Coastal Investments

@GibberCapital @aleabitoreddit I did not say that he/she could not post. Simply asked a question. Seeking to understand.

@CoastalInvstmnt @aleabitoreddit This might come as a surprise to you, but people are free to post whatever they like on whatever topic they want.

I’m genuinely impressed there’s people out there holding $IREN. Imagine getting close to half the market cap… ~$6B eventually diluted, sold into the open market against every stock rally… then still being bullish? If you’re avoiding $SNDK or $AAOI for 100-200%+ YTD. Because you care more about a company over your own portfolio returns. You’re in the special $AMC bagholding territory.

@aleabitoreddit Why the relentless obsession with something you have no position in? Are you bored?

@CoastalInvstmnt I don’t have any open positions in $IREN. Just sharing my thoughts on X

@amitisinvesting Great post Amit, thanks for sharing. One major difference from last April to this one..war time fears and significant instability in the country.

The bond market is not pretty right now. The 10-year US treasury just passed 4.43%. Yields across the world are spiking. Many people are wondering how Gold & Silver, which are supposed to be safehavens during these times, are now down more than 25% from their peaks… The answer is in bond yields. If the cost of capital goes up (people sell bonds, pushing the yield to own a bond higher) then risk assets get hit. It’s hard to take the risk and buy stocks when you could do nothing and get 4.45% guaranteed from the US government, which is 90 basis points above the Federal Funds Rate. Gold and Silver have become risk assets. I know they shouldn’t be, but when anything starts fluctuating 5-7% DAILY, it has turned into speculation more than a safe haven. These assets, just like $BTC and growth stocks, are now being hit. The worst thing about all of this is that if oil continues to stay elevated…and people sell off stocks…AND people sell off bonds…then we are just going to see higher inflation with no demand for bonds to bring it down because the credit markets will be demanding a higher yield. At the same time, if equity markets won’t be buying stocks, you’ll see yields going up and stocks going down at the same time which is a recipe for disaster. Trump knows this. It’s exactly what got him to pivot during April last year. I wonder how long he lets this continue, but at some point…the credit markets will dictate how bad this gets.

@Darkdarling00 Eeeeeeeeeeeeeeeeeeee 🏠🔥🔥🔥🔥

Simple poll. Please be honest! As of today, how much do you still trust this team? A. 100% B. 75% C. 50% D. 25% E. 0%

@patriotloverusa @FmrRepMTG

@FmrRepMTG It’s not a war! It’s a mission and you are a traitor.

Under President Trump, U.S. Military servicemen and women are being killed and injured, reportedly at higher numbers than we are being told and innocent children were killed at a school in Iran by U.S. bombs. The price of oil is skyrocketing, tankers are being bombed, and today the President released half of our Strategic Oil Reserves to try to stop gas prices from going out of control. And with all this, President Trump, who promised Americans “no more foreign wars, no more regime change” spent the day in Kentucky telling approximately 500 Fox News brainwashed boomers (most not even from the district) that Massie is bad because Massie didn’t vote for Trump’s COVID lockdowns and COVID bailouts and COVID vaccines in 2020 and because Massie (and me) voted to release the Epstein files which embarrassed a bunch of the President’s friends. Maybe it has something to do with him not believing he’s going to heaven, which is extremely concerning by the way! By the time Trump’s presidency and wars are over, we will be nearing $60 trillion dollars in debt and the only man in Washington that will have voted NO to all the insanity will be Thomas Massie.

@Conservativeind @CalltoActivism Morin the moron.

@CalltoActivism We aren't at war. We're taking care of business that other presidents were too cowardly to do.

🚨BREAKING: A clip of Donald Trump from 2024 is going mega viral: “I can tell you you’re not going to have a war with Iran with me as president.” Truly curious if any MAGA voters are willing to admit they were played.

@amitisinvesting You know what they say about opinions. Don’t listen to the keyboard warriors kiddo. Keep doing your thing!🌟💪🏾

yesterday was one of the first days being on X where it felt kinda crazy to realize everyone has an opinion on you and will say anything they like i guess its what comes with the territory to clear up a few things: - i saw many people say “amit thinks hes some investing guru and now wants to go toe to toe with burry,” quite the opposite, part of the reason I think people follow is because i am honest about learning in real time with them about whatever topic (like commodities over the past month) i just happen to have decent communication skills so I can quickly learn to turn research into spoken word/text content and adapt on the spot, i dont even have enough years to go toe to toe with any investing figure so to imply my head is that big and I have such a big ego just means some people really dont know me…if you watch my streams at all, you know that humility and gratitude are the two virtues I was raised to live life on 🤷‍♂️ - “amit has a paid substack too,” it’s free and nothing is paywalled, substack just forces a generic payment tier if people want to donate…I dont sell discords or patreons or courses (nothing horrible with those) but its just never been my vibe 🤷‍♂️ - “burry will be right about Palantir’s stock!” no one is saying this stock is the cheapest in the world, it can go down and the market can go down, the reason many pltr investors are arguing against burry is because his 10k words on the company were just…not good. at all. he implies we haven’t read his work…part of the reason my response took 3 days was because I read it! he then goes on to block everyone who offers a counter opinion. idk 🤷‍♂️

@SquawkCNBC Loved the show today!!! Huge thank you to David, Brian and Kelly! Appreciate you!

“Disruption does have consequences, and you’re seeing markets grapple with those consequences right now,” says JPMorgan’s Elyse Ausenbaugh of AI: cnb.cx/4tllCsu

This is a great step-by-step guide on how to write your own code through Claude Pro, shared by @michaeljburry. Very valuable! I am definitely trying it this week. open.substack.com/pub/mispriceda…

@Filmdaddy77 @hashoveride You have graduated from a Bitcoin Farmer to a Keel Executive!

So now I’m a KEELfarmer? Doesn’t have the same ring for me but it is what it is. I guess the board thinks we need to get as far away from Bitcoin as possible. @hashoveride I’m gonna need some updated swag. $BITF turning into $KEEL investor.bitfarms.com/news-releases/…

@mikealfred Drama queen.

@StockTrader_Max I nibbled

Are we buying $IREN, or are we too scared?

@EricLDaugh AI.

🚨 HOLY SMOKES. New video shows leftist rioter Alex Pretti ATTACKING AND SPITTING on federal agents in Minneapolis just a week before his fatal encounter with Border Patrol That’s not peaceful at all. He was a KNOWN RIOTER! Media narrative busted.

$ONDS The bid side of the order book has been heavy in the 200k-400k with little on the ask for days however the stock price continues to depreciate. Smoke and mirrors?

$TE Elon Musk is Bullish on solar.

@BarackObama @MichelleObama Happy Birthday Mrs. Obama! 🥳

Happy birthday to the woman who lights up every room she walks into. I love you, Miche.

@Mr_Derivatives Looking kinda like HOOD huh? Good short idea.

$PYPL If there was ever a time to bounce. And I mean EVER EVER EVERRRRRRRRR a time to bounce this POS... It be right here, right now at this "critical bounce zone" where it has shown to be major support in year's past... #everrrrr

@amitisinvesting Confusing but pretty darn bullish to have one of the world’s largest critics of AI to be an advocate of Nuclear energy IMO. Definitely adding nuclear to my 2026 portfolio.

This is really confusing. If you think AI is a bubble of epic proportions and will pop, why would there be so much need for energy? The velocity of demand for energy that everyone is speaking about is a direct by-product of the demand for AI, datacenters, etc. If it’s all just going to pop (significant demand decline), why do we need to invest so much?

If had the ear @JDVance @realDonaldTrump @DonaldJTrumpJr @GovRonDeSantis @LeaderJohnThune, I would ask them to take a trillion dollars (since trillions just get thrown around like millions now) and bypass all the protests and regulations and dot the whole country with small nuclear reactors, while also building a brand-new, state-of-the-art grid for everyone. Do this as soon as possible and secure it all from attack with the latest physical and cybersecurity; maybe even create a special Nuclear Defense Force that protects each facility, funded federally. This is the only hope of getting enough power to keep up with China, and it is the only hope we have as a country to grow enough to ultimately pay off our debt and guarantee long-term security, by not letting power be a limiting factor on our innovation.

$OKLO Bullish.