iiinova — where your digital self keeps evolving

Karl Hungus @l0gjammin.bsky.social · 1h

Relief coming for bonds? 19 year yield flagging bearish macd crossover from very overbought levels

110

Karl Hungus @l0gjammin.bsky.social · 1h

Seems down for 6 consecutive sessions now at 50 day support

000

Karl Hungus @l0gjammin.bsky.social · 8h

Private equity wonders kinda works too

020

Karl Hungus @l0gjammin.bsky.social · 8h

I guess the agents are better at relating to their children

010

Karl Hungus @l0gjammin.bsky.social · 12/10/2026

Shocked and proud to report American leftists are not as stupid as this pudding brained idiot

000

Karl Hungus @l0gjammin.bsky.social · 09/10/2026

Non Zero chance Kash Patel ends up in a gorilla suit on his way to CECOT in the next couple years due to hilarious misunderstanding

000

Karl Hungus @l0gjammin.bsky.social · 09/10/2026

Ok let's see Terminal Multiple 88x discount rate 0.420% Growth rate 69% for the next 14 years yup checks out

000

Reposted by Karl Hungus

Rav BOO!dram 🎃👻 @rvbdrm.com · 09/10/2026

She wrote this op-ed last year.

Screenshot of a New York Times opinion guest essay.

“OPINION
GUEST ESSAY

My U.N. Commission’s Finding: Israel Is Committing Genocide

Sept. 16, 2025”

Below the headline is a large Reuters photograph showing a grieving person dressed in purple, hunched forward with their face buried in their hands. Several people surround and comfort them, resting their hands on their shoulders, arms, and head. Another person wearing a light purple headscarf leans in from the left.

Mahmoud Issa/Reuters

By Navi Pillay

“Ms. Pillay is the chair of the U.N. Independent International Commission of Inquiry on the Occupied Palestinian Territory, including East Jerusalem, and Israel.”

8578175

Karl Hungus @l0gjammin.bsky.social · 09/10/2026

Alex Wang is very proud of his Muse $META Barron's Adam Levine unimpressed

000

Reposted by Karl Hungus

Smooth Dunk @smoothdunk2.bsky.social · 09/05/2026

when u tax the rich

4 panel comic

Panel 1:
An irate rich husband in a tuxedo is screaming at his rich wife, who is freaking out in a fancy dress.
Rich Husband: Darling, they’re TAXING US
Rich Wife: NO

Panel 2:
Rich Husband (looking disgusted): The bastards are TAXING US
Rich Wife (fists clenched, looking mad): NO

Panel 3:
The rich couple are now hugging and weeping.
Rich Husband: We’ll only have enough money to live in luxury for the rest of our lives
Rich Wife: Oh God

Panel 4:
Close up of Rich Husband, eyes huge, tears streaming. He whispers: Now I know how the slaves felt

192180515913

Karl Hungus @l0gjammin.bsky.social · 09/10/2026

how bad have industrial stocks been? That little move in red yesterday felt like face ripper rally $XLI

010

Karl Hungus @l0gjammin.bsky.social · 09/10/2026

It'll take Space X $SPCX 5-10 years to be build a terrestrial network, but winning the Auction (widely expected) means it would be on the shorter end of that range. The legacy carriers getting hit any hard anyway $T $TMUS $VZ good for the tower guys. $CCI has a juicy 6% yield but a terrifying chart

110

Karl Hungus @l0gjammin.bsky.social · 09/10/2026

This is the kind of piercing insight David Zavrof got paid the big bucks for at Jeffries. I for one sleep better at night He's at treasury.

020

Reposted by Karl Hungus

Comfortably Boo @numb.comfortab.ly · 08/10/2026

Literally all these dudes

211614446

Karl Hungus @l0gjammin.bsky.social · 08/10/2026

FT chart on physical vs futures Between 2007 & 2019, the Std Dev of the spread btwn spot Brent vs futures was about $1 a barrel. This year, it has risen to nearly $8 a barrel & even exceeded $20 in September, highlighting how ineffective futures are at capturing the true state of physical balances.

000

Karl Hungus @l0gjammin.bsky.social · 08/10/2026

Look like those Citrini interns are back in the news

000

Karl Hungus @l0gjammin.bsky.social · 08/10/2026

The $XMAG ETF w a bearish head and shoulders top formation

000

Karl Hungus @l0gjammin.bsky.social · 08/10/2026

god this makes payolla look wholesome

000

Karl Hungus @l0gjammin.bsky.social · 08/10/2026

why so mean Helene? why want narrow? why? why hate small?

100

Karl Hungus @l0gjammin.bsky.social · 08/10/2026

It'd be genuinely hilarious if the only regime change, we see in the Middle East is in Saudi Arabia

000

Karl Hungus @l0gjammin.bsky.social · 08/10/2026

Did not notice how much $GOOGL has been underperforming the $MAGS Chart has been nothing but chop for +6 months

000

Karl Hungus @l0gjammin.bsky.social · 08/10/2026

OAI gaining share vs Anthropic in the enterprise by offering cheaper, cost-efficient models. from WSJ

000

Karl Hungus @l0gjammin.bsky.social · 08/10/2026

Interesting blurb this morning from JPM on this topic "Agents are escaping but how good are the controls?"

000

Karl Hungus @l0gjammin.bsky.social · 08/10/2026

Good morning corpizens Did you have a midterm rally penciled into your expectations? Well, let me tell you what happens when "rate fears" get invited to the party

000

Karl Hungus @l0gjammin.bsky.social · 07/10/2026

So far, I have been spectacularly wrong! As I usually am when I talk bonds note to self: never get out of the Equity Lane

000

Karl Hungus @l0gjammin.bsky.social · 07/10/2026

There's a lot to dislike about Gen AI and tech as an industry in general, but this pudding brained shit is just emabrassing.

000

Karl Hungus @l0gjammin.bsky.social · 07/10/2026

The "Attitude" to work in a foxconn factory

000

Karl Hungus @l0gjammin.bsky.social · 07/10/2026

I've been credibly informed that its months not days 8 days was impressive enough

000

Karl Hungus @l0gjammin.bsky.social · 07/10/2026

Stay long and strong folks Theres still plenty of cream in this tube

000

Karl Hungus @l0gjammin.bsky.social · 07/10/2026

I'm very tired and very sleepy

000

Karl Hungus @l0gjammin.bsky.social · 07/10/2026

From Jeffries 8 days of Cybersecurity strength The Maccabeans would be proud!

110

Karl Hungus @l0gjammin.bsky.social · 07/10/2026

Insurance funds holding "Investment Grade" Space X bonds $SPCX

000

Karl Hungus @l0gjammin.bsky.social · 07/10/2026

$SPCX to raise $40b to buy $NVDA GPU's They note “Insurance and pension funds would be able to buy SpaceX’s debt due to its BBB credit rating, the second-lowest investment-grade ranking. Such funds take much more limited positions in junk-rated notes.”

010

Karl Hungus @l0gjammin.bsky.social · 07/10/2026

Good morning patriotic corpizens How many of you are taking $25k to run oil out the Strait of Hormuz

000

Karl Hungus @l0gjammin.bsky.social · 06/10/2026

got this from Semianalysis last night Subscriptions make up 10% of revs but over 40% of compute costs for Claude. They lower blended revenue per MW by $36m According to SA: subscriptions even more important for OAI the same $200 Clause Plan is worth <10x in API value

110

Karl Hungus @l0gjammin.bsky.social · 06/10/2026

related: Indexes hitting all time highs but industrials still not participating $XLI

000

Karl Hungus @l0gjammin.bsky.social · 06/10/2026

Berkshire buying $LEN into the abyss another 2.4MM shares on 10/1-2 duration trade

000

Karl Hungus @l0gjammin.bsky.social · 06/10/2026

Good morning corpizens, except to all the commies at the FT starting to reverberate?? starting? 65% of the $SPX already broken down

100

Reposted by Karl Hungus

Justin Baragona @justinbaragona.bsky.social · 05/10/2026

What is really interesting in this exchange is that he fully put Martha MacCallum on the defensive to the point where she was trying to act like she hasn't been a cheerleader for this war -- which anyone who has watched her program the past year can say in unequivocably false.

241056146

Karl Hungus @l0gjammin.bsky.social · 05/10/2026

Congratulations to all you crazy bastards who bought the March 2000 peak and held on. im sure there's dozens of you out there

020

Karl Hungus @l0gjammin.bsky.social · 05/10/2026

chat define: hubris and give me an example of it in markets

020