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VOICE ARCHIVE

Will Slaughter

@bamabonds
12 posts
2026-02-25
Workday $WDAY posing the ancient Wall Street riddle: Q: “What do you call a stock that's down 55% over the past 12 months?” A: “A stock that's gonna open down another 10% tomorrow.”
2026-02-25 View on X
Bloomberg

Workday CEO Aneel Bhusri says Anthropic, Google, and OpenAI use Workday tools and “no amount of vibe coding” could replace them; WDAY is down about 40% YTD

Brody Ford /Bloomberg:NEW

Workday $WDAY posing the ancient Wall Street riddle: Q: “What do you call a stock that's down 55% over the past 12 months?” A: “A stock that's gonna open down another 10% tomorrow.”
2026-02-25 View on X
Constellation Research

Workday reports Q4 revenue up 14.5% YoY to $2.53B, vs. $2.52B est., and forecasts FY 2027 subscription revenue below estimates

Workday reported a solid fourth quarter, but its subscription outlook was light.  —  The company reported fourth quarter earnings …

2026-02-03
Elon rug-pulling SpaceX shareholders by diluting them out with $2 trillion plus of Tesla/Twitter funny money all while making himself the worlds first trillionaire via executive stock options is the greatest ever achievement in the the history of financial engineering.
2026-02-03 View on X
Wall Street Journal

Email to current and former X and xAI employees: xAI shares will be converted into 0.1433 shares of SpaceX stock, and employees will have the option to cash out

The merger puts Elon Musk's rocket and artificial-intelligence companies under one roof  —  Elon Musk said SpaceX acquired xAI …

Elon rug-pulling SpaceX shareholders by diluting them out with $2 trillion plus of Tesla/Twitter funny money all while making himself the worlds first trillionaire via executive stock options is the greatest ever achievement in the the history of financial engineering.
2026-02-03 View on X
Bloomberg

SpaceX acquires xAI; sources say the all-stock deal values the combined company at $1.25T, with SpaceX valued at $1T and xAI at $250B; xAI burns ~$1B per month

Elon Musk's SpaceX has acquired xAI, in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration.

Elon rug-pulling SpaceX shareholders by diluting them out with $2 trillion plus of Tesla/Twitter funny money all while making himself the worlds first trillionaire via executive stock options is the greatest ever achievement in the the history of financial engineering.
2026-02-03 View on X
Ars Technica

If assumptions hold, SpaceX-xAI could own a full stack of capabilities, from launch to orbital bandwidth to frontier AI models, and offer AI on demand anywhere

SpaceX has formally acquired another one of Elon Musk's companies, xAi, the space company announced on Monday afternoon.

2023-11-04
Sequoia will never live down the fact they got snowed by one of the most obvious and preposterous con men in the history of business, did no work or due diligence on a major capital commitment, and put a cringeworthy fawning profile of a criminal on their website.
2023-11-04 View on X
TechCrunch

A jury finds Sam Bankman-Fried guilty on all seven counts of fraud and money laundering in the FTX trial; the judge sets SBF's sentencing for March 28, 2024

and what comes next Qadir AK / Coinpedia Fintech News : DOJ Cracks Down: Binance and Tether Face Terrorism Financing Charges PC Gamer : ‘The king of crypto’ found guilty of fraud, ...

2023-06-29
That's a lot of words to say “no bid” and “inflated marks” https://twitter.com/...
2023-06-29 View on X
Bloomberg

Sources: Tiger Global refused hundreds of bids for its private assets in recent months for being too low; on January 1, Tiger managed $51B, including $37B in VC

Tiger Global Management turned down hundreds of bids for its private assets in recent months because it felt the offers were too low …

2023-06-07
Looks like someone has an epic misunderstanding of securities laws- though not at all surprising for a crypto moron. You learn on day 1 of Series 7 prep that SEC registration implies no government approval whatsoever of a firm's business model or the legality of its activities. https://twitter.com/...
2023-06-07 View on X
Bloomberg

A look at the similarities and differences between the SEC's lawsuits against Coinbase and Binance, as the SEC views every crypto exchange in the US as illegal

SEC v. Crypto  —  “A decent rule of thumb,” I wrote in March, “is that all cryptocurrency exchanges are doing crimes …

2023-03-12
Last Friday, nobody expected the 16th largest depository institution in the US to be seized by the FDIC this Friday. 2nd largest bank failure in U.S. history, essentially out of the clear blue sky. Of course this is a big deal.
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

2023-03-11
Last Friday, nobody expected the 16th largest depository institution in the US to be seized by the FDIC this Friday. 2nd largest bank failure in U.S. history, essentially out of the clear blue sky. Of course this is a big deal.
2023-03-11 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

Programming note: Money Stuff was supposed to be off today, but: bank run!  —  SVB

2023-03-10
How funny will it be if it's Silicon Valley Bank, or all things, that finally bursts the Silicon Valley bubble?
2023-03-10 View on X
The Information

Some VC firms are encouraging their portfolio companies to pull funds out of Silicon Valley Bank while others are advising startups to keep no more than $250K

Silicon Valley Bank CEO Greg Becker on Thursday told top venture capitalists in Silicon Valley to “stay calm” …

How funny will it be if it's Silicon Valley Bank, or all things, that finally bursts the Silicon Valley bubble?
2023-03-10 View on X
Financial Times

Silicon Valley Bank launches a $2.25B share sale after losing ~$1.8B on its ~$21B of US Treasuries and mortgage-backed securities

Technology-focused lender suffered loss on $21bn portfolio of Treasuries and mortgage-backed securities  —  Silicon Valley Bank has launched a $2.25bn share sale …