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@BluthCapital ""The companies declined to share financial terms behind the partnership." That's a new development. $IBM Anthropic and IBM Partner in Bid for AI Business Customers - WSJ"
X Link @BluthCapital 2025-10-07T12:50Z 9865 followers, 1867 engagements

"The most durable alpha I've ever seen is buying $VIRT on broad market selloffs - it makes more money in high VIX environments Huge buybacks AND dividends Was sub $XX years ago & clipping $6/yr EPS"
X Link @BluthCapital 2025-07-30T17:33Z 9863 followers, 3814 engagements

"$OAI OpenAI is FTX redux. Its just selling tokens on nothing more than future commitments while having nothing to back it up besides an impressive roster of VCs/backers. Every deal involves no cash but from 3rd parties it plans to raise from (crypto market equity market)"
X Link @BluthCapital 2025-10-09T00:23Z 9866 followers, 1268 engagements

"The entire Financial Press is a decade behind reality. It's all 0DTE flows: We gapped down XX fell XX then a +120pt rally over X hrs to.sit in a tight 10pt range for X hrs. There's no megacap "worth" - no fundies matter at all. They're outputs of levered index strats"
X Link @BluthCapital 2025-10-14T19:33Z 9863 followers, 1133 engagements

"Once more into the fray $GLD"
X Link @BluthCapital 2025-10-08T19:48Z 9865 followers, 2950 engagements

"$ACN yet another stock that returned to it's long term channel. If it's laying people off isn't it durably losing revenue as many bill by the hour"
X Link @BluthCapital 2025-09-29T18:17Z 9864 followers, 1423 engagements

"Surprised $OAI didn't get warrants for mentioning $HUBS on stage"
X Link @BluthCapital 2025-10-07T14:22Z 9867 followers, XXX engagements

"64k employees Lets assume they all make $100k XXX% match of X% is $384M/yr Had $984M EBT last quarter Why not issue $384M/$89B = XXX% SBC Market doesnt care about SBC $SHW"
X Link @BluthCapital 2025-09-14T15:42Z 9864 followers, 3438 engagements

"This is actually specious. Also Instagram Reels (a much better comparison): 1.2B in X yrs 1.5B in X yrs 2B by X yrs"
X Link @BluthCapital 2025-10-14T22:52Z 9863 followers, 1549 engagements

"$PM and $MO acting quite differently recently"
X Link @BluthCapital 2025-10-03T14:20Z 9864 followers, 1276 engagements

"Private credit would actually do fine once the GPs figure out how to direct the passive flows into portfolio-co IPOs thus inflating them as well. $BX $KKR should figure out how to redirect and focus the passive flows going to their shares into whatever bag they are unloading"
X Link @BluthCapital 2025-10-09T12:37Z 9865 followers, XXX engagements

"@compound248 @sundarpichai "The consumer price of AI is 'Free long enough for OpenAI to go bankrupt.'""
X Link @BluthCapital 2025-10-06T17:01Z 9864 followers, 5374 engagements

"If OpenAI tomorrow discovered a 10x more efficient algorithm they bankrupt themselves and AI given all commitments and hype. Think about that. They're short software efficiency. Their only strategy is out-capex everyone"
X Link @BluthCapital 2025-10-12T01:40Z 9865 followers, 11.2K engagements

"Step back for a moment and realize how crazy modern markets have gotten that POTUS tweeting that the US will make its own cooking oil can cause a X% instant selloff in a social network. The market is now a collection of ETFs not of companies"
X Link @BluthCapital 2025-10-14T22:16Z 9864 followers, 2126 engagements

"They didn't monetize and now the premium is gone. $MO $BUD I'm the dummy who doesn't understand why you buy MO now when this gigantic catalyst is moot MO yields X% instead of XXX% BUD minus MO 👇"
X Link @BluthCapital 2025-08-21T18:44Z 9864 followers, 1597 engagements

"Trump doesnt want a big stock market pullback to steal the news from all his peace gallivanting. Pretty simple stuff"
X Link @BluthCapital 2025-10-13T13:48Z 9864 followers, XXX engagements

"Imagine George Washington being told he cant fire employees"
X Link @BluthCapital 2025-10-15T18:41Z 9864 followers, 1055 engagements

"The "AI Circular Economy" is a hilarious rebranding of "Ponzi finance.""
X Link @BluthCapital 2025-10-06T11:48Z 9866 followers, 1232 engagements

"If you're someone who bought $RH from $XXX up to $XXX last December think about just being a passive indexer as tariffs were well telegraphed in advance. Repeatedly"
X Link @BluthCapital 2025-09-26T00:14Z 9864 followers, 2331 engagements

"21 VIX not a sure thing level to fuel a bounce on its own. Get another downdraft and well see VIX 40-50"
X Link @BluthCapital 2025-10-11T16:37Z 9862 followers, 1161 engagements

"I suck. Shorted at $XXXXXX and covered at $XXX bc I got cold feet from unlimited stupidity supply and it bounced off $XXX. Time the prior top perfectly and made same mistake. Ofc if I still had it I'd cover now anyway. $GLD"
X Link @BluthCapital 2025-10-09T17:50Z 9864 followers, 2018 engagements

"Don't know why I didn't check this before. @Ki3r4nC looked up it was $162M cost. $SHW spent $518M on buybacks just last quarter likely while they were penciling the 401k match cut. XX days of buyback activity couldn't be spared"
X Link @BluthCapital 2025-09-17T15:15Z 9866 followers, 1296 engagements

"Craziest thing in markets this year was $ORCL losing money on NVDA cloud compute not causing a circuit breaker. What more is needed to prove AI capex is an economic bust It's RPO is cash flow negative lol"
X Link @BluthCapital 2025-10-07T22:59Z 9866 followers, 2887 engagements

""My SaaS co is totally priced by its fundamentals I've intricately studied not momo flows & things I totally don't understand" "That's why it erases XX trading days of measured gains perfectly defined by a channel." $HUBS (a great co) now below April nadir"
X Link @BluthCapital 2025-09-30T18:44Z 9866 followers, 1552 engagements

"$GWW w the classic exponential curve crush Missed H&S TA formed. X% above april crash low"
X Link @BluthCapital 2025-08-01T15:50Z 9864 followers, XXX engagements

"The Vehicle of Mars $TSLA"
X Link @BluthCapital 2025-10-16T01:18Z 9864 followers, 1192 engagements

""Cross promotion Deal mechanics Revenue streams Jargon . Synergy" $CRM $OAI"
X Link @BluthCapital 2025-10-14T22:35Z 9863 followers, 1403 engagements

"Great example of TA: Over X yrs $TTD has had a roller coast of a stock chart (in fact last yr maybe craziest in history) But for X yrs $XX has been bought. Why Because $XX has been bought. In fact chart reeks of manipulation given perfect trendline floors"
X Link @BluthCapital 2025-10-08T15:08Z 9864 followers, 2642 engagements