Thomas Thornton
@TommyThornton
Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund manager
7.7K Following 137K Followers
Outlook seems to be working again
It's not hard to believe the circular financing deals will be reigned in now that Jensen is gone. The board has to get more involved, and the CFO, now CEO, who seemed to have some concerns, will also temper the mania in financing. They may not explicitly say it, but do it quietly. If anyone thinks things will be just as they have been under Jensen, they might be in for a surprise
Show more
If you are an $NVDA shareholder and also hold $TSLA and $SPCX, and you didn't expect key-man risk with Jensen, it's 100x more dangerous with Elon.
Jensen was a rascal. Starting to look like the class action lawyers are getting enough women coming forward who had a 'relationship' to file a lawsuit
Just sent an email with Hedge Fund Telemetry trade ideas update: Adding a starter size with an ETF on the long side
One small difference is that when Steve Jobs left Apple, they were not under investigation for potential export control smuggling which is a criminal offense.
Just sent an email with Hedge Fund Telemetry trade ideas update: Adding to a current short - a Mag 7 stock
I could see Charlie Kawwas, the President of the Semiconductor Solutions Group at Broadcom as the next CEO of $NVDA
The number of stocks with DeMark Sequential sell Countdown 13s developing within $SPX is among the highest I've seen since the beginning of the year. More on the next Hedge Fund Telemetry note
*TRUMP JENSEN CALLED AND HE WANTS ME TO MAKE A DEAL WITH HIS WIFE
Jensen: "At least SHE wasn't a spy"
It's not hard to say the $NVDA earnings call next Tuesday will be unique.
*JENSEN HUANG SAID TO HAVE HAD AFFAIR WITH NVIDIA EXECUTIVE: NYT - What a rascal!
Adding two new Hedge Fund Telemetry short ideas - subs watch your email or the dashboard. Just short term
The lift with semi's and AI neoclouds is more a put squeeze as put buying has been extremely heavy
Cray cray
People are trying to pre-flip a half a yard of ANT for a 5% pop? Wtf is this, absolute maidenless behavior.
Nomura desk: Levered ETF selling now $41.2B , 2nd highest on record - Only Jun 5th 2026 was higher at -$51B
The Anthropic Iceberg
*TRUMP: THE BOND MARKET CALLED AND WANTS TO MAKE A DEAL
