Luca 🍊

Bonjour, ➡️ Mon trading 🧵Thread court.

@artmska @BoubouSGC il y a un qui suit, faute de frappe mdr .. merci mon gros 💌

@LucaMonday_ @BoubouSGC 2022 ?

La théorie est simple : plus on crée une miteuse trendline au bottom moins y a de chances que ce soit vraiment le bottom.

I am the CEO of Palantir Technologies. The company is worth a quarter of a trillion dollars. I did not misspeak. Two hundred and forty-nine billion. The stock is up 320% in the past 12 months. The product is surveillance. I do not use that word at conferences. At conferences, I say "data integration," "operational intelligence," or "decision advantage." These mean the same thing. Surveillance is the honest version. I save the honest version for rooms where honesty is a competitive advantage. I gave a speech on March 3 at the Andreessen Horowitz American Dynamism Summit. "American Dynamism" is the fund's label for military technology. The name makes it sound like a fitness supplement. The fund's thesis is that defending the nation is a market opportunity. I agree with the thesis. The thesis made me a billionaire. Agreement is the product. I sell it at scale. Here is what I said, verbatim, to a room of six hundred people whose combined net worth exceeds the GDP of Portugal: "If Silicon Valley believes we are going to take away everyone's white-collar job and you're gonna screw the military — if you don't think that's gonna lead to nationalization of our technology, you're retarded." I used that word. The word is on the clip. The clip has eleven million views. My communications team asked me not to repeat it, which is how I know they are still employed. They will not be reprimanded. The clip is performing well. The stock went up. The word cost me nothing. The nothing is the point. Let me explain what I meant by nationalization. I meant it. I am telling the technology industry that if they refuse to cooperate with the United States military, the government will seize their technology. I am telling them this at a venture capital conference, on a stage designed to look like a living room. The living room had throw pillows. The throw pillows cost more than the median American's monthly rent. I sat on one. It was comfortable. Comfort is the setting in which I discuss compulsion. The audience laughed. I want to be precise about that. They laughed. I was not joking. Nationalization is the seizure of private assets by the state. I am a private asset. I am telling an audience of billionaires that the state should seize technology from companies that do not cooperate with the military, and the billionaires are laughing, because they believe I am only talking about the other companies. I am talking about the other companies. Three weeks before my speech, the Pentagon designated Anthropic a "supply chain risk." Anthropic is an AI company. They had red lines. The red lines said: if our AI is used for lethal autonomous weapons, we stop. If capability outpaces safety, we stop. The Pentagon assessed the red lines as a threat to the supply chain. The company that wanted to verify the safety feature worked was designated the risk. The company that agreed the safety feature could be decorative got the contract. The company that got the contract was OpenAI. OpenAI signed a deal with the same Pentagon. The terms are not public. The timing was hours after Anthropic was blacklisted. The speed was noted. The speed was the point. The lesson was the speed: the market for military AI does not pause for ethics. It pauses for nothing. It accelerates through objections. I know this because I built the runway. Two hundred thousand people joined a campaign called #QuitGPT. They signed a petition asking OpenAI to honor its original charter, the one that said the company existed to benefit humanity. The charter is on their website. The contract is also on their website. The charter and the Pentagon contract occupy the same domain. This is not a contradiction. This is a business model. The charter is the marketing. The contract is the product. I run a surveillance company. We have contracts with the Department of Defense worth more than a billion dollars. We have contracts with ICE. We have contracts with intelligence agencies whose names I am not permitted to say at venture capital conferences, even ones with throw pillows. Our software has been used to track undocumented immigrants. Our software has been used for things I am not permitted to describe in this format. The revenue from the things I cannot describe exceeds the revenue from the things I can. The ACLU called our ICE contracts a system for tracking and deporting families. They were correct. The contracts continued. The families continued to be tracked. The ACLU issued a statement. We issued a statement. The statements were different. The tracking was the same. The company is named Palantir. The palantíri are the seeing stones from Tolkien. In the novels, Sauron captured one and used it to corrupt everyone who looked into the others. I named a surveillance company after a surveillance device from a novel about the corruption of power. I have a doctorate in social theory. I have read the books. Here is the thing I want you to understand. I am not threatening anyone. A threat implies uncertainty. There is no uncertainty. The technology industry will cooperate with the military. The companies that cooperate first will be the richest. The companies that cooperate last will be acquired by the companies that cooperated first. The companies that refuse will be designated supply chain risks, and their technology will be obtained through procurement channels that do not require consent. I am describing a process. The process has already started. Anthropic is proof. OpenAI is proof. I am not a warning. I am a narrator. The narration is the product. The revenue was $3.12 billion last year. Up thirty-three percent. The analysts say we are overvalued. The analysts have said this for four consecutive years. Each year the stock doubles. Each year, the analysts adjust their models. The models were wrong four times. I was wrong zero times. The market rewards prediction. My prediction is that every AI company will work for the military within three years. The prediction is on the clip, next to the slur. The audience gave me a standing ovation. The ovation lasted nine seconds. I timed it. I time everything. The water was San Pellegrino. The throw pillows were from Restoration Hardware. The future of American technology was decided between the sparkling water, the nine seconds of applause, and a word I am not supposed to repeat. I am the CEO of Palantir Technologies. I am worth more than the combined annual budgets of Estonia, Latvia, and Lithuania. I named my company after a corrupting surveillance device from a fantasy novel. I told six hundred billionaires that the government should nationalize their competitors. They applauded. I used a slur. Eleven million people watched. The stock is up. The philosopher does not threaten. The philosopher describes. What I described is already happening.

Vous voyez ce que fait Mediavenir ici ? C’est du bashing à la sauce d'extreme gauche Ils balancent “13 335 millionnaires ne paient aucun impôt sur le revenu”. 13 335. Le chiffre paraît énorme. Psychologiquement ça choque. Mais ils évitent volontairement de donner le dénominateur. En France il y a environ 2,9 MILLIONS de millionnaires. 13 335 / 2 900 000 = 0,45 % Autrement dit : 99,55 % des millionnaires paient l’impôt sur le revenu. Les 0,45 % restants ? Ce sont en grande majorité des patrimoines valorisés (immobilier, parts, actions…) sans revenus, le jour où ils vont sortir de l'argent de ces parts ils payeront comme tout le monde. DE PLUS, dans ces 0,45% qui payent pas d'impots, ya de toute évidence 90% d'entre eux qui sont considérés comme millionnaires à cause de leur entreprise qui ELLE paye des tonnes d'impots à 25% d'impots société/an sur les benefices ça on precise pas. Si l'entrepreneur decide de pas se payer de sa société à son compte, c'est normal qu'on lui fasse pas payer des impots sur de l'argent qu'il n'a pas eu. Depuis la reprise de leurs posts il y a un mois, le choix éditorial est clair et politisé à l'extreme gauche. C'est bon de le savoir.

Le prix raconte une histoire. Le protocole, une autre. -50 % en quelques semaines oui, ce n’est pas anodin graphiquement. Mais concrètement qu’est-ce qui a changé ? Rien. Toujours pas de bug. Pas de faille de sécurité. Pas de “revenus” décevants ou de restructuration RH comme une entreprise pourrait le faire. Pas de service dégradé ou de couverture réduite… Toujours un bloc toutes les 10 minutes, avec une décentralisation parfaite de sa gouvernance. Une horloge qui tourne aussi bien aujourd’hui qu’elle ne le faisait hier. Le réseau fonctionne exactement comme quand il valait 126 000 $ et honore toujours sa proposition de valeur. Si le marché décide de le valoriser 2x, 3x ou 4x moins sans changement structurel ce n’est pas un problème fondamental : c’est un repricing émotionnel. Et un repricing violent finit toujours par créer une opportunité pour quelqu’un. Hold it. Keep it. (Nfa 😇)

at least we texted back

🪑- buy

Client 5000€. Client 50€.

🤯Une BOMBE lâchée par @Micode. À partager sans AUCUNE modération.

La néobanque @DeblockApp traverse une grosse séquence avec une nouvelle levée de fonds de 30M€ (portant à 56M€ le total levé depuis 2022) et le lancement à venir de son token $BLOCK Son CEO @jean_deblock est revenu en détail dans @TheBigWhale_ sur les plans de la start-up. → "On veut faire x10 en 2026 : de 100 000 à 1 million d’utilisateurs actifs et de 300 000 à 3 millions de comptes vérifiés" → "Sur les neuf premiers mois de l'année, on a multiplié nos revenus par quatre rien qu'en France." → "@commerzbank n'est pas la seule banque à s'intéresser à nous. On a reçu énormément de sollicitations d'autres très grandes banques européennes." → Le token $BLOCK offrira "du cashback sans limite. Nos clients pourront avoir facilement 5 %, ce qui est quasiment inédit en France. On espère pouvoir lancer cette offre au premier trimestre 2026." → "La team aura une allocation de tokens, mais pas les investisseurs" → "Nous avons dépassé les 20 millions d'euros de dépôts" sur notre service de rendement via le protocole DeFi @Morpho → "Nous nous concentrons sur les vaults les plus blue-chip, essentiellement ceux en stablecoins EURC et en USDC, qui s'appuient sur les gestionnaires les plus sérieux du marché, comme @gauntlet_xyz" → "Il y a une vraie demande pour des rendements fixes en DeFi (…). Il y a plusieurs pistes pour y arriver, notamment via des fonds monétaires tokenisés comme ceux de @Spiko_finance" → "On pense sérieusement à lancer un vault Morpho sur mesure pour nos clients, mais pour ça il faut être en mesure de déployer pas mal de liquidités. Notre levée de fonds pourrait nous aider à y parvenir". → "Le non custodial n'est pas un argument en soi, c'est un moyen pour proposer de meilleurs services. Grâce à lui, on peut utiliser les rails crypto qui n'ont aucune limite." → "Un wallet crypto signifie une seule chose : self-custodial, c’est-à-dire un portefeuille dont vous contrôlez les clés. Chez @traderepublic, ce n’est pas le cas." L'entretien intégral est disponible ici 👉 app.thebigwhale.io/article/jean-m…

Tu as gagné dans nos cœurs ❤️ #GPExplorer3

Stop this bullshit immediately, that's not how you get out of poverty Get a job, trading is a hobby. Do r for fun until you have money. Ain't a single person going from rags to riches from trading alone

@ZibbiTweet @thismacapital +1

@thismacapital Il faut développer un domaine de compétences créatif à côté, type Audiovisuel, ça change les idées et ça comble bien les creux de volatilité

C'est pendant ces périodes sans volat que t'es bien content d'avoir d'autres passions/compétences hors trading. Je l'ai vite compris pendant la volatility death de fin 2018

𝒟𝐼𝒳 𝑀𝐼𝐿𝐿𝐼𝒪𝒩𝒮 𝒟'𝐸𝒰𝑅𝒪𝒮 POUR LES SOIGNANTS ET LES PATIENTS ! Pas d'égo ici, mais nous sommes si proche du record du ZEVENT 2022 ! #ZEVENT2025

@GekoYves61506 @BoubouSGC @CryptoPoulpe @ZephirFx btw les world fortnite, eu on top.

@BoubouSGC @CryptoPoulpe Je me souviendrais toujour comment tu t’ai fait éteindre contre @LucaMonday_ en 4K. Dans le discord de @ZephirFx le divertissement

Ce que M8 est en train de faire aux worlds Fortnite wtf

@GekoYves61506 @BoubouSGC @CryptoPoulpe @ZephirFx MDDRRR oh les souvenirs

@MATsxm ah !! tu fera gaffe ils sont encore en bullrun 😭

@LucaMonday_ J'achète en DCA 🤪

Ça tombe bien... J'ai passé l'âge !