Antoine Walker Capital
@antoinewalkercap.bsky.social
Long for the FinTwit of old. Used to run the FinTwit Player Hater of the Year Award.
It’s the perfect Musk project. Overpromise, underdeliver, leave lots of people upset in its wake.
November 24, 2025 at 5:30 PM
It’s the perfect Musk project. Overpromise, underdeliver, leave lots of people upset in its wake.
Which implies you think bitcoin is a good buy here?
November 20, 2025 at 7:39 PM
Which implies you think bitcoin is a good buy here?
Just generating stronger returns for the entire capital stack.
November 20, 2025 at 6:41 PM
Just generating stronger returns for the entire capital stack.
I love how much you hate that guy
November 18, 2025 at 3:33 PM
I love how much you hate that guy
Saw "Texas A&M negotiating 6-year extension with Elko" rolling across the bottom of the ESPN screen, now waiting for "Texas A&M looking to fire Elko"
November 15, 2025 at 7:16 PM
Saw "Texas A&M negotiating 6-year extension with Elko" rolling across the bottom of the ESPN screen, now waiting for "Texas A&M looking to fire Elko"
We don't expect those jobs to come back on the upswing?
November 13, 2025 at 8:14 PM
We don't expect those jobs to come back on the upswing?
Right, my only point is they're monetizing that ownership on projects that are likely to yield no return.
November 13, 2025 at 7:47 PM
Right, my only point is they're monetizing that ownership on projects that are likely to yield no return.
But before they at least had 100% Aramco ownership - capitalized some of that ownership to blow hundreds of billions on Neom and LIV 🤣
November 13, 2025 at 7:16 PM
But before they at least had 100% Aramco ownership - capitalized some of that ownership to blow hundreds of billions on Neom and LIV 🤣
Favors taking calculated risks as well
November 11, 2025 at 3:31 PM
Favors taking calculated risks as well
so at this point just sit back and pick up the scraps
November 7, 2025 at 4:36 PM
so at this point just sit back and pick up the scraps
You used ChatGPT to create that photo I hope
November 7, 2025 at 3:58 AM
You used ChatGPT to create that photo I hope
What else can they do? He leaves and the stock trades like a car company with declining sales and no more 100% margin ZEV credits.
November 6, 2025 at 10:49 PM
What else can they do? He leaves and the stock trades like a car company with declining sales and no more 100% margin ZEV credits.
I think Zoom is worse
November 6, 2025 at 3:15 AM
I think Zoom is worse
I think they’re far better positioned from the market penalizing others for indiscriminate spending. But they’re all really, really expensive. MSFT trading low teens FCF multiple around 2013. Before the multiple hype cycle.
November 5, 2025 at 5:13 PM
I think they’re far better positioned from the market penalizing others for indiscriminate spending. But they’re all really, really expensive. MSFT trading low teens FCF multiple around 2013. Before the multiple hype cycle.
