indodust
2.6K posts


"I'm quite factually telling you, they are manipulating the market and you should take advantage of it."
Financelot@FinanceLancelot
"This is historic. We've never seen a 5-10% decline in markets and then this type of a rally. It doesn't exist in the data set." "You can look at 100 years, 125 years of data... it doesn't exist." @jam_croissant
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@pubity They're gonna record you saying the nword during rap music.
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@LeifInvests @KobeissiLetter Oh yeah like the internet didn’t live up to its hype
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@KobeissiLetter If AI turns out to be a bubble, we could very well see 2000 dot com level drops. Good thing it’s not though 🚀
GIF
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Shocking stat of the day:
AI-related stocks now reflect a record 45% of the S&P 500's market cap.
This percentage has surged +20 points since November 2022, when ChatGPT was launched.
Furthermore, a record 15.4% of investment-grade debt is now tied to AI, making it the largest sector in the US credit market.
This percentage has risen +3.5 points since 2020.
This comes as AI-linked debt has nearly DOUBLED over this period to an all-time high of $1.4 trillion.
Never before has a single theme dominated both US equity and credit markets to this magnitude.

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Over 70% of the East Village voted for Mamdani.
Now they’re suing Mamdani because he’s planning to relocate Bellevue homeless shelter to the East Village.

New York Post@nypost
East Villagers sue Mamdani to stop relocation of notorious Bellevue men's homeless shelter into their neighborhood trib.al/LtTU4vZ
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ANTHROPIC'S MOST POWERFUL AI IS NOW IN UNAUTHORIZED HANDS
- Escaped its sandbox during testing
- Found zero-days in every major OS and browser
- Wrote exploits autonomously for under $50
- Restricted to 40 orgs max
- NSA used it despite Pentagon ban
- Now: unauthorized users have access
Anthropic tried to contain it. They failed.
Polymarket@Polymarket
NEW: A small group of "unauthorized users" have reportedly breached Anthropic's tightly restricted Claude Mythos.
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Friendly reminder.
India’s population is now 1.47 billion, they have surpassed China and they are now making up 1 in 6 people on earth.
The figures are utterly absurd. India could send the whole population of Australia (approximately 28 million people) to every single nation in the OECD (38 member countries), and they would still have approximately 406,000,000 people living in India, which is still a larger population than the United States of America.
They could ethnically swamp and cleanse Australia many times over and not even blink. They also have a surplus of 45.7 million men, when compared to their female population, so Modi is keen to shunt these out of India to help social cohesion.
All migration from India must stop immediately and a vast remigration programme must begin ✈️ 🇮🇳

Lozzy B 🇦🇺𝕏@TruthFairy131
30- 50% of ALL immigrants coming to Australia are Indian. We are being ethnically cleansed by India 🥀
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@KobeissiLetter That math ain’t mathing. They would be up way more than $120m total
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The plot thickens:
On Friday, at 8:24 AM ET, there was a sudden surge in buying volume in S&P 500 futures as $325 million worth of longs were purchased.
This is the same exact timestamp that $760 million worth of oil shorts were taken.
Just 21 minutes later, Iran's Foreign Minister Araghchi said the "Strait of Hormuz is declared completely open."
By 12:45 PM ET, S&P 500 futures had surged to a new record high with this $325 million trade profiting +$50 million in 4 hours.
That's +$50 million over the same exact timeline as oil traders made +$70 million on shorts.
What is happening here?

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Ossoff: "The president apparently promised pardons for the entire WH staff, which I guess is the kind of thing you do when you run the WH like a casino. Now, maybe the West Wing is too busy placing Kashi and Polymarket bets on the war to care, but American are getting hurt ... in Donald Trump’s America, the rich get tax cuts, the well-connected get stock tips, and everybody else makes sacrifices."
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@KobeissiLetter ‘Sign this deal or the whole country gets blown up’
is not negotiation.
It’s a hostage note with diplomatic stationery.” Extortation anyone?

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BREAKING: Details emerge regarding tomorrow's second round of US-Iran negotiations which President Trump calls the "last chance" for Iran.
Details include:
1. VP Vance and Special Envoys Steve Witkoff and Jared Kushner are traveling to Pakistan to represent the US
2. Trump is seeking a deal to reopen the Strait of Hormuz and dismantle Iran's nuclear program
3. Trump believes there is a "divide" within the Iranian government
4. If no deal is reached this week, Trump says he will be ordering strikes on Iran's power plants and bridges
5. "If they don't sign this deal, the whole country is going to get blown up," Trump says
High stakes talks commence with 2 days left in the ceasefire.
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Goldman says CTA bought +$86 billion this week, which is top 5 all time.
they modelled that CTA could purchase an additional $70 billion of the next 5
sessions.
TT3@TradingThomas3
$SPX CTA now max short again
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indodust retweetledi

@dangambardello Dan, I love you man, but it's THE GULF OF MEXICO! You are wrong to refer to it as the GULF of America. All of Trump's delusional renaming of our institutions will be reversed as soon as he leaves office. Also, you need to study the oil market more. Oil is a global commodity.
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