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Andrew Sarna
7K posts

Andrew Sarna
@SarnaCapital
Macro charts, subscribe to my daily newsletter below
Katılım Haziran 2019
1.4K Takip Edilen812 Takipçiler
Andrew Sarna retweetledi

Thanks to @SarnaCapital for another great “Off the Charts.” This sobering chart from @crudechronicle just absorbed 10 minutes of my morning. 😳
The Crude Chronicles 🛢@crudechronicle
There is a glut coming. But it's not in oil & gas.
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@litigious_dulce My brother he is pumping a jr miner shitco
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The last time Andrew made this type of post about a stock, the stock went up like 1000%. Just saying.
Andrew Wilkinson@awilkinson
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@CANoilandgas This dude just owns every single Canadian energy name 😂
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Andrew Sarna retweetledi

CFO after checking $80,000 Ai bill for one week.
Polymarket@Polymarket
NEW: Fintech startup Slash reveals it was forced to roll back its AI coding push after an employee burned $80,000 in tokens in the first week.
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@WalterDeemer And still the largest IPO equity raise in history…
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Andrew Sarna retweetledi

Two great charts from @SarnaCapital in today's "Off the Charts" newsletter.
[Chart 1]
Another challenging dynamic has been the performance of the momentum factor. The stocks that are going up simply continue to go up even more. (Mike Zaccardi)
[Chart 2]
Semiconductors have suddenly become the largest industry group in the S&P 500. (Bloomberg)


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This is probably the worst sentiment I have seen for Bitcoin in over a decade.
AI stocks are going parabolic and the S&P 500 is at all time highs. Gold had its run. Everything is making money right now and it's almost hard not to.
Everything except Bitcoin.
The contrast makes it particularly brutal. It is not just the fact that Bitcoin is down, but also that every other asset is at or close to all time highs at the same time.
The opportunity cost is massive especially for newcomers.
It is tough but we have been here before.
Staying the course.
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Ferrari has just officially unveiled its first ever all-electric car, called the Ferrari Luce.
• Starting price: $640,000
• Interior co-designed with Apple's former head of design, Jony Ive
• Range: 280 miles (expected EPA)
• Peak charging speed: 350kW
• 122 kWh battery
• 1,050 horsepower
• 0-60mph: 2.4s
• 800v
• Four-door four-seater
• Four electric motors
• OLED screens
• Weight: 4,982 lbs
• Front motors spin to 30,000 rpm, rears hit 25,500 rpm
• Car uses an accelerometer to capture real vibrations from the electric motors & rear chassis. An algorithm filters out unpleasant frequencies and amplifies only the more “musical” sounds. This can be heard inside and outside the car.
• Paddle shifter on steering wheel changes how aggressively torque is delivered, with five different levels
• The trunk has 21.1 cubic feet of space, the largest luggage capacity the company has ever offered
• 197.6 inches long, about as long as a Tesla Model S
U.S. deliveries start in Q2 2027. More photos in the thread below:




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@nachkari Agreed, what’s the point if it’s marginally better than via. Do it right or don’t bother.
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