favory car

@Stellar_Rippler What about hyperliquid Blockchain ? It check all the box It's faster than XRPL. XRPL is limited in Smart contract also

🚨🤯 Jamie Dimon, CEO of JP Morgan, Just Said It Publicly That Blockchain Will Replace The Current Financial System What blockchain will be primarily used? He gave the hints: The blockchain will be fast, cheap, Permissioned or permissionless, and with smart contracts. JP Morgan has also singled out XRP as Ideal for Banks in its new report. Aren’t these the exact features of XRPL? Permissioned domains just went live on XRPL with @DNAOnChain building private identity and credential system for institutions, using zk-privacy. President Trump called blockchain a 21st century financial system upgrade. David and Brad have both said it that Ripple will rewire the entire banking and financial system. Add the Ripple’s 13,000+ banks connections, 90+ countries, banking charter, FED Account, Clarity Act and countless NDA’s waiting to be expired. The experiment is OVER. They’re preparing the upgrade. This is it.

@Longviewres thanks for sharing, interresting read

@JapanDeepValue1 @SemiAnalysis_ 💯 true

@SemiAnalysis_ I think I’m going to need to block “nobody’s talking about this”. Maybe that applied here 3 years ago but it’s literally now all anyone is talking about

There is a single thin-film material required by every AI chip on earth. GPUs, TPUs, custom ASICs. All of them. 98% of global supply controlled by one Japanese chemical company. Zero production-ready alternatives. One producer fully booked through 2027. Raising prices. Lead times past 6 months. NVIDIA is so scared they're paying half the capex to expand supplier fabs themselves. The keyword is “umami”. Nobody's talking about this. They will be in about

@MerlijnTrader hi, on which platform is this ? where can I look fro these trade please ? thank you in advance

BREAKING: The whale we've been tracking just made another move. $23,000,000 BTC short. Just opened. 12x leverage. Entry $77,855. Liquidation $90,748. Trump national security meeting today. U.S. military buildup in UAE and Qatar overnight. This whale doesn't trade randomly. He trades before things happen. Watch Bitcoin closely today.

@yourkleinod @MoodyWriter13 Learning from different POVs is always great, but dropping to this level of disrespect is a bad look. When you're attacking someone who is clearly acting in good faith, you just lose credibility. Not professional at all.

To all the rookies out there listening to this retard ive been a marketmaker and trader from the Enron age, and one word of advice: Photonics is next gen tech, copper is not made for 800 G bandwith, optonics will bring you to 6.4 T and that will drive future earnings. Nimbling off a dollar here and there will loose you money long term!

It’s been clear for a while at IQE that the expectations embedded in the recent market cap can only be met by raising at least £150m in fresh capital. The most bullish of all theses was a takeover – as of yesterday, that thesis is effectively dead. With MACOM as anchor investor, board seats and exclusive long-term supply agreements in place, a bidding war is practically ruled out. Yesterday’s deal increases the share count from 979m (already ~1,133m on a fully diluted basis) to roughly 1,312m – fully diluted with the new MACOM CLN just under 1,388m. That’s cumulative dilution of around 42% since early 2025. And it doesn’t end there: the £81m primarily covers debt repayment, while the full capex wave will require another capital raise within 18-24 months. The placing was done at 19.8p – a 58% discount to the 47.6p closing price. That’s not a negotiated outcome, that’s a dictated one. An informed strategic investor was willing to come in at 19.8p, not higher. That’s the most honest price discovery in years. IQE is strategically important but has a miserable balance sheet. If MACOM wants to scale what IQE does technologically, it’ll take money and that means further dilution. Currently, the stock is being held above its fundamental fair value by optimistic future expectations. If this momentum fades, it will move downward. If the momentum strengthens, it can continue to rise. And perhaps one day, the fundamental fair value will catch up with the stock price.

@bubbleboi awesome analysis, you went strait for the root bottleneck. the rupee short trade

Everyone is shorting SaaS. Everyone is shorting IT consulting companies. Everyone’s seen what’s happened to Salesforce, Atlassian, & Infosys. The trade is crowded, the multiples have already compressed, and the alpha is gone. But.. what if.. I told you there was still a bigger better play. One where a $3.7T economy is structurally short the labor arbitrage that frontier AI models are dismantling, and that the macro plumbing amplifies the shock instead of absorbing it… I love my girlfriend.. but guys.. it’s time to short the Indian rupee. India runs a structural current account deficit which means they spend more on goods/services from the rest of the world than they earn selling their own. They’ve run one every year since the economy liberalized in 1991. Running a current account deficit isn’t fatal, but it’s like a treadmill, you have to keep finding dollars to fund it, year after year, and if any one of the funding sources dries up, the currency adjusts. India has been running on this treadmill for thirty years. The reason India has been able to pull this off is because their deficit is funded by remittances from the Indian diaspora, FDI/portfolio flows, and critically for this trade services exports. Services exports from India are now ~$370B annually and growing, and they have become the single largest plug for India’s external accounts. Goods exports are ~$440B but with imports of ~$680B, the goods trade deficit alone runs ~$240B. Services exports cover that gap and then some, which is why the INR has been remarkably stable around 83–88 per USD for years despite the goods deficit. The composition of these services exports is why this is an AI trade. Roughly 55% of India’s services exports are IT service, software services, and back-office functions that the giant Indian consulting companies sell to US and European enterprises. That’s ~$200B+ annually. If you then add in Global Capability Centers (which are when international companies create an Indian office to offshore work. This is estimated to employ 1.9M people and is growing at 11% YoY), you’re looking at the entire IT services economy producing somewhere between $240–280B of annual export earnings, all of which is dollar-denominated, all of it billed by the hour. This whole sector alone sustains India’s current account deficit and is in the direct line of fire to be automated by AI productivity gains. This is not a 5% problem. This is a 30–60% revenue compression over five years. Roughly half of the $280B base is routine software work like app development, maintenance, and testing that is already replaceable by GenAI coding tools. Another ~25% is call centers, claims processing, document review and that’s even more exposed because the work is more structured and the AI tools there are more mature, putting another ~$38B at risk of a 50% compression. The remaining ~25% is higher-value enterprise work that’s defensible for now but maybe ~$7B is at risk. If you Stack them all you get ~$80B of annualized revenue compression by year five, or 29% of the base gone and that’s the floor for my estimate.. The bear case destroys $140–170B of service exports or 50–60% of the entire industry. The timeline matters here a lot as well. 2027–2029 the Fortune 500 companies will have a good idea of token usage and capacity rationalization leading to vendors shrinking and multi-year contracts repriced lower. Sadly, this exactly when India needs the funding most, because manufacturing PLI revenue won’t have ramped enough to compensate. A 29% revenue compression means India’s IT services exports shrink from ~$280B to ~$200B annually with $80B of dollar earnings gone. The current account deficit today at -1% of GDP is ~$40B today. Meaning you don’t need my bear case to break the rupee just losing $80B of services revenue alone takes the deficit to roughly -3% of GDP, which is historically the level where INR has been forced to depreciate sharply.

Fam. would appreciate a RT here as my megaphone has been taken down. 🙏

@MoodyWriter13 hahaha 💯it will surperform. tbh, I ve sold my ALRIB position when I ve read your comment, even sold SIVE at nearly 100% gain, after your last post. my guts tells me it will go far far above that, but on to the next. Thank you! dm me, I ll be happy to send you a box of chocolate

Right now, today’s X post about a company I explicitly said not to buy has two more likes than the post about a company where you could reasonably interpret the message as “this might be worth buying.” It wouldn’t surprise me at all if the first one ends up performing better tomorrow. The explanation is simple: the buzzword photonics. At this point, I’m convinced I could sell 100-year government bonds with a negative yield if I just labeled them as “photonics.”

@NickNemo17 Sorry but absolutely f*** amazing work. I ve read it nearly completely. Some part are too complex for my actual me. But it was like a Guy Ritchie movie. It s funny bc I was reading while eating on the kitchen table, as a retail, no joke. Are CDS going to be launched for retail?

@elpistollero_ Excellent 😂

🎵 𝐂𝐡𝐚𝐧𝐬𝐨𝐧𝐬 𝐝𝐮 𝐜𝐨𝐰-𝐛𝐨𝐲

🧭 𝐕𝐨𝐭𝐫𝐞 𝐛𝐨𝐮𝐬𝐬𝐨𝐥𝐞 𝐝𝐚𝐧𝐬 𝐦𝐨𝐧 𝐅𝐚𝐫 𝐖𝐞𝐬𝐭 Avec le temps, le contenu s’est accumulé ici. Entre analyses, idées, expérimentations et quelques détours inattendus, il était temps de remettre un peu d’ordre dans tout ça. 👉 Voici donc un sommaire pour vous aider à naviguer. Considérez-le comme une boussole : vous pouvez explorer librement, piocher ce qui vous parle, et avancer à votre rythme. Je continuerai à enrichir chaque catégorie au fil du temps. 💡 Pour aller plus loin : Une newsletter vient prolonger ce travail. Elle reprend certaines idées, les structure, les approfondit… et propose aussi des formats que je ne publie pas ici. 👉 Notamment le tour du monde des entreprises atypiques, dédié à la newsletter. Une partie de cette newsletter reste accessible librement (gratuit) , tandis que certains contenus plus approfondis sont réservés à ceux qui souhaitent aller plus loin. Bienvenue dans mon Far West.

@MerlijnTrader ok understood, it s for margin purpose. thank you Your work is very interesting, keep up have a nice day

@FavoryCar Liquidation is the "point of no return" for your account.

UNREAL: 🇺🇸 Remember the whale we tracked for weeks? 11 oil trades. 11 wins. 100% win rate. Now holding the largest S&P500 long on Hyperliquid. $66,600,000 notional. Entry: 6891. Liquidation: 5223. S&P500 just hit an all-time high. Already up $2,180,000 unrealized. 158 trades. $68,200,000 all-time PnL. The White House denied everything. The blockchain keeps recording everything.

@KASM_Capital a research on this ticker brought me to this very post. i ve seen this flow, apparently a 2 legs 170P-190C. a long strangle? really? why? bid-ask side can be misleading. for exple u have a long Call+short Put on CAR. what do you think?

$FCN $1.2M Calls BTO (Multi-Leg) Trade: 5-15-26 $190 Calls | Size: 2,000 Vol/OI: 1000.0x | IV 45% | Spot $184.75 | Fill $6.00

@KASM_Capital a little late to the party but here I am joining😅

Unless this post gets 100 likes (unlikely) I'm pausing any flow alerts on X until further notice. There will be an update coming soon.

@vlmkapital @ParadisLabs @17Reazy 2/ Only fools never change their minds. Since Feb'28,I've changed my mind more often than my underwear,which I change every day. Isn't there already enough violence in this world without adding to it over such a minor situation? Come on, give each other a kiss and a handshake

@vlmkapital @ParadisLabs @17Reazy 1/ Guys, I don't understand, sorry to butt in. You're both very competent, transparent, and above all, you generously share your information. Clearly, neither of you is a scammer or anything like that. So why can't someone change their mind without being attacked?

I started 2 relatively small positions on $LPK and Unitika last week. Why small? 1. $LPK up 17% so far today 2. Unitika down 18% today I am building my positions slowly on both via DCA. (Like with any stock). You're never going to have the best avg. price with this method, but it helps smooth out short term volatities. And it stops me checking my account 72 times a day. Also yes, I did buy more $LPK following my "bear" thesis the other day lol.

@vlmkapital @ParadisLabs @17Reazy 2/ Only fools never change their minds. Since Feb'28,I've changed my mind more often than my underwear,which I change every day. Isn't there already enough violence in this world without adding to it over such a minor situation? Come on, give each other a kiss and a handshake