ZMan

15K posts

ZMan

ZMan

@ZManSFl

USMC, Pilot, Disabled Veteran, and father of 2. Married 35 years to high school sweetheart, and proud to be an American!!! Always willing and ready to learn.

South Florida Katılım Haziran 2009
334 Takip Edilen501 Takipçiler
Crowded Market Report
Crowded Market Report@Crowded_Mkt_Rpt·
Nobody believes anything coming from these people anymore:
Crowded Market Report tweet media
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ZMan
ZMan@ZManSFl·
@catturd2 Blah, blah, blah...nothing happens.
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ZMan
ZMan@ZManSFl·
@tunguz And I predict data centers will be 1/100th to a 1/1000th of the size they are now. If AGI is so good, it must be able to come up with a solution to make data centers more efficient and down sizable.
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Bojan Tunguz
Bojan Tunguz@tunguz·
My prediction: in 5-10 years areas of the US that are the most opposed to the datacenter buildup will be the core of the next rust belt.
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ZMan
ZMan@ZManSFl·
@TXMCtrades Yet the Fed Res has been doing it for months.
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𝐓𝐗𝐌𝐂
𝐓𝐗𝐌𝐂@TXMCtrades·
The constant background hum of yield curve control and QE advocacy comes from people who don't seem to have a sound framework for what would get us to that point in the first place. It would not just be the long end breaking an old high or interest expense being larger than Social Security. There would need to be a large scale kinetic war, or a sovereign crisis of epic scale that either precipitated an order of magnitude increase in fiscal spending, or a tsunami of capital outflows from US assets that could not be stemmed. Neither of those things are happening on any horizon we can see. We will know when it's coming, and it won't just be on a benign Tuesday afternoon with the 10 year yield in the fives. x.com/txmctrades/sta…
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𝐓𝐗𝐌𝐂
𝐓𝐗𝐌𝐂@TXMCtrades·
QE is not coming back on any foreseeable timeline. Central bankers spent the past 3yrs lambasting it as failed policy which did not drive growth. It's a choice that only exists at the zero lower bound. That is a rare level which won't be seen again barring a depression event.
David Sommers@dgsommersmkts

Yield on the US Treasury 10-year Note is 4.59% (!!) as of Friday night... this yield is moving very quickly and is going to pressure policymakers and markets *soon* if it doesn't reverse. And yet -- how does it reverse, if we refuse to stop the deficit spending? More QE? That will almost certainly destroy the purchasing power of the dollar even further.

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ZMan
ZMan@ZManSFl·
@unusual_whales Sure, don't put any money into infrastructure like you said you were going to do. Let's just keep throwing money away on investigations that lead to nothing.
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: The Trump administration is considering creating a $1.7 billion fund to compensate allies investigated under Biden, per NYT
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ZMan
ZMan@ZManSFl·
@zerohedge It is high end homes creating a false positive.
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ZMan
ZMan@ZManSFl·
@ChairmansLedger Not going to get any traction until the 120k in calls are wiped out. Next week should be solid.
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The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
$ONDS trying to V-shape into power hour. Interesting.
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ZMan
ZMan@ZManSFl·
@TXMCtrades You should have heeded those words back in February.
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James Woods
James Woods@RealJamesWoods·
How is it possible that a harridan who poured scalding water on her husband’s head is getting ANY votes whatsoever? Is domestic abuse not illegal in California anymore? #MrsPotatoHead
James Woods tweet media
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ZMan
ZMan@ZManSFl·
@jbulltard1 Almost like an algo is in control...
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jbulltard
jbulltard@jbulltard1·
$spy look where we stopped so far
jbulltard tweet media
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fxevolution
fxevolution@fxevolution·
FWD p/e of $NVDA remains low based on 10 year averages. source: Tigerbrokers
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fxevolution
fxevolution@fxevolution·
$NVDA is moving heavily into earnings next week. 🚀 The stock recently traded under 30x forward earnings and even hit less than 20x in 2026. With Jensen in China all eyes are suddenly on the stock and It is still playing serious catch-up. When compared to its 10-year average of 41x fwd P/E, next week's report could be a massive catalyst. 📊 #NVIDIA #Stocks #AI
fxevolution tweet media
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ZMan
ZMan@ZManSFl·
@SecWar You're a freaking moron
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Secretary of War Pete Hegseth
The $1.5 trillion investment is a GENERATIONAL DOWN PAYMENT on America’s national defense. This investment guarantees the United States maintains overwhelming strength and unmatched deterrence against any adversary for generations to come.
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FILTRIX
FILTRIX@Filtrix_Net·
$ONDS is up +21.6% — one of today's most active stocks. When $‌ONDS moved ≥10% on the day, history shows: ✅ 45.8% of days closed HIGHER ❌ 54.2% closed LOWER 📊 24 historical setups | avg move: -0.98% Full breakdown → filtrix.net #trading $‌ONDS #momentum
FILTRIX tweet media
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ZMan
ZMan@ZManSFl·
@Bwolf_Invests Be happy because the short squeeze hasn't hardly started.
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
This morning before the $ONDS earnings call, after reviewing their Q1 performance, I loaded up 620 shares totaling my share count to 3,332
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ZMan
ZMan@ZManSFl·
@AlexJonesIA I literally hate this company but the flows are the flows
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ZMan
ZMan@ZManSFl·
@Han_Akamatsu Short interest at 34%, this is going to get interesting.
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ZMan
ZMan@ZManSFl·
@Dehix_Trades Short interest at 34%, this is going to get interesting.
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Dehix
Dehix@Dehix_Trades·
A lot of people were calling $ONDS “just hype” while completely ignoring what the company was actually doing. just dropped strong earnings, and this is usually where people start chasing. they always do. this is why I care more about execution than opinions on the timeline.
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ZMan
ZMan@ZManSFl·
@TheValueTrade Short interest at 34%, this is going to get interesting.
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The Value Trader
The Value Trader@TheValueTrade·
$ONDS nobody knows $ONDS better than me.... $0.75 Our group were first here..
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
TRUMP, AT STATE BANQUET IN BEIJING: WE HAD EXTREMELY POSITIVE AND CONSTRUCTIVE DISCUSSIONS
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