AsymCap

3.6K posts

AsymCap

AsymCap

@crypgreen123

Katılım Haziran 2016
273 Takip Edilen489 Takipçiler
AsymCap retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
The US bond market is in serious trouble. As new reports emerge of Iranian drone attacks on the UAE's energy infrastructure, yields are surging. The 10Y Note Yield is now up to 4.45%, nearing the same level that resulted in the ceasefire and the April 2025 "90-day tariff pause." Meanwhile, the market-implied BASE CASE now shows no interest rate cuts until December 2027. There is now a 42% chance of a rate HIKE by March 2027. It appears that $5/gallon gas prices and 7%+ mortgages are on the way. The bond market needs help.
The Kobeissi Letter tweet media
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Chris
Chris@StonkChris·
Had some real-world normies texting me screenshots of their gains today. First time all year. Take that for what it’s worth.
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Michael Bento
Michael Bento@MichaelPBento·
To all the permabull kids still talking smack “oh we won’t go down much and I’ll just sell for a small loss if we do and buy back in.” This is how fast you can get wiped out in a limit down event. Your little call options would go to 0.02 instantly, there would be no time to react. You won’t be able to buy any dip because you kids are insistent on making zero sum bets. x.com/tradertheory/s…
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AsymCap
AsymCap@crypgreen123·
@GrassmanWilliam I see no $eose confirmation. Got another source? They’ve had a fire in the past (recently) too.
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AsymCap
AsymCap@crypgreen123·
@vladtenev Slowly transferring my cash to IBKR. Add otc and non us stocks.
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Vlad Tenev
Vlad Tenev@vladtenev·
Just over three years in: Robinhood Retirement now holds $31B in assets under custody. We're proud to serve our customers as they invest for the long term.
Vlad Tenev tweet media
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Arun Jeldi
Arun Jeldi@AJeldi2·
$VELO We are racing in Laguna with lots of Customers and vendors with Andretti collaboration. Let’s go Velo 3D
Arun Jeldi tweet media
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Paraboljoker
Paraboljoker@Paraboljoker·
$FATN The top topic pick in cord. We snipe the best runners free link in my bio🤌🏼🛫
Paraboljoker tweet media
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Beardo
Beardo@BeardoTrader·
$SPY at all time highs and nobody cares oil is $108 up 8% today.
Beardo tweet media
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YeahDave
YeahDave@Yeah_Dave·
$BE Now a 10x & top 5 position. Itching to sell given the ridiculous valuation & unrealized PNL however unable to justify selling when energy demand is so desperate & $BE is literally THE data center buildout energy cheat code. $BE is rapidly becoming the $MU / $SNDK of energy
YeahDave tweet media
YeahDave@Yeah_Dave

$BE continues to be the most under discussed and most wildly expensive stock I keep buying and it just keeps going up. It is the cheat code for any major data/manufacturing buildout that needs energy ASAP. The "batteries"/generators use nat gas + chemical reaction (no burning).

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