Porter Collins (@Seawolfcap) / X

Porter Collins

5,573 posts

Porter Collins

@Seawolfcap

Value investor, short seller and 2 time Olympian. Always looking for the next Big Short. whatarewedoingonthedesk.substack.com

Joined April 2012

Porter Collins
@Seawolfcap
Sep 14, 2025
Probably lots of information behind this move but what is worse in my opinion is a high margin company with massive market share goes after their lowest level employees first to save money.
MacroEdge
@MacroEdgeRes
Sep 14, 2025
Sherwin-Williams suspends 401(k)-matching amid weak sales #MacroEdge
243K
Porter Collins
@Seawolfcap
May 1, 2023
I know everybody is bullish again but we just had our 3rd short this year go to zero. I've been shorting stocks for 25 years and I can't even remember my last zero. So much about this market doesn't feel right.
975K
Porter Collins
@Seawolfcap
Sep 22, 2025
This is no doubt a positive for both companies in the near term, but this is close to full ponzi.
*Walter Bloomberg
@DeItaone
Sep 22, 2025
$NVDA - NVIDIA CORP - TO INVEST UP TO $100 BLN IN OPENAI NVIDIA CORP - FIRST GIGAWATT OF NVIDIA SYSTEMS TO DEPLOY IN 2026
140K
Porter Collins
@Seawolfcap
Feb 18, 2025
Replying to @BillAckman
Bill, why are you asking to get paid 1.5% of HHH's mkt cap every year? This is obviously not the way Buffett does it.
139K
Porter Collins
@Seawolfcap
Oct 14, 2025
Near record quarter and the #1 Wall Street firm is cutting jobs. At the same time investors are clamoring to fund all these AI companies that are about to destroy their jobs. Interesting times.
*Walter Bloomberg
@DeItaone
Oct 14, 2025
GOLDMAN SACHS IS PLANNING A ROUND OF LAYOFFS, SOURCES SAY -- WSJ
136K
Porter Collins
@Seawolfcap
Apr 17, 2025
99% of investors have never seen tech underperform in up markets....
173K
Porter Collins
@Seawolfcap
Jun 7, 2024
I have no issues with what Roaring Kitty is doing, but he just wasted all this momentum and energy with a horrendous company. Just imagine if he picked a real company.
194K
Porter Collins
@Seawolfcap
Aug 15, 2025
For a rip roaring stock market this is our 3rd short to go the zero this year.
219K
Porter Collins
@Seawolfcap
Apr 29, 2025
The whole nation got to experience what it’s like to get Musked.
JaguarAnalytics
@JaguarAnalytics
Apr 29, 2025
Over-promise. Way under-deliver. DOGE was supposed to cut $2 trillion. Now less than $50 billion? polymarket.com/event/how-much…
93K
Porter Collins
@Seawolfcap
Sep 4, 2025
What almost brought down the entire financial system in '08? Excessive leverage. Absolutely zero room for error with anything close to this kind of leverage.
Brian Armstrong
@brian_armstrong
Sep 3, 2025
We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add!
96K
Porter Collins
@Seawolfcap
Dec 1, 2024
So good when the Silicon Valley guys start crying. The SEC and Fed regulators who haven't done much over the last 15 years are suddenly harsh for political reasons...I call BS. All these guys who were big Dems 6 months ago are now suddenly free speech MAGAs. They want Mexico
Ben Averbook
@benaverbook
Nov 26, 2024
On a new episode of JRE: Marc Andreessen (@pmarca) dives into secret debanking of tech founders, AI control plans, and remote workers gaming the system. Nothing was off limits, from food policy to Silicon Valley's civil war. Let me save you 3 hours: 🧵
198K
Porter Collins
@Seawolfcap
Sep 28, 2022
It’s no long going to be the Fed pivot. Just total capitulation. All the PhDs once again got them nowhere. It’s a fully financialized world and the world can’t handle higher rates. It’s not more complicated than that.
Porter Collins
@Seawolfcap
Nov 7, 2025
I don’t blame them asking again for the bailout but something is very wrong here.
unusual_whales
@unusual_whales
Nov 7, 2025
OpenAI has asked the US to expand the CHIPS Act Tax credit for data centers
113K
Porter Collins
@Seawolfcap
Dec 20, 2022
One of the reasons we rarely use options is because timing the catalysts and prices are extremely difficult. The market is hard enough, so why put a shot clock on yourself. Keep it simple, buy low sell high. Oh and when people lose confidence in central banks, buy gold.
163K