AnalogKid70

@BrianFeroldi I think I heard you discussing TMDX. do you own any? If not, why? I made it my 2nd largest holding after researching it. Curious how you would score it in your system.

@Eric_BIGfund Could you describe how it is being done for a noob?

People and companies rehypothecating Bitcoin are the primary reason it isn’t already $250,000 per BTC.

@drowsyinvestor Appreciate you. Thanks for sharing insights and doing the pod.

For the second time in the past decade I’m down more than 20% YTD. The last time was during the doldrums of 2022-23. This time does feel different. A seismic shift in business model is changing perceptions and slowly, but surely, changing how companies spend money. My investing thesis relied on company expenditures, meaning SaaS subscription, staying relatively the same. Additionally, perceptions of a shifting $NVDA led GPU race are confusing or at least complicating the AI trend and push NVDA to lowest forward p/e in years. Meanwhile still feel my “long AI investing/short humanity” joke is becoming more a reality and my mainline feeling. At the same time one of the largest geopolitical shocks is occurring with little ability to return to pre-conflict norms. And despite an early view of $CRWD has no correlation to oil prices, it does have correlation to market sentiment and larger business trends. Same for $AMZN and $MELI. So where do we go from here? On a surface level, surviving a pullback is a stretch of a long term investor, especially as the S&P isn’t even in correction territory. I’ve had a drop of 40% and several 20%+ in my 14 years of investing. Companies that are adopting AI, have a unique moat, and with a hardware kicker seems to be in quite a resilient place. $AXON has that and has come down from highs. I’ve spent more time away from the market to clear my mind and emotions and I’ve built a more robust watchlist than I usually do. $MSFT falling is interesting. $MA on multi year p/e lows is intriguing. $ALAB, $ANET, $CLS, $CRDO are some others catching my attention. Go slow. Optimize this mess. This too will pass (or at least clear up).

@anthonynoto Is the 4.5% applicable to everyone? When I go to sign up for Plus on my account, the website says it is “up to 4.0%” APY. Why the discrepancy?

🔥👇

@grok @realconnerjohn @money_cruncher @grok how does this impact distributions from an IRA? Are those also untaxed up to $98,000?

@grok @realconnerjohn @money_cruncher @grok Is this true even if you have income from a job? Or does this assume you have no other income?

Married couples can withdraw $131,100 from their brokerage and pay $0 in federal taxes in 2026. This is because of a $32,200 standard deduction and $98,900 of long term capital gains taxed at 0%. This is equal to ~$165,000 pre-tax salary. Invest your money.

@grok @realconnerjohn @money_cruncher Is this true even if you have income from a job? Or does this assume you have no other income?

@QuintenFrancois Conclusion - there are still forced sellers in the market.

@JC_ParetsX Look at SPG.

Since getting kicked out of the S&P500 in December 2010, New York Times is up more than 700%, crushing the S&P500’s +450% return. After completing a massive multi-decade base last quarter, NYT is now breaking out to new all-time highs.

@IncomeSharks Do any of them interest you at these levels? Insiders buying shares of Nike recently.

If you thought Crypto had it bad you could have been in retail/apparel stocks. Popular household names down 60 to 90%.

@grok @ValerieAnne1970 @grok Is it true that there were no children found with those conditions who did not get the vaccine?

Yes, a 2024 UK study of 1.7M children found myocarditis/pericarditis only in vaccinated groups, at low rates (27/million after dose 1, 10/million after dose 2). Cases were rare and mild. Other research shows these can occur from infections, with higher risk after COVID-19 than vaccination. The study is observational and not peer-reviewed.

🚨Study involving 1.7 million children has found that Myocarditis & Pericarditis only appeared in children who had received COVID mRNA vaccines. Not a single unvaccinated child in the group suffered from these heart-related problems.

@grok @ValerieAnne1970 Is it true that there were no children found with those conditions who did not get the vaccine?

@ValerieAnne1970 @SuperGrok is this accurate?

🚨 RFK Jr. warns: "In a million years, I would not take the flu shot—and I'll tell you why." "The flu shot primes you for flu, 36% pathogenic priming for COVID & increases non-flu infections like pneumonia 440%." Here’s the evidence—ingredients, studies & stats that demand your attention. 🧪 Toxic Ingredients in Flu Shots (injected directly into your bloodstream): • Formaldehyde – known carcinogen • Thimerosal (ethylmercury) – neurotoxic preservative in multi-dose vials used in large corp clinic & hospital settings. • Polysorbate 80 – crosses blood-brain barrier, linked to infertility. • Neomycin – antibiotic that triggers severe allergies • Egg proteins & dog kidney cells – allergens + foreign DNA fragments • Squalene M59(in adjuvanted shots) – tied to Gulf War Syndrome autoimmune reactions 🔬 Key Studies Exposing the Harms: • Cochrane Review & Cowling et al. (2012): Flu shot increased non-flu respiratory infections 4.4X of COVID & pneumonia, that's a 440% increase! • Pentagon Study (2017–2018): Flu-vaccinated troops had 36% higher odds of coronavirus. • Skowronski et al. (2009): Confirmed vaccine enhanced disease. • Multiple meta-analyses (2022): Show interference & heightened risk for certain strains. 📊 Shocking Statistics: • VAERS (as of 2025): 235,818 adverse events, 1,024 hospitalizations, massive underreporting. • Guillain-Barré Syndrome: 1 in 1 million doses (WHO) • Vaccinated kids: 4.4× more likely to catch other respiratory viruses. • Military personnel: 36% increased coronavirus risk after flu shot. Your immune system is smarter than Big Pharma’s guesses. Build it with nutrition, not needles. RT if you’ve ditched the flu shot. Share your story below ⬇️Skip the shot. Protect your health. #FluVaccineHarms #VaccineTruth #HealthFreedom

@ValerieAnne1970 Grok is this all accurate?

"As A Cardiologist, I Don't Take Statin Drugs & Here's Why..." Dr Jack Wolfson, MD "I like My Testosterone & Libido...Statins Harm Hormone Production. I Like My Brain & Want To Be Able To Use It...Statins Lead To Dementia. I Like NOT Having Diabetes...Statins Cause Diabetes." Cholesterol Is A Nutrient, Not An Enemy... There are no benefits to taking a Statin, yes they lower your cholesterol, but they do not lower Cardiovascular Risk or Disease. Synthetically lowering cholesterol levels is very harmful to every bodily system. 🔴Statins cause CoQ10 deficiency, resulting in muscle pain & Mitochondrial Dysfunction. 🔴Statins cause liver & pancreas damage, leading to insulin resistance & type 2 diabetes. 🔴Every Statin crosses the blood brain barrier & shuts off the enzyme of cholesterol production which then leads to Alzheimer's. 🔴Statins inhibit Heme A, a vital component of the electron transport chain for energy. 🔴Statins stop Dolichol, a crucial molecule in protein glycosylation in the brain, deficiency leads to Parkinson's & other brain disorders. LDL Is Not The Enemy Either... LDL is a transport molecule delivering cholesterol to repair the cell membrane of the arterial wall that has been damaged by lifestyle & environmental factors. LDL is preventive of disease & immune system protective. 🛞 It helps structure water around membranes to maintain charge. 🛞 LDL maintains cell membrane structure & keeps electron flow stable. 🛞 LDL delivers fat-soluble vitamins A, D, E & K for critical functions. 🛞 It transports antioxidants like vitamin E to fight oxidative stress. 🛞 It provides the raw material for making all steroid hormones. 🛞 LDL neutralizes bacterial toxins & supports innate immunity. 🛞 It delivers energy-rich triglycerides to keep metabolism flexible. 🛞 It builds lipid rafts that organize cell signaling & redox balance. 🛞 LDL supplies cholesterol to repair damaged tissues & membranes. Cholesterol Lowering Medications Will Cause These Chronic Health Dysfunctions: Dementia & Alzheimer's Disease Cancer Pancreatitis Liver Inflammation & Damage Diabetes Chronic Depression Parkinson's Disease ALS (Lou Gehrig's Disease) Hormonal Deficiency Brain Damage Multiple Sclerosis Muscle Pain & Tearing Fatigue & Weakness Neuropathy Heart Failure Vertigo Cognitive Impairment A diet prioritizing whole foods & nutrient dense animal foods provides the best healthy cholesterol profile which provides all the building blocks for proper function of the human body for life. Heart health is achieved thru eliminating harmful seed oils, excess sugar, processed foods, excess grains & starchy carbs. Eliminating these will keep Triglycerides low & HDL high, which is one of the best biomarkers for heart health. For optimal TG/HDL ratio, the number to aim for is less than 1.5 when dividing triglyceride level by HDL level. 👇LDL Paradox: Higher LDL, Greater Longevity👇 meddocsonline.org/annals-of-epid… 👇LDL Does Not Cause Cardiovascular Disease👇 #abstract" target="_blank" rel="nofollow noopener">tandfonline.com/doi/full/10.10… 👇The Higher Your LDL, The Longer You Live👇 bmjopen.bmj.com/content/bmjope… Speaker: Dr Jack Wolfson, MD Cardiologist

@LeeRoot8 @BitPaine @DavidKamnitzer What if you sell your shares in year 11 - after your cost basis has been reduced to zero?

@BitPaine @DavidKamnitzer Once your cost basis has been reduced to zero from dividends, every subsequent distribution is taxed as short term gains. Therefore this arb works on ~10 year paper or less given the 10.25% dividend.

If you have a paid off house, explain to me why you wouldn’t take out a mortgage on the full value of the house at 6%, park it in $STRC at 10.25% and capture a free 4.25% annually. On a $1M house that is $42,500 per year. Alternatively if you took out a $1,000,000 mortgage you could park $585,500 in $STRC to cover the monthly mortgage payment and buy 3.75 $BTC with the remainder.

We're partnering with @bitkey to give away a hardware wallet! 🟠 Just RT this tweet to enter. That's it ✅ Winner announced Tuesday 10/14 at 4PM EST.

@IIICapital Now do Tesla…..

Coinbase is trading at 67x mNAV. They should consider issuing equity to acquire bitcoin.

@JoeConsorti My property tax bill is up over 30% in the last 3 years. Parabolic move.

Within 5 years, rents doubled, home prices rose 40%, and the market is completely frozen. The consequences of a tsunami of money printing have come home to roost.

@mikealfred Amazing. Thank you for banging the drum so loudly on this.

IREN - NEW ALL TIME HIGH CLOSE - $37.14 +9.33% 💥🚀

@MartyBent I have been thinking the same thing. What if this was a foreign nation that killed him to make us all hate each other. We need to grieve but not jump to hate without knowing all the facts.

It is becoming obvious that this was a professional hit. Relative restraint in the short term is imperative. Whoever pulled this off is looking for misguided backlash to stoke further chaos.