housefire retweetledi
US Treasury adds Y combinator to list of sanctioned terrorist groups - REUTERS
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housefire
29K posts
housefire
@chipflare
i try to keep my feed interesting for you.
Katılım Kasım 2020
2.2K Takip Edilen2.2K Takipçiler
@WaterworldCapi1 we just did it again lmao
x.com/haltman/status…
Howard Altman@haltman
CENTCOM spox tells me U.S. forces conducted self-defense strikes in southern Iran today to protect our troops from threats posed by Iranian forces. Targets included missile launch sites and Iranian boats attempting to emplace mines….
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@WaterworldCapi1 The headlines have been steadily marching towards a deal. Can't be a panicking about scary statements from the IRGC or truth social. if both sides wanted to resume full scale conflict they would have already. US bombed iran directly 2wks ago and they didn't do anything.
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I'm so confused about what is happening in Iran right now. Guess I should not care? Nonstop conflicting headlines...is somewhere getting bombed?
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The most important skill you can learn is setting aside bias.
So many times I encounter someone several orders of magnitude smarter than me who reaches the opposite (wrong) conclusion because of bias.
Irrational Analysis@insane_analyst
I have very entertaining stories I hope to share publicly someday. For now... LOL Drinking with old college buddies.
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@dbull888 I've actually traded oil stonks really well this whole thing.
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@chipflare @institLPGP Hope you ate your fill on the GDR after we talked!
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$acmr not going after litho, while Amec and Naura are. Rather, smartly, Acmr is positioning for the litho adjacent equipment that will inevitably be in high demand as smic / huawei develop their alternative to euv. Acmr views it a much larger tam, in China and with global app.
Daave “3 and 30” Tepper@institLPGP
this is the big tech story of the next 5 years wish I could own Naura and amec too but settle for $acmr
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@valuedrift @mathlonning lol. the read is that they are "getting serious" even though this is mostly a marketing stunt
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@chipflare @mathlonning Bullish. The worse it is the more China has to work to catch up, the better it is the more China is serious.
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@chipflare @mathlonning It's priced in Euros. But, I think it's a trade that still works in the short term more likely than not. Of course it's possible the market has a big sell the news once the holiday ends, so it's not a guarantee.
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housefire retweetledi
If I build a bungalow (one floor) with 3 bedrooms, then my density is three bedrooms in that area.
If I then build another storey on top with 3 bedrooms, has my density doubled?
#HuaweiMath
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@chipflare sure seems like it should.
interestingly Naura and Amec were only up 4% - seems like the going beta to the huawei announcement. the other 13% looks some combo of technical and the q1 orders comments disclosed in the 8-k.
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housefire retweetledi
JAPAN PM TAKAICHI: TO RAISE RATIO OF NUCLEAR, RENEWABLE ENERGIES TO UP TO 70% FROM CURRENT 30%
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why do crypto projects advertise their products in CT only?
it's just strange that everyone wants retail's attention, but nobody actually tries to reach them
all of them just hire 5-6 affiliates who wear their badges and shill ref links, but we are in an echo chamber, where people outside just do not really hear about us
interesting phenomenon
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@valuedrift @mathlonning German listing is discounting around a -5% move before the open, wow
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@chipflare @mathlonning Usually that's best, but today it's the German listing.
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@MadmanDotMoney @jbulltard1 so far the language in the MOU appears to just say "dispose". Iran would prefer to downblend the material to 20% or so which would allow them to fairly quickly reconstitute HEU using its centrifuges.
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Ah yes our friends in China who we’ve been at Cold War with forever! Let’s give them the uranium but definitely don’t give them the nvidia chips they want
First Squawk@FirstSquawk
IRAN REQUIRES THE TRANSFER OF HIGHLY ENRICHED URANIUM TO CHINA
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@chipflare @mathlonning Pro tip - you don't have to wait until tomorrow (if you don't mind some illiquidity).
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@taobanker I stopped believing anything about markets. So much time utterly wasted on bubble noticing, valuation watching. Just fucking trade whats in front of you. The market will find a way to justify in hindsight why moves happened and you need to be better at guessing it.
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