Tim Spindle retweetledi
Tim Spindle
840 posts
Tim Spindle
@TimSpindle3922
long time listener, first time caller to the X investment conversation.
Katılım Kasım 2024
293 Takip Edilen215 Takipçiler
Letter to shareholders. Knowles makes it clear the opportunity ahead is immense. He’s signaling a clear inflection point. The proverbial shipped as turned and is now ready to accelerate with tailwinds behind it. $OSS
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It really feels like $OSS is on the cusp of an inflection point. And it’s for all the boring reasons and none of the hype-stirring ones. The result should be the same.
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evade the blockade. If successful, they might still have some leverage. Although less so bc if ships are flowing that’s the end result the US is most concerned about. But, more likely, if it become kinetic then superior US forces will smother them and leave Iran in a worse spot.
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Iran is cornered with this move. It either 1) complies and chokes off its economic oxygen or 2) retaliates.
If it retaliates with success, fine. If not, the US command of the Strait grows while Irans shrinks. Further tightening its grip.
So it either must settle now. Or;
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The key word being “autonomous” the use cases for autonomy are so ranging it’d be impossible to list. $OSS will be there to enable.
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The thesis for $OSS has never been stronger. The Iran war illustrates the need for the US to continue modernizing its operations around AI and autonomy. It’s been dragged by the macro but, ironically, the cause of the macro drag is the clearest signal that OSS is well positioned.
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@MarioNawfal Sure but restricting the use of using local bases for refueling is about the literal least they could do. And they didn’t.
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🚨🇺🇸 Trump is threatening to pull the U.S. out of NATO because allies won't join his war in Iran.
The problem here: NATO is a defensive alliance. Article 5, the only clause that obligates members to fight, has been triggered once, after 9/11, when America was attacked.
Over 1,100 allied troops died in the war that followed. Trump has previously called those contributions inadequate.
Iran didn't attack the U.S., the U.S. attacked Iran.
Trump calls NATO members 'confused' about the alliance but actually he's just angry it doesn't work the way he wants it to.
Source: CNN
Mario Nawfal@MarioNawfal
🇶🇦🇮🇷 Iran hit a QatarEnergy tanker with a missile straight inside Qatar's own waters The Qatar gov. confirmed it in an official statement, the fuel oil tanker Aqua 1 was struck in northern Qatari territorial waters. Crew is safe, no injuries, and no environmental damage. Iran just brought the war directly to Qatar, a major U.S. ally and one of the world's largest LNG producers, and one of the countries looking for peaceful resolution of the war. Source: @qatarenergy
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These NATO countries are proving they’re feckless and, indeed, not allied when action occurs. Lip service is the European way. Unfortunately for them, we will just leave them to their own devices. They are weaker as a result of their inaction.
Eric Daugherty@EricLDaugh
🚨 HOLY CRAP! President Trump just exposed France for BANNING planes flying over their airspace to support Operation Epic Fury "The U.S.A. will REMEMBER!!!" What's the point of an "ally" if they just abandon you? "The Country of France wouldn’t let planes headed to Israel, loaded up with military supplies, fly over French territory. France has been VERY UNHELPFUL with respect to the “Butcher of Iran,” who has been successfully eliminated!"
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I suspect that Trump is doing some negotiating with the Gulf States right now
Raylan Givens@JewishWarrior13
🚨WSJ JUST IN: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed.
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Huge bummer $OSS is down ~%20 in a week. But volume is thin and that cuts in both directions. We’ve seen it move 20% multiple times in the past few months in single sessions. If you believe in the company, this is another opportunity.
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@KobeissiLetter A bit of a disingenuous stretch. But I appreciate you’re looking for clicks..
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You can't make this up:
Iran's trading advice to US investors actually worked.
At 4:12 PM ET on Sunday, Iran's Speaker of the Parliament said pre-market news is a "reverse indicator" and if they "dump" the market, then "go long."
At 6:00 PM ET, S&P 500 futures opened nearly -1% lower and fell just 30 points away from correction territory.
By 11:00 PM ET, S&P 500 futures had reversed all losses and turned green.
Then, at 7:25 AM ET today, President Trump posted that "great progress" is being made on Iran peace talks.
Now, the S&P 500 is trading +100 points above its low seen just hours ago, adding +$900 billion in market cap.
We are in the most unusual times in market history.
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@jvisserlabs Ever looked at $OSS - I know you’re hardware/commodity focused. Would be curious if you’ve given this ticker a look?
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MSFT has not closed a week below the 200 week moving average since 2013. It is below it now as Satya scrambles to compete for AI enterprise usage as the focus shifts to agents. As someone who is on AI all day long with every frontier model, has multiple OpenClaw setups, Co-Pilot is not a thought. Long PLTR vs MSFT is now up 25% since I sent this. and every day someone still argues PLTR is expensive and MSFT is cheap while not using AI. Agentic world is here now.
Jordi Visser@jvisserlabs
I will continue to watch PLTR for signs that investors are starting to look for opportunities within the SaaS unwind. PLTR over MSFT fits my theme of new winners in the agentic world and the hyperscaler risks from DC delays, increased spending, China competition and long duration asset multiple compression.
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Early ‘25 $OSS was steadily trading around $4 per share. During the initial
tariff panic it dipped as low as $1.85 in April. Fast fwd about a year. OSS has almost hit $13, traded consistently in the $7-9 range and despite a 6 mo macro market downturn is holding mid 7s. Bullish.
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This weekend is less a turning point, it’s always just been a matter of time, but an inflection in worldwide recognition that the US does indeed have control over things and its will is being exerted. Peace dividend to follow.
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There is so much noise in a conflict that is so obvious. Markets will return to higher highs by May. End of the risk curve assets like $OSS take the first punches but will bounce back the fastest and most furious.
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Should @OhioTate have been able to get away with this free throw attempt in Knockout?
@StateFarm #StateFarmPartner
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@pistonsenjoyer @MostlyHoopsShow @clubtrillion Absurd. OSU is one of the most recognizable brands in the world, Athletics has among the most resources, in a thriving city. These things are not the case at the overwhelming amount of schools. Having expectations is a prerequisite for success. Sorry you don’t ascribe.
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@TimSpindle3922 @MostlyHoopsShow @clubtrillion Yeah and his point is that Ohio St fans are more entitled than other fanbases, and you are proving it for him with this exact attitude 👍
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Titus goes OFF on Ohio State fans
“Ohio State Basketball fans are the worst fans in the world… they watch football all year they don’t even pay attention to the basketball program, they parachute in around late January early February”
- @clubtrillion
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