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
InvestingInvesting
🍋 Uncle Sam Becomes a Quantum VC

🍋 Uncle Sam Becomes a Quantum VC

Plus: IRR is losing its appeal as investors focus on distributions, Dimon wants to hire more AI staff and fewer bankers, and JPM fighting over comic books locked in Mississippi.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 Closing Deals in the DMs

🍋 Closing Deals in the DMs

Plus: OpenAI could file for IPO as soon as tomorrow, tech buyouts have nearly ground to a halt, and Bezos says bottom half of earners should pay zero in income taxes.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 PE Sports Rollups in Trouble

🍋 PE Sports Rollups in Trouble

Plus: JPM exec Lorna Hajdini suing Chirayu Rana for defamation, Mamdani meets with Dimon and Solomon, and a hedge fund no one's heard of is about to make $10 billion.

Short Squeez
Short Squeez
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