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@JoeNezitic

IT professional by trade with a strong interest in tech. Hunting trades on the US & ASX Markets. Developed & maintain https://t.co/7XjW2r2XAO

Australia Katılım Kasım 2022
441 Takip Edilen195 Takipçiler
EQZ
EQZ@JoeNezitic·
Buy the demand. $EVZ ASX. $3.2 billion to establish the government owned Australian Fuel Security Reserve to increase long-term diesel and aviation fuel supply and storage. Brockman Engineering, division of $EVZ. Since 1922, the world’s biggest oil, gas and water companies have relied on Brockman Engineering for innovative and bespoke bulk water and fuel storage tank solutions. EVZ just raised guidance, full year revenue is expected to be in the range of $120 million to $125 million, delivering a forecast EBITDA in the range of $8.5 million to $9.0 million. Just closed the quarter with $21M in cash and banked $3.6M in cashflow while trading at $60M marketcap. I expect we see some profit taking at current prices (I have taken some of the table too having bought in the 20's) but keeping a large parcel on the table to capture long term upside here. theconversation.com/albanese-annou…
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EQZ@JoeNezitic·
@frankie62131700 The commentary from PNS CEO Pelayo looked good to me but who know what happens behind the scenes. All depends on how the discussions go for phase 4 of the MoU. If they agree to advance then we have a winner, if they decide not to then I think its a dead duck. I still hold.
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frankiej
frankiej@frankie62131700·
@JoeNezitic any more thoughts on Shg?looking pretty dire
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EQZ
EQZ@JoeNezitic·
$GME The key framing here is dilution is not automatically bad. Bad dilution is issuing stock for something worth less than what you give up. Good dilution is issuing stock to buy an asset that compounds value faster than the dilution hurts. So the question becomes: Is eBay under Ryan worth enough to justify the dilution? If yes, GME holders are not screwed, they are being transformed from holders of a cash rich shrinking retailer into holders of a larger marketplace/commerce platform. If no, then yes, GME holders are being used as cannon fodder with brokerage accounts. Ryan has a proven track record. I am a believer.
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Setting Wakes
Setting Wakes@Wake_Setter·
@gamestop So a $12 billion dying company is offering to buy a $46 billion company, but for $50 billion. How does that work
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EQZ@JoeNezitic·
Why is Hotcopper unable to provide a simple mobile app for Its platform? Using the site on a mobile browser is frustratingly bad. I could build it for them in a few days using Claude. Please feel free to contact me! @HotCopper
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Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼
Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼@DrewPavlou·
NDIS spending vs Medicare spending in Australia. Medicare covers 26.5 million people for about 34 billion, NDIS covers 700,000 for approximately 50-52 billion.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The US Government has begun refunding up to $166 billion in tariffs charged under President Trump after the Supreme Court ruled the policy unlawful. Beginning today, businesses can file claims through a new customs system. Over 330,000 importers across 53 million shipments are expected to be eligible. Once approved, refunds plus interest will be paid within 60 to 90 days.
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EQZ@JoeNezitic·
$ENP is positioned well here with one of their board members ex J&J M&A executive. archive.is/xFWrM
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EQZ@JoeNezitic·
@CollinRugg This genuinely breaks my heart
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Collin Rugg
Collin Rugg@CollinRugg·
Homeless people are using dogs to test drugs for them on Skid Row in Los Angeles, California. Non-profit group Starts With One Today says dogs are being abused, thrown away, sold for drugs, neglected, and fed drugs to make sure there is no fentanyl. Animal advocates are ripping Mayor Karen Bass and other elected officials for not taking enough action. “We’re coming out here, risking our lives to help these dogs with no support from the government,” said volunteer Joey Tuccio.
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EQZ@JoeNezitic·
Well done those that held $AYA during the correction. I added heavily when it dipped under $3. Recent price action proves once again to never panic sell.
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James Tate
James Tate@JamesTate121·
A Trump insider opened a $51,000,000 oil short position — hours before Trump announced a ceasefire with Iran. This guy is now 16 for 16. $170 million in profit. A perfect streak. This is not a talented trader. "We placed the bet." "The ceasefire dropped." "We cashed out." Sixteen times in a row. That is not skill. That is not instinct. That is not research. That is someone who knows what is coming before it comes. Think about what that actually means. A private individual is placing a $51 million bet that oil prices are about to collapse — hours before a sitting president announces a ceasefire that collapses oil prices. Not once. Sixteen times. Zero losses. There are only two explanations and both should terrify you. Either someone inside the White House — or with direct access to it — is leaking ceasefire negotiations to traders before diplomats, before the press, before the American people hear a single word. That is insider trading. That is corruption. That is a federal crime. Or the timing of the announcement itself is being shaped around the trade. Which is worse. This is not a genius investor who reads the news faster than you do. The news hadn't happened yet. He wasn't reading the news. He was getting a phone call. While Americans were watching the ceasefire announcement and feeling relieved — somebody already knew. Somebody had already bet $51 million on it. And somebody was already counting their winnings. You are not watching a free market. You are watching a White House with a side hustle. Via~ Really American
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Earth Hippy 🌎🕊️💚
Earth Hippy 🌎🕊️💚@hippyygoat·
“HOW DARE YOU SPEAK LIKE THIS” -Tucker Carlson to Donald Trump One of the most prominent right-wing voices has broken away from Trump, directly criticising him.
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EQZ@JoeNezitic·
@steipete definitely noticing an improvement, thank you.
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Peter Steinberger 🦞
Peter Steinberger 🦞@steipete·
it took a hammer, but i managed to beat emotions into GPT.
Y@agi_ytml

@steipete Ok works well for me, getting the old claude vibes, thanks a lot 🙌🏽

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DD Geopolitics
DD Geopolitics@DD_Geopolitics·
🇺🇸🇮🇷 The Trump Timeline: 🔸️Jan 18: “Iranian patriots, help is coming. We are moving in.” 🔸️Feb 28: “We are launching the decisive operation. It will be very fast.” 🔸️Mar 2: “We will win easily.” 🔸️Mar 3: “We have won the war.” 🔸️Mar 7: “We defeated Iran.” 🔸️Mar 9: “Strike Iran. The war is almost over—clean and decisive.” 🔸️Mar 12: “We have won, but not completely yet.” 🔸️Mar 13: “We won the war again.” 🔸️Mar 14: “We need help to open the strait.” 🔸️Mar 15: “If you don’t help, I will remember it.” 🔸️Mar 16: “We actually don’t need help—I was testing loyalty. If NATO doesn’t help, consequences will follow." 🔸️Mar 17: “We don’t need NATO help and don’t want it. No Congress approval needed to exit NATO.” 🔸️Mar 18: “Allies must cooperate to open the Strait of Hormuz.” 🔸️Mar 19: “US allies must step up and help open the strait.” 🔸️Mar 20: “NATO is cowardly. We may phase this out.” 🔸️Mar 21: “We don’t use the strait. Others need it, not us.” 🔸️Mar 22: “Final warning. Iran has 48 hours. Iran is finished.” 🔸️Mar 23: “One more week, then we bomb power plants.” 🔸️Mar 24: “The war is nearing its end.” 🔸️Mar 25: “We are negotiating with Iran.” 🔸️Mar 26: “Iran is begging for peace. They gave us a gift. We delay strikes on power plants.” 🔸️Mar 27: “I and the Ayatollah will jointly manage the Strait of Hormuz.” 🔸️Mar 28: “Regime change has occurred in Iran.” 🔸️Mar 29: “Negotiations with Iran are going extremely well.” 🔸️Mar 30: “We are prepared to destroy Iran’s oil and energy infrastructure and occupy Kharg Island.” 🔸️Mar 31: “We are ready to end the war without opening the strait.” 🔸️Apr 1: “War ends in 3 days. We will bomb them for 2–3 weeks back into the Stone Age.” 🔸️Apr 2: “We destroyed three major bridges. Why haven’t they called us yet?”
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EQZ@JoeNezitic·
The internet is a fun place
Jeremy@Jeremybtc

Anthropic accidentally leaked their entire source code yesterday. What happened next is one of the most insane stories in tech history. > Anthropic pushed a software update for Claude Code at 4AM. > A debugging file was accidentally bundled inside it. > That file contained 512,000 lines of their proprietary source code. > A researcher named Chaofan Shou spotted it within minutes and posted the download link on X. > 21 million people have seen the thread. > The entire codebase was downloaded, copied and mirrored across GitHub before Anthropic's team had even woken up. > Anthropic pulled the package and started firing DMCA takedowns at every repo hosting it. > That's when a Korean developer named Sigrid Jin woke up at 4AM to his phone blowing up. > He is the most active Claude Code user in the world with the Wall Street Journal reporting he personally used 25 billion tokens last year. > His girlfriend was worried he'd get sued just for having the code on his machine. > So he did what any engineer would do. > He rewrote the entire thing in Python from scratch before sunrise. > Called it claw-code and Pushed it to GitHub. > A Python rewrite is a new creative work. DMCA can't touch it. > The repo hit 30,000 stars faster than any repository in GitHub history. > He wasn't satisfied. He started rewriting it again in Rust. > It now has 49,000 stars and 56,000 forks. > Someone mirrored the original to a decentralised platform with one message, "will never be taken down." > The code is now permanent. Anthropic cannot get it back. Anthropic built a system called Undercover Mode specifically to stop Claude from leaking internal secrets. Then they leaked their own source code themselves. You cannot make this up.

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Kyle Seraphin
Kyle Seraphin@KyleSeraphin·
In case you needed a reminder... you didn't vote for this:
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The Maverick of Wall Street
The Maverick of Wall Street@TheMaverickWS·
Before the war: 1) Iran didn't control the Strait Of Hormuz, now it does 2) Iran oil was sanctioned, now it's not 3) Iran was not building a nuke, now it will 4) US bases in the Gulf were assets, now liabilities 5) Inflation was declining, now increasing Definitely winning!
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Keşfet

@frankie62131700 @Wake_Setter @gamestop @1stlevelthinker @HotCopper @CollinRugg @steipete @elonmusk