WallStreetFelon

@TheOfficerTatum He did what he felt he needed to do as a man of faith and I’m grateful to him In the administration’s own words they said Israel decided when this military campaign started. They are using our weapons on our dime. I voted Republican down the ballot but I didn’t vote for Bibi

🚨WATCH: Joe Kent's CLAIMS get DEBUNKED after humiliating resignation. Thank you Joe Kent for your service to this country, this was not the way to exit.

@camhigby If you can find a make up artist to make you look like a black Muslim you could investigate Somalian ballot harvesting in Minneapolis

Anthony Rubin discovered that the cash for signature scheme on skid row is literally foreigners who already got caught in their own countries. They came here and started an LLC and began running the same fraudulent scheme.

@thweatt_robert @phildstewart I think Joe Kent’s interview made Trump look like Israel’s puppet and if hadn’t listened to the interview I wouldn’t have thought twice about this statement but I think it caused Trump to reign in Israel

@wallstfelon @phildstewart They can't escalate, and can't stay where they are, clock's running on the world economy. By "they", Trump for sure.

(Reuters) - Iran no longer has the capacity to enrich uranium or make ballistic missiles after 20 days of U.S.-Israeli air attacks, Israeli Prime Minister Benjamin Netanyahu told a news conference on Thursday. "We are winning, and Iran is being decimated," Netanyahu said, noting that Iran's missile and drone arsenal is being massively degraded and will be destroyed. "What we're destroying now are the factories that produce the components to make these missiles and to make the nuclear weapons that they're trying to produce," Netanyahu said. Netanyahu did not provide evidence for his claim that Iran no longer had the capacity to enrich uranium.

@thweatt_robert @phildstewart They’re saving face

@phildstewart Point is, victory narrative being built, don'tcha think? Makes sense Trump would want Bibi to "put it out there" first.

@HayekAndKeynes If you listen to the Tucker Carlson interview today this statement is a signal that Israel is being reigned in by the US If I didn’t listen to it I wouldn’t have thought anything about this statement but it’s exactly what was Israel’s whole justification for wanting to attack

Big mood shift today Israel basically signaling they dropped enough bombs and RoW saying they will help to clear Hormuz. Harder for Iran to sustain aggression against all allies. Increases odds they fold. Small risk they keep pushing and China/Russia add backdoor support but I don’t think China will risk that given what they have seen. Could certainly try to invite world navies in and pull something sneaky but I would discount that. See a clear window for resolution which didn’t exist until today. TBD

@joekent16jan19 I think your resignation and interview forced Trump to reign in Israel at least I hope it did Thank you for your service and sacrifices God bless you

After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby. It has been an honor serving under @POTUS and @DNIGabbard and leading the professionals at NCTC. May God bless America.

@RihardJarc The strategic partnerships trading silicone and AWS access for equity with the up and coming big AI players is going to add up. Following Nividia’s playbook

Important context to add to the headlines about $AMZN Jassy internal communication to employees saying AWS could reach $600B in 10 years. The context that most headlines missed is that he said “at least” $600B. Big difference.

@antibearthesis I didn’t either until I rode a 6 figure gain down a couple times. It doesn’t mean I was bearish but I just take advantage of fear in the market and bought more of what I was “trading”

@wallstfelon i dont trade

$SPY trades at 21x forward earnings, 8% expected revenue growth $AMZN 27x forward with 15% expected growth $MSFT 22x forward 17% expected growth $NVDA 21x forward 80% expected growth $META 19x forward 35% expected growth Why would a 25% split each into these 4 not outperform?

@ThePlaymakerBiz @DudeWhoInvests I expect another record increase in AWS growth in Q1

@DudeWhoInvests not to mention ALL of Anthropic is ran through AWS

Amazon $AMZN shareholders receiving this news…

@RepThomasMassie @nkf I was 3 months in to the process before I was tested to see if I was a match. I wasn’t but assumed that was the first thing they tested for. There was a lot of expensive unnecessary testing. It was the first time I ever reached my max deductible

The National Kidney Foundation is a voluntary nonprofit that works to raise awareness and fund innovation in kidney disease research. Thank you, Kelly Burbridge, Annie Harrison, and Teresa Villaran from @nkf for meeting with me today.

@WhiteHouse @POTUS @MichealMartinTD Ireland is encouraging students to wear red instead of the traditional green today for “Red against Racism”

President Donald J. Trump greets the Taoiseach of Ireland, @MichealMartinTD, at the White House on St. Patrick's Day! 🇺🇸🇮🇪

@elonmusk If looking like a pedo was a crime he would have been off the streets

Happened again

@GavinNewsom You talking about fraud is hilarious

Donald Trump is a fraud and Texas knows it. He was so desperate he called up Greg Abbott and demanded he redraw the map to rig the election. Californians and Texans fought back together and we won. Texas Democrats are turning out in record numbers. Together we can end the chaos, the corruption, and the cost-raising graft coming out of Trump's White House. Let's flip Texas.

@DrJesseMorse @1776USAForever The FDA is corrupt There was a drug called Vicineum in trials for NMIBC At the time there was a shortage of BCG the SOC Vicineum received a CRL because of the way they tested BP Merck’s drug Keytruda was then approved for NMIBC Merck was the one responsible for the BCG shortage

@1776USAForever Lol. You’re wrong. So why hasn’t Reta been approved yet?

There’s only a couple peptides that can help to ‘reset’ your body, your mitochondria. MOTS-c is one of them, and another is SS-31. SS-31 is actually a drug in the United States approved by the FDA in 2025. So the naysayers saying ‘there’s no safety data on that peptide’ will be wrong about this one. Here’s a deep dive into SS-31: open.substack.com/pub/drjessemor…

@CnvctnCapital @MMatters22596 It’s my biggest position. I’m curious to see how Anthropic taking the #1 spot in the App Store affects AWS growth this quarter. Also the partnership with Cerebras is going to attract developers Their wafer is 20x faster inference than Blackwell

$AMZN is my highest‑conviction stock because it sits at the intersection of AI, cloud and consumer, with AWS, retail and advertising all compounding on each other. Its massive AI capex, accelerating AWS growth and durable cash‑flow engine give me one of the clearest long‑term risk/reward profiles in the entire market.

This stock will at least TRIPLE from current levels (200%+ upside) within the next two years. I’ll start. My highest-conviction pick is $NVO. Honorable mention: $JD. Now it’s your turn: What’s your top pick and why?

@Poopster691 @KrisPatel99 Not really competing. They’re building models that are compatible on their cloud services and trading them for stakes in the companies. Most still use Nividia for GPUs but there are also training and inference chips. Cerebras makes an inference chip 20x faster than Blackwell

@wallstfelon @KrisPatel99 Training a model on custom silicon once doesn’t mean hyperscalers can replace NVIDIA. You need full stack CUDA, networking, software ecosystem, and scale manufacturing. The anuses of these guys gonna get torn apart competing

$GOOGL $AMZN $MSFT Comments by Jensen about the Trillion dollars in demand seems to confirm that the Hyperscalers like Google and Amazon were right to invest in their own chips. If demand is this strong for compute, to me it just means those with the deep pockets will be able to charge and finance without sacrificing margin. This isn’t a dig at $NVDA, it’s just a confirmation point that the top lines at the hyperscalers are likely to grow faster than what people are currently projecting. They are also likely to be able to maintain healthier margins than those without their own chips and have to surrender majority of their profits to $NVDA just to stay in the game.

@VulcanMK5 @Beth_Kindig OpenAI wrote IOUs

3x oversubscribed tells you everything about how the bond market views hyperscaler credit risk right now. This isn't $CRWV financing territory. $AMZN spending 18.4% of sales on capex, $GOOG at 22.7%, $META at 34.7%. Three different approaches to the same AI buildout. All three can afford it. That's the luxury of generating actual cash flow before you start building 💎

Amazon $AMZN is reportedly looking to raise $37 billion to $42 billion in its latest bond sale to help fund its AI infrastructure buildout, per Bloomberg, with early reports suggesting the sale attracted $126 billion in demand. $GOOG $META

@Beth_Kindig And they did it without diluting shareholders. Best case scenario and if it happened in better market conditions it would have run up. Traders were waiting for a dip to buy in after dilution. I had extra cash set back but $208 was still cheap and my average is $203

@NotA_Bull $AMZN is still cheap and $SOFI will run up when it makes the S&P

What’s a stock in your portfolio that is currently down that you refuse to sell? Mine picks: $AMZN, $SOFI