Basil Halworth
68.2K posts
Edwin is dead wrong on Ethos $LIFE
Context-someone pitched us the same short thesis months ago
We did research on it & pointed out how they were wrong. We warned that the stock would rip in their face, it was trading at <10x P/E
It 2x'ed since...so today...bear cave
English
@tallinzen not different than any other major food city, anywhere: some is great, most is average.
English
There’s a lot of incredible food in Paris to be clear just not at the median bistro
English
Amazing thing about Paris is you can go into any random bakery and get a baguette or croissant that would win awards in NYC and have hundreds of zoomers lining up on Saturday morning to get it and then for lunch you go into any random bistro and have a steak or confit de canard so mediocre it would get the restaurant owner deported from NYC.
English
SpaceX's total TAM is 80% for AI, or so it says in its S-1, filed the same day we learned that Anthropic is wiping the floor with SpaceX's AI business.
I hope SpaceX operations are wildly successful. Not so much Elon's attempt to jam index funds with stock at a $2T valuation.
English
$VELO: Short-infused panic selling ahead of the biggest IPO of our time (SpaceX) where only one publicly listed company is their key supplier = opportunity
Tut C🅰️pital@kingtutcap
$VELO: One day I’ll 3D print my own pyramid
English
Basil Halworth retweetledi
> mayor uses taxpayer dollars to purchase 1000 tickets
> city sells tickets for significantly below market price
> people lucky enough to get tickets re-sell them in black market at 10x markup
> the tickets are for a soccer tournament
> literally textbook socialism
Mayor Zohran Kwame Mamdani@NYCMayor
1,000 World Cup tickets. $50 each. All for New Yorkers. We fought hard to make the people’s game available to the people — and won. Let the summer of soccer begin.
English
@TheLongInvest Ackman 'allowing' public to buy his co., like Blackrock, other private equity, etc.. before him is just retail becoming their exit liquidity
English
$PS from $55 to $36 in 10 Days
Not even Bill Ackman buying his own stock could keep this up.
English
Basil Halworth retweetledi
Every one of $NVDA analyst PT upgrades today…
Baird went full retard mode and said f*ck it.
$500!!!!
Lol.
Send it.
English
English
@GadSaad @benshapiro You people dont think goyim have a right to self autonomy spare me the victim shit
English
I survived appearing on Zionist @benshapiro's show! I was very scared because Ben believes that Jews have a right to self-autonomy. He believes that Jews should have the same rights as any other peoples ever. Thank G-d I survived the ordeal. In all seriousness, thanks for having me on, Ben. Cheers.
English
@j0ker937 So giant dog men need humans to drive around stuff for them?
English
Okay, listen to this story & tell me how YOU would handle it... If you'd go back... What would a fair pay for the job be, etc, lol.
I mean, "No amount of money" is a pretty strong statement.
English
JUST IN: Sydney Sweeney is in advanced discussions to join Anthropic as a strategic advisor, per WSJ.
English
Basil Halworth retweetledi
A. $2.0T of AI capital expenditures with nominal GDP already running at 6% year over year.
+
B. $1.9T of annual fiscal deficits in Washington.
C. A Straight of Hormuz closed for 80+ days.
= ? % CPI inflation.
= ? ? U.S. 10 year Treasury bond yield.⚠️
Joe Weisenthal@TheStalwart
This is an INSANE chart from @fcastofthemonth. This category of PPI (red line) is what includes memory/storage, and for years it was in constant disinflation and now it's surging. Overall, inflation in computer software/accessory category is now meaningfully boosting core PCE.
English
Don’t forget about my turn dates. We topped on May 14th, one day before my May 15th turn date, and have since sold off three trading days in a row. Tomorrow is my final turn date of May. Seeing as though we’ve sold off between these two turn dates, I’m viewing the next turn date as a bullish one. There’s a lot of confluence calling for a bottom right here.
Blake@The_Blake_VIC
I provided my May 15th turn date back in March. When did the market top? May 15th🤷🏻♂️ Put these on your calendar! I promise they’ll come in handy! Turn dates can be off by 1-3 days, but there are many times when they nail the exact turn!
English
$SPY has only gone down 4 days in a row once all year.
$QQQ has not gone down 4 days in a row all year.
Tomorrow both indices attempt to go down 4 days in a row.
But will it?
GIF
English
I've always felt that Melania was underrated as a trader...
Evan@StockMKTNewz
🇺🇸 PRESIDENT TRUMP IS NOT MAKING STOCK TRADES HIMSELF SAYS VICE PRESIDENT JD VANCE
English
Just sold my NVDA & XOM runners!
Updated results on the 4 winners are:
$IWM puts -> +32.96% / $244 per con
$SPY calls -> +45.64% / $309 per con
$NVDA puts -> +40.21% / $195 per con
$XOM calls -> +110% / $440 per con
That’s 228.81% / $1,188 per con returned in just 4 trades!
Blake@The_Blake_VIC
First week of the server is in the books!!! 4 trades -> 4 winners $IWM puts -> +32.96% / $244 per con $SPY calls -> +45.64% / $309 per con $NVDA puts -> +18.6% / $90 per con $XOM calls -> +65% / $260 per con That’s 162.2% / $903 (1 con per trade) returned in one week! All it took was one week of trades to pay for the annual subscription! Come join us for more winning trades, in-depth analysis, and more! theblakevic.substack.com/?r=8ckuej&utm_…
English