Luke

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Luke

Luke

@LukeSilbey

Bluefooted

Earth Katılım Şubat 2013
565 Takip Edilen398 Takipçiler
Luke retweetledi
Public
Public@public·
NEW: You can now build AI Agents that monitor the market, manage your cash, and execute your trades. The Agentic Brokerage has arrived.
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Luke
Luke@LukeSilbey·
@HyperAICapital When someone takes a $1 salary they are not being generous or righteous. They are collateralizing their stock and borrowing against it to avoid paying taxes on earning a salary.
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Jordan
Jordan@HyperAICapital·
$RKLB CEO Sir Peter Beck just took a $1 salary and forfeited 392,000 unvested shares back to Rocket Lab
Jordan tweet media
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John Arnold
John Arnold@johnarnold·
I think I finally solved the stock market.
John Arnold tweet media
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Luke
Luke@LukeSilbey·
@TukiFromKL I mean it’s real estate. You can’t just withdrawal your funds. What do these people think?
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Tuki
Tuki@TukiFromKL·
🚨 Do you understand what UBS just did.. they locked $469 million in a real estate fund and told investors they can't have their money back for up to 3 years.. they're calling it a "withdrawal halt".. it has another name.. here's why this matters.. in June 2007, Bear Stearns froze two of their hedge funds.. told investors the same thing.. "temporary.. market conditions.. we'll sort it out.." 14 months later, Lehman Brothers collapsed and the entire global financial system went with it.. the "gate" on a fund is a confession.. it means UBS looked at their real estate portfolio, looked at how many people want out, and realised they don't have the liquidity to pay them.. commercial real estate has been quietly bleeding since COVID.. office vacancy at record highs.. WeWork gone.. buildings worth half what they were.. UBS just confirmed what the market has been pretending isn't true.. someone always knows before you do.. trust me.. and when they stop you from taking your own money, they've already made their decision.
unusual_whales@unusual_whales

UBS has halted withdrawals from $469 million real estate fund for up to 3 years, per Reuters

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Luke
Luke@LukeSilbey·
@aleabitoreddit Trump was elected. That’s what happened. And many of you morons voted for him. 🖕
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Serenity
Serenity@aleabitoreddit·
Turns out… we had no cards after all. -> Indexes from $SPY are down -5% -> Individual stocks from $HOOD and $RDDT are down worse 40%+ -> Rare earths supply chains needed for robotics or AI are a mess. -> We’re fighting with our allies from Canada and Europe that supply us with all the important materials for frontier supply chains (hint: America has no domestic refineries for many of these) -> Iran situation is now a mess -> Main beneficiaries are Oil companies and War contractors -> Russia is happy from Oil sanctions being lifted -> Hyperscalers are pouring all their reserves into AI capex, with China reaping all the benefits from distillation. (No KYC endpoints) -> Wealth gap keeps increasing, people living paycheck to paychecks, and mass layoffs are likely to happen as AI disrupts jobs. Then as a side quest, people in the family are enriching themselves through memecoin launches then selling the industry out to big banks. Can we at least secure our supply chains and frontier technologies first before we likely start a ground invasion of Iran? I’ll always be bullish on America but these are some of these dumbest series of decisions I’ve seen. WTF is even happening?
Serenity tweet mediaSerenity tweet media
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Luke
Luke@LukeSilbey·
@CalltoActivism Maybe don’t break the law? Don’t help usher in authoritarianism?
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CALL TO ACTIVISM
CALL TO ACTIVISM@CalltoActivism·
BREAKING: Todd Blanche reveals Trump’s entire cabinet is terrified are being indicted if a Democrat wins in 2028. They should be.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Elon Musk is planning an unprecedented move for retail investors in the SpaceX IPO: Elon Musk is considering allocating up to 30% of SpaceX’s IPO to retail investors, far above the typical 5% to 10%, per Reuters. Under this plan, @ElonMusk looks to "tap loyal fans" in the upcoming IPO which could exceed $1.75 trillion in valuation. The plan includes a hands-on approach to banks, assigning firms specific roles rather than broad competition. Bank of America is expected to lead US retail distribution, alongside firms like Morgan Stanley and UBS. The biggest IPO in history is prioritizing retail.
The Kobeissi Letter tweet media
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Luke
Luke@LukeSilbey·
@unusual_whales 100% as someone living abroad as an expat, people are hating Americans right now. I’m talking our closest allies. And we deserve the hate.
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unusual_whales
unusual_whales@unusual_whales·
"The world is watching America lose its moral compass and its global credibility," per the Hill. Do you agree?
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Peitharch
Peitharch@Peitharch·
That's absurd. In fact, the opposite is true. America has reclaimed its moral greatness, for example by confronting the Islamic Regime of Iran. America leads the world standing firmly against a theocratic tyranny that exports terror, represses its people, and threatens global security.
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LostFundamentals
LostFundamentals@LostFundamental·
SpaceX - If you think the IPO is a positive catalyst for $ASTS $RKLB $PL $LUNR $FLY you are up for a rude awakening. And most consensus EBITDA estimates are likely too high as well. Secondly the absolute multiples makes no sense for any of them.
LostFundamentals tweet media
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Anish Moonka
Anish Moonka@anishmoonka·
Researchers put electrodes in people’s brains and found the network responsible for creative thinking shuts off completely during focused tasks and content consumption. It only fires when you do nothing. Your best ideas are behind the screen you won’t put down.
DAN KOE@thedankoe

x.com/i/article/2036…

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Luke retweetledi
Wholesome Side of 𝕏
Wholesome Side of 𝕏@itsme_urstruly·
How to shoot your videos cinematically
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Chris Ray
Chris Ray@itschrisray·
Can someone explain to me like I’m 5 why space stocks are getting hammered on the day that @NASAAdmin is giving his Return to the Moon/Golden Era of Space presentation? 🤔 $FLY $RKLB $ASTS $PL $VOYG $LUNR $RDW $BKSY
Chris Ray tweet media
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Luke
Luke@LukeSilbey·
@aleabitoreddit I’m surprised you haven’t mentioned Iridium yet $IRDM
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Serenity
Serenity@aleabitoreddit·
There's the Space Satellite MegaCycle: -> Triggered by $PL. With $BKSY / $SATL / $SPIR and others following. Then there's the Photonics SuperCycle: -> Triggered by $LITE and $COHR. With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following. One is hype over applications from Space. The other is hype over extreme revenue and earnings growth from AI. The latter tends to be more defensible.
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Autopilot
Autopilot@joinautopilot·
What do they know?! Someone invested $250,000 into the AI WW3 Portfolio last night Top holdings: • Rocket Lab $RKLB (18%) • Northrop Grumman $NOC (9%) • Iridium Communications $IRDM (9%) See the rest of the holdings in the portfolio below
Autopilot tweet media
Autopilot@joinautopilot

The WW3 Portfolio would like a word

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Luke@LukeSilbey·
@BlackScholesMan @Vmaxpax Iridium PNT ASIC $IRDM LEO satellite constellation only one with 100% globe coverage.
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Mike
Mike@BlackScholesMan·
Anduril has effectively became the gate keepers for u.s. counter drone tech. Either your solution integrates with them or it doesn't. Investing accordingly
Anduril Industries@anduriltech

The @DeptofWar's JIATF-401 has awarded Anduril an $87M contract establishing Lattice as the United States' preferred tactical counter-drone command and control software. This is the first task order in a $20B, 10-year Enterprise Agreement with the @USArmy. anduril.com/news/jiatf-401…

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BladeoftheSun
BladeoftheSun@BladeoftheS·
At the end of the Roman Empire it continually lost battles and wars despite having the 'largest most advanced army in the world'. It was also led by morons.
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Luke
Luke@LukeSilbey·
@CoachDanGo Lacrosse ball > tennis ball
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Dan Go
Dan Go@CoachDanGo·
Cheap health purchases that will change your life · Creatine · Sleep mask · Mouth tape · Dental floss · Pedometer · Bidet spray · Jump rope · Tongue scraper · Blue light blockers · Tennis Ball (massage) · Magnesium glycinate · Black stickers to block lights Anything you’d add?
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Camus
Camus@newstart_2024·
Mark Wahlberg just dropped his insane daily diet routine — and it’s peak discipline: - Wake up → vitamins, zinc tablet, triple espresso - Cold plunge → creatine + BCAAs during workout - Post-workout (8 AM): 5 eggs (2 hard-boiled, 3 scrambled), pork chop, wild smoked salmon, Greek yogurt + berries, green juice with moringa - 11 AM: Chicken breast & thigh, sweet potato, broccoli, mixed berries bowl, handful pistachios + almonds - 2 PM: Salmon sashimi, crab salad with cucumber, a couple pieces chicken breast - Dinner: Steak or sea bass/halibut + veggies No junk, no shortcuts, all real food and zero excuses. Clip from this 1:09 video — Wahlberg showing exactly how he fuels that legendary work ethic. Who’s stealing parts of this routine? Cold plunge + triple espresso combo at dawn — genius or masochism? Your take — drop it below 👇
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