SamXM
161 posts

SamXM
@SamXM2020
All things tech and finance
San Francisco, CA Katılım Ağustos 2022
220 Takip Edilen123 Takipçiler

@patienceisalpha This is Schipol, going through the final departure gates.
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Egypt 🇪🇬: Charges $200000+ per transit through the Suez Canal
Panama 🇵🇦: Charges $100000 to $400000 per transit to pass the Panama canal
Turkey 🇹🇷: Charges massive fees $ for the Bosporus Strait
Canada 🇨🇦: Charges fees $ for the St Lawrence Seaway
Iran 🇮🇷: 🤯 Never charged any fees for Strait of Hormuz despite facing sanctions for decades. They made it TOLL FREE
What will happen if they start charging?
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Same answer since 1992. Vote out the republicans in office.

kuno@kunoo
Bitcoin is down Altcoins are down Silver is down Gold is down Stocks are down How do we make money?
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@typesfast Forget Super Bowl. With half a dozen Trillion dollar companies HQ’ed here, this helicopter should be flying around 24/7.
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@Noahpinion Yank Sing for dim sums.
Kokkari for Greek (lamb chops or branzino are my go to).
Golden Boy or Il Casaro for pizza (both in North Beach).
San Ho Won for K-BBQ.
Burma Love.
Harris for steaks.
Thank me later for any of these places.
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@typesfast Nah. Drop the keys in the box and disappear like a seasoned business traveler.
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Apple $AAPL is cooking something weird.
• No screen
• A18 chip (overkill?)
• Facetime camera
• Hand gesture controls
• "Affordable"
Putting flagship power into a cheap, screenless box is a massive pivot. Either it’s the ultimate AI trojan horse for the home or the most confusing gadget of the year.

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@StockSavvyShay $NOW and $INTU are the only SaaS companies worth owning.
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Just initiated a new position in a software name today.
Any guesses which one?
Shay Boloor@StockSavvyShay
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@jasminecoded_ You should visit Foster City. Probably the best city for outdoor activities on the Peninsula.
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Ultimate Silicon Valley City Tier List:
S+: Portola Valley, Woodside, Atherton
S: Los Altos (Hills), Palo Alto (Old Palo Alto only - Crescent Park, Professorville)
A+: Menlo Park, Los Altos (flats)
A: New Palo Alto (Midtown, Barron Park, South PA)
B: Mountain View, Cupertino, Sunnyvale (North of El Camino)
C: Redwood City, Sunnyvale (South)
D: San Mateo, Santa Clara, Fremont
F: San Jose, Milpitas
You’re welcome.
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@Ken_LoveTW @grok how much does China spend on defense and as a percentage of GDP.
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Trump Is About to Bankrupt China the Soviet Union Way.
He just set a Soviet-Style trap for China.
Trump plans to raise U.S. defense spending by 50% to $1.5 trillion in 2027, about 5% of GDP.
This isn’t about Russia.
Russia’s economy can’t keep up.
This is aimed squarely at China.
It’s Reagan vs the Soviet Union—version 2.0.
Beijing now faces a dead-end choice:
Match U.S. spending → crush an already fragile economy
Don’t match it → fall behind militarily and lose face globally
Either way, China loses.
That’s exactly how the arms race bankrupted the USSR.
And that’s why Beijing is panicking about this decison.

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Trump isn’t just tweaking foreign policy - he’s rewriting the playbook. We’re seeing a shift from sprawling global entanglements to hardcore power plays closer to home. First Venezuela, where the U.S. now says it’s effectively running the country after seizing Maduro and is eyeing its oil wealth, partly to blunt influence from China and Russia. Next up: Greenland - Trump’s committed to acquiring it, even hinting military options, to lock down Arctic access and strategic clout in the North Atlantic.
Whether you call it realpolitik or empire consolidation, this is legacy building in real time.
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SamXM retweetledi

One photo and word to close out the year and welcome 2026: electric. Happy new year everyone!
At the Seminole Hard Rock Hotel and Casino, Hollywood FL.
#NewYear2026

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SamXM retweetledi

@StockSavvyShay Once SpaceX and Anthropic goes public, Alphabet’s stakes in those companies will be valued at a combined $100-150 Billion at their last fund raise. Their CorpDev team is insanely good.
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