Brendan Connelly

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Brendan Connelly

Brendan Connelly

@brendantics

Deaf Actor 🎭 Massage Therapist ✌🏻 IG: brendan.t.c 📷 he/him 🙂

Los Angeles Katılım Eylül 2020
522 Takip Edilen148 Takipçiler
Brendan Connelly retweetledi
Brian Krassenstein
Brian Krassenstein@krassenstein·
MAJOR BREAKING: Trump threatens to “obliterate Iran’s Power plants,” at 7:44pm Et on Monday if the Strait of Hormuz is not open. Here are five reasons why this would be such a horrible move: First, it would be a major escalation of the war. This is already a highly combustible moment: Trump publicly threatened to “obliterate” Iran’s power plants unless Tehran reopened the Strait of Hormuz within 48 hours, after weeks of U.S.-Israeli strikes, Iranian missile attacks, and a major energy shock tied to the strait’s disruption. Reuters and AP both describe the conflict as already expanded, with Iranian strikes reaching Diego Garcia and southern Israel, and with the Strait of Hormuz still central to the crisis. Second, Iran would likely retaliate far beyond just the battlefield inside Iran. A strike on power plants would hit core civilian infrastructure, so Tehran would have strong incentive to answer with attacks on U.S. bases, Gulf energy sites, shipping, partner states, and possibly diplomatic facilities. Reuters has already reported Iranian warnings to Gulf energy installations, ongoing attacks on major regional oil and gas facilities, and broader threats tied to Hormuz. The Wall Street Journal also reports increased pressure on U.S. diplomatic missions. Third, it could create a humanitarian disaster inside Iran. Knocking out major power generation is not like hitting a discrete military target. It can cascade into water treatment failures, hospital disruptions, food spoilage, communications blackouts, fuel distribution problems, sewage failures, and mass civilian suffering. Even if the U.S. framed it as coercive pressure, the real-world effect would likely be to punish civilians broadly. That would invite international condemnation and serious questions under the laws of war, especially if the attacks were viewed as disproportionate or as targeting dual-use infrastructure with predictable civilian harm. The EU has already called for an end to strikes on energy and water infrastructure. Fourth, it would probably make the global energy crisis even worse, not better. The current war has already driven a historic supply disruption: Reuters reports the effective closure of Hormuz and related attacks have removed massive supply from the market, pushed oil sharply higher, and threatened LNG availability for years. G7 governments are already discussing action to protect energy supplies and maritime security. A U.S. attack on Iran’s electrical grid could push Tehran to make Hormuz even more dangerous, expand attacks on Gulf producers, and harden the crisis rather than resolve it. Fifth, it would deepen the political blowback at home and abroad. AP reports Congress is already demanding an exit plan and questioning the administration’s legal authority and strategy as the war drags on and costs mount. A deliberate strike on national power infrastructure would intensify those concerns, especially if it looked like mission creep, collective punishment, or a step toward regime-change war without congressional authorization. Allies that support keeping Hormuz open might still oppose turning the war into a systematic attack on civilian infrastructure.
Brian Krassenstein tweet media
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Pejjy
Pejjy@CuriousPejjy·
Elon: "There's 10,000 minutes in a week, if you run a 24/7 operation and you get 10 cars per minute, you got 100,000 cars (Cybercabs) a week." 🤯 $TSLA
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Tech Investor
Tech Investor@techinvestoor·
$ASTS $TSLA After you get a big win & the stock keeps going higher after you sold, don’t be the guy that shouts from the rooftop about what you think are risks. I saw this a lot in 2020 with $TSLA. You ain’t gonna be able to drive price down Homie.
Tech Investor tweet media
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Cole Grinde
Cole Grinde@GrindeOptions·
Sold all my $TSLA shares on Friday because I’m too emotionally distressed, easily offended and believe the company has no future ahead.
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amit
amit@amitisinvesting·
ELON AND ROGAN ON HALLOWEEN. Elon: "Peter Thiel said the future was supposed to have flying cars. Well, I think he should be able to buy one." imagine $TSLA actually comes out with a flying car one day 😭
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amit
amit@amitisinvesting·
$TSLA ELON MUSK: “One thing I’m trying to figure out is how to make enough chips, maybe we’ll work with Intel, but even whe we extrapolate the best case scenario for chip production form our suppliers. it is still not enough. I cant see any other way to get to the volume of chips we are looking for, so i think we will have to build a gigantic chip fab.” Tesla getting into the chip game 👀
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amit
amit@amitisinvesting·
jensen hanging out at the white house the night before the most important $NVDA earnings over the past 2 years bullish 😂
David Sacks@DavidSacks

AI Diplomacy

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amit
amit@amitisinvesting·
how is “we can’t make the GPUs fast enough to sell them” with 74% gross margins a bubble? how is an increase of next quarter’s guidance by $4B against street expectations a bubble? at some point we have to ask if all this demand is real? if these earnings aren’t fake? if the world is actually changing because of AI? if the smartest people on the planet are dedicating their life towards building products rooted in AI? if the answers to those questions are yes, then while it’s healthy to be skeptical about all the nuances of this AI revolution, it seems very weird to completely dismiss the revolution as not real
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amit
amit@amitisinvesting·
$NVDA The only sell-side analyst on the street with a sell rating on Nvidia reacts to their Q3: "It's okay, ill give them that. But, it's a more than one quarter game here." why do people choose to be miserable
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amit
amit@amitisinvesting·
@BreakingBad Greatest show of all time.
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Breaking Bad
Breaking Bad@BreakingBad·
The man, the meth, the legend....Happy Birthday, Walter White.
Breaking Bad tweet media
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Brendan Connelly
Brendan Connelly@brendantics·
@amitisinvesting Hey, love your deep dives on $PLTR and $HOOD 🎙️. You mentioned you don’t earn from X posts or YouTube.
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amit
amit@amitisinvesting·
too hot in New Jersey right now but it’s always hoodie season
amit tweet media
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Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
What was the first stock you ever bought?
Jeremy Lefebvre tweet media
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Brendan Connelly
Brendan Connelly@brendantics·
@HolySmokas SELL ADOBE, into FIG. More in AMZN, AMD, BUY VWO or IBN, INFY india stocks.
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Daniel Pronk
Daniel Pronk@PronkDaniel·
$CSU.TO has one of the most beautiful historical Insight scores on @stock_unlock Truly a thing of beauty.
Daniel Pronk tweet media
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Brendan Connelly
Brendan Connelly@brendantics·
@PronkDaniel Are you considering on companies from India- $IBN & $INFY? I see you hold $HDB
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Daniel Pronk
Daniel Pronk@PronkDaniel·
Current portfolio allocation: 🇨🇦 73.6% 🇺🇾 7.5% 🇯🇵 6.6% 🇺🇸 6.0% 🇸🇪 5.0% 🇦🇺 1.3%
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Shay Boloor
Shay Boloor@StockSavvyShay·
I shared with my fiancée that her ROTH account hit an all-time high today -- up 145% in the past year -- hoping it would show her firsthand how transformative investing can be. Her reaction: "Perfect -- now we can go with this nicer option for the wedding" 😅
Shay Boloor tweet media
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Brendan Connelly retweetledi
Tim Urban
Tim Urban@waitbutwhy·
Wildly unamerican
Tim Urban tweet media
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amit
amit@amitisinvesting·
POST YOUR YTD NOW THAT WE ARE ALL GREEN & WE FEEL HAPPY TO POST IT $SPY -4% YTD Amit +5.37% YTD Congrats to all those who hedged through all of this and stayed relatively flat during the worst of it in April, I am not that great at hedging (still learning) so drawdown at the worst was -30% Hopefully trade deals soon and we can maintain green even if we don’t get back to ATHs soon 🥶
amit tweet media
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