$CVX $GLND It is reported that Trump will stay at the White House this weekend instead of attending his son's wedding. Could this be a possibility of the war restarting?
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Everyday Chewing
357 posts
$GLND Next CATALYST
1. U.S.-Greenland Energy Develop Agreement
2. GLND Drilling Final Approval
3. Trump Pump
4. OPW1 Drilling Initial Results
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$GLND It seems likely that Trump will say "Greenland has tremendous oil potential" soon.
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Jeff Landry: "Greenland needs a deal. Greenland could be exporting 2 million barrels of oil a day right now. Think about what kind of pressure that would relieve in the Strait of Hormuz, what kind of leverage that would give America ... it's time for the Danes to come to the table and let's get a deal done"
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@RRahopara If you want to sell, sell. If you are in such a rush, you won't make money. The people trembling with fear right now are not those who bought the stocks, but those who shorted them.
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@EverydayChewing is that for today or as a swing? there's just no volume. I'd just take an L at 6.5.. but even that seems a bit of a stretch..
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$GLND Today It looks like they took a naked short of over 5 million shares.
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@CaitlinDoornbos This isn't breaking news; it's news from a few days ago.
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Iranian officials are still considering the US proposal to end the war, centered around giving up uranium enrichment.
One thing affecting why Iran couldn’t make a deal while US was in Islamabad: while Vance called Trump 6+ times, Iranians could not call their final decision-maker back in Tehran due to security risks — and likely would have had to return home to discuss an agreement in person, a Pakistani analyst told me.
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@DeItaone This isn't breaking news; it's news from a few days ago.
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🚨 IRANIAN OFFICIALS ARE STUDYING ABANDONING URANIUM ENRICHMENT AS A U.S. CONDITION FOR ENDING THE WAR - NYP
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@CaitlinDoornbos It was a news article from April 11th.
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@MarketMaestro1 $Googl has proven that it is leading the AI war with TurboQuant.
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$GOOGL
It held the support band. I see the green range as an opportunity
NFA
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@hamids It seems like $Meta needs to drop more than 40% to be worth buying. I think $440 will be the bottom.
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I just look at $META's ACCELERATING revenue growth and wonder what the market is thinking!? Growing faster than $AAPL, $GOOGL, $MSFT and $AMZN, but with a PE of just 17 now! Plus the only founder-run company out of those 5. Plus upside from AI products that haven't even been released yet, valued at 0!
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@StockOptionCole I think now is the time to start buying stocks little by little.
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@alainknokke @NYSE_UAMY It’s not just CRML that’s falling; most stocks are dropping because it looks like the war will be prolonged.
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@NYSE_UAMY
$crml
i wonder why uamy who earns money as importer of antimony , with the Sb in USA worth 13$ / kg more than outside , a situation that can’t last , rise ,
and Crml with NPV of it’s project Tanbreez due to be 4 to 8 times the published value falls?
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@RealNickMugalli Google likely developed TurboQuant 6 to 12 months ago, and announced it now because they have already developed a more advanced version. The reason for releasing TurboQuant is the intention to lower memory prices.
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@EverydayChewing Why do you think it’s a game changer and how does it affect the memory thesis “shortage”?
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The market’s bearish reaction to Alphabet’s inclusion in a non exclusive Siri ecosystem for iOS 27 is a classic technical dislocation that ignores the massive scale up in query volume and high margin distribution $GOOGL is set to capture as a primary AI utility. By shifting from a static licensing model to a dynamic "preferred engine" status within Apple’s new aggregator strategy, Alphabet successfully transitions its search dominance into a recurring, high margin AI subscription and API revenue stream that will dwarf previous exclusivity payments. Supported by a fortress balance sheet, superior vertical integration through proprietary TPU silicon, and a $150B+ cash pile, Alphabet maintains the unique financial flexibility to fund aggressive AI capex while sustaining a $70B+ buyback program. We view the current spread widening as a significant entry point, as the "loss of exclusivity" narrative fails to account for Alphabet's structural cost advantages and its inevitable role as the "Landlord of the AI Web" for the world’s most valuable mobile install base
Nicholas Mugalli@RealNickMugalli
We’re our rating on $META today from "Overweight" to “Underweight” because the thesis on $META is dangerously blind to the reality of its $700B capital destruction cycle, where a massive $600B investment in data center infrastructure has yet to yield a model capable of outperforming lean, Chinese open-source labs. This disconnect suggests a terminal decline in R&D efficiency, transforming a high margin software leader into a capital heavy utility burdened by a massive debt issuance overhang that is structurally repricing its credit spreads. If the equity breaks the psychological $500 support level, the "ample financial flexibility" narrative collapses, likely forcing a catastrophic halt to their AI roadmap to protect the remaining balance sheet. Ultimately, Meta is liquidating its advertising cash cow to fund a speculative infrastructure bet that currently offers no demonstrable alpha, making the stock a high conviction "Sell" as FCF yield continues to compress under the weight of unprecedented, non accretive capex
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@RealNickMugalli The size of the AI model used in the robot can be increased dramatically.
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