Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Hamas admitted that fighter Ahmed Al-Arabi was killed at Al-Karama School on May 7, 2025. He is the 120th confirmed Hamas & PIJ fighter killed at a Gaza school confirming their systematic use as military bases. Every report that the IDF targeted civilians at schools was false.
"With dance coaches, two-hour time-limits—and a fan-first philosophy—Jesse Cole’s Savannah Bananas transformed America’s pastime into an entertainment bonanza" wsj.com/sports/baseball/sava…
Great story from the great Jason Gay!
I've no position and it says nothing about profitability but $BA just reported a backlog of $745 billion! That's WILD!
Heard on the Street: Anthropic’s ‘Adjusted’ Profit Exposes Wall Street’s Earnings Game. AI developer’s losses were flip side of big gains for Amazon and Alphabet" wsj.com/finance/investing/an…
And the sell-side adjusts away the losses but keeps the mirror-image gains!
Great article!
$PYPL (which we sold a few months ago into the "takeover rumor pop") is giving off "cigar butt" vibes. There's nothing wrong with that if you pay the right price for it, but the "resumption of growth" story is a fantasy, and it should've taken the $62.
(No position.)
"A Bruised John Thune Leads Senate GOP Into Uncertain Future. Allies worry he could get blamed by Trump if Democrats win midterms" wsj.com/politics/elections/a…
If Trump blames Thune for TRUMP's midterms I hope Thune (a class act) pauses the class to tell Trump to go fuck himself.
"The ‘Buy, Borrow and Die’ Wealth Strategy Has Become a $5 Trillion Market" wsj.com/finance/the-buy-borr…
This is an unfair loophole that MUST be closed! Tax those borrowings as realized capital gains, then add the loan size to the collateral's basis to avoid double-taxation.
Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Illegals have a license to commit crime with impunity in New York City. We've known this for a very long time now.
This only ends one way.
Bronx and Queens DAs urge prosecutors to downgrade charges to keep illegal immigrants in US, House GOP report finds trib.al/l8Ai4EP
Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Report: There Will Be Beer In Hell But Only IPAs buff.ly/fgcrXyi
"Broadcom CEO Intervened to Seal $63 Billion Anthropic Debt Deal" wsj.com/finance/broadcom-ceo…
Anyone who thinks these crazy circular deals can POSSIBLY end well must've been born 5 minutes ago and immediately fell off a turnip truck!
"Obama Goes Socialist, Scorns Cheesecake. He throws in with Florida’s Angie Nixon and condescends to Middle America." wsj.com/opinion/barack-obama…
Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Replying to @StanphylCap
Convertible notes folks, pls do not discount he P&L impact as “noise”, when that is their true funding model.
Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 retweeted
Riots Fizzle Out As French Refuse To Protest More Than 32 Hours Per Week buff.ly/dBUpivo
How bad must a script be if ***Alan Ritchson*** dropped out of it???
(Alternative explanation: the movie has some scenes that require ACTING.)




















