Boat
1.5K posts
@MomAngtrades Totally agree. Unless you go to REALLY special places, in which case it's an investment, and I don't say it to be sarcastic, I mean it. Other than that, home cooking is the way to go
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Boat retweetledi
$SPY Large positive gamma exposure stacked above spot.
If we break below 655 we flip into negative gamma... expect faster, more aggressive moves
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September 1997. Steve Jobs stands before Apple employees and tells them he's been up until 3am finishing an ad. He's been back at the company for eight weeks. Apple lost $1 billion that year. Three months earlier, WIRED put Apple's logo on its cover, wrapped in barbed wire, with the word "Pray."
He starts by saying what he's found since coming back. He couldn't figure out Apple's own product line. He spent weeks trying to understand which model was which and how they fit together. He talked to customers. They couldn't figure it out either. He cut 70% of the product roadmap. People whose projects were canceled were, in his words, "three feet off the ground with excitement" because, for the first time in years, someone told them where the company was going.
Then he says something about marketing that changed how every tech company thinks about advertising.
He says Nike sells a commodity. They sell shoes. But when you think of Nike, you feel something different than a shoe company. Nike never talks about their products in ads. Never tells you why their air soles are better than Reebok's. "They honor great athletes. And they honor great athletics. That's who they are." He compares it to the dairy industry spending 20 years trying to convince people milk was good for them, failing, and then running "Got Milk," which doesn't even mention the product. Focuses on its absence.
He says Apple spends a fortune on advertising. "You'd never know it."
Then he fires the ad agency. Not just fires them. Apple was running a competition with 23 agencies. He scrapped the whole thing and hired Chiat/Day, the agency he'd worked with a decade earlier on the 1984 Macintosh commercial that advertising professionals voted the best ad ever made.
The question they asked themselves: "Our customers want to know who is Apple and what is it that we stand for?"
His answer: "Apple at its core, its core value, is that we believe that people with passion can change the world for the better. And that those people who are crazy enough to think they can change the world are the ones that actually do."
Then he plays the ad. In this room. To Apple employees. For the first time.
"Here's to the crazy ones. The misfits. The rebels. The troublemakers."
He says almost none of these people had ever appeared in an advertisement before. He personally obtained Yoko Ono's permission to use John Lennon. He says the estates and living subjects agreed because of their feelings toward Apple. "I don't think there is another company on Earth that could have done this campaign."
The ad broke that Sunday during the network premiere of Toy Story on ABC. Two 60-second spots. Newspaper ads in the Wall Street Journal, New York Times, and USA Today. Billboards in major cities. Buses in five cities featuring Rosa Parks. Painted walls. The whole thing.
Apple's stock was around $0.10 split-adjusted when this meeting happened. The company is worth $3.68 trillion today. Think Different ran for five years. Every product that came after, the iMac, iPod, iPhone, iPad, was built on the identity this campaign established by a guy who'd been back at the company for eight weeks and finished the ad at three in the morning.
Video: Steve Jobs internal staff meeting at Apple, September 1997. This is the first time the Think Different campaign has been shown to employees. Jobs had been back at Apple for eight weeks. Footage leaked from an internal recording.
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@Kacper_PK_CH Great post, thank you for sharing ! Noticed the $ 35 and $40 MOS call buyers coming in on Friday for 2027 and 2028; should bounce soon
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Just so you know, someone did a deep dive on every fertilizer company in early November 2025.
Producers :
$NTR – Nutrien Ltd – Potash, Nitrogen, Phosphate – 🇨🇦 Canada
$SQM – Sociedad Quí. y Min. de Chile – Potash, Phosphate – 🇨🇱 Chile
$MOS – The Mosaic Company – Phosphate, Potash – 🇺🇸 United States
$CF – CF Industries – Nitrogen – 🇺🇸 United States
$YAR.OL – Yara International – Nitrogen, NPK – 🇳🇴 Norway
$ICL – ICL Group – Potash, Phosphate, NPK – 🇮🇱 Israel
$SDF.DE – K+S AG – Potash – 🇩🇪 Germany
$2020.SR – SABIC Agri-Nutrients – Nitrogen – 🇸🇦 Saudi Arabia
$ATT.WA – Grupa Azoty – Nitrogen, NPK – 🇵🇱 Poland
$0297.HK – Sinofert Holdings – NPK – 🇨🇳 China
$IPI – Intrepid Potash – Potash – 🇺🇸 United States
$PHOR.ME – PhosAgro – Phosphate – 🇷🇺 Russia
$NPK.TO – Verde AgriTech – Potash – 🇧🇷 Brazil
$UAN – CVR Partners, LP – Nitrogen – 🇺🇸 United States
$IFOS.V – Itafos – Phosphate – 🇨🇦 Canada
Developers / Explorers
$DAN.V – Arianne Phosphate – Phosphate – 🇨🇦 Canada
$MNB.AX – Minbos Resources – Phosphate – 🇦🇴 Angola
$GSP.V – Gensource Potash – Potash – 🇨🇦 Canada
$KP2.L – Kore Potash – Potash – 🇨🇬 Republic of the Congo
$EML.L – Emmerson plc – Potash – 🇲🇦 Morocco
$PHOS.CN – First Phosphate Corp – Phosphate – 🇨🇦 Canada
$PHO.AX – PhosCo Ltd – Phosphate – 🇹🇳 Tunisia
$AEV.AX – Avenira Ltd – Phosphate – 🇦🇺 Australia
$AMN.AX – Agrimin Ltd – Potash – 🇦🇺 Australia
$AGR.AX – Aguia Resources – Phosphate – 🇧🇷 Brazil
$SAGE.V – Sage Potash Corp – Potash – 🇺🇸 United States
$MLP.V – Millennial Potash Corp – Potash – 🇬🇦 Gabon
Kacper Piotr Kaminski@Kacper_PK_CH
Agriculture Deep Dive | Fertilizers - Part 1 🧵 Starting a series where we look at leading agricultural companies and their charts. First focus: fertilizer producers, the foundation of global food supply 🌾 Bear with me, it’ll take a bit to get through them all. Some today, others later. Producers : $NTR – Nutrien Ltd – Potash, Nitrogen, Phosphate – 🇨🇦 Canada $SQM – Sociedad Quí. y Min. de Chile – Potash, Phosphate – 🇨🇱 Chile $MOS – The Mosaic Company – Phosphate, Potash – 🇺🇸 United States $CF – CF Industries – Nitrogen – 🇺🇸 United States $YAR.OL – Yara International – Nitrogen, NPK – 🇳🇴 Norway $ICL – ICL Group – Potash, Phosphate, NPK – 🇮🇱 Israel $SDF.DE – K+S AG – Potash – 🇩🇪 Germany $2020.SR – SABIC Agri-Nutrients – Nitrogen – 🇸🇦 Saudi Arabia $ATT.WA – Grupa Azoty – Nitrogen, NPK – 🇵🇱 Poland $0297.HK – Sinofert Holdings – NPK – 🇨🇳 China $IPI – Intrepid Potash – Potash – 🇺🇸 United States $PHOR.ME – PhosAgro – Phosphate – 🇷🇺 Russia $NPK.TO – Verde AgriTech – Potash – 🇧🇷 Brazil $UAN – CVR Partners, LP – Nitrogen – 🇺🇸 United States $IFOS.V – Itafos – Phosphate – 🇨🇦 Canada Developers / Explorers $DAN.V – Arianne Phosphate – Phosphate – 🇨🇦 Canada $MNB.AX – Minbos Resources – Phosphate – 🇦🇴 Angola $GSP.V – Gensource Potash – Potash – 🇨🇦 Canada $KP2.L – Kore Potash – Potash – 🇨🇬 Republic of the Congo $EML.L – Emmerson plc – Potash – 🇲🇦 Morocco $PHOS.CN – First Phosphate Corp – Phosphate – 🇨🇦 Canada $PHO.AX – PhosCo Ltd – Phosphate – 🇹🇳 Tunisia $AEV.AX – Avenira Ltd – Phosphate – 🇦🇺 Australia $AMN.AX – Agrimin Ltd – Potash – 🇦🇺 Australia $AGR.AX – Aguia Resources – Phosphate – 🇧🇷 Brazil $SAGE.V – Sage Potash Corp – Potash – 🇺🇸 United States $MLP.V – Millennial Potash Corp – Potash – 🇬🇦 Gabon x.com/Kacper_PK_CH/s…
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Boat retweetledi
VR fitness app PowerBeatsVR is NOW LIVE on the official Meta Quest store!
Get fit in VR without any expensive subscription: powerbeatsvr.com/metaquest
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The hottest chick in MaxiMadness is eliminated.
No point in monitoring the results anymore tbh.
Looking forward to next year.
Bugle.News 📯@bitcoin_bugle
Lyn Alden has been eliminated from #MaxiMadness🏀 in Round Two by @efenigson
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@0xReflection Yes it mean there is always a first time for everything lol
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$BTC has never had 2 bearish years in a row
You know what this means, right?
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Boat retweetledi
Jeff Currie on the price of oil…
"This is the opposite of Covid. Get long, buckle your seatbelt and hang on for the ride."
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Everyone’s focused on what to buy tomorrow.
Nobody talks about the power of sitting in cash and watching everything fall apart.
Sit on your hands, enjoy your life, come back when the time is right.
NoLimit@NoLimitGains
THIS IS IT. I’m officially 95% out of the market. S&P 500 price now: 6,983 I’ve been in this game for more than 20 years. Here’s why I decided to get out: First of all, didn’t sell my long term BTC stack I’ve been holding since 2013-2015, my metals and real estate. Does that mean the market will crash tomorrow? NO. ABSOLUTELY NOT. I’m not a day trader. But there’s a good chance we’re very close to a market top and could drop 15–20% from here. The smartest founders in history are all rushing to the exit at the same time. – SpaceX – OpenAI – Databricks – Anthropic They’re aggressively targeting 2026 IPOs with a combined $4T valuation. They aren’t selling because they need cash. They’re selling because they’ve identified the top. We’ve seen this exact setup twice before. The 2000 Dotcom crash and the 2021 SPAC mania. Insiders use the window to distribute shares at unsupportable valuations (100x revenue). The math ain’t mathing. Big Tech are burning a shit ton of money trying to chase the AI narrative. – $400B in AI Capex – Only ~$20B in revenue return To justify this spend, they need $2 Trillion in new revenue by 2030. That isn't an investment. That’s a bubble. And look who else is leaving. Warren Buffett is sitting on a $300B+ pile of cash. He’s been aggressively selling into this rally. He doesn’t want to buy the dip. He wants to survive the crash. Then there’s the 2026 debt wall. Zombie companies survived on 0% interest rates, but now the bill is due. They have to refinance BILLIONS this year at significantly higher rates. Most won't survive it. Let’s see how this plays out. Keep in mind: I called the last 3 major market top and bottom publicly. When I start buying again, I’ll say it here for everyone to see. Many people will regret not following me sooner.
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This bear trap may have been one of the most ruthless and vicious I've seen in more than 27 years of investing. So many people got fooled in to thinking we are heading in to a deeper bear market when the 4+ year bear market actually ended in early February when Bitcoin bottomed.
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Boat retweetledi
Spent time breaking down how I read options flow more deeply inside @unusual_whales using real examples.
In this session we cover:
• Building a simple filter and why it matters
• How IV changes contract quality
• Reading bid vs ask and spotting urgency
• Net premium and how it shifts structure
• Volume vs open interest relationships
• Using the options profit calculator
We go step by step through real contracts instead of just looking at screenshots.
Full breakdown:
youtu.be/-_QXNsAjuIU?si…
If you’re on the platform or thinking about it, here’s 10% off the monthly or yearly subscription:
#asandfordx" target="_blank" rel="nofollow noopener">unusualwhales.com/referral#asand…
YouTube
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@thisisorlando God please make it be true for the culture ( and the memes )
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JUST IN:
Iran’s new foreign affairs advisor has been named
Leading Report@LeadingReport
BREAKING: Trump briefed that Iran's new supreme leader Mojtaba Khamenei is probably g-y, per NYP.
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Boat retweetledi
Most traders lose money because they're trying to predict the market.
The best traders I know don't predict anything. They react.
They have a process:
- Key levels mapped before the open
- Position size that lets them be wrong without blowing up
- Rules for taking profit that remove emotion from the equation
- Knowing when to sit on hands
The market doesn't care what you think it's going to do. It rewards the people who are prepared for what it actually does.
That's the difference between gambling and trading.
Process > prediction. Every single time.
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@BTCBreadMan @grok I haven't been following you for long but you don't seem retarded lol
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Boat retweetledi
Just dropped a new video breaking down how I read options flow in real time using @unusual_whales 🐳
In this stream I walk through:
• How I interpret Market Tide during the trading session
• Using Market Map to find net premium gaps
• Why liquidity matters when analyzing flow
• How open interest and gamma positioning can influence price
• And why sometimes the best trade is actually no trade
Days with slower flow can be some of the most educational if you understand how to read the other dashboards.
Full video here:
youtu.be/Gv6tHkvsAHc
If you want to try the platform I use every day you can get 10% off your @unusual_whales yearly or monthly subscritpion here:
#asandfordx" target="_blank" rel="nofollow noopener">unusualwhales.com/referral#asand…
YouTube
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