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[@2500capital](/creator/twitter/2500capital)
"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](https://x.com/2500capital/status/1974591490845487616) [@2500capital](/creator/x/2500capital) 2025-10-04T21:44Z XXX followers, XXX engagements


"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](https://x.com/2500capital/status/1976975603497607651) [@2500capital](/creator/x/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](https://x.com/2500capital/status/1977731887532589068) [@2500capital](/creator/x/2500capital) 2025-10-13T13:43Z XXX followers, XXX engagements


"@rev_cap Why isnt it bearish that people expect him TACO"  
[X Link](https://x.com/2500capital/status/1980047468659409122) [@2500capital](/creator/x/2500capital) 2025-10-19T23:04Z XXX followers, XXX engagements


"Kudos to @LeylaKuni for helping us chart the coming great financial unwind. The facts are clear between this 5X Leverage single stock ETFs and the explosion of BNPL. Someone should start working on the screenplay for the 2030 version of The Big Short because it is going to be a wild few years ahead of us. Dont know for sure how to action it. Im short some of the alt managers and BNPL companies. There must be some better plays out there"  
[X Link](https://x.com/2500capital/status/1980682457973195087) [@2500capital](/creator/x/2500capital) 2025-10-21T17:07Z XXX followers, XXX engagements


"@ContrarianCurse Agree. Have been short $CTAS on and off. Havent made much money"  
[X Link](https://x.com/2500capital/status/1978565689708359847) [@2500capital](/creator/x/2500capital) 2025-10-15T20:56Z XXX followers, XXX engagements


"@paulcerro $TXRH $CAKE $HIMS $AFRM $SBUX $APO $MAN $NSP $KKR $TPG. Thats basically my short book now plus some hedging/vol stuff. Most of that is tactical"  
[X Link](https://x.com/2500capital/status/1978898442081489145) [@2500capital](/creator/x/2500capital) 2025-10-16T18:58Z XXX followers, XXX 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](https://x.com/2500capital/status/1975741090729795652) [@2500capital](/creator/x/2500capital) 2025-10-08T01:52Z XXX followers, XXX engagements


"@LeylaKuni This is going on my list of signs of the capital markets unwind upon us. Reminds me so much of when finds of funds of funds were ramping up in 2007. Combine this with 5X Leverage single stock ETFs. The story is clear"  
[X Link](https://x.com/2500capital/status/1980681465114272221) [@2500capital](/creator/x/2500capital) 2025-10-21T17:03Z XXX followers, XX engagements


"Add this to the signs of trouble list: Real Estate Renters Are Conning Their Way Into Luxury Apartments Atlanta where up to half of rental applications contain fraudulent information is epicenter of national surge in these scams"  
[X Link](https://x.com/2500capital/status/1980689386237723034) [@2500capital](/creator/x/2500capital) 2025-10-21T17:35Z XXX followers, XX engagements