Private EquityPrivate Equity
🍋 The $275M Drunken Haze

🍋 The $275M Drunken Haze

Plus: PE’s $35 billion AI infrastructure bet, Goldman rejecting over 99% of applicants, and banks quietly gutting their junior ranks.

Short Squeez
Short Squeez
🍋 Gen-Z's Hedge Fund Boss

🍋 Gen-Z's Hedge Fund Boss

Plus: A Goldman employee lost her job over a TikTok page, OpenAI is finally going public, and SBF is angling for a pardon.

Short Squeez
Short Squeez
InvestingInvesting
🍋VCs Want Hardware Now

🍋VCs Want Hardware Now

Plus: Strong jobs data killed rate-cut hopes, Anthropic is warning about self-improving AI, and both Citadel and Point72 are now paying rivals for trade ideas.

Short Squeez
Short Squeez
InvestingInvesting
🍋 Jane Street’s Data Center Era

🍋 Jane Street’s Data Center Era

Plus: Dimon is personally pitching SpaceX, Goldman is putting rockets in its lobby, and Blackstone capped withdrawals on its flagship private credit fund

Short Squeez
Short Squeez
InvestingInvesting
🍋 AI Trainers Are Printing Money

🍋 AI Trainers Are Printing Money

Plus: Anthropic picks GS and Morgan Stanley to lead IPO, DeepSeek raising at $52B valuation, Broadcom plunges after earnings and PE stocks sold off on withdrawal cap fears.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 Elon’s 0.75% IPO Fees

🍋 Elon’s 0.75% IPO Fees

Plus: Princeton walked back its divestment pledge, OpenAI is coming for Wall Street's workflows, and Victoria's Secret just had its best day in years.

Short Squeez
Short Squeez
EconomyEconomy
🍋 The AI Race Is Going Public

🍋 The AI Race Is Going Public

Plus: Alphabet needs $80 billion to keep up in AI, Barry Diller wants to take MGM private, and a room full of billionaire heirs is paying to find meaning.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 Biggest Chip-Financing

🍋 Biggest Chip-Financing

Plus: UBS still doing Credit Suisse-related job cuts, Americans fall behind on credit card bills, and Jefferies sued for a water bond fraud.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 Harvard’s PE Hangover

🍋 Harvard’s PE Hangover

Plus: Anthropic surpasses OpenAI valuation, Microsoft's AI chief is giving white-collar work 18 months, and Goldman is heading for record dealmaking.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 JPMorgan’s $4.25M Food Platter

🍋 JPMorgan’s $4.25M Food Platter

Plus: A mystery chip stock soared 70% from a single X post, a Google engineer bet on inside information via prediction markets and Robinhood is letting AI trade on your behalf.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 Micron Joins Trillion Dollar Club

🍋 Micron Joins Trillion Dollar Club

Plus: Pope called for AI to be "disarmed" in a message detectors flagged as up to 46% AI-written, Wall Street's Claude habit is getting expensive, and Strait of Hormuz looks stuck for months.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
+1+1
🍋 Great to Be a Banker Again

🍋 Great to Be a Banker Again

Plus: Messi is a billionaire, short bets are at a decade high, and Zoom quietly made $1 billion on an Anthropic bet.

Short Squeez
Short Squeez
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