Special Situations 🌐 Research Newsletter (Jay)

@SpecialSitsNews • 143,905 subscribers

Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx

Live Cam

Special Situations 🌐 Research Newsletter (Jay)

Shorts

The Pope is going to Lebanon despite the dangers and vicious shelling

A European mind can’t comprehend this

This isn’t a robot it’s a Dominican Papibot $tsla Boston Dynamics just raised the bar again. The new Atlas moves with fluid, human-like coordination—then goes past human limits. Balance, recovery, and whole-body control are happening in real time, not pre-scripted demos. $nvda

Trump today: "If they take away the tariffs, the Chinese will eat our lunch and then they’ll take all of our carpets"

Someone’s electricity bill in Texas went up 30pct to create this video

Haha who made this...Cramer strikes again with $PLTR

Get some physical activity, no matter what age!

Videos

Watch Anya Live

Will Smith eating spaghetti is the true test of AI $msft $goog $meta $nvda

What a great gift

RBC trader explains how market makers like Citadel work…

Bessent: "The economy is getting worse and worse. We had a fantastic economy under President Trump the last 2 quarters, and now there are estimates that growth this quarter could be cut by as much as half."

LeTron James $tsla $tm Toyota is one of many automakers investing in robotics. Its teams are building robots that learn tasks from data, adapt to changing spaces, and assist with physical work in homes, labs, and factories instead of relying only on fixed pre-programmed motions

Peter Lynch on earnings…

Japanese, who own $1 trillion of our debt are big fans now

Good overview of all the products that come out of oil… $uso $uco

How Howard Schultz got involved with $SBUX, growing it from 3.8M to a multibillion company today

These are Trump’s spiritual advisors…nothing they are saying is actually in the Bible and they are not real Christians. They are just egging Trump on to be crazier and crazier. This passage has to be from: Exxon 3:16: the Father, the Son, and the Oily spirit

This is pure comedy gold for the U.S. Secretary of the Treasury to call someone a brontosaurus with a walnut sized brain and imply he needs kneepads to do Soros bidding. Whether right or wrong, you be the judge, but this is better than any late-night comedy show...

China throwing out all IP protection rules in this tariff war… $nvda $msft $amzn

Peter Thiel’s assistant goes nuts during his NYTimes interview ha $pltr

One of the 3 best characters on the show…

Sega sold a $15M stake in $NVDA in 2000 that would be worth almost $100B today

Unreal NBA finish

He uses Perplexity to replace 60% of his Bloomberg usage...BBG user for 30 years... $NVDA $ORCL $AMD $GOOG

TRUMP WANTS A.I. CHIPS AND COMPUTERS BUILT IN UNITED STATES $NVDA

The European mind could not comprehend this…