TT_Bullrun

@iNdIgO4210 @B3nClipsHQ i looked at your profile and it says "fuck israel" that tells everything. Let me guess. Liberal. Haven't done anything with your life. A failure. Of course you won't blame yourself. Let me guess, jews? billionaires?

A Five Guys in New York turned into complete chaos after the Knicks’ historic Game 4 comeback😭

@DavidBCollum Wait a minute. Is this satire account? This person can't be professor?

Sandisk's market cap is $260 billion. It's trailing 12-month free cash flow is $2 billion.

@EylonALevy I know people hate jews and everything, but how fucking brainwashed can you be to agree with Mo Khan. Have you read things Hamas has done? It is SUBSTANTIALLY worse than Zionist is doing. For the love of god, people please educate yourself even a bit.

Social services should take your children

@AJButton2 How bad are you down?

Anybody who is completely chill and unconcerned about today's market needs their head examined. This really does look a LOT like Dotcom. People say "oh but the strongest companies are REALLY PROFITABLE! The 1999 dotcoms were persistently losing money!" Well Microsoft was profitable in 1999. Didn't stop the shitcos dragging it and the whole NASDAQ-100 down with it. As for today: > SpaceX about to go public at a $2 trillion valuation with hardly any earnings > Tesla trades at $1.6 trillion with a 230 P/E ratio and a shrinking business. Basically Musk's companies look like a HUGE bubble, and if SpaceX really nabs the $2 trillion valuation it's expected to get, then SpaceX + Tesla combined will be $3.6 trillion. That's a big enough weighting to cause some trouble for the NASDAQ-100 if they correct.

@sammas6889 @EYakoby First of all I have seen videos on both sides. Both parties are doing bad things. Can you accept that Hamas/palestinian people have been killing jews allthe time

@BullrunTt @EYakoby Wrong doings? The level of mental gymnastics you people have to go to in order to ignore the proof of 1 groups actions in 4K video is astounding. The true danger to the world is the level of brainwashing people like you are under.

If Israel had attacked four countries tonight, the podcaster class would be up in arms. Iran just attacked four countries, they haven’t said a word. Weird.

@sammas6889 @EYakoby Yes there are some wrongdoings currently but arabs do not want to be peaceful

@BullrunTt @EYakoby That’s not what the settlers are doing currently. Are you retarded or just willfully ignorant?

@sammas6889 @EYakoby Jews bought land legally from Arabs. Read it.

@BullrunTt @EYakoby Stop stealing peoples land and they wouldn’t face violent resistance. What would you do if someone came and told you to leave your home or die?

@propaganda_nerd You cant’t be this stupid?

#Hautkrebs kommt von zu viel Sonne. 🤣

@sammas6889 @EYakoby How can Israel be terrorist if Hezbollah, Hamas and other terrorist groups keep attacking? What should they do?

@BullrunTt @EYakoby I’m not disputing that. I’m not saying Iran is in the wrong. Israel is the terrorists

@sammas6889 @EYakoby Israel attacked Hezbollah in Lebanon snd Hamas in Gaza. Why not be honest and accuraate?

@EYakoby Iran attacked the US bases in 4 countries. Why be honest and accurate? That wouldn’t play as good so I get it but hey we all can’t be demonic goblin propagandists

@BrillResearch Are you sure they have ATM program anymore? ;)

$APPS While the recent move may have been somewhat exaggerated in the short term, it increasingly looks like a genuine trend reversal. It would also be reasonable for the company to take advantage of this strength by issuing additional shares through its ATM program

$APPS continues to rally, now approaching $10/share. As mentioned previously, the latest earnings report showed encouraging progress and a clear path toward continued revenue growth, profitability expansion, and debt reduction.

@HH_39_45 @YohanPawerF This is exactly problem with you people

@YohanPawerF Pleure enfant de pute ça ne changera rien au fait qu’on te baisera tôt ou tard tu peux juste chialer derrière ton écran mais pas dans la vraie vie cache toi comme un rat quand t’es dans la rue c’est mieux

Je ressors des Champs-Élysées. Je vous annonce officiellement que je suis islamophobe. Cette nouvelle France est plus que flippante.

@Clinton_White01 @TateTheTalisman Have you ever read any statistics?

@TateTheTalisman Even if the people involved are mostly Black, vandalism is still a behavior problem, not a racial trait.

The streets of Paris should currently be filled with white French speaking men wearing PSG football shirts and toasting glasses of wine in the numerous cafes that line the streets. Instead it’s full of Africans setting fire to everything.

@helenjr10 @DrewPavlou @Mr_Andrew_Fox edition.cnn.com/2026/05/12/mid…

@DrewPavlou @Mr_Andrew_Fox Bet he didn’t reply after that. They raped both men and women and continued to do so after they were dead. Don’t get me started.

LOL the “Historian of Palestine” blocked me when I proved him wrong in 5 seconds.

@RomanoIntel @meremrtl keeps trashing $APPS why? Is he short?

$APPS Delusional as always part 2: D&A is pushing $71.5M, it's old dead weight and does not need to be replaced. It serves purely as a means of tax savings. Valuing a high-growth (20%+) based on FCF, is misplaced. Try EV/EBITDA.

@MARA @CK_Cryptoklepto We need hyperscaler deals

Reliable power is becoming one of the defining constraints in AI infrastructure. Our latest blog explains why MARA entered into a definitive agreement to acquire Long Ridge Energy & Power, and how the transaction supports the next phase of our digital infrastructure platform.

@OpulentVocation Calling for bubble without providing any valuation figure. Come on. What are we even doing?

Thoughts from Michael Hartnett, BofA | This Is The Biggest Bubble Since The Railroads The current AI-driven market rally resembles one of the biggest speculative bubbles in history, comparable to the Nifty Fifty or dot-com era, but investors are unlikely to aggressively sell before two catalysts occur: a major OpenAI/SpaceX-style IPO cycle and a clear Fed policy tightening shock tied to rising CPI from tariffs and inflation. •AI mega-caps now dominate market concentration, with the “AI bubble” larger than past railroad, Japan, and dot-com bubbles by some metrics. •Bond yields are the main warning signal: the rise in long-term yields and global cost of capital seen as dangerous for risk assets, especially leveraged consumers, private equity, housing, and emerging markets. •Several macro stress signals are flashing: weak Asian currencies (KRW, JPY, INR, IDR), widening high-yield spreads, EM outflows, and BofA’s Bull & Bear Indicator hitting a contrarian “sell” level. •Historically, speculative IPO waves (Alibaba, NTT, Visa, etc.) often marked medium-term market tops rather than immediate crashes. •Current gains are very narrow (“wealth effect, not wage effect”), while equal-weight consumer stocks remain weak versus the S&P 500. •Despite near-term bubble concerns, structurally bullish on emerging markets and commodities. •Preferred post-bubble opportunities would be consumer stocks and smaller AI adopters/disruptors rather than dominant mega-cap AI platforms. •Geopolitics, energy, AI competition with China, and inflation are increasingly interconnected themes shaping markets. Zeitgeist quote: “Everyone is now convinced that equities are the best inflation hedge.” Feedback from recent London trip, main soundbites: •“we’re long and paranoid,” •“wants/needs to de-escalate Iran, and stocks pop, yields drop on deal,” •“if UK gilts find love, everything finds love,” •“European electorate shifting decisively right, Farage in UK, Le Pen in France, and you watch the AfD in Germany will win Saxony-Anhalt in September, their first state election,” •“the fear in bonds is nowhere near as strong as greed in equities,” •“Warsh will be rhetorically hawkish but practically dovish over the summer,” •“US actions in Venezuela, Ukraine, Iran, Greenland, Cuba should be viewed through single strategic lens competition with China in AI, which can only be won by securing access to critical resources.”

@srg444 @Aldyland On what metrics?

@BullrunTt @Aldyland Take your pick. $NVDA is cheaper

If you're buying $MU today... You're the liquidity.

@srg444 @Aldyland For example?

@BullrunTt @Aldyland Because I can buy better, more durable names at cheaper multiples in a sector that's doing everything in its power to solve short memory.

@srg444 @Aldyland Dude why only look at this year if they are selling capacity for several years already?

@Aldyland 25x this year isn’t v exciting considering to me. But you do you.