Dodge

#NewProfilePic howdy ya’ll. feeling a little bored on the ranch. #apefollowape

@dtrain22k BTC was at $69k on the demand from early adopters, crypto degens, and a sliver of instos. Now you have govts buying, a fully onboard SEC and CFTC, massive institutional scale. It won’t take much to get BTC back to alltime highs.

Seems likely 60k was the bear market bottom no. Ppl calling for 45k for no reason. In 2022 it barely went below the 20k previous cycle high. And that was with the whole crypto universe imploding. 69k was previous cycle high. It tapped 60k. Seems logical.

New ATH! Just paid $7.37 per gallon for gas.

Elon Musk realizing the OpenAI lawsuit wasn’t 4D chess, it was just him getting cooked in public.

We are $39T in debt and Elon Musk is promising to build a colony on fucking Mars.. a planet 200 million miles away with no habitable atmosphere.. what the fuck are we even talking about here? We need to get serious and stop playacting these weird nerd fantasies.

@KobeissiLetter The E doesn’t matter when the it’s circular vendor financing. Lowest quality of earnings. No LLM has proven it can be profitable. Cash incinerators.

Our most frequently asked question right now: "If oil prices are above $100/barrel and the Iran War isn't over, why are stocks at record highs?" The answer to this question is simple. The AI Revolution has simply become so large, that investors are viewing everything else as "noise." Over the last few months, as large cap technology stocks traded flat then sharply lower amid the Iran War, the AI narrative only grew. The Magnificent 7 companies are set to invest over $600 BILLION in AI this year alone. And, as broader markets swept tech giants like Nvidia and Alphabet lower, these stocks reached their cheapest Forward P/E levels since 2019. At the March 30th bottom, the S&P 500 Information Technology index was trading at just a 4% Forward P/E premium to the S&P 500, the lowest since January 2019. Tech stocks became cheaper than the average S&P 500 stock for the first time since 2017. Nvidia, for example, is now trading at just a ~26x Forward P/E multiple, even as it is back at record highs. Walmart? 43x. Costco? 46x. The reality is that many large cap technology stocks are merely getting cheaper as they go up. And when they go down, they become remarkably cheap. We are in the biggest technological revolution in modern history, and even $100 oil, a 4.40% 10Y Yield, and rate cuts priced out until 2027 are unable to derail the train. Asset owners will continue to win.

Literally one day pullback for AI semi sector and the headlines start rolling. AI bubble is pop ready.

And yet semi stock index up +50% in 6wks.. if you’re not old enough to have experienced 2000 dotcom bubble, this is IT. (OpenAI committed to $600bln compute spending yet can’t meet any profitability targets) The crash is coming..

68 billion gallons of water a year

i want an ape.

@zerohedge The only warning signs are you’re all sh*t scared of missing the FOMO. Higher, much much higher

Goldman Desk Braces For Market Pullback: "Five Warning Signs Are Flashing" zerohedge.com/markets/goldma…

Bill Ackman Reportedly Urges Washington To Retire $470B Claim On Fannie Mae, Freddie Mac stocktwits.com/news-articles/…

@Alec_Mazo @pulte You don’t get it. Bill doesn’t want to give up control. He loves the attention.

Hi @pulte, Intel has generated $26.5 billion in unrealized gains for the government’s stake so far—an outcome that would not have been possible without the company trading on Nasdaq. Fannie Mae and Freddie Mac represent 15 times that value if their stocks are listed on the NYSE, duplicative capital buffers are eliminated (a 2.5% ERCF is ideal), the Treasury’s senior preferred shares are written off through negotiation, and the warrants are converted to a 79.9% ownership stake in the GSEs. You must adjust the capital framework to unlock this tremendous value for the government. That is not the President’s decision—that is your responsibility. Calabria adjusted ERCF in 2019, and as director of @FHFA you can do the same. Once completed, President Trump can move quickly to uplist the companies. Listening to K Street will only drive valuations down. Their goal is to wait out President Trump. @SecretaryTurner @SecScottBessent @howardlutnick forbes.com/sites/tylerrou…

@adam3us @BTCBeliever21 @noremacback @DeItaone @halfin @lopp @lensassaman @franfinney @nathanielpopper @nytimes @adam3us If not Hal and Len, then who in your best information available is Satoshi? You’re quick to deny Hal/Len. Emails can also be scheduled to be sent (while your running a marathon)

@BTCBeliever21 @noremacback @DeItaone @halfin @lopp @lensassaman @franfinney @nathanielpopper @nytimes @halfin showed that wallet to @nathanielpopper (@nytimes) who wrote the book digital gold. It's just a wallet with some early CPU mined coins, not Satoshi wallet, or popper would have cited having seen that in his book. Some were sold for medical expenses.

DOCUMENTARY CLAIMS SOLUTION TO $80B BITCOIN MYSTERY A new documentary claims to have identified Bitcoin creator Satoshi Nakamoto, suggesting the system may have been built by cryptographers Hal Finney and Len Sassaman, both now deceased. The film argues this could explain why 1.1 million untouched Bitcoins—now worth over $80 billion—have never been moved since being mined in Bitcoin’s early days. The mystery remains unverified, but the theory suggests the fortune may be dormant because its creator is no longer alive.

@HFI_Research There is no demand destruction in US, almost zero. It’s a minor inconvenience that DJT said will go away soon. When your semi stocks are up 40% in a month…Who cares about filling up your tank. Maybe business are starting to feel it, but it’s pure BLISS for ave 401k stacker.

Global oil demand is always harder to track than global oil supply. In order to track demand, you use refinery runs, check product storage, imports/exports, and then back in an implied demand figure. Since refineries are now cutting runs, the base assumption is that this is reduced demand. But that’s not entirely the case. There are only four regions that report weekly oil inventories. Europe, US, Fujairah, and Japan. Well, Japan stopped, so it’s only 3 of them now. On the satellite side, you can see floating storage tanks. So most service providers can only give you crude data and not products. What am I trying to say? It’s hard to know the impact on demand. The best and most efficient way has been to use refining margins as a proxy. Everything is subject to data fluctuation. That has been the most effective in my experience. So there is demand loss now, but I don’t know if it’s 1.5 or 4.5 million b/d. Oil specialists are already at the point of not even bothering with the differences of a few million barrels because the supply outage is too large to matter. It is what it is.

Game over $TSLA. Elmo just wants it to go away. Not worth the hassle when you have a new SpaceX toy that can magically buy AI startups for $60bln with no reasonable path to profitability.

It's those darned bored apes again

@FirstSquawk $3bln in a chip plant is like rubbing 2 dimes together. TSM needed 30yrs and hundreds of billions of capex. It’s all fake.

TESLA INTENDS TO INVEST APPROXIMATELY $3B TO CONSTRUCT A RESEARCH CHIP PLANT IN TEXAS, PER CEO MUSK, AS AN INITIAL STEP TOWARD ESTABLISHING LARGE-SCALE CHIP MANUFACTURING.

😡 Elon is making them microfactories so we can’t find them!

@D1ddy @EnergyPeddler Exactly how Nixon played it and blew up in his face

@EnergyPeddler That's where the Trump Admin fucked up. Intervening in price discovery prevents demand destruction. We will now get orice discovery when we run out. And it's going to be abrupt and ugly price discovery.

Can a gay 🌈 oil bear 🐻 actually give me a cogent argument as to why we shouldn’t be concerned with a potential US diesel stock out in six weeks? Because the only thing that can prevent it at this time is price and price is obviously not doing the work. Someone tell me why we should be confident an onslaught of supply will be coming soon.

The future economy