Daytrader not a Professional, do not take my posts as financial advice. I play short term options for large % gains. I swing Big.
Louisville, Kentucky
Joined April 2009
- Tweets141K
- Following497
- Followers10.5K
- Likes161K
MWM retweeted
This is how a compute shortage turns into a compute glut
Same exact thing happened with fiber in the Dot Com bust
History rhymes
MWM retweeted
The Lukoil refinery in Kstovo - one of the largest oil refineries in Russia - has been struck.
What a sight.
MWM retweeted
Oh. $DELL owes $24.6 billion by July and $34.6 billion in total in 2027 and only $11.5 billion cash. Makes sense.
Last time I saw what $DELL is doing is when I was calling out the Sunnova bankruptcy.
They were cooking the book for 2 years and not paying contractors.
Far worse than $SMCI book cooking. Straight criminal action here.
Dell will issue equity, but very illegal.
MWM retweeted
had to make this after what jon stewart said at the 41 minute mark
Joined Jon Stewart on @weeklyshowpod to talk about the AI bubble, the massive credit risk of AI data centers, Anthropic's S-1, and how American retail investors are massively exposed to the unwinding of the AI trade.
youtube.com/watch?v=3sDzlv-V…
MWM retweeted
Don't listen to anyone saying there is cold air coming soon on social media, there isnt. The Super El Nino is about to kick into overdrive and will dictate the weather this winter. Look at our source of cold air in Canada... They might set a record for the warmest winter on record up there in many places.
Elon Musk ADMITTED SpaceX throttled Starlink internet access in Ukraine. And new reporting raises serious questions about whether the Starlink outage was used to squeeze more money out of U.S. taxpayers.
If true, we’re talking about a trillionaire potentially committing a federal crime to enrich himself. Worth an inquiry, don’t you think?
MWM retweeted
This is why gold and silver have been selling off hard👇🏻
ARAMCO Oil revenues are crashing and Saudi Arabia as a whole needs $ liquidity (especially to defend its currency peg) -> scramble to dump gold and silver for $ cash.
Houthi hits on oil fields, refinery, Yanbu. All export routes broken. Rebuild will take years, not quarters.
Aramco now is even negotiating a $10B revolving credit line with banks to maintain it operational continuity
Other countries in the Middle East are experiencing the same shortage of $ liquidity because missing or oil and gas sales and capital assets outflows putting their currency pegs against the $ under pressure.
Until now the Middle East has been dumping more gold and silver than how much Chinese and other countries are buying
Chinese investors just resumed buying physical gold and silver like it’s 2022 again.
Bottom in? Not yet.
Energy-crisis sellers are still capping the move. Until that fades, China’s buy alone won’t launch the next multi-year bull run.
Full breakdown:
youtu.be/ZEBOzdWL4cg?si=NkKL…
MWM retweeted
I finally pulled the trigger on some $CBRS puts ... has nothing to do with todays action, AI bubble. or Neocould debt mumbo jumbo.
Though all that could help expedite a profitable outcome
And I typically don't buy something that has already went so much in the direction I am playing for without me... but think this is sub $50 in the coming days, weeks, months.
Check back by the end of the year:
$PLTR could get destroyed next week imo
Ahead of Palantir Earnings, Here's What Barchart Data Says Comes Next for $PLTR Stock
barchart.com/story/news/8555…
Couldn't agree more. AI is totally out of control. Feels even crazier than the dot.com imo
