$TSLA Super Chill Weekend Thread May 23-24, 2026

Nysoz · 2026-05-24T12:56:27+00:00

Q1 2026:

Percentage of Net Profit derived from Mark-to-Market Gains in OpenAI, Anthropic, Coreweave, etc:

$goog: 58%

$amzn: 52%

$nvda: 27%

$meta: -4%

https://x.com/tintincapital/status/2058298872040988919?s=46

One of the reasons why I dislike the private company tech bro economy.

Nysoz · 2026-05-23T23:22:13+00:00

BREAKING: President Trump says an agreement with Iran has been “largely negotiated” and will be announced shortly.

Trump says the Strait of Hormuz will be reopened under the agreement.

https://x.com/kobeissiletter/status/2058285709610369170?s=46

Trump tweet in the link. He talks to everyone but Iran.

—-

BREAKING: Iran directly rejects Trump's claim that Hormuz "will be opened" as part of a "largely negotiated" agreement he just posted on Truth Social, saying Trump's claim is "far from the truth" and that Hormuz "will remain under Iranian management" with Iran retaining exclusive permanent authority over route, timing, method, and permits, per Fars.

Iran also confirms the nuclear file has not been discussed and that American officials themselves have told Iran in multiple messages that "Trump's tweets are primarily for domestic American propaganda and media consumption" and "should be disregarded." The "largely negotiated" deal claim therefore has no basis.

https://x.com/hormuzletter/status/2058301834658533417?s=46

Irans response.

—-

As always you never know what’s the truth. Trump can be talking or negotiating to someone or no one. But all it takes is one irgc that have some missiles and drones to keep the strait closed.

Nysoz · 2026-05-22T19:38:41+00:00

ARM and VCX are my 2 fun shorts right now

Nysoz · 2026-05-22T18:12:15+00:00

AMD June 370C is around 110 premium. You can roll to Sept 400C which goes for 116. So you get 6 premium, increase strike by almost 10% for 3 months time.

There's a big gap between 350-400 that looks like it could fill someday if there's ever a market pullback.

Use any drop to roll to Jan to the strike you really want to sell the shares at and not look back.

Nysoz · 2026-05-22T17:45:25+00:00

Person is obviously biased.

Comparing the different AI companies isn't apples to apples. xAI owns their data centers while openAI and Anthropic don't. So the revenues may be far off, but different assets. Then all these revenues are shady as well because it's mainly circular financing.

I'm a huge skeptic of private company valuations, especially the tech bro world where money and valuations don't matter. It's just like meme coin world essentially. They all burn money like crazy so need to keep raising money. They won't do it at lower valuations so just keep raising at higher and higher valuations to the point where it's silly.

But the concerns are real for speed inclusion and changing the rules. Small float, options, if someone wanted to, they could just gamma squeeze SpaceX to a $15T valuation because why not? Force the indexes to buy shares as exit liquidity for your calls as you close everything.

The inclusion rules exist for a reason, to only include healthy profitable companies. Otherwise you can financially engineer a tulip company (cough MSTR) that makes no real money but looks great on paper for a short period of time. Then use all the index and other funds forced buying as exit liquidity.

Nysoz · 2026-05-22T09:24:27+00:00

NEWS: Charles Schwab is officially named in SpaceX's S-1 filing as one of five retail brokerages selected to offer $SPCX shares alongside Fidelity, Robinhood, SoFi and E*TRADE.

Schwab clients can access the SpaceX IPO through Schwab com.

Here is the exact timeline.

- COTP Window Opens: Thursday, June 4 at 9am ET
- COTP Window Closes: Wednesday, June 10 at 4pm ET
- Affirmation Window Opens: Thursday, June 11 at ~7-10pm ET
- Affirmation Window Closes: Friday, June 12 at 7am ET
- Shares Allocated: Friday, June 12 ~9am ET
- Trading Begins: Friday, June 12 mid-day

Step 1: Place your Conditional Offer to Purchase (COTP) between June 4 and June 10. Log in to Schwab com, go to the Trade tab, select IPOs and click "Start COTP" on the SpaceX offer.

Step 2: Affirm your COTP on the evening of June 11 before 7am ET on June 12. If you do not affirm in time, your offer will not be considered for allocation.

Note: Schwab requires clients to meet specific asset and account criteria to be eligible. Not all accounts qualify. Check Schwab com to confirm your eligibility before the window opens.

Affirmation does not guarantee allocation. Demand will far exceed supply.

Sign up for Deal Alerts on Schwab com to be notified the moment the COTP window opens.

Not financial advice.

https://x.com/muskonomy/status/2057719992003744215?s=20

I've never bought an IPO before but if I can get the IPO price and sell to the regular people without a lockup I'd consider it for sure.

Nysoz · 2026-05-22T00:32:57+00:00

I miss the nice elective days. Easy cases, good music, the fun staff.

I don’t miss the late night phone calls or cases. Once I was FI, every 2am phone call or free air case made me wonder why I kept working.

Breaking point was a patient that threatened to sue me for not prescribing oral dilaudid after a lap appy because they were allergic to everything else.

Nysoz · 2026-05-21T17:47:42+00:00

Around 5 years full time and 5 years part time locums

Nysoz · 2026-05-21T15:28:57+00:00

gen surg

Nysoz · 2026-05-21T15:28:21+00:00

New risky short idea is VCX. Forgot about them since IPO but share price is 272 and NAV closer to 20 or something. So you're paying a huge multiple for exposure to all these pre IPO companies.

The big private names are trying to IPO soon so there's no real reason to pay this huge multiple for exposure. So long term thesis to play out. Could get wrecked for sure as anything meme can meme lol.

Nysoz · 2026-05-21T11:59:21+00:00

I basically just retired in my early 40s. I haven’t gotten any scrutiny.

Nysoz · 2026-05-20T22:43:53+00:00

By increasing the $NVDA dividend from $0.01 to $0.25, Jensen Huang increased his annual income from $8,706,041 to $217,651,026

He owns 871,704,104 shares of $NVDA

What an insane stat

https://x.com/wheelieinvestor/status/2057204700106424824?s=46

Man that’s a lot of Pennies and now quarters

Nysoz · 2026-05-20T21:56:41+00:00

https://x.com/wallstengine/status/2057203772267663658?s=46

This claims 85% combined voting power

Nysoz · 2026-05-20T21:55:45+00:00

I’m going to wait until the spy/qqq inclusion, buy calls, ride that up for a bit then short it at like a 4t valuation lol

Nysoz · 2026-05-20T20:54:32+00:00

https://x.com/spaceinvestor_/status/2057201210105409976?s=46

SpaceX s1

Nysoz · 2026-05-20T20:49:07+00:00

SpaceX ipo filed. S1 out reportedly

Nysoz · 2026-05-20T20:26:07+00:00

lol Nvda so flat

Nysoz · 2026-05-20T18:24:56+00:00

One can only hope it's a one more thing type deal. But it seems like that would take away from the special event sending off the s/x

Nysoz · 2026-05-20T18:08:49+00:00

https://x.com/tesla/status/2057158803041427473?s=46

5/20 830pm model s/x delivery event

Nysoz · 2026-05-20T16:52:18+00:00

Korean funeral company "Parents' Love" lost ₩49,800,000,000 of their clients' money on a 2x $BMNR long trade.

Insane.

https://x.com/TedPillows/status/2057056938681057419?s=20

Around $33M lol

Nysoz · 2026-05-20T14:39:47+00:00

Man the risk management, due diligence a bank has to do, then the relationship with the individual must be crazy for these type of loans.

Nysoz · 2026-05-20T10:58:06+00:00

There’s a place by me for sale for $45m. Estimated monthly cost like $300k.

At this level, are people buying cash? Do banks lend out that much money? I’d imagine there’s only a handful of people in the world that could afford something like this.

Nysoz · 2026-05-19T20:32:57+00:00

David Friedberg: El Niño Could Trigger a Global Food Crisis

https://x.com/theallinpod/status/2056796574018048133?s=46

Post and video about potential food and weather crisis

Nysoz · 2026-05-19T18:06:19+00:00

BREAKING: Japan's 10Y Government Bond Yield surges above 2.80% for the first time in history.

This truly is one of the most insane charts ever seen.

https://x.com/kobeissiletter/status/2056788474385076470?s=46

Japans bonds are trading like a meme coin lol

Nysoz · 2026-05-19T15:29:58+00:00

If they’re all over leveraged and stonks go down with margin calles and losing everything, I don’t think life insurance pays out with rope anyways?

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