MidMarketInfo @MidMarketInfo

@Yinoma2001 Does he chainsmoke?

@kai_cabero Sorry to be dense, but what is he then selling on the call?

@DraftDeeper Lol. Nick and Eddie, Fish and Kobe

@AgingRanchHand Lol no magic and Kareem and not even close

@TravyyJ @leoarronchester @interaction @linear But isn’t linear for coders? Are you using it for “normal life” stuff?

@ziwenxu_ The personality real annoying lol

@bridgelenderguy What about PE?

@Jason You’re not even qualified to speak on tech, so just stop re hoop lol

@adhoc97 @jpynb Found it pretty annoying. Don’t need banter from my assistant, but to each their own.

The value of moving over to the buyside (from banking or consulting) has heavily deteriorated over the past few years 1/ Investment banking salaries are now on par, if not higher, at a lot of shops vs private equity firms. Every single bank increased salaries during the '21-22 period, but private equity firms did not follow. Base salaries are now lower at the Associate / VP level, even at the top PE shops vs elite boutique IBs 2/ The saving grace in terms of comp for PE used to be carry. Now that the exits and liquidity has slowed down materially vs 2010s, that carry is turning into real cash much slower than expected. There is also just a big question mark around how much of carry will ever become real, especially at underperforming funds 3/ The stress level on the buyside remains much higher vs sellside roles. There is higher scrutiny on investments from LPs, especially for certain verticals like software right now. Fees are starting to compress more because of competition. LPs have started direct investment engines, and co-invest is becoming a much bigger part of the pie at a lot of firms 4/ Fundraising environment slowing down because of poor returns means that existing VPs / Principals might be waiting around a very long time before they see day of light in terms of higher carry % or promotions 5/ A lot of deals done during the 2019-2022 period were done based on peak multiples in terms of valuation. Now those PortCos are coming to roost, and you see a lot of PE firms spending their way working through workouts / turnaround issues, rather than focusing on new investments.

@Phoenix2A_1980s The Draymond effect @Money23Green

@wydsilent Keith Closs

@jordanvhemert @interaction Respect that. I’m just saying the WA functionality would be nice.

You basically need to be unemployed to keep up with all this AI stuff.

@SahilBloom Lol

Three different ETF issuers have now filed 2X LONG $SIVE products with the SEC. Let me explain why this matters. The filings: → REX Shares T-REX 2X Long SIVE Daily Target ETF (filed May 26) → Defiance Daily Target 2X Long SIVEF ETF (filed April 10) → Themes ETF Trust Leverage Shares 2X Long Sivers Semiconductors Daily ETF (filed May 26) Here's what most people don't understand about leveraged ETF launches: ETF issuers are essentially demand-prediction businesses. They don't file 2X products for stocks no one will trade. They file them for stocks with explosive expected retail interest — because that's where the trading volume and management fees come from. When THREE different issuers independently file the SAME 2X LONG product on a Swedish-listed company that doesn't even have a US primary listing yet, you're watching structural demand forecasting in real time. The pattern recognition is clear. Recent Defiance 2X Long launches include: $IREN, $RKLB, $PLTR, $MSTR, $RGTI, $ASTS, $OSCR, $MP, $LMND. Every one of those names is a retail momentum monster. $SIVE just got added to that company — except it's earlier in the cycle, before the US listing has even happened. Two additional details worth noting: All three products are 2X LONG. There are no matching 2X SHORT $SIVE products being filed. The directional asymmetry tells you exactly which way issuers expect retail demand to flow. The prospectus language explicitly references "American depositary receipts (ADRs) may be substituted as the Underlying Security." Translation: these products are being structured in anticipation of the Nasdaq NY dual listing and the ADR creation that will accompany it. What this actually means: → Three of the most active leveraged ETF issuers in the US market have positioned ahead of the $SIVE listing → They've allocated legal, regulatory, and operational resources for a stock most US retail hasn't even discovered yet → When the Nasdaq NY listing hits, these products go live and dramatically amplify the retail flow → Every dollar into a 2X LONG ETF requires the issuer to buy 2x that amount in $SIVE shares to maintain exposure This isn't a passive index inclusion. This is the leveraged demand layer being built BEFORE the stock has even arrived at its primary US venue. You don't get three 2X LONG ETF filings on a $2-3B Swedish-listed company by accident. You get them because the demand they're forecasting is real. $SIVE

@BarryOnHere Imagine if castle and Harper went down for the series and Josh Hart wins the fMVP. Thats the equivalent of Iggy winning over Steph (who took 6 tries to get his first)

@UncleAlpha007 $BRUN baby Brun

@JoelXLorenzi Lucky halli got injured last year