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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 · 08/10/2026
You startled it!
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Maybe Lou Pai @thepreaux.bsky.social · 07/10/2026
Babadook got a glowup
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Maybe Lou Pai @thepreaux.bsky.social · 07/10/2026
I thought the government chickens were pre-cooked and available at pickup at your local $WMT
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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
There are just so many cracks. Bond volatility, geopolitics-driven inflation, restructuring of trade. But also so much money sloshing around. Automatic 401k inflows, repurchase programs, etc.
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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
Also, what’s your approximate headline threshold where you make that move? Ie. deaths hit some round number in patient zero country
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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
Gemini 4 looks to be at the top with a lower cost. Long $GOOGM up to my eyeballs. Holding for years.
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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
I bought a Spark and I’m running Qwen 3.8 Flash-Next and fucking forget about it, it suits most use cases.
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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
They’ve pitched that the sky is the limit and AGI is right around the corner but utility is hitting a ceiling with frontier models. They need regulation so they can justify not dumping money into chasing new frontier 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 · 18/09/2026
And it’s wild work to be like “yeah we have no idea now” after the willful ignorance of March-July. So many analysts dismissed this publicly. But there will be zero accountability probably and this is what it looks like. “You’re too unsophisticated to understand why they did what they did.”
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Maybe Lou Pai @thepreaux.bsky.social · 18/09/2026
So we’re saying “it’ll open because it has to open” is a prediction framework? Because they talk only about the admin’s redline and not Iran’s. Not much of a framework. These assholes were 100% complicit in the dragging of this out. The big market players played into every deal hype post.
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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
Because “caused the nation to see they agree on something” was too many words and uncomfortable.
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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
Same shit people were saying about Apple being left in the dust. Maybe they are making a product that follow the market instead of marking a product and then trying to create a market for it.
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Maybe Lou Pai @thepreaux.bsky.social · 14/08/2026
Have you used 3.7 Flash and seen the speed? I’m not waiting forever anymore on iterations. This also clearly sets the bar for searches and free and native mobile app use. We disagree. That’s fine. I invite you to take the opposite side of my position in Google. 2100 shares in $GOOGM.
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Maybe Lou Pai @thepreaux.bsky.social · 14/08/2026
This right here. People are sleeping on Google right now which is not smart.
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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
Him? They loved Trump.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
That’s a near complete redesign of the Ford class, including the propulsion plant. I want people to know that the dudes around the electric catapults, from the designers at GA to the testers in Lakehurst, loved him.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
That’s a terrible decision (obv). One of the benefits of the electromagnetic launch sys is that it has a broader envelope of launch types. It has a control system that can adjust the launch in real time which steam is set it and pray. Literally makes the CVN less capable for future aircraft.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
Instead they are smashing their jaws with hammers, buying loot boxes, and watching gooners harass women outside of a Dollar Tree on TikTok.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
These kids will never know the joy of nursing a hangover at your desk after having a breakfast of a yellow Gatorade with a BC powder in it and avoiding your boss but getting a text from “Green Dress” who you met last night but couldn’t pick out of a lineup today and that lifting your spirits some.
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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
Semis look like shit and that’s why I sold, down 1.6% in the last 1.5h
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
I’m holding 2100 shares of $GOOGM now that I’ve added to under $50 issuance. Feels good.
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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
Just got cold feet and I’m out of my semis long. Screenshot as promised. I think 572 could still be in the cards and I may go long again if the setup is right but I’m just watching now. What I won’t do is be short right now.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
Making me click 10 times to find out what the fuck you’re talking about. Fuck you.
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Maybe Lou Pai @thepreaux.bsky.social · 13/08/2026
static.klipy.com
Baby Billy: Go Outside Nerd - The Righteous Gemstones
ALT: Baby Billy: Go Outside Nerd - The Righteous Gemstones
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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
Getting closer to 572 for $SOXX. I have been long and holding overnight (I was that convinced of this bounce). No screenshots until I close it.
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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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