Karl Hungus
@l0gjammin.bsky.social
my investment philosophy is Nihilism
Ich bin ein Experte für Investitionen in Kabel
former cable analyst for Jackie Trehorn Capital
Foot soldier in the Butlerian Jihad
Ich bin ein Experte für Investitionen in Kabel
former cable analyst for Jackie Trehorn Capital
Foot soldier in the Butlerian Jihad
LMFAO no bid for the 10 year.
Breaking:
The U.S. labor market lost 41,000 jobs over October and November, and the unemployment rate ticked up to 4.6% — the highest since 2021.
The U.S. labor market lost 41,000 jobs over October and November, and the unemployment rate ticked up to 4.6% — the highest since 2021.
December 16, 2025 at 2:23 PM
LMFAO no bid for the 10 year.
Rotation into cyclical value almost across the board
December 16, 2025 at 12:49 PM
Rotation into cyclical value almost across the board
Junk Rally topped out in October
December 16, 2025 at 1:03 AM
Junk Rally topped out in October
Enterprise LLM market share
Open AI losing share fast to Anthropic
Meta (one of the biggest capex spenders) just noise
Coding is one of the few actual enterprises use cases
is also led by Anthropic
Open AI losing share fast to Anthropic
Meta (one of the biggest capex spenders) just noise
Coding is one of the few actual enterprises use cases
is also led by Anthropic
December 1, 2025 at 2:28 PM
Enterprise LLM market share
Open AI losing share fast to Anthropic
Meta (one of the biggest capex spenders) just noise
Coding is one of the few actual enterprises use cases
is also led by Anthropic
Open AI losing share fast to Anthropic
Meta (one of the biggest capex spenders) just noise
Coding is one of the few actual enterprises use cases
is also led by Anthropic
www.ft.com/content/8c95...
LMFAO
Blue Owl tried to mark itself to market and was like
Nah this shit sucks
LMFAO
Blue Owl tried to mark itself to market and was like
Nah this shit sucks
Blue Owl private credit fund merger leaves some investors facing 20% hit
Asset manager blocks redemptions from one of its first private debt vehicles targeting wealthy individuals
www.ft.com
November 19, 2025 at 2:23 PM
www.ft.com/content/8c95...
LMFAO
Blue Owl tried to mark itself to market and was like
Nah this shit sucks
LMFAO
Blue Owl tried to mark itself to market and was like
Nah this shit sucks
Finally listened to the Gundlach Odd Lots
He was cooking until the last 10m
Then he drawer of dildos and got his inner crank all worked up
It's always hilarious when rightwing cranks get worked up over the debt
It's like grandpa Abe yelling at the clouds after snorting weapons grade meth
He was cooking until the last 10m
Then he drawer of dildos and got his inner crank all worked up
It's always hilarious when rightwing cranks get worked up over the debt
It's like grandpa Abe yelling at the clouds after snorting weapons grade meth
November 19, 2025 at 12:42 PM
Finally listened to the Gundlach Odd Lots
He was cooking until the last 10m
Then he drawer of dildos and got his inner crank all worked up
It's always hilarious when rightwing cranks get worked up over the debt
It's like grandpa Abe yelling at the clouds after snorting weapons grade meth
He was cooking until the last 10m
Then he drawer of dildos and got his inner crank all worked up
It's always hilarious when rightwing cranks get worked up over the debt
It's like grandpa Abe yelling at the clouds after snorting weapons grade meth
This is great because regional banks are lending to Non ban financial institutions who are then lending to private credit
who are in turn lending to the data center coke dealers
who are in turn lending to the data center coke dealers
NEW: Top supervisors at the Fed's 12 reserve banks and senior staff in Washington received a memo on Oct 29 with directives fundamentally changing how the central bank oversees banks
It is part of a sweeping overhaul led by Bowman
🎁🔗 www.nytimes.com/2025/11/17/b... @nytimes.com
It is part of a sweeping overhaul led by Bowman
🎁🔗 www.nytimes.com/2025/11/17/b... @nytimes.com
Wall Street’s Top Cop Ushers In Lighter-Touch Oversight of Banks
www.nytimes.com
November 17, 2025 at 11:56 PM
This is great because regional banks are lending to Non ban financial institutions who are then lending to private credit
who are in turn lending to the data center coke dealers
who are in turn lending to the data center coke dealers
Margin debt now higher than 2021 mania but still has
headroom to 99 bubble peak
Let's go degens you can do it!
headroom to 99 bubble peak
Let's go degens you can do it!
November 17, 2025 at 1:16 PM
Margin debt now higher than 2021 mania but still has
headroom to 99 bubble peak
Let's go degens you can do it!
headroom to 99 bubble peak
Let's go degens you can do it!
Art of the kneel
November 17, 2025 at 12:56 PM
Art of the kneel
Did they use Perplexity to orchestrate this smooth op?
“.. During Target’s recent layoffs, some employees logged on to a Zoom call—only to discover an audio glitch in the first few minutes that prevented them from hearing parts of the conversation. The company later emailed workers to apologize ..”
@wsj.com
www.wsj.com/business/lay...
@wsj.com
www.wsj.com/business/lay...
November 17, 2025 at 12:53 PM
Did they use Perplexity to orchestrate this smooth op?
The first lesson of VC is if you're going to light money on fire
make sure the flame is big and beautiful
make sure the flame is big and beautiful
XAI RAISES $15B IN SERIES E ROUND - CNBC
November 13, 2025 at 3:06 PM
The first lesson of VC is if you're going to light money on fire
make sure the flame is big and beautiful
make sure the flame is big and beautiful
Really excited for the introduction of leverage into the
Data Center boom
Data Center boom
BofA: Borrowing to fund AI datacenter spending has exploded
November 13, 2025 at 2:11 PM
Really excited for the introduction of leverage into the
Data Center boom
Data Center boom
Alex Karp seems like a solid of Steward of capital
And anyone who thinks otherwise is just ableist
And anyone who thinks otherwise is just ableist
November 11, 2025 at 5:24 PM
Alex Karp seems like a solid of Steward of capital
And anyone who thinks otherwise is just ableist
And anyone who thinks otherwise is just ableist
Wow 7X cash flow
Treehouse was a pretty crappy company
but indicative how hated food companies are
Treehouse was a pretty crappy company
but indicative how hated food companies are
TreeHouse Foods to be taken private in $2.9 billion deal reut.rs/3WNXOyr
TreeHouse Foods to be taken private in $2.9 billion deal
TreeHouse Foods said on Monday it will be taken private by European investment group Investindustrial in an all-cash deal valuing the packaged food maker at $2.9 billion, sending its shares up 19% in premarket trading.
reut.rs
November 10, 2025 at 1:05 PM
Wow 7X cash flow
Treehouse was a pretty crappy company
but indicative how hated food companies are
Treehouse was a pretty crappy company
but indicative how hated food companies are
Reposted by Karl Hungus
“.. As the raids have continued, consumers have started to question whether the company’s silence makes it an accomplice to the sweeps rather than merely the backdrop. .. A backlash is coming for the company.”
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
November 10, 2025 at 12:48 PM
“.. As the raids have continued, consumers have started to question whether the company’s silence makes it an accomplice to the sweeps rather than merely the backdrop. .. A backlash is coming for the company.”
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
@bloomberg.com $HD
www.bloomberg.com/opinion/arti...
Looks like more fintwit refugees here
Going to skeet more for sure
Going to skeet more for sure
November 10, 2025 at 12:54 PM
Looks like more fintwit refugees here
Going to skeet more for sure
Going to skeet more for sure
Reposted by Karl Hungus
Worth tracking these data closely.
March 2, 2025 at 9:02 PM
Worth tracking these data closely.
We do not, in fact, 'have to feel for'
Nazis
Nazis
Altman on Musk: "Probably his whole life is from a position of insecurity, I feel for the guy... I don't think he's a happy person."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Altman Blasts Musk’s Purchase Offer as Attempt to Slow OpenAI
OpenAI Chief Executive Officer Sam Altman rebuffed Elon Musk’s $97.4 billion offer to take control of the artificial-intelligence startup for the second time in less than a day, accusing the world’s r...
www.bloomberg.com
February 11, 2025 at 1:49 PM
We do not, in fact, 'have to feel for'
Nazis
Nazis
Futures cratering
Oil up
Trump kneecapping the American economy by attacking our closest allies
Oil up
Trump kneecapping the American economy by attacking our closest allies
February 2, 2025 at 11:16 PM
Futures cratering
Oil up
Trump kneecapping the American economy by attacking our closest allies
Oil up
Trump kneecapping the American economy by attacking our closest allies
Non zero chance we never make it to the mid terms
February 2, 2025 at 5:24 PM
Non zero chance we never make it to the mid terms
Reposted by Karl Hungus
Can someone print this up in poster size and deliver to Number 10 please? www.ft.com/content/44b2...
January 21, 2025 at 11:50 AM
Can someone print this up in poster size and deliver to Number 10 please? www.ft.com/content/44b2...
CNBC is a joke
Palantir CEO whining about discrimination against White men
And Ross Sorkin doesn't even bother to push back
Palantir CEO whining about discrimination against White men
And Ross Sorkin doesn't even bother to push back
January 9, 2025 at 1:32 PM
CNBC is a joke
Palantir CEO whining about discrimination against White men
And Ross Sorkin doesn't even bother to push back
Palantir CEO whining about discrimination against White men
And Ross Sorkin doesn't even bother to push back