vlape

Remember when they screamed bitcoin mining would boil the oceans? Data Center load in ERCOT is projected to be 25 times greater by 2032 and not a peep.

@ZeeContrarian1 any thoughts about $pltr?

$AAPL is the only laggard in the monster move in the Mag 7; I think it will outperform the rest in the near future.

Crazy to think that this was taken with a regular DSLR and is sitting on one of the astronauts' camera roll. On a normal memory card. Not some special exterior mounted NASA camera. They just pointed the lens out the window and snapped this. Makes it even more real somehow.

@ZeeContrarian1 What do you think is most tied to this? It looks like the next market hype events will be the giant IPOs. SpaceX is focusing on retail, and Trump already said publicly - the best investments right now are in AI, and he wants Americans to win big here too.Middle East may help here

I expect to see a big announcement from the Gulf states that will push oil prices lower much faster than people imagine. They owe Trump big time.

@DeItaone yeah, pay in yuan and get through safely

BESSENT: SEEING MORE AND MORE SHIPS GO THROUGH HORMUZ

@KobeissiLetter you mean that the irresponsibility of politicians' decisions in this conflict is as serious as the irresponsibility of decisions during the COVID crisis?

BREAKING: Germany's Chancellor Merz says the effect of the Iran War on Germany and Europe will be as serious as the COVID-19 pandemic if it expands.

@zerohedge glonass is cooking

*STARLINK: SATELLITE 34343 EXPERIENCED ANOMALY ON-ORBIT SUNDAY *STARLINK: RESULTED IN LOSS OF COMMUNICATIONS WITH SATELLITE

@saylor vacation that you deserve

You weren’t meant to live an uncomfortable life. $STRC

**TRUMP: I HAVE INSTRUCTED TO POSTPONE ALL STRIKES AGAINST IRAN FOR FIVE DAYS SO EVERYONE CAN CASH OUT THEIR DEAD $SPX CALLS

@ZeeContrarian1 So yesterday we had exactly this signal you described?

There are two things to look for at a market bottom: • $SPX opens very low and then recovers • $VIX goes from green to red This won’t necessarily be THE BOTTOM, but it can be a time to buy equities and start shorting $VIX via $VXX & $UVXY Until then, stay away.

@KobeissiLetter private army when

BREAKING: Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI are set to sign an agreement with the Trump Administration to generate their own electricity supply for AI data centers, per Fox News. This includes: 1. Meeting with President Trump in March to sign the pledge 2. Companies will build, bring, or buy their own power supply for new AI data centers 3. Companies will agree to protect Americans from price hikes Trump is shifting attention to surging electricity costs.

@ZeeContrarian1 what's the difference with $fisv?

𝗛𝗼𝘄 𝘁𝗼 𝗜𝗻𝘃𝗲𝘀𝘁 𝗟𝗶𝗸𝗲 𝘁𝗵𝗲 𝗕𝘂𝗱𝗱𝗵𝗮 In Buddhism, feelings are very simple. Every experience falls into one of three buckets: pleasant, unpleasant, or neutral. No philosophy needed. Emotions start when the mind adds commentary. Stories. Opinions. Meaning. Feelings are clean. Emotions are noisy. Stocks work the same way. A stock can only do three things: go up, go down, or go sideways. That’s it. That’s the feeling. It’s directly observable. You don’t need intelligence, insight, or conviction to see it. Everything else is chatter. Take $PYPL For years, people have been saying the same things about it: “It’s cheap.” “It’s the future of payments.” “It’s a massive network.” “You don’t understand the business.” “This is long-term value.” All of that sounds sophisticated. None of it changes the basic fact on the screen. The stock is going down. That’s the feeling. The rest is emotion. Feeling plus story. You can stack as many narratives as you want on top of a falling price, but the narratives don’t make the price stop falling. They just make it harder to see what’s happening. And the more convincing the story, the easier it is to ignore reality. This is exactly what Buddhism points to. Suffering doesn’t come from the raw experience. It comes from attachment to the explanation of the experience. In stocks, most mistakes don’t come from misreading price. They come from listening to the chatter instead of observing the trend. Opinions, forecasts, “understanding the business,” group consensus - all of that lives at the emotional level. The feeling level is much simpler: up, down, or flat. Observing the trend is clarity. Listening to the chatter is confusion. And confusion, in markets, is expensive.

@MartinShkreli @Polymarket @UMAprotocol @Kalshi @shayne_coplan Pls do this. This isn't the first time. This scam with different rules must stop.

if kalshi and coinbase resolve the cardi b superbowl bet as NO and retards at @Polymarket and @UMAprotocol resolve it as YES, i will never stop shitting on polymarket and glaze @Kalshi for free every day for eternity @shayne_coplan

@thebausffs great job

Thats it for me in the LEC. A lot of emotions running right now so I will take some time for myself. Thank you for all the support and sorry I didn't do better.

@LosRatoneslol Never watched any LEC before LR

The boys gave it their all, but it wasn't to be. Thanks for all the support. 🐀🖤

@wallstengine Yes, please. We want another social network for sure

OpenAI is reportedly building a “real humans only” social app to rival X, per Forbes. It may require biometric proof of personhood using Apple Face ID or Worldcoin’s iris scanning Orb. Team is under 10 people, still early, no launch timeline yet.

*TRUMP: GOOD NEWS USED TO SEND STOCKS UP, HOW IT SHOULD BE *TRUMP LAMENTS THAT STOCKS CRASH ON GOOD ECONOMIC NEWS

How to Hedge: $VIX $QQQ $SPY I often recommend not using the $VIX to hedge a portfolio. There’s really only one situation where it makes sense: a macro event or a structural breakdown. If you simply think the market is overpriced, or that some economic data is going to disappoint and lead to a 0.5–2% pullback, you should stay away from the $VIX. In those scenarios, the market can grind lower while volatility stays flat or even compresses. The $VIX bleeds, the curve rolls down, and your hedge quietly decays. The $VIX is not a valuation hedge. It’s not a timing tool. It’s a shock hedge. Examples where $VIX works: •March 2020 (COVID): overnight uncertainty, forced deleveraging, volatility exploded. •2008: systemic risk, broken plumbing, survival fear. •Sudden bank failures, war escalations, or unexpected policy shocks. These are moments of dislocation - when the market doesn’t know how to price risk. Examples where $VIX doesn’t work: •“Stocks look expensive.” •A slightly weak CPI or jobs report. •Earnings slowly disappointing. •A slow grind lower or mild correction. In these cases, you’re not betting on panic - you’re betting on repricing. That’s where $SPY or $QQQ puts come in. Index puts pay you for direction, not fear. You don’t need volatility to explode; you just need the market to move down over time. Iran Situation Is a Great Example Take something like the recent developments in Iran. Regardless what happens with Iran, it has little to no direct impact on US equities, and certainly not on the NASDAQ - not in the short, medium, or long term. But they do introduce uncertainty. Headlines change fast. Risk managers get nervous. Positioning tightens. And that uncertainty is exactly what the $VIX feeds on, even if equities don’t meaningfully sell off. So this is a classic case where $VIX makes sense: Not because US tech is impaired, but because the market may briefly struggle to price risk. Rule of thumb: •Expect chaos, uncertainty, headline-driven risk → $VIX •Expect valuation adjustment, earnings compression, slow downside → $SPY / $QQQ puts Use the right hedge for the right type of risk. Most people don’t and that’s why their “hedges” lose money precisely when they think they’re being careful.

How to Become Stevie Cohen When I was 23, fresh out of a top university in New York, I interviewed at SAC Capital (later Point72). I remember walking onto the trading floor and seeing Stevie Cohen sitting in the middle-no office, no separation, while traders around him pitched ideas all day. That’s how trading works. And that’s how you should use X. You don’t need to be an expert in every field-Stevie Cohen isn’t. His edge is wisdom and logic: knowing which ideas make sense. The key is to surround yourself with people who’ve proven excellence in their fields. Ignore generalists talking biotech or tech. Find true experts, listen carefully, do your own work, and decide. That’s how you become your own Stevie Cohen-at home, with very little capital. Key Points •Follow experts, not generalists, people with long, proven track records in their field. •Treat X like a trading desk: ideas flow in, you don’t accept them blindly. •Your edge is logic and judgment, not expertise in every domain. •When an idea appears, slow down: research it, stress-test it, see if it makes sense. •Ignore noise, hype, and hot takes. Signal comes from excellence over time.

@MickBransfield Funny Predictle #2 ✅✅ ✅✅ ❌✅ ❌✅ ✅✅ Play at manifold.markets/predictle?r=ZX…

This is such an interesting concept. I'll be shocked if someone doesn't steal it. Predictle #2 ❌❌✅ ❌❌✅ ❌✅✅ ✅✅✅ ❌✅✅ Play at manifold.markets/predictle?r=TW…