I buy deep in the money leaps— lots of intrinsic value. I sell covered calls — lots of extrinsic value. No need to day trade. Time is my friend.
Joined July 2017
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Low_Frequency_Trades retweeted
Tonight was a total referendum on Trump.
He told people to vote like he was on the ballot and they did.
Trump covered up the Epstein files protecting rapists and pedophiles, started a foreign war no one wanted and killed a school full of kids, put his rich elite donors before the struggling Americans who put him in office, made life unaffordable with his tariffs, and caused gas and diesel prices to skyrocket while he played the market and sold crypto.
And Republicans stood behind him silently clapping like trained baby seals.
And Trump ran me and Thomas Massie out of the Congress and our Republican colleagues stayed silent.
But really it’s what Trump did to the American people.
And tonight they sent him a clear message.
But it’s the rest of Republicans that need to learn the lesson and drastically change course.
And I’m not sure if they’re capable of that.
Low_Frequency_Trades retweeted
Tonight’s outcome isn’t about placing faith in Democrats or socialist principles; it’s about holding Republicans accountable for betraying their promises.
All Republicans had to do was:
1. put Americans First
2. not start another war
3. prosecute sex traffickers
Low_Frequency_Trades retweeted
Elon Musk put $500 million into elections this year, which is 0.05% of his total wealth.
That’s the equivalent of someone making $100k donating $50.
Imagine being able to sway entire elections with $50. If you don’t see the problem, you’re part of it.
Low_Frequency_Trades retweeted
The same people who don’t think immigrants should even be here, want to change the rules so he can be president?
Low_Frequency_Trades retweeted
Abdul El-Sayed was born in Michigan. How the fuck is a man born here going to invade and occupy our country? MAGA is dumb and racist as fuck.
Low_Frequency_Trades retweeted
You literally just borrowed $40B for GPUs and now you’re telling everyone your competitors can’t get loans? Citi gave Nebius $3.5B last week lol
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Low_Frequency_Trades retweeted
The guy who complains about George Soros has now given more money to candidates JUST this midterm election than Soros has donated in the past 10 years.
Low_Frequency_Trades retweeted
A lot of H-1b shills are spreading BS about Silicon Valley being created by Indian H-1bs. lets get this straight:
If you came to the US before the age of 10, you are basically raised into adulthood in the US.
Your parents being immigrants (or not) appears to be irrelevant. The main factor is parental wealth or general societal wealth.
That generally wealth society provides a necessary backstop and funding source, so that a completely free person can tryout different Businesses and jobs.
The greatest force in US Capitalism is the ability to leave and start/join the competition. Said brilliantly in the '77 Johnny Paycheck song. ... H-1b kills that force right off and the Broligarch's love it that way, because as Peter Thiel said "Competition is for losers".
Microsoft:
Bill Gates, Paul Allen - Both born in Seattle Washington
Apple:
Steve Jobs, Steve Wozniak - both born in California, Bay Area
Google:
Sergey Brin was 6 yrs old when he came to the US, Larry Page was born in Lansing Michigan
Amazon:
Jeff Bezos was born in Albuquerque New Mexico USA
Meta:
Mark Zuckerberg was born in White Plains, New York
Nvidia:
Jensen Huang came to the US at age 9
Chris Malachowsky Ocean Township, New Jersey
Curtis Priem was born in the United States
Oracle:
Larry Ellison - Born in New York USA
Intel:
Robert Noyce born in Burlington, Iowa.
Gordon Moore born in the Bay Area went to Sequoia High School (my High School).
X: Elon Musk - Came to the US at 21, from Canada, born in South Africa. He seems like an exception, but he isn’t.
The overriding factor is family wealth and personal freedom to fail and retry.
H-1b workers don’t have that capability. H-1bs take up a spot from an otherwise free worker that can leave the job and start/join a competitive business. No Indian H-1b has founded a US company worth more than 100 billion dollars. And the reason is because Indians can remain indentured for decades at a company.
The indenturement is the problem, but also if we flood the market with mediocre engineers from India, that will also become a problem, as Americans will lose their backstops. Indians hire nepotistically, and that is because of the generally economically deprived aspect of the Indian economy and general corruption.
Low_Frequency_Trades retweeted
Tech companies trying to replace people with AI, only for people to start replacing tech companies with AI has gotta be the funniest plot twist of the century
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Low_Frequency_Trades retweeted
Of all the dumb things $EOSE has done I gotta say I think the recent rights offering was the nail in the coffin.
Sucked all the liquidity out of the stock on what was actually fair/average Q2 numbers and had a decent SP move going as well as pretty solid options movement. They announce a really poor timed RO with an even more retarded structure to the whole thing, essentially got rid of options for a month, nuked the SP by 65%, and had extremely underwhelming participation in the RO because it mathematically made zero sense.
(Makes even less sense now where the stock is at today)
Truly baffles me. Complete corporate malpractice to say the least
Low_Frequency_Trades retweeted
.@AFergusonFTC: "America is not a jobs program for the rest of the world — we built them for Americans."
.@VP: "The H1-B visa program is meant to allow companies to bring in really the best of the best from outside the United States of America for positions that are completely impossible to fill with American workers. Unfortunately, the program has become rife with fraud."
Low_Frequency_Trades retweeted
$EOSE — a genuine question for management
You have a Baker Hughes CFO. A Jabil operations legend. A former US Ambassador on your board. A Cerberus-backed $1B project finance platform. A Google partnership. A Department of War contract. The only domestic non-flammable long duration battery manufacturer in America. 91% domestic content. A product that can go where lithium cannot
And yet the stock is at $3
How is it possible that an entire retail investor community sees what you have built — sees the manufacturing inflection, the defense tailwinds, the data center opportunity, the FORTRESS America mandate — and your response is quarterly earnings calls and IR boilerplate?
Do you have any intention of succeeding and telling this story?
Because right now 120 million shares are short against you. They are betting you never will. And frankly the silence is making it easy for them
@PoweredByEos
Low_Frequency_Trades retweeted
Florida taxpayers have been taking the haircut for YEARS.
Homes cost more.
Food costs more.
Electricity costs more.
Insurance costs more.
Property taxes cost more.
Families adjusted. We cut things. We delayed things. We made it work.
But when taxpayers demand relief, suddenly government acts like cutting ITS budget is unthinkable.
That’s the part they never explain:
Why is the taxpayer always expected to adjust, but government never is?
Amendment 3 puts property-tax relief directly before Florida voters.
We’ve been taking the haircut.
Now government can sit in the chair.
Low_Frequency_Trades retweeted
NYC now legally requires companies to make cancelling a subscription as simple as signing up, the first US city to do so
"If you can sign up with a click, you must be able to cancel with one," Mayor Zohran Mamdani said
Low_Frequency_Trades retweeted
America’s corporate governance system is broken, and it’s killing public companies. Look no further than Cracker Barrel: Decades of brutal mismanagement have seen one incompetent CEO after another walk away with a massive paycheck while customers and actual shareholders take a beating.
Why does this keep happening? Because proxy advisory firms like ISS are corrupt. They blindly rubber-stamp failing boards year after year, protecting the corporate elite while burning shareholder value to the ground.
The root of the rot is index funds. There's no question that indexing one's money is a smart financial move for most people. But just because you passively index your investments doesn't mean your corporate votes should be handed over to the managers of your fund so they can play politics. Right now, passive funds hold massive, unchecked voting blocks while having zero skin in the game themselves.
It is time for a simple rewrite of the rules: We need to index the votes of index fund investors.
Passive index funds should be forced to automatically split their votes to proportionately mirror those of retail and active institutional shareholders — the people actually doing the research, risking their capital, and fighting for performance in the companies they hold shares in. No more rubber-stamping. A change like this will immediately strip corrupt gatekeepers like ISS of their toxic influence.
True accountability happens when lazy, overpaid boards actually answer to the stakeholders they represent, rather than screwing them over.
Actual, logic-driven governance when your money is passive happens when your vote passively follows the voting decisions of the actual market.
We need to stop letting passive capital protect active incompetence. By stripping index funds of their arbitrary voting power and empowering engaged investors, we will finally torch corporate cronyism and usher American capital markets into a golden age of capitalism.