Ideas, not investment advice. https://xitter.cf/t.co/gHdXDHpkWP https://xitter.cf/t.co/a7XGHPeNZT
Miami
Joined January 2011
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Simons Chase retweeted
@AmericanAir I’ve had the worst travel experience of my entire career tonight. AA 1762 to Kansas City. The worst I’ve ever seen passengers treated.
Simons Chase retweeted
even after 7% rally today its at 26% disco to BV
for a company covering the divvy by 100+%
what people miss is $RITM is not really an mREIT at all anymore
no exposure to GSE bonds however when spreads widen and rates rise , its MSR go up in value as prepays head to zero
Simons Chase retweeted
Capitalism works if and only if all members see themselves as "pre-rich" or "feasibly-rich-if-they-wanted-it-badly-enough". Remove that and the system collapses.
Simons Chase retweeted
AT&T says wireless data traffic on its network has grown 20,000% since the iPhone debuted in 2007.
RFK Jr.’s HHS launches inquiry into potential health risks associated with wireless radiation, including exposure from 5G towers & Wi-Fi. Meaning: this is lead gen for graft and corruption. The inquiry will propel related tech companies to funnel billions into campaign coffers and “not for profit” entities with $1m board seats, grant programs (to fund captured research) and Caribbean trips that host study groups. The inquiry will lead to a safety commission created in the Caribbean, funded by the grant programs and approved by the Board members who happen to be owed a favor by the political machine in DC. No change in wireless radiation policy.
Simons Chase retweeted
JUST IN: Silicon Valley engineer tells wife he would rather use an “AI voice clone” to read bedtime stories to their baby, sparking viral debate.
When does AI take off? When open-weight models running on bankruptcy-priced compute. Creditors-turned-owners have every incentive to run flat out at anything above power and opex rather than wait for a recovery.
Simons Chase retweeted
In 1976, scientists warned La Soufrière was about to blow and wipe out Basse-Terre, Guadeloupe. 70,000+ people fled.
Werner Herzog heard a few locals refused to leave.
So he flew straight toward the volcano to film them.
The film is called "La Soufrière." Almost nobody has seen it. 🌋
Simons Chase retweeted
I've found that the people who complain about unfair advantages never spend time building their own.
Pol Pot became a communist in Paris, where he studied on a scholarship from 1949 to 1953. There he joined a secret Marxist study circle of Khmer students (including future Khmer Rouge leaders like Ieng Sary) and the French Communist Party, then heavily Stalinist, absorbing its emphasis on secrecy, discipline, and purges. After returning to Cambodia he trained under Vietnamese communist cadres, and a 1965–66 visit to China on the eve of the Cultural Revolution added the Maoist model of radical peasant revolution that shaped his regime. He then returned to Cambodia and, after seizing power in 1975, became one of the world's most vicious mass murderers, presiding over a regime that killed an estimated 1.5 to 2 million people, roughly a quarter of the country's population, in under four years.
The corporation becomes a thin layer of ownership, assets, and accountability. It wraps around an AI mind built from the purchased memory of competitors and enriched with synthetic data. The middle of the firm never gets built. White-collar work and traditional SaaS are absorbed into that mind. How else will $3 trillion+ in AI investment be repaid? Inquire about purchasing SYNTHETIC.com.
Simons Chase retweeted
What it's like to judge at the Caribbean Rum Awards in @stbarthtourism caribjournal.com/2026/09/25/…
Simons Chase retweeted
Great piece by @BanyanLaneCap on $STLN. People waking up to this name and expecting more growth to come with the next earnings report. Our 30+ page note from December is linked below).
Simons Chase retweeted
Geology without governance is a museum. Governance without geology is a speech.
Colombia has both tracks aligned.
Robust geological potential with real money being spent to unlock future deposits, agile project development, and a clear invitation by the Vice President of Colombia @jrestrp to private capital - delivered to investors in New York today.
The time for Colombia to join the world's mining ranks is now!
@acmineriacol @CollectiveCNL ($CNL)
Uno de los primeros pronunciamientos del vicepresidente José Manuel Restrepo en su agenda con inversionistas en Nueva York tuvo lugar en el Concordia Annual Summit, donde destacó el potencial de Colombia para convertirse en un actor relevante dentro de las nuevas cadenas de suministro de minerales críticos.
El país ha dejado claro su compromiso de avanzar del potencial geológico al desarrollo ágil de proyectos, con reglas claras, participación privada y condiciones que aseguren inversiones sostenibles de largo plazo.
Simons Chase retweeted
A couple small cap biotech names I believe are undervalued and under followed with potentially re-rating catalysts in the next 3-6 months. Both companies are funded well past these potential inflection points. NFA
$KZIA - $180 mil market cap, $100 mil EV
Lead Asset: Paxalisib - PI3k/mTOR dual inhibitor. Brain penetrant. Well tolerated. Very strong early signal in TNBC & expanding into HR+ and CRC. Robust depletion of CTCs, CTC clusters, and Terminally exhausted T Cells suggest that Paxalisib reinvigorates the immune system. 83% ORR in initial TNBC cohort. Very hot space with $CELC and $FTH trading at $4.5 bil and $1 bil respectively. KZIA lead asset is only ~1 quarter behind FTH lead asset in HR+ breast but trades at $760 mil less enterprise value. I believe this gap should start to shrink as KZIA publishes more data across their breast cancer clinical trials.
Catalysts:
Dec - San Antonio Breast, update on new and existing TNBC patients
Mid-year 2027 - Initial HR+ dataset
$EPRX - $545 Market Cap, $412 Mil EV
Lead Asset: EP-104GI - Extended Release Fluticasone targeting once per year treatment of Eosinophilic Esophagitis (EoE). Open label data to date has been quite strong showing similar efficacy to Dupixent. I believe a once per year dosing schedule with full year suppression of EoE symptoms could present a potential blockbuster opportunity for $EPRX and would be used before Dupixent in most cases. With the strength of Dupixent launch in past 18 months, EoE is hotter than ever and the market should reward a positive phase 2 here.
Catalysts:
September - 12 month open label symptom data
December - 6, 9, and 12 month data from randomized EoE trial
Simons Chase retweeted
$CNL has just announced Apollo’s maiden mineral resource… a proud day for our team, but certainly not a moment to stand still.
What excites me is not simply the scale of this first estimate… it is the combination of scale, grade, a surprising large, high-grade open pit with a low strip ratio, the high-grade at the Ramp Zone, and the opportunity to keep growing.
We see a favorable backdrop in Colombia… and we are positioning Collective to seize that opportunity. We deliberately accelerated this maiden Mineral Resource so we could, in turn, accelerate the project’s path toward licensing—with submission of our environmental licence application now targeted for H2 2027. We are not waiting to finish discovering before doing the work needed to advance responsibly toward development.
And there is plenty more discovery work ahead… approximately 40,000 metres of additional drilling have already been completed since the March 31, 2026 database cut-off. None are included in today’s estimate.
With 13 rigs operating across Guayabales, we are pursuing that opportunity aggressively. Exploration, engineering and environmental work are advancing together… growing the resource while building the foundation for the project’s next chapter.
For our shareholders, our team and our partners in Colombia, today is a milestone worth celebrating. For me, it is also a powerful incentive to push harder.
newswire.ca/news-releases/co…
Simons Chase retweeted
DSA propagandist tells only in America tale of (1) being born rich in NYC, (2) the family going through a tough time and being priced out of the city, (3) waking up in [god awful] Akron Ohio and (4) vowing to return to the best city in the world.
She misses the entire point that NYC is more expensive and competitive precisely because 99.999% of people - if money were no object - would prefer to live in NYC and not Akron Ohio. Everything that makes NYC great is because it isn’t designed to be a city affordable to everyone…if you desire affordability, try Ohio.
If she is smart enough and hard working enough for the mayor, she is smart enough to get an investment banking job and make enough money to live here…but she doesn’t WANT a job that “doesn’t fulfill” her. She believes she has an inalienable right to do what she wants and the world MUST conform to her. If it doesn’t, she vows to BURN IT ALL DOWN.
A reasonable alternative approach to her “mission” isn’t endless transfer payments to a politically selected class of “takers.” No, a better solution would be funding more programs the improve education, training and high skilled job opportunities to a more broad community. And, also, to encourage more business investment and hiring in NYC - which would be at the expense of cities across the country…like Akron Ohio.
