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NYC/NJ
Joined March 2008
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Pinned Tweet
By 2030, 80% of Neocloud Providers Are Expected to Cease Independent Operations....Gartner (well, that's bullish) 👀
UPSIDETRADER retweeted
Both gaps have now been filled. Carry on...
$TEM
The fundamental story backs the chart: pharma data deals are stacking up, margins are improving, and guidance was raised last quarter. The risk is the calendar. BUT....you’d be buying a momentum breakout four trading days before a report where the stock has sold off four straight times, even on beats. One way to play it is a partial position now and adding after Monday’s reaction
UPSIDETRADER retweeted
BREAKING: Netanyahu crashes to all-time low in odds to remain Prime Minister of Israel after tomorrow's election, as centrist former IDF chief Eisenkot surges.
27% chance.
🔗 polymarket.com/r/Netanyahu26
UPSIDETRADER retweeted
This is why the midterms are going to be a bloodbath for the GOP (and thoroughly merited). This is the most corrupt administration in US history).
Anthropic's roadshow is expected around the week of November 9, with potential pricing later in November (subject to market conditions). Valuation discussions in the run-up have ranged from roughly $1.5T to $2T.
Anthropic S-1 just released....Bottom line: Explosive top-line growth and a path toward operating profitability, backed by a massive cash pile, but offset by enormous fixed compute obligations and the usual IPO risks around concentration, valuation, and control. The audited H1 numbers confirm the earlier draft leaks; Q3 metrics (investors were told ~$16.8B revenue and adjusted profitability) are not fully in the June 30 audited statements.
$SOXX +1.6% premarket, and there’s news behind it. Anthropic is set to make its S-1 public around 9am, with reports of a raise of up to $100B at a ~$2T valuation and an IPO possibly as soon as Nov 19–20. Chips turned higher on the report. $NVDA +1.4%, $MU +2.3%. It’s landing on an oversold group: the SOX fell 11.4% the week of Oct 12–16, its worst week since March 2025. Next up are capex numbers from $MSFT, $GOOGL, $AMZN, and $META this week, plus the Fed. $AVGO $AMD
Neoclouds hit premarket after Musk said 200+ of them face “guppy-level death and consolidation” as lenders pull back. $NBIS was down 3–4% early and is paring losses. Its CEO admitted last week that some funding sources are temporarily closed, but it still landed a $3.5B Citi facility. $CRWV $IREN $APLD all lower. Key tell: does the market start separating the funded names from the rest?
UPSIDETRADER retweeted
So many people killed their credibility in 2026.
RIP:
Israel
the GOP
Mike Huckabee
RFK Jr
Dan Bongino
Lindsey Graham
Pam Bondi
Kash Patel
Benny Johnson
Erika Kirk
Mark Levin
Kimberly Guilfoyle
Catturd
The list is almost endless.
UPSIDETRADER retweeted
The U.S. has sent Israel $352 billion.
THINK of what that money could have done to help struggling Americans here at home.
The US government is bleeding American taxpayers dry to send OUR money to their Israeli masters.
A total citizen rebellion is the only way this will ever end.
UPSIDETRADER retweeted
64% chance Talarico flips Texas blue.
poly.market/7zIoXCD
UPSIDETRADER retweeted
We’re spending more a year on the military in adjusted dollars than we did during World War II. What are we getting for it? And how much is going to Israel? Stephen Semler has the numbers.
0:00 How Is the Iran War Viewed by the Public?
6:34 The Growing "War" Budget
19:18 The Weapons Lobby
32:07 What Are the Costs of This War?
39:20 Why Hasn't the Pentagon Ever Passed an Audit?
49:18 How Do We Get the Pentagon Under Control?
52:52 The Price of Veterans Care
55:43 How Much Did the Iraq War Cost?
1:00:20 What Will Happen in the Midterms?
1:01:39 How Much Money Has the US Sent to Israel?
1:15:35 The Warmongers' Oppression of Working-Class Americans
1:20:31 How Many People Actually Support Aid to Israel?
1:27:30 Would the Iran War Have Happened Under Kamala Harris?
1:33:43 The Pro-War Propaganda and Attacks on Christians
1:38:09 Is There Anyone Who's Done Real Reporting on Gaza?
🤝 Paid partnership
UPSIDETRADER retweeted
FORMER RFK ADVISER: MAHA HAS BEEN CAPTURED BY CORPORATE INTERESTS
Former RFK Jr. adviser Tiffany Cianci reveals corporate interests are absorbing the MAHA movement it was built to fight.
RFK Jr. now claims a measles outbreak is tied to missed COVID-era vaccinations, and points to Anthony Fauci’s past warnings. Cianci questions the shift and asks whether the Trump administration set Kennedy up to fail.
The warning signs are everywhere. OpenAI and Anthropic sponsored the MAHA Summit. Corporate interests that MAHA once challenged now have a seat at the table.
Cianci points to HHS failures and Susie Wiles, who previously lobbied for Pfizer and Bayer/Monsanto and advised Benjamin Netanyahu, as blocking meaningful change and weakening the MAHA agenda.
So where is RFK Jr.? Why is he silent as the MAHA movement is being dismantled? And what should they make of his reported $2 million book advance defending Israel? @TheVinoMom breaks it down.
UPSIDETRADER retweeted
Florida voter: 'Everybody on my block is Republican and told me for the first time they are voting blue straight down the line.'
This is happening everywhere.
So many people who truly believed in the MAGA movement lost friends, family in their support of Trump, only to wind up feeling like they've been lied to and betrayed.
UPSIDETRADER retweeted
President Trump is heading into the midterms with poll numbers in the gutter, and consumer prices in the stratosphere.
All of this could have, and should have, been avoided. First, by not starting a war with Iran, and second by not continuing the war with Iran once the writing was on the wall.
But alas, the president continues on and indicates that more war is on the way. Can the American people handle even higher prices from here?
Watch @RonPaul & @ChrisRossini below:
More War With Iran? Prepare For Even Higher Prices xitter.cf/i/broadcasts/1YGNrbMVe…
UPSIDETRADER retweeted
BREAKING: 🇺🇸🇮🇱🇸🇦 A bombshell Vanity Fair excerpt from Princes and Thieves alleges that Jared Kushner’s hacked iPhone exposed secret discussions in which he promised to advance the agendas of Saudi Crown Prince Mohamed Bin Salman and UAE President Mohamed Bin Zayed with Trump in exchange for their participation in a secret fund.
The two royals reportedly discussed contributions exceeding $10 BILLION before ultimately placing at least $2 BILLION into accounts for Kushner.
Here are the main points:
Phone hacked: Dutch intelligence reportedly hacked Kushner’s iPhone and discovered information about secret financial transactions.
$700 million+ transfers: One UAE-linked account allegedly contained hundreds of millions of dollars, with money transferred to various individuals.
Around $2 billion total: The investigation alleges that two accounts linked to the UAE, Saudi Arabia and Israel held approximately $2 billion.
Secret diplomacy: The accounts allegedly helped finance political and diplomatic operations in the Middle East, potentially benefiting foreign leaders.
