Nukular

@stoked_on_waves Matson

whats the jones act shipper alexander and baldwin spun off called, again?

Assuming god given fixed EPS estimates we might be leaning cheap

@TheREALMADriD94 Buy a single oil tanker and a few NVIDIA chips to rebrand as an AI focused energy company? ... gotta get the sentiment back up

$EVO holders place your bets! What they will do with the cash and the potential 10% dilution? Speculate freely in the comments 👇

@calvinfroedge Allies and trading partners of the US should just strike a deal with Iran without consulting US/Israel. The US does not appear to want allies. We (european here) should just oblige and look elsewhere.

And now we get the US export bans US caps the WTI price Chaos for allies and trading partners US producers get f***ed Global economy crashes

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@ProvenReserves As a german with a phd in nuclear physics ... I agree. Also it seems inconsistent to try to be a "manufacturing" nation and then neither have own resources nor cheap energy and hinder innovation with excessive regulation. What is the plan? Become poorer and compete on labor cost?

Weak as water. Germany is done.

@calvinfroedge Collapsed again after collapsing in early february?

World's largest Coltan mine just collapsed

A few people away from 50k followers Upon reaching 50k, a random follower who retweets this post will receive a free lifetime subscription to my blog posts

@orrdavid The superbowl had ~100 million viewers, but the ads do have a nice second life on platforms like youtube and collect many additional views. First entry I got when typing "super bowl ads" into youtube:

Superbowl ad costs $8 million to run and gets viewed by ~100 million people. The ads are not targetted well so I'll arbitrarily chop this down to 20 million views from interested people. Works out to 40 cents per view. A viral social media post might get 100k views, and be seen by largely interested people. It's free but a very (very) rough comparison is that this is worth $40k.

@pearldiver99 @burningbyte @Boersenhaendler farmdroid.com/de/products/fa…

@burningbyte @Boersenhaendler Landmaschinen können nicht so einfach von KI abgelöst werden.

Was ist das bessere Investment auf Sicht von 12 Monaten? Adobe mit einem 11er KGV oder Deere mit einem 40er KGV? Eine ist total out, die andere der aktuelle Momentum Star.

@JohnDoeKnowsGuy Its the seat replacement thesis all over. If less people work in stressful jobs $celh suffers. While agents replacing humans may increase use of certain APIs you'd need a special kind of agent to increase energy drink usage.

It's funny that $celh is a part of SaaS and AI baskets

@PutOptionValue @leevalueroach Still a couple, e.g. Karelia Tobacco (no position)

@leevalueroach What single digit tobacco stock is there?

Wall Street has given up on these industries. Which means they’re worth paying attention to: 1) Tobacco – single digit P/E, ESG-exiled 2)Office REITs – 20yr valuation lows 3)Legacy auto – GM at 8x earnings 4) Managed care – down 37%+ in 2025 5) Cannabis – down 80-90% from highs 6) Coal – structurally hated 7) Regional banks – post-SVB cheap 8) Fast-casual consumer spending fear 9) For-profit education – regulatory 10) Department stores – left for dead 11) Print media – almost extinct The best time to buy is when nobody wants to.

@UpslopeCapital If AI leads to us all living forever you can still resort to burying deceased OpenClaw agents on their MacMinis

@UpslopeCapital cemetery operators

"Give me an industry - ANY industry - and I show you how that industry will be destroyed by AI"

Even the companies who were sold off "in error" (and emerge on the other side of AI adoption intact) may never see their former multiples again.

Market learning over and over again that at >30 times earnings (or - god forbid - sales) you do not need actually disruption, but perceived or potential disruption is plenty enough to screw you over as an investor.

@Yellowbull11 $5051,52

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@Aureliusltd28 My Intuition says its PYPL

@FirstHillcap We can make good use of the CAPEX spend with the same amount of chips and way higher prices

we're gonna need a lot more chips...