CIO & Founder | Equities + Macro + Vol. Critical Rationalism. Complexity. Humanism. Bold conjectures, conditionally held. 🇦🇺 🇬🇧 🇬🇷 🇮🇱 🌻🦁🌞 🏉 🥊 🏊
London, England
Joined December 2021
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Bleecker Street Is Short Roblox $RBLX. Please see our full trading disclaimer below as well as on our report. Report Link: bleeckerstreetresearch.com/r…
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Oh no. Bad news for the memory bulls. SK Hynix only made $62 billion dollars of profit in one quarter. For perspective, that’s about 7 years worth of Tesla profits. Or 15 years worth of PLTRs current yearly profits. Or 6 years of AMDs current yearly profits. All in one quarter. Not one year, one quarter. But it really doesn’t matter, because memory is cyclical. And cyclical money is like Monopoly money. All of these really really smart people on X taught me that cyclical money doesn’t count. The memory bears are going to teach those memory bulls a lesson. The cyclical guys are so smart. They know what’s best. $60 billion dollars of profit in one quarter doesn’t matter when it’s from selling memory stuff that is sooooooo cyclical. Oh, and BTW, SK said their HBM will be sold out until 2030. It may be longer, but they can’t see out past that. But don’t worry, memory is so cyclical that I’m sure it will peak soon. I’m so happy I follow so many smart guys that taught me about the cyclicality of memory. Good thing they were all predicting memory stocks to crash. Even the really smart guys with those charts and squiggly lines. They knew it. I can’t wait to see MU at $600 a share soon like they predict. And DRAM at $25 a share. lol. 🤡
Fuckin cyclical clowns out there. When will they figure out that this time really is different? Ai never existed during the past cycles. So, by definition, it is different. That’s ok. I hope they figure it out when MU passes $5000 a share. lol.
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Read more:
Anthropic’s blog anthropic.com/research/early…
Our technical report divergencelabs.com/publicati…
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@SKhynix posted record results in 3Q26, with revenue surpassing KRW 100 trillion for the first time. Growth was driven by server DDR5 and data center SSDs, alongside HBM4 shipments. LTAs cover over 50% of 2027–2028 capacity.
🔗 news.skhynix.com/en/q3-2026-…
#SKhynix #FI3Q26
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If you got your way and Israel was dissolved as a nation, next you would be going after Jewish landowners, Jewish communes and anything else that is outwardly Jewish. Your exterminationist campaign knows no limits. It is unfalsifiable and elastic precisely because it only has one goal and that is certainly not about helping Palestinians have a fuller, more prosperous life.
Utterly evil.
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🚨BREAKING: Penny Wong BACKFLIPS after Palestine BREAKS statehood deal with Australia.
The Foreign Minister admitted at Senate estimates that Labor's conditions for recognising Palestine carry NO consequences.
Even if the Palestinian Authority NEVER holds the promised elections, NEVER ends payments to terrorists and their families, and Hamas is NEVER excluded from a future Palestinian state, Australia's recognition will STILL stand.
rebelne.ws/4e1l8ln
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姆巴佩说他喜欢用中国独裁者玩梗图，他都想不起这独裁者的名字。小粉红就炸了，怒斥“不许说我们敬爱的毛主席”。
傻逼都是自证的。这证明小粉红明知道毛泽东是独裁者，甚至听说过祖爷爷祖奶奶辈儿的地被收了。但还是挺身护腊。我见过一个小粉红，他甚至知道毛泽东搞过湖南独立，是个分裂分子，发起文革还把习仲勋关了好多年，还感谢过皇军侵略中国。可是你永远战胜不了一个小粉红。他说了一句就把我噎死在原地，他说“毛主席当时这么说这么做必然有他的深意”。
建议小粉红用泰森去对冲姆巴佩，因为拳王右臂刺着毛泽东头像,下面写着大写的“MAO”。他说“毛泽东给了自己无穷的力量去对抗”。他到北京参观毛主席纪念堂，说站在毛的遗体旁边，觉得自己“非常渺小”。
只可惜泰森是个强奸犯，强奸犯崇拜毛泽东，这也不好宣传啊。
小粉红一定要出征法国、出征西甲、出征皇马、出征金球奖、出征世界杯……弥补中国男足的阳痿遗憾。
下面这段太上头了：
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Six days before going to print for the London show! Sneak preview of the works in this exhibition:
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Brazil local rates exhibiting the technical trading pattern known as:
'Sepukku of longs and shorts'
-175bps post 1st round
+300bps since.
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This year alone, more Christians have been killed by Muslims in Nigeria than Gazans in three years of war.
Not a single Muslim or pro-Palestinian activist has protested like they do for Gaza. Weird.
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Jordan has just bombed Southern Syria Islamic extremist hideouts who were involved in the terrorist attack last week on the Greek Church.
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I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices.
Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined.
$100b plus in year-end ARR looks possible again.
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People seem to forget how unprecedented this is
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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Today I’m wearing my keffiyeh jacket to show my solidarity with Gaza.
Hand-finished in cashmere-and-silk bouclé, £3,250.
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If you believe in fading extreme positioning (I do, see below) then the way to play it now is natgas. In all prior episodes 200k net shorts was a flow bottom, at these levels shorts don't have much dry powder left.
youtube.com/watch?v=3YRcAtgJ…
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The Economist admits that third world immigrants commit sex crimes at a much higher level but say it’s nothing to worry about because it’s “hardly an epidemic.” Good to know.
The Economist's estimate of Britain's age- and sex-standardised conviction rates for sexual offences by the offender's nationality
economist.com/britain/2026/1…
