@NathanSRobinson @levelsio Then why would anyone pay more for the same product?
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Antropysm
940 posts
@Antropysm @levelsio often times they can't, contractually :/
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Booking sites (OTAs) give you the worst rooms in a hotel
The best rooms go to members of the hotel loyalty programs
Before I book directly I always sign up to their site and you're a member
Just being a member when you check-in gets you the best rooms and upgrades if available
Chris De David@ChrisDeDavid1
@levelsio Why not use a site like Booking com?
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@Molson_Hart Routinely ship LCL between various destinations
Never pay rates that high, but perhaps outbound from VN / CN is now high… you’re benching to CN anyway
Anyway, sorry if offense. Can oftentimes get air cargo at that price, but realize it’s a bit apples-oranges for weight vs vol
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@Antropysm Not when you realize that we're not charging CFS fees and the MOQ is 1 CBM.
Tell me what smells like bullshit. We can put $10,000 in escrow with a mutually agrreed third party and if I am bullshitting, you can take our $10k.
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Do you need to ship from Vietnam to the USA?
We opened an end-to-end turnkey logistics service between Hanoi/Ho Chi Minh and Los Angeles.
- We will pick up in Vietnam
- We will ship (less than a container is no problem)
- We will get it to where it needs to go in the USA
And if something goes wrong, you tell me publicly. I will stand by the quality of our service.
Anywhere in Vietnam to Los Angeles is $150/CBM this month. Direct service. Departs every week. 15 days port to port.
It’s not LCL. We’re bypassing the headaches and bullshit, getting you your goods fast, easy, and cheap. And we can deliver to Amazon.
So if you need to move goods from Vietnam and the USA, reply and let’s do some business!
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None of you own enough $LGO
In 12 months, it's gonna be looked back as such an obvious no brainer trade to buy a #vanadium producer trading so cheaply as the bull begins. #CallingIt
GIF
Lukas Ekwueme@ekwufinance
China revealed their 15th Five-Year Plan - $560T investment into a new power system (+40%) - Large-scale wind and solar expansion - Increased stockpiling of critical minerals - Rapid battery storage buildout As the world’s largest commodity consumer, China effectively sets the tone for global demand. This plan adds another major demand driver into an already tight supply environment, while the US is simultaneously competing for access to the same critical minerals. The result is increasing pressure on already constrained commodity markets
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FRANCE’S CENTRAL BANK SOLD 129 TONNES OF FRENCH GOLD STORED IN NEW YORK, BOUGHT EQUIVALENT GOLD IN EUROPE THAT MEETS CURRENT STANDARDS, AND RECORDED A €12.8BN GAIN DUE TO HIGHER GOLD PRICES.
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@disclosetv Meanwhile “Kallas & vonStoopid are continuing to monitor the situation”
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NOW - UK Defense secretary says 3 Russian submarines were in UK waters, "To President Putin I say, we see you, we see your activity over our cables and our pipelines, and you should know that any attempt to damage them will not be tolerated and will have serious consequences."
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Singapore is the world's second busiest port and our diplomats chaired the UN convention for the law of the sea, people expecting our country to do otherwise are deluded.
The Straits Times@straits_times
S’pore will not negotiate for safe passage through Strait of Hormuz as matter of principle: Vivian bit.ly/4vh3kti
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🚨 THE CANCER PROTOCOL WHICH EVERYONE IS SHARING IN PRIVATE
This is an integrative cancer protocol which is driving massive attention right now. It blends repurposed medications, targeted nutrients, and metabolic support into one multi-angle approach.
Why it's getting attention:
· Repurposed agents aimed at cancer metabolism and signaling.
· Immune and liver support layered in from day one.
· Anti-inflammatory and anti-melastatic compounds work together.
· Nutrition and fasting are used as chemosenitizers.
This is not guesswork; this is pure science, and we share this information regularly.
#Ivermectin #Fenbendazole #Mebendazole #Cancer #PharmacyinUSA
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"One data point stands out. A single Claude Max subscriber generated over $5,600 in equivalent API costs in one billing cycle. On a $100 plan."
PSA: API has a 90%-95% margin. So actual costs are somewhere around $300-$600
Poe Zhao@poezhao0605
Anthropic blocked third-party tools from riding Claude subscriptions. A Xiaomi executive posted a structural breakdown that went viral in Chinese tech circles. Her argument: the entire AI coding subscription model is broken. One data point stands out. A single Claude Max subscriber generated over $5,600 in equivalent API costs in one billing cycle. On a $100 plan. China’s coding plan market sits in the same trap. Alibaba’s Pro tier sells out by 9:30 AM daily. What the scarcity actually signals: hellochinatech.com/p/china-ai-cod…
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The information edge has been democratized. The workflow edge hasn’t.
1) Imagine a 55-year-old PM who still has his assistant print Street research, asks his analyst to tweak the model after last week’s sell-side lunch, watches @CNBC, downloads the book into Excel, and adjusts risk after Monday’s IC. By 5pm, he’s at dinner with his prime broker.
2) Now imagine an investor who ingests every sell-side note, tweet, Substack, and podcast in real time. He uses cheap software, AI, and agents that never sleep. He’s digitally native, always on, and armed with the pattern recognition of his 55-year-old mentor, and trades assets that are open 24/7/365.
Who are you betting on?
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So the easter egg:
$MSFT Quantum appears to be an undisclosed hyperscaler...
That is secretly buying from a company that sounds with Prime Ribs according to LinkedIn tracking.
-> Microsoft Quantum posted photos
-> Zoom in to top left and magnified
-> Prime Ribs machine checks out?
It's a duopoly in the MBE space with $VECO for quantum machines (think $AXIA for photonics but for Quantum).
They reported earnings today:
-> It's profitable. ~25 P/E ratio after ER release.
-> Very healthy balance sheet
-> Used for adjacents, like silicon photonics (eg. Fujitsu's quantum dot spinoff)
-> IntelliEPI (aside from $MSFT) well known buyer
Some followers reached out about this name (not taking any credit for DD or finding it). Disclosure: I found their ideas interesting and have positions.
-> Full Credit to @latent_value7 finding $MSFT links
-> Credit to @TheSarge_ for bringing the name to my attention early on
A reminder: Even though I share these cool ideas, I don't recommend anyone take positions based on my posts.
I'm just impressed that people on X found that a hyperscaler buying from a tiny company for their frontier quantum program.
Serenity@aleabitoreddit
Turns out... Easter egg hunting works in stocks as well? Can't believe one of my followers found the undisclosed supplier of a T1 hyperscaler like $NVDA or $GOOGL by: -> Looking at an executive's from LinkedIn posts. -> Magnified the edges of one of their posted photo by 5x -> Found one of the machines that looked distinct enough to identify -> Traced the color scheme of a machine back to a small company -> Identified the undisclosed supplier. I'm genuinely impressed.
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@Fintech03 @DefensePolitics See told you… are you listening anon?
Antropysm@Antropysm
@Dicksonmagecha @FirstSquawk @amlivemon But they’re selling in size, which means they’re driving down the price Then when they re-purchase, they drive up the price, more so than the way they drove it down Again, French, there’s no non-shady way that they did this
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@Fintech03 @DefensePolitics I’ve been telling everyone the French are shady
Not surprised to hear their original #French production was substandard!
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India recently moved its gold from UK to home but why did France sell in New York & buy in Europe instead of just shipping the bars?
The 129 tonnes France held in New York were non standard legacy bars, relics from the late 1920s that did not meet modern good delivery purity/weight specifications.
Shipping dirty/non standard bars involves massive insurance, security, & then refining costs to bring them up to modern standards.
By selling the sub par bars at record high prices in the US ($5600/oz peak in early 2026) & buying modern, high purity bars in Europe, the BdF turned a €7.7 billion loss from 2024 into an €8.1 billion net profit for 2025. They essentially got paid billions to upgrade their jewelry.
Globe Eye News@GlobeEyeNews
BREAKING: France sold its gold stored in New York and purchased an equivalent amount in Europe. All of France’s gold reserves are now located in Paris.
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@TMTLongShort So you’re saying Dario was indeed playing the part of “Drama Dario”?
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Not enough attention is being paid to the fact that the NSA will have unimpeded access to every corporate and government system on earth for the next 12-24 months as a function of its exclusive access to unconstrained Mythos+ models.
The gap between open source and closed is about to widen substantially as national security will be cited as an excuse for anti-distillation and whitelisting.
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When a business does it, it’s fraud - and it’s prosecuted.
When the state does it, it’s your problem. Stay quiet, behave, or risk losing your money for good.
IMI Daily@imidaily
🇵🇹Portugal in 2021: "Invest EUR 500k, naturalize in 5 years" 🇵🇹 in 2025: "We took 4 years to process your application. We put golden visa investors at the back of the line for ideological reasons. But don't worry, we'll count your wait time toward your naturalization timeline." 🇵🇹 in 2026: "We changed the law, so now you'll only be eligible for naturalization in 2035, and the time spent waiting won't count after all. Oh, and the processing time for naturalization is itself another 3 years. So you can look forward to a Portuguese passport in 2038, 17 years after you invested. Unless, of course, we change something else by then. Anyway, thanks for the half a million euros."
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@thealepalombo Yeah I guess. 3 types of people. First is crypto bros, 2nd is the super rich fleeing, and the 3rd are middle-aged people
Middle-aged people get increasingly less-mobile over time!
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This is Positano, Italy. You can retire there and benefit from the 7% flat tax retirement in Italy.
It's 7% tax universally on foreign income, dividends, capital gains.
To qualify, you need a monthly disbursed pension, private or public. No age limit.
This lasts 10 years.
It's one hour away from a larger city.
There are surely trade-offs to consider, but I could hardly think of a more beautiful place.
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@DellAnnaLuca What’s stopping Italy & America
It’s why #LittleHands was re-elected!
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This is probably my favorite figure from Singapore.
1.4 million citizens out of a workforce of 1.6 million, at the time.
It's extraordinary.
Luca Dellanna@DellAnnaLuca
89% of the Singaporean workforce participated in the Singtel IPO Singaporean voters are just built different
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@BehizyTweets US will simply take dinero from Omän
Everyone will view that as fair
#LittleHands wants to keep oil prices elevated as he reindustrializes America
He will also make Taco-Bell free for everyone!!
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@rosspb @stefanroberts @juliamacfarlane He’s conflating marginal rates for “high” earners with actual confiscation
The UK is bad, but he did it purposely to be seen!
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@stefanroberts @juliamacfarlane Based on government website, if earning on £125k pa, income would be £78k after tax, not sure how that’s 62% exactly…i’d love to have take home pay of £78k!!!!!
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It's just insane that a person with no children earning between £100-125k pays an effective marginal tax rate of 62% in the UK. If you do have kids you're actually worse off earning over 100k than you would be below it with childcare subsidies.
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