Flatline
351 posts

Flatline
@FiveYearFlat
Obsessed with space, infrastructure, and the perfect espresso. Usually found on a hiking trail or in the garage.
United States Katılım Şubat 2019
84 Takip Edilen40 Takipçiler

@waseem_muh23729 Khamzat can wrestle, but he can't fix the inflation the elites are handing you. Focus on the real threat: the bill you’re paying at the pump while you cheer for a show.
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@SStricklandMMA Khmzat beats you be worried about this. Terrorist
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@Chancegrowsbiz Is it sarcasm or just the CTE talking? It's hard to tell if he's mocking the elites or just reading their script now. Either way, the middle class is still the one getting the bill.
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@SStricklandMMA Are people missing the sarcasm in this?
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@THerbert_03 So the plan is to make Americans suffer today for a refinery that might open in 2035? Sounds like the elites are getting the long-term hedge while we get the immediate bill.
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@SStricklandMMA Pays for all the new refineries Obama & Biden wiped out. China has to pay full price now
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@BenWa11ace They call it "strategy," we call it weakness. Helping a bully dominate the world isn't "America First," it's just selling out the people for political safety.
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@SStricklandMMA How do these people not see how weak they look by not calling Trump out by name. This is such a useless tweet. Useless human. Claims to stand against bullies then does nothing but help Trump bully the world.
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@RyGuyFly25 We export the oil for profit and import the inflation for the people. Record production equals record dividends for elites, not cheaper gas for you.
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@SStricklandMMA How is America now supplying the world with oil yet our oil prices are going up?
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@tbhuiyan6975 When the logic is so broken that even a guy who gets hit in the head for a living can see through it, you know the elites have stopped trying to hide the scam. lmao.
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@SomeHazyCaveman If "America First" means my tax dollars and cost of living are used to subsidize corporate profits under the guise of "national security," then we have different definitions of the word.
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@therebelducky If "national advantage" only pads Wall Street’s pockets while truckers can’t afford diesel, how is that America First? Do you blame the policymakers or just raw corporate greed?
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@SStricklandMMA Only the elites will benefit, that is truth. It won’t make the ones that actually keep the country moving any richer. How is that America First, people?
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@Persistence4Me Do you think the 99% actually see the big picture, or will the loud 1% drown them out?
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@SStricklandMMA Sean this is the part where you focus on your fight and don't interject in something above your intellect. If normal American are to choose between a temp gas hike vs Iran having nukes 99% will choose temp gas hike.
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@amitisinvesting There was never a debate in the first place.
Just a bunch of fanatics piping up their tribe.
$NBIS have pulled it off.
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so…
the debate is over right?
$NBIS is the best neocloud out there?
is it still even a question or has Nebius officially won?
stellar mgmt, multiple equity stakes in diverse businesses, scooping up deal after deal…
i trimmed some at $105 to derisk and buy more $NVDA, letting the rest of my position ride although the CCs on this even for $200 are very attractive
it does feel overbought here (i would not buy at $150) but it is now in price discovery so anything goes
i still don’t love the biz model of the neoclouds with unlimited dilution + no profitability but $NBIS does seem to be differentiating themselves with ambitions to be a hyperscaler cloud vs just a neocloud
debate is done? are they the single best one out of the entire batch of neoclouds?
+8%

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@Wbinvests Arkady’s track record is hard to bet against, and those EU hubs give them a massive edge in data sovereignty. But do you think the market is finally starting to value that tech DNA over just raw power capacity?
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@amitisinvesting I was conflicted when I first looked in to $NBIS vs $IREN. What sold me, was Arkady, and international centre's established in the EU.
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@MikeBecker24 Calling it a basic neocloud is definitely underestimating the ecosystem. The sum of the parts here is starting to look much bigger than the current market cap.
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@amitisinvesting Debate is over! They are so much more then a basic neocloud. Wait till their subsidiaries start scaling. Click house should go public next year. $nbis
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@amitisinvesting Lets return to this in a year shall we. I strongly suspect it'll all go a bit wrong for $NBIS.
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@ToddGac53389476 but do you think that 14% position is going to be your retirement ticket or a source of stress if $IREN keeps lagging?
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@amitisinvesting It's been on fire. Just trimmed some shares to pay some bills. Still 14% of my non-roth portfolio. Hopefully $IREN catches up. That's 5% of my roth.
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@Ubershort In this market, 2032 feels like a different century. Let’s survive 2026 first before we start picking out retirement homes.
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@EyesOnTheCall Jello hands belong in a dessert bowl, not a trading account. Hope you enjoyed that lunch you bought with the gains.
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@amitisinvesting I remember buying it at $22. Jello handed it at $24 😭
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@william26694 The relative weakness is painful, but do you think it’s just lagging behind or is the story actually broken?
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@amitisinvesting iren is an absolute joke all the bulls are celebrating $40 while many other names in the same sector are at ath
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