AlphaJames @AlphaJames

@na_option Every month that goes by without any meaningful scaling of robotaxi will increase the risks for further lows They really need to get robotaxi's on the road

@DC_Draino Take over the islands in and near the Strait Cut off the southern part of the country from the rest, taking out bridges, infrastructure, assets. Then let them enjoy the Stone Age for the next few decades

@Kalshi_Finance Correlation isn't causation!

@BourbonCap My legacy SAS bets are $CRM $NOW $INTU

I'm still adding to $META at these levels. I'm holding 7,000+ shares of $NVDA and at a ~5B market cap, just can't justify adding more vs other more attractive options. I expect $NVDA to double again in the years ahead and return a lot of capital to shareholders, but realistically, this is becoming a solid annual 'compounder' (should beat QQQ's), but there are more 3X to 10X plays in the market right now Good luck everyone

$NKE should use what's left of their market cap and scale to go on an aquistion spree and become a holding company of athletic apprarrel brands. Nike continues to be outpaced by competitors and their industry continues to fracture. Nike needs a new strategy to become the holding company of the industry vs playing the Brand vs Brand game that isn't working.

Distant 4th place player in cloud High Debt business model Lowest margin then top 3 players they compete with Oracle is the least attractive option of the AI space. Oracle will not outperform the QQQ's over the next 10years IMO - NFA Good luck to you -- this is what makes a 'market' when people are on both sides of the trade

Elizabeth Warren hates Americans.

Kalshi @Kalshi

a day ago

JUST IN: Elizabeth Warren urges the SEC to halt SpaceX IPO

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Four companies I like that are MASSIVELY disconnected from fundamentals: 1. $NOW ServiceNow is a sticky software platform with highly recurring revenue and numerous opportunities for cross selling. The price of $NOW has been wrecked by the software selloff, but FCF and intrinsic value has continued compounding nonetheless. $NOW intends to be the "AI control tower" of the agentic era and as of right now it seems well on the path to do so.

@AttractionBeast Great post !!

@TJTheWheelDeal That’s a good wifey !!!!

My beliefs: Retweets are notifications, not endorsements. Constructive dialogue leads to better outcomes. Bitcoin is hope and economic empowerment for everyone. Every good-faith effort to strengthen the network should be welcomed.

Ceasefire in April. Strait of Hormuz opens. Trump declares victory. Talks continue. Sell in may. Re-escalation. Strait of hormuz closed again. Threat of nukes. Market nukes. Ground invasion. China hints to invade Taiwan. North Korea missile tests. BTC drops below $50k. Buy Q3/Q4. Printer goes brrr. War ends. Mid-term elections. Bull market starts.

IRAN WAR UPDATE & WHY THE PRICE OF OIL KEEPS DROPPING The media has not been covering this. According to the U.S. CENTRAL COMMAND, approximately 1,000 commercial vessels have crossed through the Strait of Hormuz in the last two months. Iran has not been able to do anything about it. And commercial traffic through the Strait is slowly increasing. Meanwhile, the U.S. blockade on Iran's use Strait of Hormuz is costing the Iran Regime $500 MILLION per day. The Regime's entire annual budget is about $56 BILLION. The Regime can no longer pay its soldiers or security police. Mass protests against the Regime are now starting up again in cities across Iran, as the people are now sensing the Regime can's do much about this. U.S. Treasury Secretary Scott Bessent has announced that the $24 BILLION in Iranian assets that we have frozen will be used to reimburse and compensate countries in the region Iran keeps hitting with its missiles and drones. The damage Iran has done to airports, power grids, buildings, and infrastructure, as well as casualties inflicted by Iran in the region, will be billed to Iran's account. Iran has been saying any deal Iran strikes with the U.S. hinges on the U.S. unfreezing $24 BILLION in Iran assets. Welp, so much for that idea. This $24 BILLION will be used to compensate Iran's victims in the region. There is no reason for the U.S. to negotiate anymore with Iran's Regime. It's quite cheap for the U.S. Navy to keep patrolling the Strait of Hormuz, escorting ships in and out. Our Navy has to be somewhere. Might as well be there, conducting occasional target practice on whatever is left of Iran's military capabilities. No one fears the Iran Regime anymore. It's proven itself to be a toothless tiger. Meanwhile, the rest of the Arab World has joined with the United States and Israel in an alliance against the Iran Regime, which is now completely isolated. That's pretty amazing. Thanks to President Trump, the rest of the Arab world is now allied with Israel. Who would have thought that possible? We should allow Israel to do whatever it wants to do to the Iran Regime. We should also continue arming the Kurds and pro-freedom groups inside Iran. When Epic Fury started, the prediction was that oil would rise above $200 per barrel. This has not happened. Oil is around $90 a barrel and will continue to drop. The reason we have not seen anything close to $200 a barrel is the United States has ramped up its oil production. Thanks to President Trump, the United States is a net oil and energy exporter. With Trump's arrest of Venezuela's Communist dictator Nicolas Maduro, the United States also now has an oil production partnership with the new government of Venezuela, which as the world's largest oil reserves. Oil production by Venezuela will only continue to increase. Trump has also chased China out of Panama. China is no longer running the Panama Canal. We are. Meanwhile, Saudi Arabia, the UAE, and Kuwait are increasing their pipeline capacity to bypass the Strait of Hormuz, further rendering Iran irrelevant. Only about 20% of Iran's people are practicing Muslims. The strange theocratic ideology that has been imposed on the Iranian people for 47 years is an alien minority force. We can just continue to watch the Iran Regime implode financially under this economic pressure we've imposed. Eventually, the IRGC leadership and Mullahs will receive the Gaddafi treatment.

@stockmom

UPDATE: IRGC warns if America hits, the region will burn. President Trump: “If people are stupid, we’ll end up in something where we have to wipe out an entire infrastructure of a nation.”

Tousi TV @TousiTVOfficial

2 days ago

🇺🇸 BREAKING: President Trump confirms U.S. military will retaliate against the Islamic Republic of Iran after IRGC shot down an American Apache Helicopter in the Strait of Hormuz

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BUY THE FREAKING DIP IN THE STOCK MARKET TODAY, WE HAVE A FLASH SALE GOING ON. 👀

BREAKING: Nithya Raman just defeated Spencer Pratt after giving a concession speech on election night and then getting the largest number in almost every mail-in ballot dump. They just cheated in an election right in front of our eyes.