair.>>

Short #$SBUX Once you know learn a bit about espresso, #$SBUX is just horrible.

Can we just have a period of peace during which something insane doesn’t happen in the US? Like one week? www.bbc.com/news/article...

#$VZ earnings seem good. I'll have to take a look later. The stonk has reacted positively. www.verizon.com/about/news/v...

Kevin Warsh is the next FED chair nominee, apparently? Who is this guy? He used to be a FED governer in the Bush and Obama admins, so he can't be a total clown. www.bbc.com/news/live/ck...

Hunterbrook is a must read for any sh*t co connoisseur. Here they are claiming Richtech Robotics #$RR is lying to investors. This is the sort of company Elon Musk should buy and fold into the bigger #$TSLA securities-fraud-industry complex. newsletter.hntrbrk.com/p/breaking-m...

#$V earnings on tap. Very solid as always. And of course, the stonk is down in AH trading. OF COURSE. #$V $325.99 -5.81 (-1.75%) 4:18 PM

Time to lighten the mood with some much needed vegan propaganda.

Every sh*t co in my short book is in the red today except for #$SOC . Even #$SBUX is forcing the CEO to retire to the bathroom of his private jet to do coke. Come on #$SOC, an hour of trading left - you can do it. Try swimming towards zero where you belong.

God now I have to short #$CMCSA ? I can’t keep up with all these worthless sh*t cos.

<<As of this writing on Wednesday night, Moss was claiming to have unsuccessfully taken 54 robotaxi rides in pursuit of one unsupervised one. >> 😂😂

#$DUOL is making new 52-week lows. The CEO Luis von Ahn needs to release a video of himself getting pegged by Duo the mascot bird. I'm sorry but this is the only way to add value and stymie temporarily the terminal decline of the stock. SHORT #$DUOL

#$MSFT is down 11% chiefly for the following reasons AFAICS: 1/ OpenAI concentration - 45% of future "commercial performance obligations" belong to OpenAI 2/ High CapEx - Prop and Eq spending almost doubled Yoy? 3/ Supply constraints - they don't have enough (Nvidia?) chips for more data centers.

US is descending into the dark ages. It would be funny and just if it weren’t for the innocent kids who are suffering the consequences of their parents’ idiocy. I repeat my quasi-antinatalist conclusion: majority of the suffering in this world is due to incompetent people’s choice to reproduce.

<<None of which matters, of course. Tesla’s stock is determined less by reported numbers, more by a complex, if nebulous, function that multiplies planned initiatives with the level of faith in Musk. Both factors are high.>> archive.md/CcfgV

Another day... Another multi percent gain for gold. Gold is the new bitcoin... Or is it the old (parabolic, irrational) bitcoin? Perhaps bitcoin is the old gold (stagnant, stable) and gold is the old bitcoin (parabolic, irrational)?

1/ Online school platform provider #$LRN was trading at $150/sh at the end of October. They then migrated their software platform to a better software architecture. But the migration wasn't smooth and had bugs. This caused some students not to entroll. The stock dropped to $63-70/sh

I was thinking that maybe Musk should just spin out the Energy storage business, since it's the thriving component. But then if you spin out that segment, there is no way it would fetch 200 P/E. But then if that's the case, why doesn't Musk just acquire sh*tty 6 P/E businesses, so they rerate?

Cybertruck is too a success, Moravy says, relative to other electric trucks. That says a lot more about the electric truck market than anything else, given Cybertruck's wild underperformance relative to expectations/supplier tooling

#$GLD closed up 3.88% - another day day, another ATH. Shouldn't the US Treasury be worried about this? I specifically, reluctantly bought gold (I'd much rather hold productive assets) because of Trump. The Europeans and the Japanese are stagnant clowns, so there was no alternative.

🚨 Tesla Earnings The non-GAAP adjustment to earnings was crazy big this quarter. Stock-based comp adjustment at an all time high. Digital asset gain alone accounted for 7 cents/share.