Spent the week structuring a conversation with an active macro PM in the immediate aftermath of the April 29 FOMC. Posting the framework here because the underlying logic is more useful than the headline calls. Curious what folks would push back on. # [https://unhedgedshortconvexitykills.substack.com/p/may-macro-tape](https://unhedgedshortconvexitykills.substack.com/p/may-macro-tape)

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But you could just drop 5-10m per day on 0dte spy C/P.

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Muse is already a Top 5 frontier model that they started building only last year.  Remember last year when they spent billions of dollars poaching scientists from Anthropic and OpenAI, and hiring nerdy Chinese guys for $100M+ pay packages? They were building Muse. Zuck is basically shutting down Reality Labs / Horizon to focus purely on AI. Also, look at the forward P/E on META right now — this shit is more undervalued than Microsoft. It is 100% going to be the next stock to moon 

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wow image you just put it in the S&P and stop trying to prove somthing to yourself

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Your fault for going with the trillion dollar juggernaut instead of the usb stick company.

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S&P all down from here for next 90 days

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how will you c o m p e n s a t e 🫴

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o my gord just buy the s&p 500 index yar and you'll be fine. VOO next time

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What kind of bubble is Intel at 900 forward p/e lmao

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"something-something i could easily see a 2 billion point upside for the S&P by the end of next week"

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