Nerd processing the world. co-ran a fund. Got tired of company I kept. Looking for la dolce vita. NOT FINANCIAL ADVICE.
Joined October 2025
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People think I'm bearish Meta
FWIW to the people that follow me
This is the best risk reward that I have seen in $meta in a while
So I bought leaps today
1/ 2012 post IPO Peter Thiel puke
2/ 2022 rates and reality labs fiasco
3/ 2026.07.31
- they actually finally proved out MSL can function coherently and you still get the tariff tantrum 2025 price
- IG is firing on all cylinders and embedding itself more as both a true platform (with entanglements) and the primary creator platform
- for now they have the best glasses wearable on the market and it got better past year
This is clearly a sentiment thing if you listened to the calls.
Analysts ripping META a new one for "not knowing where the capital comes from" and "not knowing when it ends"
Meanwhile AMZN and MSFT had bumbling answers for where the capital comes from and the reaction was the reverse.
The thing with software oriented companies is that one release in theory can change the whole picture. So you have to position in front of products not after them. That's the risk you assume for the reward.
Do I know for certain Meta will release a Tier 1 harness ? No... but I know I built one myself so I know they certainly can. Claude Code harness was leaked in March. They have it. Probabilities are in our favor.
Can only play probabilities.
I think all hypers are all long term well positioned but the relative value to me is in Meta's favor.
Hence long hypers but strong weight on $Meta for me at least.
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Ok now do Anthropic governance structure and whether or not a board or even shareholders matter
The people on the Nvidia Board:
1. Jensen Huang - Co-founder, President & CEO
2. Tench Coxe - Former Managing Director, Sutter Hill Ventures
3. John O. Dabiri - Professor of Aeronautics & Mechanical Engineering, Caltech
4. Dawn Hudson - Former CMO of the NFL, former CEO Pepsi-Cola North America
5. Harvey C. Jones - Managing Partner, Square Wave Ventures
6. Melissa B. Lora - Former President, Taco Bell International
7. Stephen C. Neal - Lead Independent Director; Chairman Emeritus, Cooley LLP
8. Suzanne Nora Johnson - former Vice Chairman of Goldman Sachs
9. A. Brooke Seawell - Venture Partner, New Enterprise Associates
10. Aarti Shah - Former SVP & Chief Information/Digital Officer, Eli Lilly
11. Mark A. Stevens - former Managing Partner at Sequoia Capital
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I would love to know which big owners knew about the NVDA shenanigans ahead of the market and were selling beforehand.
Because the stock charts smell like some dollars knew.
after $CRWV CEO, $CAT CEO and larry's flip flop at $ORCL, $NVDA board is now accelerating selling too
a three decade long standing board member cut their ownership stake by 20% since june
things you see right on the verge of AGI
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Pretty sure that the dominant buyer of NVDA right now is NVDA
Neither a bearish nor bullish comment from me
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$NVDA falling with every single time it is announced Jensen has had sex is the most hilarious thing — is someone keeping a tracker on this
NYT says Jensen Huang had a relationship Nvidia's vice president of health care. nytimes.com/2026/11/11/techn…
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Love ya Warren very much but this company is deplorable
I cannot be a Berkshire shareholder anymore
I’ll manage my own capital allocation now thank you
Literally shame on everyone who invests long term in this company and all the mgmt
Here to take advantage of tech illiterate and fleece them.
This comes from someone that spends over 1k/month on AI — I know a ripoff when I see it.
Bending Spoons skyrockets 35% as Berkshire Hathaway makes $330 million investment cnbc.com/2026/10/14/berkshir…
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The amount of carry they will owe @roelofbotha just for ensuring they don’t paper hand a position…
Why would @shaunmmaguire object to trading window restrictions when the model shows $500B of EBIT in 2028?
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Here’s a tip —
If you intend to buy this stock within the first year and are at risk of holding the stock for less than a year.
Then - it strongly behooves you have your own Claude do an analysis on the s1 and have it “break down all the key components of the s1 that would have an influence on the technical trading aspects of the stock and explain to me all the impacts and the timeline and relevant timeframes”
For recent IPOs this sort of stuff matters far more than your moving averages.
Bull or bear or whatever.
I believe this is the largest founder sale ever in an IPO in history ?
$ANT
And I do NOT believe the sales are to cover taxes (Zuck's were).
And I believe that benevolent founders did not allow their employees to sell the same percentage.
And I do believe that employees can sell 10% of their shares on Day 1.
--
why would anyone about to cure all diseases and unleash a "decade of miracles" want or need to sell ~$1.75Bn worth of stock onto retail for ?
I regret to inform you that zero of the deplorable comments in this thread demonstrated an ability to delineate between an analysis of corporate structure and actions and fact patterns of different classes of corporate actors
And
Me bull, you bear, bam bam go cry now
I believe this is the largest founder sale ever in an IPO in history ?
$ANT
And I do NOT believe the sales are to cover taxes (Zuck's were).
And I believe that benevolent founders did not allow their employees to sell the same percentage.
And I do believe that employees can sell 10% of their shares on Day 1.
--
why would anyone about to cure all diseases and unleash a "decade of miracles" want or need to sell ~$1.75Bn worth of stock onto retail for ?
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I thought the Anthropic founders all lectured us about the importance of democratic organizations ?
Where exactly is the democratic spirit behind their corporate governance?
This quoted post is unavailable.
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I believe this is the largest founder sale ever in an IPO in history ?
$ANT
And I do NOT believe the sales are to cover taxes (Zuck's were).
And I believe that benevolent founders did not allow their employees to sell the same percentage.
And I do believe that employees can sell 10% of their shares on Day 1.
--
why would anyone about to cure all diseases and unleash a "decade of miracles" want or need to sell ~$1.75Bn worth of stock onto retail for ?
Anthropic’s seven founders plan to cash out about $250 million apiece in the IPO—leaving them with stakes worth around $18 billion each. on.wsj.com/3UvjfqG
Cannot tell if you’re being intellectually serious Jonathan ?
The idea of valuing Anthropic at $1.5tn is very funny to me. Here is a company that will cure all disease, end civilisation or do a bit of both, and the market's hedging between these lands at "roughly the same as Berkshire Hathaway".
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Cue the robotic and intellectually misled crying from a certain VC about how IPOs are all a conspiracy from Wall St to steal money from companies.
FYI please take a look at how every single one of their IPOs has done and how they have or have not helped share holders in the aggregate. Look at the longitudinal story and do not @ me.
Anthropic is seeking a fully diluted valuation of about $1.4 trillion in its initial public offering.
Lisa Abramowicz and Annmarie Hordern have the details bloom.bg/4k7Er0j
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