Jim Gamvros⚡️

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Jim Gamvros⚡️

Jim Gamvros⚡️

@Dim_Gamvros

Seeking signal in markets, meaning in life, and the truth. Greek ✝️ / #BTC #TSLA #MSTR /Co-Founder @aptaurus_uae

Dubai, United Arab Emirates Katılım Şubat 2024
393 Takip Edilen250 Takipçiler
Cole Grinde
Cole Grinde@GrindeOptions·
Do not underestimate the power of America. 🇺🇸
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Jim Gamvros⚡️
Jim Gamvros⚡️@Dim_Gamvros·
@sunnynorth2051 @GrindeOptions 1)They have 150 days of reserves 2) they are still getting oil from Iran but in smaller quantity and 3) they can negotiate oil deals with Russia and USA.
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Don’t Follow Shardi B If You Hate Money
Here is your $SPY chart going into tomorrow Left the Fibs highlighted and EMA's there to see RSI at 30, but keep in mind we got to 21 in April last year... with no war
Don’t Follow Shardi B If You Hate Money tweet media
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squawksquare
squawksquare@squawksquare·
Based on Bitcoin right now, futures going to be ugly AF. $tsla
GIF
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TheFrenchie
TheFrenchie@ML3democrats·
As a European, I don’t understand how Trump and his failed administration remain in charge. I clearly don’t understand.
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NightHawk Capital
NightHawk Capital@NighthawkTradez·
Why the fuck are futures GREEN????
NightHawk Capital tweet media
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Pejjy
Pejjy@CuriousPejjy·
Tesla will become the most important company on Earth. SpaceX will become the most important company in space. All within 10 years.
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Jim Gamvros⚡️
Jim Gamvros⚡️@Dim_Gamvros·
@midascabal His unique edge is the eschatological aspect of this war. I think he has a very strong grasp of all the powers at play. Financials, geopolitics, religions etc.
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Jim Gamvros⚡️
Jim Gamvros⚡️@Dim_Gamvros·
@timevalueofbtc Hormuz is only the first domino to fall if this escalates further. We are no where near the terrifying territory.
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Nik Bhatia
Nik Bhatia@timevalueofbtc·
Bitcoin dumping on anticipation of the futures open Investors everywhere are terrified of the world falling apart due to Hormuz
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Jim Gamvros⚡️
Jim Gamvros⚡️@Dim_Gamvros·
@David_Tracey You are probably right on the short term. Monday will open red but close green IMO. More downside is coming through later on.
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Godzilla Trader 🦖
Godzilla Trader 🦖@David_Tracey·
I think X is way too bearish here. Time will tell.
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Prof
Prof@TheProfInvestor·
Very soon there will be a resolution to this War. its guaranteed to happen. Inflation is going to force him Yields are going to force him Credit event is going to force him US consumers are going to force him Dollar is going to force him Trump gauges his success through the Stock market. Over last few weeks we have seen over $2 trillion dollars in losses. Mr Volatility is doing what he does ever year. You know Trump.
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Flowseidon
Flowseidon@kiantrades·
Tomorrow will be the bloodiest day in stock market history since 1474
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Black Panther Capital
Black Panther Capital@BlackPantherCap·
🚨 Taiwan has ONLY ELEVEN days of natural gas reserves. Taiwan runs 53% of its power grid on natural gas. Qatar supplied 33% of that gas through Hormuz. That route is now totally DISRUPTED! Japan has 3 weeks. South Korea has a month. Taiwan has eleven days, the LOWEST buffer in East Asia. The government has secured supply through April. May is being worked on. June is an open question. And summer electricity demand in Taiwan is 40% higher than it is right now. Here’s what this means for semiconductors: Gas-fired plants generate more than 53% of Taiwan’s power. TSMC alone consumes roughly 8% of the entire national grid, rising toward 12.5% by year end.  $TSM controls 70% of global chip foundry capacity and near-monopoly on the bleeding-edge nodes that power EVERY ai system on earth. The hyperscalers committed $660-700B in AI capex for 2026. Every dollar of that ASSUMES $TSM keeps the lights on. Here’s where the real plays are: 1. $LNG (Cheniere Energy) Taiwan is reorienting its entire energy supply chain toward the US. Cheniere is the direct beneficiary. 2. $AMAT $LRCX $KLAC Every day this crisis continues, the case for accelerating US and Japanese fab buildouts gets stronger. Equipment orders are being front-loaded. Geographic diversification becoming existential. 3. $INTC + TSMC Arizona Not better fabs. Not cheaper fabs. Fabs that aren’t on a grid with 11 days of gas reserves. 4. $NVDA Any TSMC production constraint tightens GPU allocation. Scarcity pricing. That’s not bearish, that’s the opposite. Watch for: → TSMC Q1 earnings, any energy commentary changes everything → Taiwan government statement on May/June LNG supply security → JKM Asia LNG benchmark price already doubled. Watch for further moves in April.  → Summer demand peak. Taiwan grid stress starts July The financial shortage is here now. The physical shortage risk builds toward summer. The market hasn’t priced either one fully. -BP Please note, this is not financial advice.
Black Panther Capital tweet mediaBlack Panther Capital tweet mediaBlack Panther Capital tweet media
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Jim Gamvros⚡️ retweetledi
Molly Ploofkins
Molly Ploofkins@Mollyploofkins·
American hypocrisy
Molly Ploofkins tweet media
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