Private EquityPrivate Equity
🍋 PE Becoming Heat Detectives

🍋 PE Becoming Heat Detectives

Plus: Nvidia lost $1 trillion in market value and is now its cheapest since before the AI boom, Blue Origin valued at $130 billion, and BofA is lending OpenAI half a billion.

Short Squeez
Short Squeez
InvestingInvesting
🍋 Small Caps on Generational Run

🍋 Small Caps on Generational Run

Plus: SpaceX is already trading below its opening price, HSBC is pulling back from risky private credit, and 57,000 rent-stabilized apartments sit empty in NYC.

Short Squeez
Short Squeez
InvestingInvesting
🍋 The Boring $3.7B Trade

🍋 The Boring $3.7B Trade

Plus: Microsoft is cutting thousands of jobs, elite students are ditching banking for startups, and New York is building apartments at a pace not seen since 1965.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 No exits? No problem

🍋 No exits? No problem

Plus: Singapore is becoming a major Wall Street hub, Balogun red card rescinded after Trump call, and Elliott is minting the next generation of hedge fund giants.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 Sovereign Wealth Never Sleeps

🍋 Sovereign Wealth Never Sleeps

Plus: JPMorgan is paying for Charlie Javice's gummy bears, Ken Griffin bought an entire Miami condo building, and bowlers are mad about private equity.

Short Squeez
Short Squeez
InvestingInvesting
🍋 Meta's Cloud Business

🍋 Meta's Cloud Business

Plus: Trump made $1.2 billion from crypto, China is getting left behind in AI, and hedge funds are fleeing tech at record speed.

Short Squeez
Short Squeez
EconomyEconomy
🍋 Private Credit Meets Klarna

🍋 Private Credit Meets Klarna

Plus: Zyn can now be marketed as a safe alternative to cigarettes and Jalen Brunson is now a salad mogul.

Short Squeez
Short Squeez
EconomyEconomy
🍋 The Bots Don’t Sleep

🍋 The Bots Don’t Sleep

Plus: Trump bought Axon stock right before a $220 million ICE Taser deal, Rocket Lab is trying to catch up to SpaceX, and the consultant's billable hour is under existential threat.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 PE's Zombie Problem

🍋 PE's Zombie Problem

Plus: OpenAI delaying going public, SpaceX's bondholders are already underwater, and MBA salaries are sliding

Short Squeez
Short Squeez
🍋 Peptide Gold Rush

🍋 Peptide Gold Rush

Plus: New twist in Dimon's succession race, Ares is rationing redemptions, and Apple is blaming AI for your next MacBook price hike.

Short Squeez
Short Squeez
InvestingInvesting
🍋 The Girlfriend Data Room

🍋 The Girlfriend Data Room

Plus: JPM trashcan thief returns stolen goods and gets slapped with $175 in fines. Wendy's heads to the moon, and a Chicago skyscraper defaulted on Blackstone.

Short Squeez
Short Squeez
EconomyEconomy
🍋 JPM Exec Dumps Career in the Trash

🍋 JPM Exec Dumps Career in the Trash

Plus: Anthropic drops Claude for Slack, Wimbledon debenture seats are now fetching over $500,000, and Oracle cut 21K jobs over the past year.

Short Squeez
Short Squeez
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