iiinova — where your digital self keeps evolving

Morgan³ @morgan03.bsky.social · 12/06/2026

What’s next? What comes after trillionaire? $SPCX $TSLA

Morgan³ @morgan03.bsky.social · 12/05/2026

New Yorkers don’t know how good you guys have it: gas has a $4 handle, your freeway traffic at least moves and your graffiti is generally tastefully applied to walls along the 495 🍎

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Morgan³ @morgan03.bsky.social · 04/05/2026

Lost my dad a month ago. It happened so fast. For the first week or so after the diagnosis I just tried getting him “help” - appointments, new treatments, new docs or anything. He was gone in 3 weeks. My brain has been in a fog ever since.

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Morgan³ @morgan03.bsky.social · 29/03/2026

What it does to the body and the mind is just viscous. I’ll spare the details.

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Morgan³ @morgan03.bsky.social · 29/03/2026

Three weeks ago my dad spoke in public. Two weeks ago he could slowly walk up stairs with help and could speak with a soft voice. This weekend he can’t get out of bed and can barely speak when he’s not asleep.

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Morgan³ @morgan03.bsky.social · 27/03/2026

The dodgers are undefeated and well on their way to a three-peat #Dodgers #Doyers

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Morgan³ @morgan03.bsky.social · 27/03/2026

FDA approves Kresladi while awarding a PRV $RCKT Still a long way to go.

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Morgan³ @morgan03.bsky.social · 26/03/2026

The TSA lines (all of them) at JFK deserve their own Circle of Hell. My God It’s a mess.

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Morgan³ @morgan03.bsky.social · 26/03/2026

Also, spotted on Canal St next to Goyard hand bags and LV wallets #OddLots #podcast #bbq cc @weisenthal.bsky.social

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Morgan³ @morgan03.bsky.social · 26/03/2026

I lived in NYC 20 years ago and have been visiting for work (pleasure) several times a year ever since and I don’t think I’ve taken the same way to JFK more than once ✈️

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Morgan³ @morgan03.bsky.social · 25/03/2026

Full disclosure: No fumo 🚬

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Morgan³ @morgan03.bsky.social · 25/03/2026

One can’t even enjoy an evening cigarette in NYC without it being overpowered by fifty people smoking weed close by 🤷

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Morgan³ @morgan03.bsky.social · 24/03/2026

Got to LAX extra early this morning and TSA line was actually quick, pleasant (for LAX TSA standards) and no ICE in sight. Touchless TSA Pre is worth every penny.

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Morgan³ @morgan03.bsky.social · 11/03/2026

Watched our guide clip a tree with his face earlier. Took it like a champ and treated it with tequila

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Morgan³ @morgan03.bsky.social · 09/03/2026

Naz, Growth and Tech all green. 🍻

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Morgan³ @morgan03.bsky.social · 09/03/2026

Higher rates. Less leverage. Higher entry multiples. 🔪 🖐️

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Morgan³ @morgan03.bsky.social · 09/03/2026

Lost some fingers in a few financial names but thankfully no limbs have been taken. Sizing is everything.

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Morgan³ @morgan03.bsky.social · 07/03/2026

OMG. Burn them all with fire and scatter their ashes.

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Morgan³ @morgan03.bsky.social · 07/03/2026

Explain a plot badly: a young man lost in the desert joins forces with religious terrorists and stages a coup riding worms.

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Morgan³ @morgan03.bsky.social · 07/03/2026

word of the day: Basque Cheesecake

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Morgan³ @morgan03.bsky.social · 06/03/2026

Adult age humans woke up, went outside and still decided to own financial stocks today.

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Morgan³ @morgan03.bsky.social · 06/03/2026

The private credit funds I've looked at all have about 5-7% of their portfolios in a liquidity sleeve for general liquidity purposes (redemptions) and the average life of a 5-7 year loan is closer to 3 years due to prepayments & refis. But yes, I own too many Alts Mgr stocks so I'm still sad

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Morgan³ @morgan03.bsky.social · 06/03/2026

$IOT (Samsara) net new ARR growth accelerated bigly for the third consecutive quarter (5% at 1Q to 19% 24% & 33% at 4Q). Dash cams for trucks aret going away anytime soon.

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Morgan³ @morgan03.bsky.social · 05/03/2026

Delta charges over $1300 to fly 200 miles a week out. 🥂

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Morgan³ @morgan03.bsky.social · 05/03/2026

I need to be in Elko, NV next week. Flying from BUR to EKO is almost $1000 more than just flying to SLC and renting a car for a 3 hour drive. Delta is a master of the shakedown.

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Morgan³ @morgan03.bsky.social · 01/03/2026

Sorry for the double post, but it’s a fascinating, well written article with noting to do with Trump, ICE or Iran and you all need a break (gift 🎁) After Avalanche Warnings, a Sierra Nevada Tragedy www.nytimes.com/2026/02/19/u...

nytimes.com

After Avalanche Warnings, a Sierra Nevada Tragedy

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Morgan³ @morgan03.bsky.social · 24/02/2026

Co's on deck to IPO > last 25+ years of IPO proceeds

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Morgan³ @morgan03.bsky.social · 24/02/2026

Yes I talk a lot of shit but I practice what I preach. Thankfully amazing professions like Emily (guide) and Harry (pilot) kept us safe and made last week so incredible.

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Reposted by Morgan³

Morgan³ @morgan03.bsky.social · 13/02/2026

You can’t simultaneously believe (a) AI is world-transformative and deflationary and (b) the AI capex won’t be profitable for the investors—pick a lane (sell the capex-heavy leaders vs sell software, but selling “everything tech” is lazy/excessive…. Or not

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Morgan³ @morgan03.bsky.social · 24/02/2026

Checking in on some of the names I follow: (NSFW)

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Morgan³ @morgan03.bsky.social · 23/02/2026

Remember if that Citrini guy is right, you can still get tacos from a random truck with out of state plates at 2AM

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Morgan³ @morgan03.bsky.social · 23/02/2026

Canada lost two championships by this much

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Morgan³ @morgan03.bsky.social · 23/02/2026

Tuesdays SOTU address is going to be shitshow. It was never in doubt, but the stars have aligned for an epic meltdown at our expense.

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Morgan³ @morgan03.bsky.social · 23/02/2026

Market feels weird. Even on up days, the tone feels unsettled of late. The sharp snapbacks in big tech (like Wed move) seem more like tactical short covering and FOMO driven buying off oversold levels than high conviction repositioning...

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Morgan³ @morgan03.bsky.social · 22/02/2026

Me and the boys up high in our happy place skiing on 50” of new snow over the past several days

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Morgan³ @morgan03.bsky.social · 20/02/2026

NFL Hall of Famer Steve Young's PE Firm HGGC Collects $3.2 Billion for Fifth Fund 🏈💰

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Morgan³ @morgan03.bsky.social · 20/02/2026

I own too many financials and PE firms. My second best investment in the depths of the pandemic was buying $BX common (in the $30s) and LEAPS. So take all of this with a grain of salt. But

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Morgan³ @morgan03.bsky.social · 20/02/2026

So $OWL says the sold some private credit positions to North American pension funds & insurance companies at 99.7% of par. Almost everything I read online (looking at you FT, and stock guys opining on private credit on the other hellsite). I like to give the benefit of the doubt to *most*

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Morgan³ @morgan03.bsky.social · 20/02/2026

Now do Epstein’s *TRUMP SAYS US TO BEGIN RELEASING FILES RELATING TO ALIENS, UFOS

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Morgan³ @morgan03.bsky.social · 20/02/2026

I skied alone because “No Friends on a powder day” IYKYK

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Morgan³ @morgan03.bsky.social · 20/02/2026

I arrived in Park City (DV) to wait in line to ski the Daly Chutes, as did a couple dozen of my dearest friends.

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Morgan³ @morgan03.bsky.social · 18/02/2026

Know what you own and why you own it. Rinse & repeat. BTW this just doesn’t apply to equities.

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