@TMTLongShort

Recent Activity

• Apr 12, 2026 21:38 UTC · research · Twitter
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• Apr 12, 2026 20:14 UTC · research · Twitter
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• Apr 12, 2026 20:12 UTC · research · Twitter
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  Biden actually will deserve credit if regime change is ultimately accomplished in Iran. You see a critical step was getting complete unwavering buy-in from b...
• Apr 12, 2026 18:28 UTC · research · Twitter
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• Apr 12, 2026 17:50 UTC · research · Twitter
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• Apr 12, 2026 17:43 UTC · research · Twitter
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• Apr 12, 2026 17:30 UTC · research · Twitter
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• Apr 12, 2026 16:41 UTC · research · Twitter
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• Apr 12, 2026 16:40 UTC · research · Twitter
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  @GeoPDude @tylermacro10 Don’t think that’s likely for any meaningful duration
• Apr 12, 2026 16:39 UTC · research · Twitter
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  @William10874873 See prior tweets re liquidity and gulf states committing capital
• Apr 12, 2026 16:27 UTC · research · Twitter
  TSM
• Apr 12, 2026 16:24 UTC · research · Twitter
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• Apr 12, 2026 16:23 UTC · research · Twitter
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• Apr 12, 2026 16:23 UTC · research · Twitter
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• Apr 12, 2026 16:23 UTC · research · Twitter
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• Apr 12, 2026 16:22 UTC · research · Twitter
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• Apr 12, 2026 16:21 UTC · research · Twitter
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  @GeoPDude @tylermacro10 The world isn’t the one running things 😉 just the American voter.
• Apr 12, 2026 16:21 UTC · research · Twitter
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• Apr 12, 2026 16:19 UTC · research · Twitter
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• Apr 12, 2026 14:00 UTC · research · Twitter
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Active Positions

• No active positions.

Key Tickers

• NVDA2
• AMAT1
• LITE1
• SNDK1
• SPX1
• TSEM1
• TSM1

Track Record