David Bach
1.4K posts
David Bach
@bachism
Former Electrical Engineer. Full time trader since 2019.
Katılım Mayıs 2011
227 Takip Edilen141 Takipçiler
SENATE VOTES 52-47 TO BLOCK RESOLUTION THAT WOULD HAVE BARRED FURTHER US-IRAN STRIKES WITHOUT CONGRESSIONAL APPROVAL
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@marketsurge Nothing since it locks up every time I try to use it since you went to the new charts.
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What’s the first thing you check when you open MarketSurge?
👇
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$SPY $QQQ
🍌 NEWS:
An urgent phone call from Saudi Crown Prince MBS changed Trump’s decision at the last minute:
President Trump had intended to declare a complete ceasefire and end the fighting against Iran in exchange for the immediate opening of the Strait of Hormuz.
However, a tense phone call with Saudi Crown Prince Mohammed bin Salman dramatically changed the plan.
According to White House sources, bin Salman begged Trump not to stop the war:
“This is a historic opportunity – we must finish the job and weaken the Iranian regime once and for all.”
In exchange for continuing the fighting, Saudi Arabia offered an unprecedented package of economic and strategic incentives.
Key points in the offer:
• $100 billion transferred directly to finance American war costs
• Full and immediate normalization with Israel after the fall of the regime
• Direct oil pipeline from Saudi Arabia to the port of Ashdod, turning Israel into a major energy hub
• Investment of approximately $1 trillion in the U.S. economy + purchase of $500 billion in American weapons
• Establishment of a new regional defense alliance, including Israel, Saudi Arabia, and other moderate countries under an American umbrella
• Joint naval force to control the Strait of Hormuz and Bab el-Mandeb
• Funding of strategic U.S. bases in Israel
• Joint reconstruction fund for a post-regime “secular and moderate” Iran
In the end, Trump announced a temporary ceasefire, not an end to the war as was expected.
Senior diplomatic sources describe the move as “a historic turning point” marking the beginning of a new regional order.
🍌 Opinion, they pissed off their neighbors more than the United States. An Arab country wants to make Israel an energy hub 👀
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@TBGyall Well Trump is going to talk to them and do you really want to watch that? The man has a knack of ruining everything.
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Is there a channel where I can just watch all footage of the Artemis mission and nothing else please and thank you
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If the United States is at war, then Pete Hegseth is a war criminal. If the United States is not at war, then Pete Hegseth is a murderer.
What Pete Hegseth ordered the military to do violates international law. Double tap strike on the B1 bridge in Iran while the rescue team were on-site is succession to target first responders assisting victims of the initial attack.
Under the Geneva Conventions, you are obligated to rescue victims of the first attack. Abandoned any survivors and bombing them along with rescue teams is illegal, immoral, and a war crime.
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@MartyChargin @JonahLupton I think Clay is thinking bigger. He is going to get a few of these drugs going before selling. Not looking for the quick flip and I am okay with this. Buy on dips, Clay is normally buying right along with you.
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@bachism @JonahLupton $IMNM … excellent selection… this stock will be bought out by a larger pharma company
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Really curious to see the answers here…
What are 3-4 stocks that you believe are currently the most dislocated (ie undervalued) from where you think the fundamentals are going in the next 18-24 months?
**feel free to explain why you think your picks are super undervalued including your thesis and any catalysts that could/should get the stock(s) moving higher… because Twitter (X) is still the best place to find new ideas!!!
Jonah Lupton@JonahLupton
Some of you know that I launched a hedge fund several months ago (early November). We run a long/short strategy, focused on owning the 20-40 growth stocks that we believe have the most upside over the next 2-3 years... this means they need to have great fundamentals, strong management teams, compelling valuations, and multiple catalysts that we can identify and track accordingly. It's been a rough few months for many growth investors (we also took some pain)... thankfully we were averaging down into our core positions but we've still seen some red months and it has not been enjoyable. I'm not a fan of losing money. Stepping back... I've never had more conviction in my process or my portfolio than I do right now... especially with some of my favorite stocks down 20-40% from their September/October/November highs despite strong Q4 earnings reports, strong CY2026 guidance and extremely compelling valuations. With that said, here are our top 10 positions in alphabetical order: $APP $CPNG $CRDO $HIMS $HROW $SKHYNIX $IREN $NBIS $RDDT $TMDX I believe all of these stocks are trading at meaningfully higher prices in 2-3 years which remains my focus for generating outsized long-term returns. Enjoy the rest of your day 😊 NFA. DYOR. ** @FirstWaveFund owns all of the stocks mentioned in this post.
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@TheShortBear @epictrades1 I think you underestimate the cost of US weapons if you think it is dozens of billions. More like 100s of Billions US-Dollars.
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Iran is playing asymmetric warfare.
US has no exit plan, just back and forth attack for attack and taking economical damage both directly and indirectly while spending dozens of billions of US-Dollars.
At this point just trying to look strong and make it look like a win...
We might have destroyed a lot of missiles, military targets and alike, but we now have a more radical leader, the middle east is in panic, alliances weakened, Oil is 50% higher... List goes on.
And we still don't have any answers or plan in regards to the nuclear issue.
We need to exit asap.
World looking straight through it.
The Spectator Index@spectatorindex
BREAKING: Wall Street Journal reports that Iran is now exporting more oil through the Strait of Hormuz than it did before the war began.
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@gummibear737 @FrameworkWisely I would change 7) to *radical* Islam. Islam isn’t the problem.
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Let me explain how it benefits Americans
1) No nukes for Iran
2) No ICBMs capable of hitting the US
3) Eliminates proxies and funding for terrorism
4) Hurts BRICS
5) Puts China’s energy suppliers under US influence
6) Stability/security in ME
7) Epicenter of Islamism is gone
Matt Walsh@MattWalshBlog
As always I only support military action anywhere, in any context, if it directly serves the interests of American citizens. It’s troubling that the arguments we’re hearing for this war in Iran, including from Trump himself, seem to revolve primarily around “bringing freedom to the Iranian people.” As Americans, the freedom of Iranians is not our responsibility. If a single American life is lost in the service of that goal, it will be a travesty. What nobody has even come close to sufficiently explaining is how this war will first and foremost directly benefit American citizens. That is a case that needed to have been made clearly and convincingly before this move, and it wasn’t. We’re also told how this will benefit Israel, and I’m sure it will. But Israel is not America. What does it do for America? How does it help us? That needs to be explained to us. And it isn’t “panicking” or demonstrating “disloyalty” to demand those very basic answers about how American tax money, and potentially American lives, are being spent. We hear about the danger of a nuclear Iran, but that’s odd because we were told that Iran’s nuclear capabilities had already been set back decades. We hear that this war will be over quickly and easily because Iran is powerless, which I hope and pray is the case, and maybe it will be. But that’s odd, too, because if Iran is such a paper tiger then how were they a danger to us in the first place? It seems hard to argue both that Iran is an existential threat to the United States and that we can topple them in 20 minutes with no casualties or negative downstream effects. Also the political calculation really matters here. A huge majority of American oppose this. That’s just a fact. If it costs Republicans in 26 and 28, then, no matter how things work out in Iran, it will not have been worth it. A free Iran at the cost of Democrat rule here at home is a bad deal. A free Iran for an unfree America would be just about the worst trade of the century. I’m praying for our great country today.
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David Bach retweetledi
$XBI -2% $IMNM +10% Now that’s what I’m talking about ❤️
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David Bach retweetledi
Yes—this was a murder.Renee Nicole Good was just a U.S. citizen in her car, minding her business in sMinneapolis. Suddenly, masked men swarm, one grabs her door yelling 'get the f*** out,' trying to yank her out.
Of course she drives away to escape. I would too ! what would YOU do if masked strangers lunged at your vehicle ?
Video shows she backs up slowly, then moves forward to leave—no ramming, no intent to hit anyone. The agent fires anyway as she's driving off, bullet through the windshield. She crashes a short distance away and dies.
#ICEMurder
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@The_Real_Fly @grok are these pictures of presidents real with the descriptions below them?
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@McClellanOsc @Grok What makes up the hindenburg Omen and was this triggered today?
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It was incorrectly asserted by several analysts earlier this month that a Hindenburg Omen signal had been triggered. That one just missed having both NH and NL above the threshold of 2.8% of A+D on the same day (plus other criteria). Today was a legitimate one.
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When they behave like they will never leave power, believe they are never leaving power.
MAKS 25 🇺🇦👀@Maks_NAFO_FELLA
🤔 Interaction between HuffPost and Press Secretary Karoline Leavitt
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@Mr_Derivatives If you are running it you get to front run everybody and pump and dump it. Lol
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Ok this might be a dumbass question on my part.
But what is the benefits of me running a Discord (of course free) or being part of a Discord?
Serious question. Pretend I'm an idiot.
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@Jake__Wujastyk Trump suspended De Minimis Exemption. Packages under $800 now will have tariffs applied.
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