ValueAdd

@rabois @Geiger_Capital We'll see starting in November won't we.

@IRRDriven @Geiger_Capital That is the dumbest post in the last week on X. Congrats.

There it is… Democrats are now projected to win both the House and the Senate in the midterms. Republicans were at 75% a few months ago.

@rabois @Geiger_Capital You are out of touch. We’re getting socialism now because of this. Enjoy your capitalism for another 2-3 years. Even Miami won’t be immune thanks to this war

@Geiger_Capital Stupid. Chance of losing Senate is negligible. Will win House too.

Congress isn’t going to do anything. The people that don’t support this nonsense war just need to refuse to work today. Thats all.

@collision @sundarpichai @eladgil You are out of touch right now. Wake tf up

.@sundarpichai joined @eladgil and me in the Cheeky Pint pub. I was excited to get into Google in 2026: how AGI-pilled Google is, compute bottlenecks, fast AI products, $180b capex, the intelligence overhang at enterprises, and deciding capital allocation at a company overflowing with ideas.

@micsolana This is the least important concern right now

data centers are symbols of class, and people can’t afford their rent. they are blaming rich people, because they are being told to blame rich people. everything is downstream of housing.

@TomiLahren I hate to tell you, but the republicans are toast.

I love this woman. She may single-handedly put JD Vance or Marco Rubio in the White House in 2028.

@emilyinvc Correlates IQ with money. You say you're in SF? No way.

i am sourcing a husband for a close friend of mine she’s * SF * Jewish * Very high IQ (makes >$500k/yr) * Family oriented * 34 + wants marriage/kids within 36 months * Gorgeous brunette with tiny waist and large breasts * Perverted, but in a fun way Who’s on the market?

@RealJGBanks this is bs. why would they trade sanctions for opening the strait?

BREAKING: Iran just answered Trump’s peace plan They will reopen the Strait of Hormuz the route for 20% of the world’s oil if the US lifts all sanctions Trump has less than 22 hours to decide Deal=oil crashes No deal=oil spikes $USO $XLE $SPY are about to make a massive move

@labubu_trader Midterms are gone and so are prob next 2-3 elections. I don’t see him stopping. And people are in lala land. Reminds me of Covid

Will buy some 0408 or 0410 IWM/SPY puts tomorrow as a hedge. I think it becomes more positive as both parties have clearly expressed their demands. There are a few overlaps and common points, so it actually opens a “negotiable” diplomatic path. But I can’t rule out the chance that Trump will escalate soon to de-escalate. It’s a risk worth the hedge cost to me.

@MartinSGoldberg @firstadopter Explain it to us

@firstadopter I really dont under your lack of sophistication in all of this. Makes me question your tech acumen actually.

What the hell are we doing. Seriously. "142nd Field Artillery Brigade depart for the Middle East."

Force Majeure. Resins. Converters. WTI. Treasury Yields. Spreads blowing out. Coatings. Diesel. Risk is incredibly underpriced right now. Everybody is talking about PE ratios right now and how "cheap" things appear for a reason. It's an illusion.

@pmarca It’s time to block you

It’s time to solve crime.

@mountain_mal Monetize this for real estate now.

i built an app that turns any space into a digital clone just by looking at it ray-ban meta glasses → fully navigable 3d world 📍 my friend’s studio in tokyo

@TreyYingst The problem is nobody trusts him anymore. Which is why this thing isn't going to end without publicly verifiable acts of withdrawal. This is embarrassing to watch and read.

President Trump told me he's given Iranian negotiators "immunity from death," something they asked for. "The big thing is they're not going to have a nuclear weapon. They're not even negotiating that point, it's so easy," the President added. "That's already been conceded. Most of the points are conceded."

@aleabitoreddit This is like the lead up to Covid. Everybody was in denial. Being long anything that is inversely correlated with interest rates and energy costs is crazy.

I thought this was fake for a sec. How is this a real post from our President? Optics aside, not as fun when markets move based on Trump posts over fundamentals…

@alon_mizrahi The solution to this problem is on April 15

Two things that I like about this Trump quote: 1. The strategic stupidity of threatening Iran like this when it holds the Bab el Mandeb card and can shut down the Red Sea in 5 minutes notice, causing global havoc; when it has allowed substantial parts of the Gulf to keep operating, but can bring everything to a stop, sending oil prices to $200+, and also when it has major escalatory cards against Israel and other colonial hubs in West Asia. 2. The ridiculous attempt by Trump to sound like he's a blue collar, simple, hard-working American, while growing up in a family of German slumlord billionaires. The military power, the conviction and the self image: all fake. - What a week we're entering (after which Iran will look even more glorious than it does today)

@pati_marins64 You mean that whole area will become toxic and oil will need to be exported via the Mediterranean? I wonder what’s prompting this idea

Attention

US-Israel nuclear trap Under immense global economic pressure and facing a domestic inflation crisis, President Trump,in coordination with Israel,made the fateful decision on March 21 to bomb the Iranian nuclear facility at Natanz. Iran has interpreted this strike as a deliberate attempt by the coalition to trigger a catastrophic nuclear incident, a “shortcut” to victory through environmental and humanitarian disaster. This bombardment follows only days after a projectile struck the vicinity of the Bushehr reactor, sparking widespread protests. Yesterday, Iran retaliated with a heavy strike on Dimona, home to Israel’s most critical nuclear reactor. There is no doubt that the Iranian most modern arsenal, possesses some precision-guided missiles capable of striking Dimona reactor, and the reverse is equally true. We are witnessing a terrifying escalation, with both nations trading threats of triggering a nuclear incident. This is the definition of wartime insanity. The situation is further complicated by the fact that Iran has not been inspected for nearly nine months, more than enough time to have clandestinely developed a nuclear weapon. Technically, Iran is already an ambiguous nuclear power; it possesses the chemical material, the technology means, the timeframe, and at least 4 to 6 models of modern dual-capable missiles designed to carry nuclear warheads. What if this ends in a nuclear exchange? We must recognize the sheer madness this senseless war is driving us toward. At no point has the conflict de-escalated. On the contrary, the range and sophistication of Iranian missile launches continue to expand. The coalition’s munitions are running low, yet Iran keeps firing; The war is becoming prohibitively expensive; inflation is surging in U.S and in the world; Gulf nations face billion-dollar losses; Asian allies are undersupplied; the Strait remains blocked; and the bombings have failed to produce the desired effect, With falling war popularity and elections approaching for Trump, and Netanyahu seeking a judicial reprieve, the pressure is mounting. This pressure is fertile ground for nuclear escalation, the dangerous belief in a “magic bullet” that could end all problems in few hours. However, in Iran’s case, this may only invite a devastating retaliation from hardened silos using nuclear weapons that, at a basic level, could be assembled in a week. By targeting Natanz, the coalition has already violated Article 56 of the Additional Protocol I to the Geneva Conventions, which forbids attacks on nuclear facilities, -Even militaries -, due to the risk of “releasing dangerous forces.” They are opening a nuclear door that is escalating faster than anticipated, and if not contained now, the fallout will be far greater than anyone predicted. Join my Substack: @global21" target="_blank" rel="nofollow noopener">substack.com/@global21 And .support my work here 👉🏻 PayPal: marpatri640@gmail.com pix: marpatri640@gmail.com Solana wallet: HoRmrU2wa2LKaD81N9DwV22rxX2e4QRfqn46uFtG1qok

@simpatico771 this sounds like the efficacy of the Covid vaccine.

So, we're now down from 90% missiles destroyed, to 80%, to 70%, to 50%. The real number is less than 10% but it'll get there eventually.

@0xChiraag China and India have billions of people and can’t find 11 to put in the pitch

Let me tell you a fun fact..... China has 4.3 million Software engineers India 5.8 million USA 4.4 million Russia 1.3 million Among these 4..... Only India couldn't produce even 1 App, Website, Operating System, Database, Cloud platform, CDN, AI or even Social media that is used by the world

You spent years stacking and building your portfolio of equities, bonds, real estate. There is a good chance you’ll watch it evaporate in 3 weeks when Iran has no choice but to destroy gulf oil facilities to put economic pressure on the world to reign in the U.S.