Tony Shea

6.7K posts

Tony Shea

Tony Shea

@HoleIyn1

💵highest paid broker in the 90s 💵 Took TTWO, OLED and AAON public “repletus es et te sapientem putas, cave. Omnes in foro tauri sapientes sunt.”

Delray Beach, FL Katılım Kasım 2022
1K Takip Edilen423 Takipçiler
Mike Alfred
Mike Alfred@mikealfred·
WULF has become untethered from CIFR despite having a very similar business and operating model. Interesting relative value opportunity. I expect them to re-converge as they have several times since 2024. WULF is currently $22.53 and CIFR is $18.22. Likely meet at $40-50. Mark it
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Dagnum P.I.
Dagnum P.I.@Dagnum_PI·
@MarioNawfal Is this a serious post? You think Iran with zodiac boats stands a chance against the United States Naval!?!?
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇮🇷 The IRGC Navy officially designated a single corridor as the only safe passage through the Strait of Hormuz, threatening "decisive action" against any vessel that deviates. 'Only safe route through the Strait of Hormuz is the corridor WE announced. Deviate at your own risk, we’ll take decisive action.' U.S. Navy running Project Freedom escorts anyway. Who’s actually in control here?
Mario Nawfal tweet mediaMario Nawfal tweet mediaMario Nawfal tweet media
Mario Nawfal@MarioNawfal

🇺🇸 This is what Project Freedom looks like from the air. A U.S. Air Force F-16 patrolling the Strait of Hormuz, as CENTCOM puts it, part of a concentrated force of capability and firepower extended as a defensive umbrella over commercial shipping and U.S. forces in the region. Iran has small boats and drones. The U.S. has this. Source: CENTCOM

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Pete Buttigieg
Pete Buttigieg@PeteButtigieg·
You can't lower gas prices by blurting out the names of a few Democrats. The administration needs to stop its crazed policies that cause so much economic pain. This is happening on Trump's watch because he doubled jet fuel prices by taking our country to war, which drove Spirit out of business. Obviously.
Aaron Rupar@atrupar

Sean Duffy on Spirit: "To be really clear, yeah, jet fuel prices have gone up. This story was not written because of the Iran war. This story was written because of Elizabeth Warren, Joe Biden, Pete Buttigieg ... " (Spirit says it was because of fuel prices)

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Scott O
Scott O@scotto2050·
JUST IN 🚨 Space Systems Command to increase Andromeda IDIQ from $1.84B to $6.24B 📈 $6.24B / 14 Awardees / 10 years = ~$44.6m / year, per Awardee 🚀 $RDW $LHX $LMT $NOC $LUNR $BAESY
Scott O tweet media
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Venu
Venu@Venu_7_·
AI infrastructure has 3 layers: - Compute - Data movement - Power Everyone understood compute first. Then the market started pricing optics/networking. The next major bottleneck? Grid infrastructure. Names + thesis below 🧵
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Tony Shea
Tony Shea@HoleIyn1·
@cantonmeow can you use that pitchfork on LUNR? Seems to work😂
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Mark Carney
Mark Carney@MarkJCarney·
Today, we announced $270 million of new military support to Ukraine. Ukraine’s fight is our fight. Their cause — freedom, democracy, sovereignty — is our cause. Good to see President @ZelenskyyUa today in Yerevan. 🇨🇦🇺🇦
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LUIZ
LUIZ@isweluizz·
$MARA 's Long Ridge acquisition is wild when you do the math: 1 GW+ of power capacity - enough to light up 750,000–850,000 American homes. - 505 MW gas plant + 1,600 acres in Ohio - Already printing ~$144M annualized EBITDA just from wholesale power. - Power costs <1.5¢/kWh — insanely cheap for AI/HPC tenants - 1 GW+ total capacity potential in PJM (highest-demand grid in the US) They're not renting it out. They're building a vertically integrated energy + compute empire. AI data center leases in PJM are going for ~$196/kW/month and rising. At that scale, the wholesale power revenue is just the floor. The real bet: cheap on-site gas + land + location = the most attractive AI campus site nobody is talking about yet. $MARA
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Republicans against Trump
Republicans against Trump@RpsAgainstTrump·
Canadian PM Mark Carney: “It’s my strong personal view that the international order will be rebuilt, but it will be rebuilt out of Europe.” Because of Trump, the U.S. is no longer seen as the leader of the free world
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Tony Shea
Tony Shea@HoleIyn1·
@michaelpfreeman No. She just paid to have a fake document about Trump pissing on a bed in a Russian Hotel with hookers but carry on.
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Michael Freeman
Michael Freeman@michaelpfreeman·
What a profoundly dishonest argument. Hillary Clinton didn't go to court dozens of times in an attempt to overturn votes, didn't call a state official and pressure him to find her several thousand votes, and didn't have her supporters storm the Capitol. She also conceded.
matrixbot@thematrixb0t

Joe Rogan: "They'll pretend that Hillary Clinton didn't do multiple speeches where she said that the election was stolen, Russia stole the election, with no evidence. But when [Trump] questions the election, it's a threat to democracy."

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Leader John Thune
Leader John Thune@LeaderJohnThune·
Had a great discussion at the business roundtable in Aberdeen today. Great to hear how the permanent tax relief we passed in the Working Families @TaxCuts is helping South Dakota’s employees and small businesses.
Leader John Thune tweet mediaLeader John Thune tweet mediaLeader John Thune tweet media
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