Kevin Paffrath

Apple may have just f**k’d the Oura Ring IPO.

NTSB just reported the final speed at 65 knots. Yikes! ✅ Failed and aborted go around ✅ No speed breaks or reverse thrusters ✅ Captain had 4mo in type Full details https://t.co/xSrdwfc148

OMFG @GrantCardone UNBLOCKED ME! I'VE BEEN BLOCKED SINCE DELIVERING HIM FLOWERS, GETTING TACKLED AND SUED, AND ME WINNING THE LAWSUIT what's happening?!@?!?!? https://t.co/zIo581wa6Q

f**k me I have too few shares

CyberCab honestly saw that 3x faster than a human could have. Very impressive. That’s an example of pure compute. Massive advantage by Tesla here.

Just about as premature as the healthcare replacement we’re getting

Tesla has embargoed the Cybercab launch event. This means: Tesla can control what guests record and when they're allowed to post it. We know there's a secret address, not at the factory. More soon, hopefully. For now, strict NDA banning event video/pics! https://t.co/C0z6VXiSkg

The Concentration Risk of the S&P 500 https://t.co/GpquhclXOf

🚨 Bloomberg Intelligence: We think Fed Warsh is setting up for a policy mistake. f**k

Michael Burry is so afraid of being wrong on AI, he is now buying calls on Nvidia $NVDA This is being branded as an upside hedge. Good one.

A.k.a. we need oil down before midterms

🚨 WSJ just reported Anthropic expects their potential revenue to be $30 trillion dollars. That's basically 100% of the entire GDP of the United States in 2025. bullish?

Incredible if true. ✅ 2 days ago, Bloomberg reported ARR at $46b ($11.5b/quarter ending June). ✅ Now it's $65b ARR as of July. Anthropic running probably close to 2 gigawatts now, which suggests ~$32.5b in ARR per gigawatt of compute. This is likely all "pre IPO" leaking. https://t.co/SbFFGHpnTG Wire feed came through for free from the Meet Kevin app. And here's the old headline from 2 days ago. https://t.co/6j7AZLdoW1

Max makes a critical error in his analysis of real estate. Most people make this error. Don't be like most people. Understand nuance. ➡️ Max is comparing stocks from bottom (2022) to real estate at peak (2022). ➡️ Then, he's judging on a 4-year playbook, saying housing is a bad investment because of those 4 years. Many people will agree with Max. Short-term "realistic assumptions" usually outweigh facts and logic. Unfortunately, most people seem not to realize that the real estate cycle and stock market cycles are not always aligned. People tend only think of the 2008 alignment (a legitimate housing crash, whose derivatives hurt the stock …

@beefcubee @SemiAnalysis_ This also suggests there's a limit to how much you can scale AND charge a premium..

@opinioncasino Did he use any of that debt to help the REIT? Any indications he tried to mitigate the oops? I don't imagine he personally guaranteed his reit or reit debt, but maybe wrong?

🚨 An Important Message to All Investors. Last week, we saw Leopold get his investors' public stock portfolio liquidated. Likely in a matter of days, possibly leaving only his private Anthropic stake. I made a video, very upset. But my criticism comes only from lessons I had to learn myself. Here, I’m going to share them. Around January 14, 2022, the Nasdaq 100 was 6% off its peak, but my personal stock investments took a "leveraged" elevator down. At the time, I had about $32m in stocks and $20m in real estate. But I had margin debt on the stocks of about $14m - that's 43.75%. I thought I was safe. But my exposures were concentrated. The F…

The greatest f**king rally ever is about to begin https://t.co/VO5TUJTiMd Only 2.5 more trading days until Aug 3!

Back to the weed farm soon for Boxabl founder Galiano $BXBL https://t.co/MW3sWV2JvQ https://t.co/BvTbXA2pmV

If this is true, the very concern that took Google to $88/share will come back to haunt it. Search is their largest profit center. Meta will win where Google loses. Unfortunately, that could make Greg Abel’s first big solo bet at Berkshire a bad one. See earnings screenshot. https://t.co/GPFPd6ra3U

🚨 Nvidia is up 73% since Jensen signed tits (June 2024!) ➡️ Now AI analysts are unironically projecting "Earnings Before TITs" (Training, Interest, Taxes) for companies like Anthropic (see last video on channel) soon, we'll all be trading the MegaCup or the MagD... https://t.co/SOR3fdiKg4

🚨 This study that AI creates jobs is FLAWED. Sorry @DavidSacks The study found: ✅ Mostly Venture-backed Tech companies gained jobs (few others did did) ✅ Ramp-only customers here (more likely startups) ✅ Excluded business failures Full details here: https://t.co/7AcCm3vmr0 @DavidSacks I'm not trying to join the "AI doomers." But let's be real about what the study says and doesn't. Watch on 2x here and get the nuance X isn't telling ya. https://t.co/vyQSSxBPNz

➡️ "I still have the scars from the financial crisis." -Kevin Warsh.

🚨 Wouldn't put it past Trump to "strategically allocate" money to $SPCX SpaceX. Midterms are coming up!

Yo @elonmusk I JUST caught the Pope using Starlink in 4k. Bullish, bro! (Pope drove by twice; 1st part is left to right w/ closeup of Starlink. 2nd shot shows it again towards end in convoy. Feeling blessed! Also had the https://t.co/BHvz6tUYJ2 shirt on w/ Jack in Barcelona!!) https://t.co/15ZEVugNgc

🚨 First day of vacation and, as usual, Nasdaq down 3% #Copenhagen https://t.co/RjKM9fOoZH

🚨 Steve Hilton (a Republican) has MORE VOTES than the leading Democrat for California Governor! WOW! https://t.co/Ckq4hFau6K

🚨 Iran's IRGC says Iranian tanker was just hit by USA. Engine room damaged. In Strait of Hormuz.

🚨 Sad, but not surprising! JUST 90 days after Gavin Newsom released his book, Barnes and Nobles ALREADY moved it to the ”buy one get one half off” rack rip 🪦 https://t.co/aLuYqFk1s8

🚨 Someone will profit $129 MILLION on an option on oil falling to $90 by Tuesday (placed last Tuesday, so 7 days). Just now: Trump says an Iran peace deal is being finalizing and Hormuz will reopen. Unusual. We see you, Barron. Full details https://t.co/PVDJbS2OmZ