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Degens Deteriorating
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BREAKING:

The regime announces that the Assembly of Experts is holding a vote to choose Khamenei’s successor.

The new Supreme Leader is being elected through remote voting to minimize the risk of airstrikes interfering with the voting process.

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BREAKING: Trump announces that effective IMMEDIATELY, the US Navy will escort tankers through the Strait of Hormuz, as Iran threatens to close it

β€œNo matter what, the United States will ensure the FREE FLOW of ENERGY to the WORLD. The United States' ECONOMIC and MILITARY MIGHT is the GREATEST ON EARTH β€” More actions to come.”

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2025 national SAT data:

Mean: 1,029 Total, 521 ERW, 508 Math

SD: 235 Total, 121 ERW, 126 Math

Right skew

Equated norming sample SAT data:

Mean: 1,000, 500, 500

SD: 200, 100, 100

Just a bell curve

1400: 94.3rd percentile in the national data vs. 97.7th with mean 1,000/SD 200

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JUST IN: China pushes Iran to reopen Strait of Hormuz, allowing access to oil routes

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Yeah so this is insane

24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy f&ck

- MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol

- massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right)

- added $300M to his corweave position totalling $700M (someones gotta run those gpus)

- aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now)

- dumped $100Ms of NVIDIA and Intel positions.

- aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer)

- fund up $1.5B in the last 3 months (+35% last quarter)

- now owns 10% of core scientific (levered bet on coreweave )

He outperformed the S&P500 8X in the funds first 6 months. f&cking goated.

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BREAKING: Four U.S. service members have been identified by the Dept of War who lost their lives from an Iranian drone strike in Kuwait.

- Capt. Cody A. Khork, 35, of Winter Haven, Florida.

- Sgt. 1st Class Noah L. Tietjens, 42, of Bellevue, Nebraska.

- Sgt. 1st Class Nicole M. Amor, 39, of White Bear Lake, Minnesota.

- Sgt. Declan J. Coady, 20, of West Des Moines, Iowa.

Rest in peace.

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