Levine Links

Jun 25, 2026 There’s a SpaceX Treasury Company Money Stuff SPV^3, AI, BDCs, SpaceTesla, lint. View enhanced version SpaceX treasury company No no no no no, the time to do this was a year ago: Triller Group Inc (Nasdaq: ILLR; ILLRW) (“Triller” or t

Jun 24, 2026 Insider Trading Isn't Romantic Money Stuff Arena, SpaceTesla, AI SPAC, SK Hynix. View enhanced version PR insider trading Every financial services firm will tell its new employees, in their first week or two of work, the same thing

Jun 23, 2026 Short Squeeze as a Service Money Stuff Avis, ESG, carry, vibecoding, events. View enhanced version Avis/Pentwater If you run a public company and you want to raise money, you can sell stock, but you probably won’t. Many compani

Jun 22, 2026 Poiymarket Has Some Fake Traders Money Stuff BBB SpaceX, wearables, STRC, stock. View enhanced version Fake Polymarket traders In traditional finance, there are stock exchanges and there are brokerages. Stocks are bought and sold on

Jun 18, 2026 Synthetic IPO Pops Money Stuff NAV, alpha, football, dogs. View enhanced version IPO arb A simple good trade is: Buy stock in a hot initial public offering at the IPO price. For instance, buy stock in SpaceX’s IPO at $1

Jun 17, 2026 The New Bird Is Smartbird Money Stuff Birds, stock-picking, SBF, GPs, CIA. View enhanced version AIbirds It does seem like the preferred way to raise money for an idea in artificial intelligence is with institutional venture c

Jun 16, 2026 AI Builds Some Pyramids Money Stuff Cabo Verde, MSTR, Caymans, Cursor, slop. View enhanced version Pyramids The situation with artificial intelligence companies is: The founders of AI companies place a high value on keeping

Jun 15, 2026 The Stock Market Will Get More Stock Money Stuff Equity, SPCX, Griffin, Nubank. View enhanced version AI stock You could tell a story like this: Companies raise money from investors. They use the money to do business things. The business

Jun 11, 2026 SpaceX Priced Already Money Stuff SpaceX, trade-through, Saba, Kraftwerk. View enhanced version SpaceX SpaceX SpaceX The normal thing to say is that SpaceX’s initial public offering “ is set to price June 11 ” — today — “a

Jun 10, 2026 You Can’t Bet on Little League Money Stuff Sports, lists, net issuance, league tables. Prediction market regulation For a while, sports betting in the US was regulated by state law. Some states banned sports betting; others allowed

Jun 9, 2026 You Can Just Not Buy SpaceX Money Stuff Alpha, legal AI, retraining, sports risk. View enhanced version Exit vs. voice The simple model is that, if you don’t like SpaceX, you don’t have to buy it. For whatever reason. If you thi

Jun 8, 2026 No SpaceX in the S&P Money Stuff AI UBI, OI&E, ETF, relegation. View enhanced version Universal basic AI stocks One view of the artificial intelligence boom is that AI will replace all of human economic endeavor . Rob

Jun 4, 2026 Get Your SpaceX Bets in Now Money Stuff Perps, prime, Santos, Frec. View enhanced version Pre-IPO perpetual futures A lot of people want to bet on SpaceX’s stock. A lot of other people want to bet against SpaceX’s stock. In appr

Jun 3, 2026 Opting Out of the AI Boom Money Stuff Ferraris, alpha, IPO, GameStop, toilets. View enhanced version Why is there not a no-AI index fund? I mean, not literally. Keep Nvidia and Alphabet and the flavoring company and the toilet

Jun 2, 2026 Google Needs More Money Money Stuff AI equity, AI debt, shorts and bar tabs. View enhanced version Google You could tell a stylized story of the stock market in three phases. Historically, the point of the stock market was t

Jun 1, 2026 The SpaceX Squeeze Money Stuff Indexes, Universal, lost and found. View enhanced version Index demand You could take the cynical view, and a lot of people do. [1] Especially in my email inbox. The cynical view is that S

May 28, 2026 The Bitcoin Lost-and-Found Money Stuff Paramount, Polymarket, AI hiring. View enhanced version Finders keepers In the early days of Bitcoin, it was (1) not worth very much and (2) used mostly to buy drugs online. So a lot of pe

May 27, 2026 Robinhood Adds Some Agents Money Stuff Activision, fast track, tariffs, sharps. View enhanced version Agentic Robinhood For a while now, I have argued that “eventually, every possible trade will be packaged into an exchange-tra

May 26, 2026 Index Funds Can’t Say No to SpaceX Money Stuff Carbon, Survivor, Tatis, lists, books. View enhanced version SpaceX and passives The basic idea of index investing is that you are not smarter than the market, so you should just buy whate

May 21, 2026 SpaceX Investors Can’t Complain Money Stuff TAM, lawsuits, DMs, TCI, eBay. View enhanced version SpaceX: TAM “We believe we have identified the largest actionable total addressable market (‘TAM’) in human history,” says the prospect

May 20, 2026 Don’t Free Little Joe Money Stuff AETA, HEI, ABC ONE, Stretch. View enhanced version Escape Apparently there’s a gorilla named Little Joe. In 2003, he escaped from a zoo in Boston and had a brief spree of terror, but they

May 19, 2026 Prediction Markets Are the New Public Markets Money Stuff SPVs, HPS, OpenAI, UpsideOnly. Private predictions In the 1930s, the problem with US stock markets was that investors didn’t get enough information. The solution was new rules that created

May 18, 2026 Sometimes Andrew Left Was Right Money Stuff Marks, 10Qs, slop, ILPA, IBD. View enhanced version Citron Andrew Left is an activist short seller with a following on social media, where he goes by Citron Research. In 2024, he was arres

May 14, 2026 Ryan Cohen Wants to Work at eBay Money Stuff GameStop, Adani, fund formation. View enhanced version GameStop The simple model of GameStop Corp.’s proposal to acquire eBay Inc. is: Ryan Cohen, the chief executive officer of GameStop,

May 13, 2026 Nobody Can Read the Prospectus Money Stuff CSG, Skechers, Segantii, katana. View enhanced version Everything is “Everything is securities fraud,” I often say around here: If a bad thing happens at a company, and its stock drops, it