Eddie M.
@eddiemush.bsky.social
Pinned
Eddie M.
@eddiemush.bsky.social
· Sep 25
a man in a black vest stands in front of a group of people and says we don 't do that here
Alt: a man in a black vest stands in front of a group of people and says we don 't do that here
media.tenor.com
Investors: Oh no! The market might sell off!
The market:
The market:
100x revenue? And negative free cash flow?
I'm old enough to remember when 10x sales was an egregious valuation.
Maybe he can roll it into Scammy Chammy's SPAC.
I'm old enough to remember when 10x sales was an egregious valuation.
Maybe he can roll it into Scammy Chammy's SPAC.
SPACEX IS TARGETING A MID-TO-LATE 2026 IPO, EXPECTS $15B IN 2025 SALES AND $22–24B IN 2026, AND IS SEEKING A $1.5T VALUATION WHILE PLANNING TO RAISE WELL OVER $30B.
December 9, 2025 at 9:11 PM
100x revenue? And negative free cash flow?
I'm old enough to remember when 10x sales was an egregious valuation.
Maybe he can roll it into Scammy Chammy's SPAC.
I'm old enough to remember when 10x sales was an egregious valuation.
Maybe he can roll it into Scammy Chammy's SPAC.
Coding is the one thing AI should be exceptional at... and only 9% productivity improvement?!?
CITI’S LUCHETTI SAYS AI HAS BOOSTED CODING PRODUCTIVITY BY 9%, WHILE MASON SAYS HE IS PLEASED WITH REGULATORY CAPITAL DISCUSSIONS, WHICH MAY RESULT IN LOWER CAPITAL REQUIREMENTS.
December 9, 2025 at 8:39 PM
Coding is the one thing AI should be exceptional at... and only 9% productivity improvement?!?
Consensus a year ago was that when/if Trump tried to fire Powell to install a loyalist, it's be disastrous for risk assets.
But now that he's appointing an incompetent loyalist in the normal course, it's a boon to risk assets? Ok then.
But now that he's appointing an incompetent loyalist in the normal course, it's a boon to risk assets? Ok then.
December 9, 2025 at 4:05 PM
Consensus a year ago was that when/if Trump tried to fire Powell to install a loyalist, it's be disastrous for risk assets.
But now that he's appointing an incompetent loyalist in the normal course, it's a boon to risk assets? Ok then.
But now that he's appointing an incompetent loyalist in the normal course, it's a boon to risk assets? Ok then.
They are once again buying all the crypto shit.
Maybe Hassett and the future non-independent Fed actually will actually lead to that supercycle they have been dreaming of.
Maybe Hassett and the future non-independent Fed actually will actually lead to that supercycle they have been dreaming of.
December 9, 2025 at 3:54 PM
They are once again buying all the crypto shit.
Maybe Hassett and the future non-independent Fed actually will actually lead to that supercycle they have been dreaming of.
Maybe Hassett and the future non-independent Fed actually will actually lead to that supercycle they have been dreaming of.
Reposted by Eddie M.
can't stop watching this clip of a tesla Optimus teleoperator taking his headset off before properly logging out the robot
December 8, 2025 at 9:29 AM
can't stop watching this clip of a tesla Optimus teleoperator taking his headset off before properly logging out the robot
Failson sounds like an idiot first year media analyst trying to sound smart about the industry
"Our deal basically provides a significant amount of synergies in sports rights that will be able to protect those linear properties."
- Paramount Skydance CEO David Ellison on why his hostile takeover offer for Warner Bros. Discovery is superior to the Netflix deal
- Paramount Skydance CEO David Ellison on why his hostile takeover offer for Warner Bros. Discovery is superior to the Netflix deal
December 8, 2025 at 3:09 PM
Failson sounds like an idiot first year media analyst trying to sound smart about the industry
Kind of amazing that $MSTR can hold its premium to NAV with the amount of shares the company pukes onto the market at every chance they get. Another 5.1mm shares last week.
December 8, 2025 at 3:02 PM
Kind of amazing that $MSTR can hold its premium to NAV with the amount of shares the company pukes onto the market at every chance they get. Another 5.1mm shares last week.
$TLT is starting to say, "uhhhh, we're not *actually* going with Hassett, right??"
December 8, 2025 at 2:55 PM
$TLT is starting to say, "uhhhh, we're not *actually* going with Hassett, right??"
I'm sure Ted fluffed him up and promised a good bribe, but it's going to be hard to beat Donald's pals the Ellisons.
I'm old enough to remember when merger arb analysis was based on merits.
I'm old enough to remember when merger arb analysis was based on merits.
December 8, 2025 at 2:18 PM
I'm sure Ted fluffed him up and promised a good bribe, but it's going to be hard to beat Donald's pals the Ellisons.
I'm old enough to remember when merger arb analysis was based on merits.
I'm old enough to remember when merger arb analysis was based on merits.
Finally. The Top.
TRUMP: SET TO UNVEIL NEW AI PLATFORM “TRUTH AI”
December 5, 2025 at 5:23 PM
Finally. The Top.
Bitcoin, ARKK, and the rest of the value-less trading sardines peaked in the 2nd week of October.
In the last two weeks, the bid has come back hard.
In 2007, the market peaked on Oct 9th. The next subsequent trough was Nov 26th. Then a two week, 8% rally to Dec 10th.
In the last two weeks, the bid has come back hard.
In 2007, the market peaked on Oct 9th. The next subsequent trough was Nov 26th. Then a two week, 8% rally to Dec 10th.
December 4, 2025 at 4:59 PM
Bitcoin, ARKK, and the rest of the value-less trading sardines peaked in the 2nd week of October.
In the last two weeks, the bid has come back hard.
In 2007, the market peaked on Oct 9th. The next subsequent trough was Nov 26th. Then a two week, 8% rally to Dec 10th.
In the last two weeks, the bid has come back hard.
In 2007, the market peaked on Oct 9th. The next subsequent trough was Nov 26th. Then a two week, 8% rally to Dec 10th.
It's hard to invest in a market where a CEO with a vested interest in pumping his garbage customers' bags can go on a podcast, be bullish, and actually pump their stocks.
I guess it'll just be a massive squeeze of the worst garbage into the holiday break. Great.
Here's to a more rational 2026.
Here's to a more rational 2026.
December 4, 2025 at 4:02 PM
It's hard to invest in a market where a CEO with a vested interest in pumping his garbage customers' bags can go on a podcast, be bullish, and actually pump their stocks.
I guess it'll just be a massive squeeze of the worst garbage into the holiday break. Great.
Here's to a more rational 2026.
Here's to a more rational 2026.
December 4, 2025 at 3:44 PM
I guess it'll just be a massive squeeze of the worst garbage into the holiday break. Great.
Here's to a more rational 2026.
Here's to a more rational 2026.
Everyone actually trying to use AI is putting forward disappointing results, but the broader market still rewards AI hype. Great stuff.
December 4, 2025 at 3:32 PM
Everyone actually trying to use AI is putting forward disappointing results, but the broader market still rewards AI hype. Great stuff.
Anyways, *this time* you should trust Zuck to spend hundreds of billions on an unproven technology.
December 4, 2025 at 3:14 PM
Anyways, *this time* you should trust Zuck to spend hundreds of billions on an unproven technology.
Here's the thing: Trump is going to pick someone who is not independent. It's a prerequisite.
I'd personally rather it be someone like Hassett who is a complete joke from the jump, so *maybe* the rest of the committee will just laugh him off like they do Miran.
I'd personally rather it be someone like Hassett who is a complete joke from the jump, so *maybe* the rest of the committee will just laugh him off like they do Miran.
Bond investors warned the Treasury over picking Kevin Hassett as the Fed chair - FT
December 3, 2025 at 6:25 PM
Here's the thing: Trump is going to pick someone who is not independent. It's a prerequisite.
I'd personally rather it be someone like Hassett who is a complete joke from the jump, so *maybe* the rest of the committee will just laugh him off like they do Miran.
I'd personally rather it be someone like Hassett who is a complete joke from the jump, so *maybe* the rest of the committee will just laugh him off like they do Miran.
"Surely AI valuations aren't THAT crazy, right?"
A Nazi chatbot with almost no users is raising money at a $230bn valuation.
A Nazi chatbot with almost no users is raising money at a $230bn valuation.
December 3, 2025 at 6:12 PM
"Surely AI valuations aren't THAT crazy, right?"
A Nazi chatbot with almost no users is raising money at a $230bn valuation.
A Nazi chatbot with almost no users is raising money at a $230bn valuation.
Jesus fucking Christ no
Communication is one of the top soft skills needed to succeed in the workplace — and with the right prompting, you can use AI tools as your secret weapon to improving your communication.
December 3, 2025 at 6:06 PM
Jesus fucking Christ no
TSLA shares surging.
The market is broken.
The market is broken.
WHITE HOUSE TO ANNOUNCE SHARP REDUCTIONS IN FUEL ECONOMY REQUIREMENTS, OFFICIALS, AUTOMAKERS SAY
December 3, 2025 at 4:45 PM
TSLA shares surging.
The market is broken.
The market is broken.
Keep this in the news every goddamn day. Learn from Republicans how to control the news cycle.
*HOUSE OVERSIGHT DEMOCRATS RELEASING JPMORGAN EPSTEIN FILES SOON
*HOUSE PANEL DEMOCRATS TO RELEASE DEUTSCHE BANK EPSTEIN FILES
*HOUSE PANEL DEMOCRAT RELEASES US VIRGIN ISLANDS EPSTEIN FOOTAGE
*HOUSE OVERSIGHT DEMOCRATS RELEASING JPMORGAN EPSTEIN FILES SOON
*HOUSE PANEL DEMOCRATS TO RELEASE DEUTSCHE BANK EPSTEIN FILES
*HOUSE PANEL DEMOCRAT RELEASES US VIRGIN ISLANDS EPSTEIN FOOTAGE
December 3, 2025 at 4:37 PM
Keep this in the news every goddamn day. Learn from Republicans how to control the news cycle.
*HOUSE OVERSIGHT DEMOCRATS RELEASING JPMORGAN EPSTEIN FILES SOON
*HOUSE PANEL DEMOCRATS TO RELEASE DEUTSCHE BANK EPSTEIN FILES
*HOUSE PANEL DEMOCRAT RELEASES US VIRGIN ISLANDS EPSTEIN FOOTAGE
*HOUSE OVERSIGHT DEMOCRATS RELEASING JPMORGAN EPSTEIN FILES SOON
*HOUSE PANEL DEMOCRATS TO RELEASE DEUTSCHE BANK EPSTEIN FILES
*HOUSE PANEL DEMOCRAT RELEASES US VIRGIN ISLANDS EPSTEIN FOOTAGE
At what point does consumers' unwillingness to buy/use this shit start to matter?
Clearly not yet.
Clearly not yet.
$MSFT - Microsoft Lowers Ai Software Sales Quotas as Customers Resist Newer Products
December 3, 2025 at 3:21 PM
At what point does consumers' unwillingness to buy/use this shit start to matter?
Clearly not yet.
Clearly not yet.
How does the national press pick and choose what to report as real?
Like he claims he's going to give a $2k tariff rebate, it gets repeated ad nauseum.
He says this batshit stuff, and crickets.
Like he claims he's going to give a $2k tariff rebate, it gets repeated ad nauseum.
He says this batshit stuff, and crickets.
I’m also gonna start posting stuff I don’t have the authority to order.
Andrew Garfield shall be my husband.
Thank you for your attention to this matter!
Andrew Garfield shall be my husband.
Thank you for your attention to this matter!
December 2, 2025 at 11:01 PM
How does the national press pick and choose what to report as real?
Like he claims he's going to give a $2k tariff rebate, it gets repeated ad nauseum.
He says this batshit stuff, and crickets.
Like he claims he's going to give a $2k tariff rebate, it gets repeated ad nauseum.
He says this batshit stuff, and crickets.
Beautiful
December 2, 2025 at 10:31 PM
Beautiful
Say a "crypto winter" takes BTC down to $50k (it probably goes lower, based on history), and MSTR trades at this same 50% discount to NAV. That would put roughly $16bn of EV vs. $16bn of debt+ preferred... no common equity value.
We are here, early 2021..
GBTC eventually traded back to NAV because it converted to an ETF.
The only option Saylor would have is what he promised he wouldn't do -- sell BTC to repurchase stock.
GBTC eventually traded back to NAV because it converted to an ETF.
The only option Saylor would have is what he promised he wouldn't do -- sell BTC to repurchase stock.
December 2, 2025 at 8:24 PM
Say a "crypto winter" takes BTC down to $50k (it probably goes lower, based on history), and MSTR trades at this same 50% discount to NAV. That would put roughly $16bn of EV vs. $16bn of debt+ preferred... no common equity value.