micah @mxcahdowns

22 | PhD student, Investor, Knowledge seeker | ncat$u alum | ig: @mxcahdowns | φνπ Atlanta, GA Joined September 2021

Tweets

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260
Following

269
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461

Jacob Coxon @hilbertspaess

a week ago

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

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unusual_whales @unusual_whales

2 weeks ago

BREAKING: Nvidia, $NVDA, CEO has said: AGI has arrived. Congratulations OpenAI team.

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The Kobeissi Letter @KobeissiLetter

a month ago

BREAKING: Total US debt officially hits $40 trillion for the first time in history. That's $119,699 in US debt for every American. This puts the total US debt balance up +$17 trillion since 2020 and +$30 trillion since 2008. We are on an unsustainable fiscal path.

The Kobeissi Letter @KobeissiLetter

a month ago

It's official. On July 31st, we called for US government intervention as long-term borrowing costs hit 2008 levels. Today, it happened. The US Treasury is DOUBLING buybacks to $4 billion per operation for "liquidity support." What comes next? Let us explain. (a thread)

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The Kobeissi Letter @KobeissiLetter

2 months ago

The bond market is out of control. The US 30Y Note Yield is now up to 5.27%, its highest level since June 2007. This officially marks a +450 basis point rally since the low seen in 2020. At the current pace, we are on track to see US 30Y mortgage rates exceed 7.50% by year-end. And to top it all off, Fed Chair Warsh is now adamant that the market should operate independently, without Fed guidance. Even without rate hikes or Fed guidance, the market is sending rates higher; operating exactly how Fed Chair Warsh wants it to operate. The bond market will soon be the most talked about component of global capital markets. This simply is not sustainable.

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Shay Boloor @StockSavvyShay

2 months ago

THIS HAS TO BE THE STORY OF 2026 Ken Griffin’s Citadel was pushing surprise-rate-hike fears just days before the AI trade collapsed and forced 4x-levered Leopold Aschenbrenner's Situational Awareness to unload its book near the lows. Citadel then reportedly bought most of those assets at significantly lower prices knowing that if sentiment deteriorated enough the fund could be forced to sell which makes the entire sequence look absolutely ruthless. This is why the stock market is the greatest game on Earth.

Shay Boloor @StockSavvyShay

2 months ago

Citadel reportedly bought most of Situational Awareness’s stock portfolio after the forced unwind. So it was warning that the Fed could hike in July while preparing to buy the AI stocks that narrative was helping crush 🤔

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Shay Boloor @StockSavvyShay

2 months ago

FED LEAVES RATE UNCHANGED

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Reverend Raphael Warnock @ReverendWarnock

2 months ago

RFK Jr. should be fired TODAY.

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Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA

2 months ago

The S&P is only 3% from all time highs but if you read Twitter you’d think we’re in the middle of the 2008 financial crisis

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The Kobeissi Letter @KobeissiLetter

2 months ago

Absolutely incredible. In an unprecedented move, South Korea's stock market just collapsed -44% in 40 days, erasing -$2 trillion in market cap. Now, South Korea's finance ministry has announced plans to "stabilize" the market. What is happening? Let us explain. (a thread)

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Shay Boloor @StockSavvyShay

2 months ago

$SNDK is down more than 50% over the past month 😳

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unusual_whales @unusual_whales

2 months ago

Americans spend more on sports bets than movies, arts, museums, and music combined, per FORTUNE

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unusual_whales @unusual_whales

2 months ago

Donald Trump has earned more money in his first and second year, in his second term as president, than in the previous 60 years of his life, per Bloomberg.

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The Kobeissi Letter @KobeissiLetter

2 months ago

BREAKING: Apple, $AAPL, officially surpasses Nvidia, $NVDA, and becomes the world’s most valuable company.

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First Squawk @FirstSquawk

2 months ago

TRUMP STATED THAT WHEN THE U.S. STRIKES IRAN, OIL PRICES INCREASE, AND HE SEES IT AS ACCEPTABLE.

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Clash Report @clashreport

3 months ago

Obama on Trump: If this whoever you were talking about was in front of me — which has happened a couple times — he don't talk like that because he knows better. Source: ALL THE SMOKE

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Polymarket @Polymarket

3 months ago

BREAKING: The NSA confirms Mythos “broke into almost all of our classified systems, not in weeks, but in hours”

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Ian Jakovan Dunlap @_masterinvestor

3 months ago

Every move and advantage doesn’t have to be announced, let the wins and dividends stack up.

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Heisenberg @Mr_Derivatives

3 months ago

Well this is concerning…

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*Walter Bloomberg @DeItaone

3 months ago

SPACEX IPO MAKES ELON MUSK THE WORLD'S FIRST TRILLIONAIRE Most of Musk's wealth now rests with SpaceX, where he holds a stake worth roughly $866 billion. Along with Tesla and the rest of his properties, his net worth will exceed $1.1 trillion when the stock begins trading Friday, according to Forbes and Reuters calculations based on company filings.