this is all investment advice https://xitter.cf/t.co/6Wq0VVGVL4

Bikini Bottom
Joined December 2022
Day in the life of a L/S Equity PM 3:30am - wake up in a cold sweat from the memory of your IB VP calling you a fucking retard 5:30am - get to the office and plug into bloomberg. Investor relations girlies are doing the firm sponsored pilates class in the firm owned gym. You ask yourself why you chose this career 8:30am - finish reading your emails. Sell-side has downgraded your entire long book and upgraded your entire short book. Excellent 12:30pm - stare into the bathroom mirror and contemplate killing yourself 12:35pm - take the 2nd biggest shit of your life 1:30pm - risk reaches out reminding you that you have too much exposure to the dividend yield factor. Thank you 2:30pm - head out to grab lunch. Homeless man with an iPhone and gucci sweatshirt pisses on your Sperrys. Good reminder to vote for Mamdani, he’ll fix this 4:15pm - reviewing exposures and performance, realize you made 1.5bps today. Sweet 7:00pm - yell into the abyss (Murray Hill) on your way home 10:30pm - go to bed. Dream of ways to acquire MNPI without getting flagged by compliance
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GAVIN PLEASE TELL US HOW THIS IS SOMEHOW BULLISH AI
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Does this not look like someone rimming a giant asshole. Signal for AI/Semi trade being shit from here?
Semiconductor manufacturing is absurdly concentrated in East Asia. The details depend on exactly how you model it, but the cartograms all come out looking like this. Terafab should change this once it's up and running.
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Is he shit posting because his public book is up 70% YTD or is he shitposting because its down 70%
Replying to @tinderboxman
I have been alone on many hills and am still alive.
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>be new $NKE CFO >realize that you need to bolster confidence of LO investor base because old team was cutting too much > issue worst FY guide of last several years > give most granular women's basketball color ever (+600%) > give no additional quarterly P&L color that matters
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Is there anyone on here with access to msci that can DM me their KMX est for 2Q and 3QTD units
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$ONON straight gaming the robots today just chirping "high-quality earnings compounder" every 5 min
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So the hyrox girl can shit her pants and finish the race, but when I do it at my desk during earnings I get a call from HR. Got it
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GamblersAnonymous retweeted
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This is what Kylie Kardashian would look like without plastic surgery
she's growing on me
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Buddy who just moved to NYC: I know a dope spot to day drink in LES. Cheap drinks and great ratio The spot:
🤖 Made with AI
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TFW when your aunt scores you an internship with the last remaining consumer team at BAM (they blew up on your 2nd day in the office)
Why is every BAM intern posting about the end of the internship? More importantly, why are they all thirst traps?
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Just remember the devil works hard but your analyst development team doesn’t work at all
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Why is every BAM intern posting about the end of the internship? More importantly, why are they all thirst traps?
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BREAKING: Twink forced to sell privates to NYC Daddy after getting topped by Koreans
BREAKING: Leopold Aschenbrenner’s hedge fund has reportedly sold its entire public stock portfolio after major losses on AI infrastructure bets.
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GamblersAnonymous retweeted
what’s kevin warsh’s ethnicity? want to make sure im using the correct slur
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Baseball bros in shambles with Savannah Bananas headlining ESPYS
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GamblersAnonymous retweeted
To my pals in tech
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