curvenomics.bsky.social
@curvenomics.bsky.social
“It took less than fifteen months for Lehman Brothers—a 158-year-old company—to go from an all-time high to bankrupt. Same with Enron, Fannie Mae and Freddie Mac, Nokia, Bernie Madoff, Muammar Gaddafi, Notre-Dame Cathedral, and the Soviet Union." Housel
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Merry Christmas
January 31, 2026 at 3:26 AM
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Musk lying?!
January 30, 2026 at 9:55 PM
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Worth reading Gotham City Research’s short report on stock market darling Carvana here: www.gothamcityresearch.com/post/carvana...

And @mccrum.bsky.social’s write up here: as.ft.com/r/75d5c341-c...
US car retailer Carvana attacked by short seller Gotham City Research
[FREE TO READ] Firm releases report questioning related-party arrangements as online auto dealer has reported a surge in profitability
as.ft.com
January 28, 2026 at 6:05 PM
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Alibaba's Cainiao logistics unit merges with Chinese robovan company Zelos, creating a business sources say valued at ~$2B with a fleet set to hit 20K+ vehicles (Jiahui Huang/Wall Street Journal)

Main Link | Techmeme Permalink
January 29, 2026 at 11:20 AM
January 29, 2026 at 1:17 AM
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#$TSLAQ

Reminder: In 2023, Musk predicted Tesla would reach a production and sales rate of 250,000 Cybertrucks per year by 2025.

"Last year, sales were nearly cut in half, with the firm estimating that Americans bought some 20,200 Cybertrucks in 2025."

insideevs.com/news/784715/...
The Tesla Cybertruck Had The Biggest Sales Crash Of Any EV In 2025
The Cybertruck was America's best-selling electric pickup in 2024. The next year, sales fell by half, according to industry estimates.
insideevs.com
January 19, 2026 at 2:21 AM
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Stephen King: "All this crap generated about Greenland and Venezuela is just to distract from the Epstein Files, which have still not been released. In defiance of the law, might I add.
RELEASE THE EPSTEIN FILES."
January 17, 2026 at 8:55 PM
Here are my LEAPS expiring tomorrow
APA 25’s i paid $10 worth $1
BMY 60s i paid $3 worth 0
PCG 15s paid $2.5 worth $1
TSM100spaid$29worth$225
Brkb200spaid$188wrth$294

The BRKB in the money calls has been a regular roll. Low vol makes for a lot of cheap leverage. Steady compounder. But now no WB…
January 15, 2026 at 12:51 PM
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#EpsteinFiles
DON’T BE DISTRACTED!
Keep EPSTEIN FILES trending!
EPSTEIN FILES, EPSTEIN FILES
EPSTEIN FILES, EPSTEIN FILES
EPSTEIN FILES, EPSTEIN FILES
EPSTEIN FILES, EPSTEIN FILES
EPSTEIN FILES, EPSTEIN FILES
EPSTEIN FILES, EPSTEIN FILES
EPSTEIN FILES, EPSTEIN FILES
January 14, 2026 at 10:15 AM
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Musk is in Epstein files.
January 4, 2026 at 10:54 PM
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I like the long Elastic short Datadog pair might steal that for a small position. Datadog Jan 28’ puts at 90 or 95 have some good juice.

Bearish SAAS cause of Claude code and factory ai.

Other than adoption confident anyone could create any saas in a week and a couple hundred bucks
January 4, 2026 at 7:30 PM
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Millions of Tesla robotaxis wen? /s…

“The Tesla driver [in China this time] has now released the footage, which clearly shows that FSD was ACTIVE during the crash and initiated the lane change into the WRONG direction.”

FSD is an ongoing scam.

$TSLA $TSLAQ #timestamp

electrek.co/2025/12/23/t...
Tesla driver crashes during livestream desmonstrating 'Full Self-Driving' features
A Tesla drove in the wrong direction, resulting in a head-on collision with another vehicle, during a livestream, demonstrating Tesla’s...
electrek.co
December 23, 2025 at 11:47 PM
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December 22, 2025 at 11:59 AM
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The day after THAT GAME, Caleb Williams teamed up with the Cubs’ PCA to pack meals for families in need. I’m not crying you’re crying.
December 22, 2025 at 12:12 AM
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Fact-check: true
December 14, 2025 at 5:36 AM
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Derik Queen joined elite company last night. The 5 players in NBA history have recorded a 30-point triple-double before their 21st birthday:

- LeBron James
- Luka Dončić
- De’Aaron Fox
- Victor Wembanyama
- Derik Queen
December 9, 2025 at 12:00 PM
December 9, 2025 at 3:54 PM