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Maybe Lou Pai

@thepreaux.bsky.social
485 followers 488 following 4.2K posts

Extremely mid value human capital

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Maybe Lou Pai @thepreaux.bsky.social · 08/10/2026
Okay, we are cooking again. I don’t think this little taper in spot VIX is long for this world.
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Maybe Lou Pai @thepreaux.bsky.social · 07/10/2026
Nicely timed article, given that $MU union workers overwhelming voted in favor of a strike after bonus and profit sharing talks failed. It’s nothing but games at this point.
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Maybe Lou Pai @thepreaux.bsky.social · 07/10/2026
Bring back Momma Yellen. We didn’t want some prick Treasury Sec who loves being on TV.
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Maybe Lou Pai @thepreaux.bsky.social · 06/10/2026
I’ve dialed my trading back significantly since last week. Some weird times. Doesn’t feel great holding cash so short end of the curve?
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Maybe Lou Pai @thepreaux.bsky.social · 06/10/2026
While unlikely, let’s say this Russian plague shit results in COVID-style lockdowns. Where is your money best placed?
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Maybe Lou Pai @thepreaux.bsky.social · 05/10/2026
Same logic applies to market intervention.
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Maybe Lou Pai @thepreaux.bsky.social · 05/10/2026
Chronic, irreversible currency debasement. Because they won’t let a deflationary route happen.
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Maybe Lou Pai @thepreaux.bsky.social · 02/10/2026
Financial repression. Own assets.
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Maybe Lou Pai @thepreaux.bsky.social · 30/09/2026
Tried to tell you dingleberries
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Maybe Lou Pai @thepreaux.bsky.social · 23/09/2026
For our US AI labs, they’ve reached the peak of the frontier model in my opinion. There are diminishing returns on chasing new benchmark smashing models.
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Maybe Lou Pai @thepreaux.bsky.social · 23/09/2026
I hope Scott Bessent is having an absolutely shite day.
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Maybe Lou Pai @thepreaux.bsky.social · 23/09/2026
Why would those trans youth sports stars make it so expensive to fill up my F350? Goddamn, if they would have just stopped pissing in litter boxes at the middle school, I would have been able to vote for Kamala and I wouldn’t be quoted 7.6% on a jumbo mortgage for a 1,800 sqft boomer-neglected home.
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Maybe Lou Pai @thepreaux.bsky.social · 18/09/2026
Took a long hiatus from this app. It will cloud your judgment if you are trading through this environment. I took a week off from it and had so much success I made it two, then four, etc. Of course I sign on this morning and it’s more of the shit I left. Good luck out there.
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Maybe Lou Pai @thepreaux.bsky.social · 14/08/2026
But back here on earth where the starship always crashes…
static.klipy.com
Elon Musk's Funny Dance Party
ALT: Elon Musk's Funny Dance Party
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Maybe Lou Pai @thepreaux.bsky.social · 14/08/2026
Caught that little puke in semis.
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Maybe Lou Pai @thepreaux.bsky.social · 14/08/2026
$1.5b in outflows on $SOXX yesterday. That’s a drop of 3.6% in AUM. Not insignificant. Would need some juice to see that run up to 572ish.
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Maybe Lou Pai @thepreaux.bsky.social · 14/08/2026
Still flat premarket, very surprising to me.
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Maybe Lou Pai @thepreaux.bsky.social · 14/08/2026
It’s actually a surprise to me that $HII is basically flat overnight. That is either a huge redesign effort and a huge contract change w/ fresh funding or he pushes them to do it for free “to fix it.” But no, flat. Honestly, that’s a completely new carrier class. There is no retrofit.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
static.klipy.com
Auto Shotgun Machinegun
ALT: Auto Shotgun Machinegun
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Reposted by Maybe Lou Pai
Kevin Rothrock @kevinrothrock.me · 13/08/2026
LOL
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
Gemini 3.7 Flash out and it beats Sonnet 5 while cheaper? I just bought some $GOOGM with my gains today.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
So there’s been some tariff chatter today. Navarro accusing China of bypassing tariffs through Mexico, Vietnam, etc. You think Donnie’s got it in him to do more Tariff Man posts before the Xi meeting, which I think is slated for September?
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
It’s kind of annoying how there will be a series of quote tweets that are really just replies but people think their shit is so special they should have their own instance of the conversation. Eat shit butthead, you aren’t too good to be in the replies.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
That’s a steep drop in UST yields.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
This site feels like a SPAC special and I’d probably short the everloving piss out of it after the announcement spike.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
Should we be expecting more or less headline risk now that Truth Social is selling early access to Donnie’s posts?
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Maybe Lou Pai @thepreaux.bsky.social · 12/08/2026
This speaks to my soul
static.klipy.com
Ric Flair's Shocked Wow Meme
ALT: Ric Flair's Shocked Wow Meme
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Maybe Lou Pai @thepreaux.bsky.social · 12/08/2026
Dude just can’t shut the fuck up, can he?
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Maybe Lou Pai @thepreaux.bsky.social · 12/08/2026
CPI looks like a non-event. So if Chief Numbnuts can stay quiet, might see a run in semis here. Definitely wouldn’t want to be short, that for sure.
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Maybe Lou Pai @thepreaux.bsky.social · 12/08/2026
What’s funny is that prediction markets are looked at as something that is valuable, and I agreed with that. It was a powerful news aggregator, for ex. But it has seen so much dummy adoption, and much like retail investors, they make things very dumb. Very dumb.
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Maybe Lou Pai @thepreaux.bsky.social · 12/08/2026
Yep.
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Maybe Lou Pai @thepreaux.bsky.social · 12/08/2026
Gonna need a politician to make Flock cameras a big deal. Those fucking things are very unpopular.
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Maybe Lou Pai @thepreaux.bsky.social · 11/08/2026
Huh, another masked ICE goon with a Hispanic accent.
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Maybe Lou Pai @thepreaux.bsky.social · 11/08/2026
Lmfao The Don is always checking loyalty. And Lil Marco says yes daddy can I have some more.
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Maybe Lou Pai @thepreaux.bsky.social · 11/08/2026
I’m losing my conviction in a short term pop to 572ish on $SOXX. A grueling 6 days of no conviction movement. Wild swings, but not direction picking. It sure feels like the pressure is building for a flush. I didn’t feel that way the end of last week.
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Maybe Lou Pai @thepreaux.bsky.social · 11/08/2026
Painful movement if you’re holding semis.
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Maybe Lou Pai @thepreaux.bsky.social · 11/08/2026
Odds favor a run in the KOSPI.
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Maybe Lou Pai @thepreaux.bsky.social · 10/08/2026
Semis just puking their brains out in the last half hour.
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Maybe Lou Pai @thepreaux.bsky.social · 10/08/2026
Most bullish thing possible right now is that mfer to kick the bucket
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Maybe Lou Pai @thepreaux.bsky.social · 10/08/2026
Never sell, except for that time where we will only sell.
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Maybe Lou Pai @thepreaux.bsky.social · 07/08/2026
So, jobs numbers look bad, rate hikes seem less likely, front end of the curve gets bought bigly, equities run because rates are coming down and since our economy is just a handful of mega corps handing each other money, they just need lower rates to borrow at, not actual customers.
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Maybe Lou Pai @thepreaux.bsky.social · 07/08/2026
Spot $VIX dipping below 15. All is good, guys.
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Maybe Lou Pai @thepreaux.bsky.social · 07/08/2026
Can confirm this sentiment is common.
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Maybe Lou Pai @thepreaux.bsky.social · 06/08/2026
Where is the game-changing healthcare AI tooling/implementation?
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Maybe Lou Pai @thepreaux.bsky.social · 06/08/2026
Sub-15 spot $VIX today?
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Maybe Lou Pai @thepreaux.bsky.social · 06/08/2026
We’re being lied to about the Iran war casualties just like the Kremlin lies to Russians about the casualties in Ukraine.
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Maybe Lou Pai @thepreaux.bsky.social · 06/08/2026
I just love this stock. I have no position but I check on it every once in a while because it’s a deSPAC with a special kind of baggie. And honestly if the CEO wasn’t a shitbird, they had a great opportunity to grow. But no it’s a dud. Down like 40% today after trading in the $2 range.
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Maybe Lou Pai @thepreaux.bsky.social · 06/08/2026
More validity to the dead car bounce. They gotta suck the dummies back in.
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Maybe Lou Pai @thepreaux.bsky.social · 06/08/2026
Very interesting to see a former HF guy, now Treasury Sec, trying to ensure Japan is taken care of. He wouldn’t seem to be observing some sort of potential major event unfolding, right? Not with all those UST’s they hold.
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Maybe Lou Pai @thepreaux.bsky.social · 05/08/2026
Lmfao
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