BamBamTrader

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BamBamTrader

BamBamTrader

@bam_trader

UAE based p/t trader with dreams to make this f/t pursuit. Looking forward to connecting with others, share ideas and improve consistency.

Dubai Katılım Ocak 2020
441 Takip Edilen188 Takipçiler
Anthony Khallouf
Anthony Khallouf@ausvstheagenda·
Dr. Anna Cody, Australia's Sex Discrimination Commissioner just said: If a transgender woman (man) is denied a job because they said they intend to have children, then this is discrimination “on the basis on POTENTIAL pregnancy.” Oh my god.
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Matt | The Mini-Retirement Maximalist
The guy who posted this on social media genuinely believed the $40 tip was appropriate Look at what was purchased!?! 6 people... A $40 tip on a $545.17 bill... Completely inappropriate At the very least each person should've chipped in $20 for the tip
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BamBamTrader
BamBamTrader@bam_trader·
@IncomeSharks @Kalshi No one anyone would've held for the full value also.. anyone with 25k likely to have sold at 2x etc
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IncomeSharks
IncomeSharks@IncomeSharks·
@Kalshi Never liked these posts because back then no one would have randomly thrown 25k at a stock lile that. Same reason no one is dumping 25k on some random stock now that will be up big in 2 years
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Kalshi
Kalshi@Kalshi·
JUST IN: $25,000 invested in SanDisk one year ago is worth $1 million today
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Za
Za@ZaStocks·
$MP $INTC had Nvidia + the U.S. government. MP Materials has Apple + the U.S government. When the United States government and one of the largest + greatest companies on earth invest in something, it’s appropriate to pay close attention.
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Justin Spittler
Justin Spittler@JSpitTrades·
$ZM climbing out of Stage 1 base Only needs to rally 465% to revisit all-time highs Think it gets there?
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BamBamTrader
BamBamTrader@bam_trader·
@ParadisLabs This prob doesn't matter until it matters, if that makes sense. Imagine this entire sector will run red hot until the chatgpt and or anthropic IPOs, thereafter get absolutely crushed and everyone will say I'm hindsight fundamentals never made any sense
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Paradis Labs
Paradis Labs@ParadisLabs·
My thoughts on $CRWV: I do not like them one bit lol. Their financing is disgsitingly bad: debt on top of debt, on top of debt... $CRWV = ROIC (4%) - Cost of Debt (10%) + capex dependency They're torching equity value to service debt obligations... By the end of 2025, they had $21.4B in debt w/ interest rates >10% in some tranches. Junk-level leverage. They're running a multi-billion dollar interest-rate swap where equity holders are the last to eat. 2026 napkin math: - Est. cash flow from ops = $5.6B - Scheduled debt amortization = $5.4B - Est. debt interest = $1.3B So their operations literally can't cover debt obligations where the entire operating engine is consumed by principal + interest repayments before they even buy a single Blackwell/Rubin chip. And...they're increasing capex to ~$35B this year: - 2025 FCF was already sh!t = -$7.3B - 2026 will be worse as they draw down that new $8.5B facility just to keep pace. - which will force additional debt financing since their FCF is already in the dumps. An endless whirlpool of debt because they can't self-fund a single quarter of growth. Probs the worst bit though is their ROIC is ~4%, while they’re hocking 9.75% Senior Notes.....in what universe is a -6% spread a sustainable business model? They're just scaling a defecit. You're ultimately betting way too heavily on falwless execution + $NVDA backstop + sector tailwinds. Then contrast this with $NBIS: - $4B in debt vs $CRWV's $21B - 2026 capex $16-20B: still high, but ~60% funded by $META / $MSFT prepayments - ~$3.7B cash to actually fund growth
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ZachXBT
ZachXBT@zachxbt·
In late 2023, French streamer TeufeurS was extorted for a ransom after a family member was kidnapped in France. I can finally share that I helped lead efforts that resulted in an ~$800K freeze with the Binance Security team after a $2M ransom was paid. Six suspects tied to the incident were later arrested. Given the sensitivity of the case, I held off commenting until now. I have since assisted with asset freezes and identifying culprits in several of the recent France home invasion robberies, and hope to share details in the coming months. If you or someone you know falls victim, reach out as soon as possible rather than delay. I prioritize these types of cases as they have grown more frequent amidst this disturbing trend.
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Tyler
Tyler@TylerDurden·
@CleansedTweets I mean you’re in Hong Kong eating imported food. Does your brain work? Lol
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Miss Money Penny
Miss Money Penny@CleansedTweets·
English breakfast in Hong Kong is a little disappointing for 28 USD. I can do double size for half the price in the UK.
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Artur Nadolny
Artur Nadolny@ArturNadol7566·
SHE REPORTED FRAUD AT ONE OF BRITAIN'S BIGGEST COMPANIES. NOBODY CARED. THEN IT ALL COLLAPSED. Emma Mercer started her new finance job at Carillion in early 2017. Six weeks in, she found something that made her stomach drop. The books were wrong. Costs were being hidden. Profits were being made to look bigger than they were. On projects worth hundreds of millions of pounds, the numbers simply did not match reality. She told her boss. He brushed her off. She told the CEO. Same response. She went to HR because she had run out of people willing to listen. A board member later described her in writing as a whistleblower who did not feel she was listened to. She was right about everything. Every single thing. But instead of launching an independent investigation, the board quietly scrapped the idea of outside scrutiny and handed the job back to @KPMG, the company's own auditors. The same firm that had been signing off Carillion's accounts as healthy for 19 consecutive years. The same firm collecting £29 million in fees from the very company it was supposed to be independently checking. MP Frank Field said it plainly in Parliament. KPMG were asked to mark their own homework. They gave it top marks. Eight months after Emma Mercer raised the alarm, Carillion collapsed. January 2018. The biggest compulsory liquidation in British history. Here is what that actually meant for real people: 3,000 workers lost their jobs overnight. 28,500 people in Carillion's pension schemes saw their retirement savings cut. A £2.6 billion pension black hole left ordinary workers worse off for years. Taxpayers handed over £150 million just to keep hospitals, schools and prisons running while the mess was cleaned up. Meanwhile, Carillion's former Finance Director Richard Adam sold every single share he owned on the day the 2016 annual report was published. He walked away with £750,000. The shares were worthless months later. It took the regulator five years to act. When it finally did, KPMG was fined £21 million, a record. Investigators also discovered KPMG staff had faked meeting minutes and altered spreadsheets to deceive the regulator during its inspection. The lead audit partner was banned from the profession for 10 years. The fine was less than what KPMG earned from Carillion. One woman told the truth in her first six weeks on the job. She was ignored, sidelined and described as a problem. The executives who ignored her kept their bonuses. The auditors who backed them up kept their fees. The workers who had nothing to do with any of it paid the price. This is how British corporate accountability works.
Artur Nadolny tweet media
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Heisenberg
Heisenberg@Mr_Derivatives·
@cb_doge Not digging the all black version. Some color to contrast would be nice.
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DogeDesigner
DogeDesigner@cb_doge·
Every home will have an Optimus.
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BamBamTrader
BamBamTrader@bam_trader·
@panicsellingxyz So well designed and cramped for space the only place to put a tv is on the supporting beam 😂
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LuxuryPriceDrops.com
LuxuryPriceDrops.com@panicsellingxyz·
🚨 A beachfront Dubai Harbour 3BR just dropped $218K overnight. Now sitting at fair value based on 20 comparable sale transactions. $1.9M. Ocean views. $9,825/mo mortgage. 🔗 luxurypricedrops.com
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BamBamTrader
BamBamTrader@bam_trader·
@CRUDEOIL231 Do you really believe the extra capacity exists KSA, UAE? Given all the increasing challenges (water cut/debottlenecking) I just don't buy it, more likely a mirage to keep the OPEC quota flexibility etc
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JH
JH@CRUDEOIL231·
This might be the real issue. In terms of the global crude balance, what has always resolved supply imbalances over the past decade was either US shale or OPEC+ spare capacity. With Saudis and the UAE—the only ones holding spare capacity—currently under duress, US shale producers have shown little to no enthusiasm for ramping up production, at least so far. LATAM? Africa? You know exactly how much time and capital deep-water oil projects require. Let's not talk about supply years down the road. To resolve this imbalance even slightly, we need short-cycle supply like US shale. And so far they are saying "No." It’s understandable. They don't know when Trump might flip-flop and implement an oil embargo, and shale producers have suffered and deceived far too much over the last few years. So instead of increasing production, they are merely using the price spikes to execute financial hedging to protect their balance sheets. Bc we’ve suppressed them for so long, they aren’t there for us at the very moment we need them most. It’s all karma. #oott #iran
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Paul Day
Paul Day@tddirtbagbaby·
@panicsellingxyz so it's now up for AED23m.....one sold a year ago for AED19m
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LuxuryPriceDrops.com
LuxuryPriceDrops.com@panicsellingxyz·
A Palm Jumeirah Dubai property just dropped over $1,000,000 in a single price cut 🔴 $7,352,100 → $6,262,900 That's $1.1M gone. One drop. Today. 4 bed. 6 bath. 9,820 sqft. Full sea view. Garden villa. 26 days on market. Seller just erased 14.8% of the listing price.
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BamBamTrader
BamBamTrader@bam_trader·
@sholard_mancity Oh it gets even better than that... Dangote source is US shale, which it refines and exports back out, it doesn't even target domestic oil
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Sholla Ard 🇰🇪
Sholla Ard 🇰🇪@sholard_mancity·
My fellow Africans, look at the world: Iran has oil & and refineries. Russia has oil and refineries. Saudi Arabia, Qatar, and Kuwait have oil and refineries. They export refined oil products. Now look at Africa: Nigeria, Angola, Congo, and Sudan have oil but few to no refineries. We export crude… and import finished fuel. Really? Others refine and supply their regions. Africa only exports and not even to its neighbors. Africa needs to fix this now.
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BamBamTrader
BamBamTrader@bam_trader·
@DarvasBoxAI Not sure that framing works? 20mbd of which 5-6mbd can move still through yanbu (KSA) and fujairah (UAE) pipelines. Remaining can't move and therefore can't be sold. You already see production cuts KSA, UAE, Kuwait, Iraq and Qatar as a result. No way ROW can make up shortfall
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DarvasBoxAI🔲🤖
DarvasBoxAI🔲🤖@DarvasBoxAI·
let's say the Persian Gulf stays closed for awhile no matter why the reasons. Per Grok 20% of the world's oil will need to find a new supplier; problematic but not the end of the world Countries will simply buy from other areas until things work themselves out $USO $CL_F Gas was $3 gallon here so should I expect between $3.50-$4.00 gallon? Small price to pay for Iranian freedom
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Dr Aseem Malhotra
Dr Aseem Malhotra@DrAseemMalhotra·
BREAKING NEWS TELEGRAPH: ‘I blew the whistle on covid jabs 5 years ago. Now, I’m fighting for my medical license’ ‘You do not rebuild trust by shutting down debate. You rebuild it through transparency, humility and the courage to admit uncertainty’ telegraph.co.uk/news/2026/03/1…
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BamBamTrader
BamBamTrader@bam_trader·
@panicsellingxyz Premium and also heavily overpriced for what it is.... The park doesn't justify the extreme premiums
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LuxuryPriceDrops.com
LuxuryPriceDrops.com@panicsellingxyz·
Dubai Hills Estate has 20 active price drops right now. AED 11.2M wiped from one neighborhood alone. Downtown Dubai → 21 drops Dubai Marina → 12 drops Business Bay → 9 drops These aren't backwater communities. These are the most premium postcodes in the city. 248 properties. $31.5M in price cuts. Updated daily.
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