AuricVortex @AuricVortex

Macro commentary. Not advice. United States Joined March 2025

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AuricVortex @AuricVortex

a week ago

@Canada Read the room bro

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AuricVortex @AuricVortex

3 weeks ago

@Alex_Danco @AirCanada If you think air Canada gives half a shit about your problems I have bad news for you partner. It’s a pitiful airline and a pitiful representation of Canada.

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@EthanEvansVP If you gotta be a bit of a sociopath to be in management at a large company, count me out. The way this guy describes success is so far removed from the actual product being delivered. Maybe that’s why he’s more successful than me but god damn.

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AuricVortex @AuricVortex

3 months ago

Thanks for your thoughts on this very insightful. I like the decomposition of qqq into mags IGV and SMH. I agree the AH performance of GOOG and QQQ over the last few weeks has not been great. However, I do think we are early to be calling it just yet. From my perspective the story ain’t over. We still gotta get public info on openAI and Anthropic to know how bad/good their situation is to know how long this negative FCF capex situation might go on for and then as you mention capex spend flows into the SMH names. To stay long i wanted to see growing capex from GOOG. Now I want to see stable or growing order backlogs from SMH names. If i dont see that I’ll be out.

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AuricVortex @AuricVortex

3 months ago

@unusual_whales This will lead to overcapacity at some point. Maybe not today but supply will come online.

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AuricVortex @AuricVortex

3 months ago

@kjrose @AirCanada @Aeroplan Most likely a kick in the dick as compensation

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AuricVortex @AuricVortex

4 months ago

Ok nasdaq sitting up there now. Time to rest. Want to get flatty flat ahead of summer break

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AuricVortex @AuricVortex

4 months ago

@EvanLSolomon Do you have any art for sale?

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AuricVortex @AuricVortex

4 months ago

@Invest_Brandon But bro your portfolio is likely correlated to meta if ur not holding cash. The man didn’t hand you 64k he transferred downside to u at mkt price

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AuricVortex @AuricVortex

4 months ago

NASDAQ looking shaky this morning but I think it’s time to start shopping. I need a better computer setup. Remember folks your P&L is directly proportional to the number of screens you have.

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AuricVortex @AuricVortex

4 months ago

@kieranwgoodwin “Illiquidity is a feature not a bug”

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AuricVortex @AuricVortex

4 months ago

What a quarter. Equities remain unbeaten. My decision to pull my hedges in the biggest bear signal out there for anyone keeping track.

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AuricVortex @AuricVortex

5 months ago

@NancyMace Why? Do they not use public services? Thats a preposterous position to take.

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AuricVortex @AuricVortex

8 months ago

@DownsideCase Did blue owl not gate investors on its non traded BDC?

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AuricVortex @AuricVortex

8 months ago

@Jesterthegoose Sir, there is no crying in the casino.

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AuricVortex @AuricVortex

11 months ago

@CrimewatchTO @MayorOliviaChow Where’s Dundas station? That’s not a station that exists

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AuricVortex @AuricVortex

11 months ago

@xInvictusManeo @jen_keesmaat Not to mention deeply transphobic and ableist.

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AuricVortex @AuricVortex

11 months ago

@jamiljivani This ain’t it my dude. Government should do both. I’m conservative AF but ain’t gonna have the kids starving. You wanna fix society? Feed the kids.

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AuricVortex @AuricVortex

11 months ago

@_sheyworth @MayorOliviaChow Right but your definition of “misbehaving” is not abiding by arbitrarily set speed limits? If the government has a spending problem I don’t think the correct solution is increased intrusion in our lives in the name of increasing revenue.