KDSS

@kluedio Which ones do you prefer on asx?

@toy59496 The big banks from USA are trading this market now.!! See all of them reporting record trading revenues.!! BOFA MORGAN GOLDMAN CITI etc etc

Easy Come, Easy Go... Feeling a lot poorer than a month ago.

@MyVadodara He only has few strings he can pull to manipulate the markets 1. Ceasefire 2. Sanctions 3. Tariff All his Tariff has to be refunded as they were deemed illegal and n USA

More Tariffs coming for India!

@blackswan2023 Agree, all the charts and targets in small specs, have basically disappeared.!

Less and Less ASX tweets from people now. If you survive in Bear Market, you will be good for Bull Run... but it's quite opposite for Bull Run...Stay humble and respect Market...

Not hearing a peep about the attacks on desalination plants by USA & Iran. Suffice to say that it has me very spooked this week. Definitely glad to have oil & refiner exposure outside of the gulf. $ssl $pbr $cnq $su $cve $wds $sto.ax $mur $dvn

@Nodrogging @HedgieMarkets @Enron What was the similarities with Enron and off balance sheet deals?

@HedgieMarkets For some reason, @Enron and 2001 comes to mind!!!!! There stock dropped from $90 to $1.

🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment. My Take Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture. Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying. Hedgie🤗

@FunTechalyst Thoughts on this please 🙏🏼. I see 2.9c by sep

$VR1

@asxpeasant Assume $MTM also have the positive impact from this?

I have a company in mind that is the convergence of smart technology, pathway to cashflow in sub 18 months, small cap, working in US, and in critical metals. A great idea I’m working on understanding more: $ION whitehouse.gov/fact-sheets/20…

@CheatChart Have you looked at $ATV?

$CBL - 6.9 cents, DYOR *Raise at 7.5 cents *Dunked the last couple of days *Interesting co from FA POV but DYOR

Moonshot AI CEO Yang Zhilin just broke down exactly how they built Kimi K3. And it's the clearest explanation of frontier AI training I've ever seen.

@toy59496 Love your work.!! Keep up the great work.!! Your work definitely put things into perspective for me to take profit on $4dx.

@Kurvy85 It also identified a couple which I was directionally correct but didn't go on and do a valuation. I didn't count those because they were impressions. It turned out I was right but we can't reward a gestalt shift...

Audit of My Market Prediction Accuracy x.com/toy59496/statu… I have completed an audit on my market prediction accuracy over the last year to determine how well I do both in direction and extent compared to professional fund managers. This is neither to big note myself nor to tear myself down but rather to make sure I am not wasting both my and your time How did I do? Better than I expected. Out of 11 formal valuations fully 9 are correct in direction. The two ones I miscalled are $AYA.AX and $EIQ.AX. I would say for the record that I think the Court is still out on $EIQ.AX but the analysis does not care about my feelings, and at this stage I'm just wrong. I am directionally correct with $CU6.AX and $WTC.AX but I would consider that mostly a wash at this stage although I'm still expecting an upside, particularly on $WTC.AX. The extent of directional predictions was particularly good for both $PME.AX and $SPCX as I almost drew the curves. That's likely partly luck but there was some science involved. Relative to the professionals I'm doing better both in direction and prediction of the extent of the move but this is a SMALL sample only, and the market is not always determined by intrinsic valuations. Note : Analysis done on Grok as the other AI cannot get access to the posts. I only include formal valuations and not arbitrage, eg I was wrong on the $MYX.AX arbitrage but not on the subsequent valuation.

@knox_trading @Ruycorto At what level will the gap will be closed?

@Ruycorto ⚠️ gap did not close ⚠️📣 i repeat 📣⚠️ gap did not close ⚠️

$DTR Gap Closed now let's Dance

#asxfintwit Keen to hear the opportunities for the $XEC (emerging companies) What is good value?

@richreduk Like a hot knife thru butter 2550 to 2600 levels next (if not then world of pain)

$XEC whooops

@countrytradie7 Thoughts on $WBT? Reclaim 7.20?

$XJO 9000/8875/8850/8825

Strip away the slogans and Pauline Hanson’s story just doesn’t stack up.

@edzitron ministers.dewr.gov.au/rishworth/aust… “ Artificial intelligence (AI) is not causing broad disruption to Australia’s labour market, a first of its kind report reveals.” Report by Australian government

hahahhahahahaahahahaha

@richreduk @therevaknight Think $DXB could be a dark horse

@therevaknight thats the space we need to be fishing right now :)

$PTX Bought some of this at the close. Punting money only.

@Ruycorto Thank you sir, love your work

@Kurvy85 $CRS

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