///Gatecrasher

Tokenmaxxing vs. Tokenefficiency

Even though the Strait of Hormuz is at a standstill once again, the world has adapted, and even though oil is trading at low to mid 70’s it’s nowhere near the recent ‘shock-highs’. Iran and Russia are finding out the hard way that their commodity as a bargaining chip is becoming obsolete.

www.linkedin.com/posts/sandbr...

The Knicks win the championship 🏆 - I’ll believe anything now.

Geena Davis still looks AMAZING! #TheBoroughs #Netflix

Freeport McMoRan $FCX looks like it really wants to break out 📈📉 #copper

Bari Weiss is single-handedly destroying an institution. #ScottPelley #CBS #CBSnews #60Minutes

Conan O’Brien’s Harvard commencement speech was a masterclass in bridging divides with comedy.

The projections on the ramp rate for Anthropic is absolutely mind boggling. The most anticipated ipo at this point is SpaceX—and Anthropic will absolutely dwarf it once it decides to go public.

Most people don’t know that current backwardation in the spot vs futures oil markets is massive. Ex, the most watched number is Brent at about $110/bbl. But if you want it NOW, good luck finding it at less than $140.

Bring back the 80s!!

Which was worse the last two months: Trump’s presidency or the New York Mets?

As if anything makes sense in this world I give you this: Avis stock $CAR

What an amazing performance by Rory McIlroy at the Masters #golf #TheMasters #PGA

Project Hail Mary—never have I cheered so much for a rock. Yes, the movie is AMAZING! #ProjectHailMary

Godspeed, Artemis!

Fill up your cars—oil futures gapping up huge at Sunday open. And if you have an EV, just sit back and relax.

Netflix is the real winner in dropping out of the bidding for Warner Brothers. Paramount is greatly overpaying for an asset and studio system that has no relevance in tomorrow’s AI dominated world. $NFLX $WBD $PSKY

I don’t know why retail and institutions are trying to find the bottom in SaaS. It’s a losing proposition. AI is going to decimate software. 📈📉 #AI #SaaS $IGV

We are living in different times. I'm no spring chicken anymore (Gen X, top level) but never in my lifetime thus far have I seen and experienced everything around me move at such a rapid clip. Keep up or you're going to be left in the dust. substack.com/@peterdiaman...

Kopi Kenangan > Luckin Coffee

I’m happy to just sit on the sidelines and observe others run Clawdbot/Moltbot or whatever people are calling it 🍿

Next week will be a crucial test for the markets. All of a sudden, we could see ourselves testing the April 2025 lows—something that most people never thought could happen.

Alex Honnold > Logan/Jake Paul Please #Netflix, more people like Alex

Affirm to offer Buy Now Pay Later on rent payments? This isn’t going to end well. #AFRM #BNPL

Wow. Japan’s bond yields have entered uncharted territory.

It’s finally arrived…

Also new in v1.114 today: cashtags! Like hashtags, but for stocks. Tag your posts with $AAPL, $NVDA, whatever, then tap to see everyone else's equally unqualified analysis!

Former Reagan budget director, David Stockman’s clap back at Bill Ackman re Trump’s credit card cap, is awesome.

I feel it. Don’t you?

Seriously, who didn’t see this coming?

Stop and THINK…for yourself.

🍕 Nooooooooooooooooo...

And just like that, the US is now a member of OPEC 🛢️ #Venezuela #oil

You heard it here first: Apple will be at the forefront of Edge AI technology. #AAPL

An early Happy New Year to everyone! Navigating 2026 will be a challenge I’m excited to take on. Let’s make it a profitable one!

2026 prediction #18: Dubai chocolate will go the way of avocado toast

Simple. Moving. Effective. An instant classic. #Intermarche #Christmas #animation #ad #storytelling youtu.be/Na9VmMNJvsA?...

#FreeJimmyLai

If SpaceX’s valuations hold by the time IPO time hits it will have a market value more than RTX, Boeing, Lockheed Martin, General Dynamics, Northrop Grumman and L3 Harris…COMBINED. Let that sink in. 📈📉 #SpaceX

It’s a new week and OpenAI came out with GPT 5.2 - I have not tried it out yet but the new benchmarks look really impressive, slightly surpassing even Gemini 3.0 especially on abstract reasoning.

Musk’s plans to place data centers in space is not just brilliant but very doable, and can be scaled almost immediately. No land or earth resources needed, near-no regulatory hurdles, unlimited power through solar and the use of his SpaceX launch vehicles to get the infrastructure up there.

It’s December. So where are we in the cycle?

Call me impressed with Gemini 3.0 so far. And with Nano Banana, it's pretty friggin amazing.

#Nvidia #NVDA

Huge negative gamma exposure levels leading up to Nvidia earnings. Be careful out there, folks. #NVDA

I hope @adamkinzinger.substack.com and @lizcheney.bsky.social are sitting back with drink in hand, watching the Republican shitshow going on with a smile on their face.

Trump vs Marjorie Taylor Greene = 🍿

Everyone talks about the differences between the US and China. We actually have more in common than you think.

Xpeng’s AI, EV and autonomous driving presentations—I’m quite impressed. #XPEV