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@2500capital "I reduce my VIX hedge on the spike yesterday and consequently went into the weekend approximately XX% net long. I may regret that come Monday and Ive honestly never been great at managing my exposures. If market sells off dramatically Monday (I dont consider this likely) Ill probably take off the rest of my VIX hedge. If the self off is disorderly I may use that capital for some opportunistic stock purchases. If the market rallies Monday Ill probably use the capital I freed up from selling down my VIX hedge yesterday to add to single name shorts"
X Link @2500capital 2025-10-11T11:38Z XXX followers, XXX engagements

"Shorting a bit more $TXRH and $AFRM. Wouldnt be surprised if we close down today. Going to be a fun week"
X Link @2500capital 2025-10-13T13:43Z XXX followers, XXX engagements

"Is anyone bullish on the staffing companies (e.g. $RHI) I recognize that AI overhang may be overstated and that the stocks appear cheap-ish on some metrics. But I cannot get past the feeling that they are secular shorts"
X Link @2500capital 2025-10-04T21:44Z XXX followers, XXX engagements

"I love earnings season. Ive loved it for almost XX years now. Almost XX quarters of exciting updates from my favorite companies - the ones I love ($TOI $DIBS $VNCE $MDXH) the ones I love to hate ($HIMS $CVS $MBUU) and those where I cant wait to see whats up ($UNH). What should I add to my listening queue for this season"
X Link @2500capital 2025-07-19T14:24Z XXX followers, XXX engagements

"@vince Bought a little more $MDXH $TOI $DIBS with the capital I freed up. But mostly bought some VIX derivative ETFs for hedging. $VIX below XX feels off. Ill probably lose money on my hedging as I did in May June July and August"
X Link @2500capital 2025-09-13T20:44Z XXX followers, 1018 engagements

"Are BNPL companies the subprime mortgage brokers of the next GFC Does anyone have the $KLAR IPO roadshow deck or a recording from retail roadshow They Got to Live a Life of Luxury. Then Came the Fine Print. via @NYTimes"
X Link @2500capital 2025-10-08T01:52Z XXX followers, XXX engagements

"@MDD_IRR @inglouriouscap I actually doubt that they do XX hours of work during the average week"
X Link @2500capital 2025-10-14T10:27Z XXX followers, XX engagements

"$TOI sounded positive and energized at Noble conference today. It feels like we are trending to a strong close of the year and def break even 4Q. Look forward to hearing $VNCE tomorrow"
X Link @2500capital 2025-10-09T01:29Z XXX followers, XXX engagements