sp🅰️cebuzzlightyear
555 posts


@fute_l_eclair Ya it was pretty close.. $46 billion at 655.61 on the 9th.
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@chrismartenson @Bogachan_1971 This is terribly sad how can we steel money like this to normal people
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BREAKING: The US Treasury and its proxies sell 'paper oil' in whatever quantities necessary to drive the price back below $99.99/bbl.
UP NEXT: Staggering losses to be borne by US taxpayers.
The Kobeissi Letter@KobeissiLetter
BREAKING: US oil prices fall back below $100/barrel in a large reversal on the day.
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@poconokid18 @FirstSquawk How do you ? Every day they are saying they have nothing left but everyday more missile more drones are falling so yes nothing has happen just trashtalk
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@fute_l_eclair @FirstSquawk yea, nothing. No Navy, no airforce, no radar, no ammunition factories, no drone factories, no enrichment facilities, but other than that, nothing has happened.
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@Frederi55284379 C’est malheureux mais je pense sincèrement que ce genre de dommage vont causer un énorme tort aux marchés us surtout au vu des chasses entreprises en chine et à hk dont la crédibilité va ramener les investisseurs
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Les Marchés sont "bombardés" avec ce type d'informations absolument non sourcées. Ces informations de Axios et autres vont toujours dans le même sens et sont également diffusées à des moments particulièrement choisis.😂
FinancialJuice@financialjuice
There is ongoing engagement between the US and Iran and forward motion on trying to get to an agreement - Axios cites US Official.
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@StSu286592 @StockShark16 Degen optimist showing you don’t understand macro
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@StockShark16 you better not delete this when mkt flat or slightly higher next week 🤭
screenshot this if we break lower nxt week or 2
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Fasten your seatbelts. 🚊
The correction begins next week.
Monday is not a drill. 🚨
We’ve outlined the roadmap.
We’ve positioned accordingly.
Are you ready?
📊 Full analysis in Sunday’s WeeklyEdge.
✨ optionedge.ai
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@steve2bacon A deal doesn’t change the damage on the economy you are too much used of easy money
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@FirstSquawk With whom iranian have left already that’s what you get when you have incompétents at your side
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@ToumageOlivande @Frederi55284379 Entre les 2 on arriverait à peu prêt à 120 c’est pas beaucoup moins destructeur
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@fute_l_eclair @Frederi55284379 Option 3 lissage : on atterrit entre les deux.
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Le 21 Avril 2026 le contrat à terme front month WTI Crude Oil CLK26 expirera.
Il n'y a que 2 possibilités : soit le prix au comptant rejoint le prix papier soit le prix papier rejoint le prix au comptant.
Mohamed A. El-Erian@elerianm
From the @nytimes: “The futures and spot prices are rarely exactly the same, but the gap between them has grown unusually big in the past few weeks, so much so that oil executives and analysts say futures prices no longer accurately reflect the extent of the supply shock that the world is experiencing.” #economy #oil #energy #markets
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@GabrielleB38436 @KijunTrend @LeVraiMoha Ah bon c’est bien connu les pomme de terre ça nourrit autant qu’un concombre
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@KijunTrend @LeVraiMoha tu vas pas aller très loin en terme de calorie avec 1kg de carottes et pomme de terre
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$IREN IS NOT CHEAP!
$IREN is a case study in the divergence between basic and fully diluted valuations. While the surface level market cap sits near $13B, the enterprise value is expanding through aggressive capital markets activity.
The primary driver is a massive $6B At-The-Market (ATM) equity facility. If fully utilized, this would add over 150M shares, a 46% increase in basic shares outstanding. When you layer in $2.3B in convertible notes (2032/2033 series) and legacy 2030 obligations, the fully diluted share count swells toward 545M. This puts the potential market cap at roughly $21.4B. For all converts to happen, the share price needs to be above $52 and at $52, the implied market cap is $28.3B.
Investors cite a cheap entry based on legacy mining multiples, but the AI pivot is capital-intensive. $IREN is chasing a $3.7B revenue run-rate by year-end 2026, supported by projected FY2027 EBITDA of $1.6B. At a $21.4B valuation, this implies a 13.5x FY27 EBITDA multiple. $IREN is closer to an aggressively priced infrastructure play with significant execution risk than a cheap undervalued AI infrastructure darling . I personally wouldn't pay 14x FY27 Expected EBITDA (Note that's 1.5 years away) with such high levels of execution risk and monster dilution when there's a $NBIS as an option.
Today's equity holders are going to absorb all this dilution to allow the business to POTENTIALLY hit their targets. The company must successfully spend an additional $3.5B in H2 2026 to finish its 150,000 GPU build-out while navigating substation energization delays and potential margin compression as GPU rental rates normalize. The margin for error is razor thin.
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Just institutional buying, accumulation/position building.. unfortunately we don't technically know whether it's bullish or bearish yet.. We just know that there's a big boy in that zone if price action happened to fall to it.. Darkpools are a magnet, but being THAT far away it may take a while
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