Dave Collum

Here it is, after several near-death experiences and attempted auto-excerebrations, my 2025 Year in Review... peakprosperity.com/dave-collums-2…

This somehow just gets worse and worse the longer it goes! 😂

@WhosThisGaltGuy I am. In fact, I feel like I have entered another dimension.

@DavidBCollum Looking at the trailing 12 month (TTM) is so 2000 bro, you need to look at the FTM to see what they’re really going to make. Works every time. You must be new here.

Sandisk's market cap is $260 billion. It's trailing 12-month free cash flow is $2 billion.

@farhadali @HippocraticAxe The Pfizer clinical trials offer plenty of evidence. Try reading "The Pfizer Papers" for a digestible survey of what the trials showed. Alternatively, Aaron Siri's "Vaccine Amen" does a stunning job at revealing the pathological fraud underlying the entire vaccine industry.

@HippocraticAxe Anger doesn’t turn anecdotes into evidence. Global safety systems across billions of doses exist to detect and investigate signals—not to confirm them from individual stories. Public understanding breaks when surveillance is mistaken for verdicts instead of signals.

Rasmussen Reports found that 24% of Americans believe they know someone who died from a COVID injection. The FDA was aware of these deaths and adverse events, yet they covered them up and continued to recommend COVID shots. Why won't the legacy media cover this major scandal?

@Nero That's a lot more than the going rate behind the dumpster at Wendy's.

Laura Loomer famously gives fellatio to lawyers in exchange for cease and desist letters. That makes her blowjobs some of the most expensive in America, unless he’s had a lot to drink.

Jeff Currie thinks we are sleepwalking into one of the biggest commodity shocks since Covid and the market is still pricing it like a headline risk instead of a physical crisis (Save this). He calls it molecular contagion and last week, jet fuel shortages were concentrated in Singapore, where prices spiked to roughly 230 dollars a barrel. This week the same pattern has shown up in Rotterdam at around 220 dollars and in Thailand, the Philippines, New Zealand, and Australia which means the dislocation has gone intercontinental. In his words, there is no longer any meaningful spread between Singapore and Rotterdam, no spare barrels to re route, and no policy lever that can solve the problem in the short term. Currie’s core point is brutally simple, you can print money, but you cannot print molecules. The futures curve, the paper market is still trading around 100 dollars a barrel. The physical market on the other side of the Strait of Hormuz is telling a completely different story, with Oman crude spiking to 173 dollars and Asia bound blends effectively clearing around 130 dollars a barrel. Refined products like jet fuel and diesel are already spiraling north of 200 dollars a barrel in multiple hubs. That is the tale of two markets he is talking about. On one side you have screen prices that look volatile but manageable, helped by algorithmic trading, cross commodity hedging and the lingering belief that high prices fix high prices before anything breaks. On the other side you have physical supply chains that are already breaking, tankers being diverted, refineries bidding against each other for the last uncommitted barrels, and regional shortages that cannot be solved with central bank liquidity.

@MAGATARD1776 FOMO...

@DavidBCollum That sounds like I should put all my money into it? Is that what I’m supposed to do?

@tszymk77 Next-gen Google...

@DavidBCollum It helps me while building a house. I can ask it code questions or even take pictures of wiring and it helps me.

AI has had a huge effect on my efficiency: My ability to waste time is now galaxy-class.

OpenAI attempting to get Federal backstops because the entire system is run by psychopaths who think we are all retards and won't raise a ruckus. zerohedge.com/technology/sam…

@_MercuriEX_ @edzitron Just go to safety and wait patiently.

@DavidBCollum @edzitron He's right, but timing is notoriously difficult

Here is a fleshed out hammering of AI by @edzitron and winning my heart when he said, "We as a society have lost our grip on fundamentals....a market that is pumped up by scammers.” youtube.com/watch?v=_nbURW…

And speaking of which... x.com/business/statu…

Yeah. Right.

OK, we need to nip this in the bud. The Israeli inflation situation in the mid-1980's is NOT something that'd magically work in America - I don't care what Blackrock's Stan Fischer says. Just stop. Inflation is very bad for 90%, and awesome for 0.1%. tinyurl.com/3brxad4w

Early releases possible after the first post-IPO earnings (e.g., up to 20% of eligible shares shortly after Q2 earnings, with performance-based unlocks). Incremental releases (e.g., 7% portions) at intervals like 70, 90, 105, 120, and 135 days. Full unlock for remaining shares typically after ~180 days (around December 2026)

@DavidBCollum No it won’t

SpaceX IPO is generating heroic measures to find buyers. Moving it into the S&P immediately grabs the passive flows. The lockout period has been truncated and graduated so that $1.5 trillion of shares looking for suckers (new owners) don't arrive all on the same day. Other AI-based IPOs will also put pressure on the markets to find buyers. You may recall the the markets could not absorb all the shares coming out of lockout period in the dot-com boom. The result was the pin hitting the bubble. I think these huge IPOs will be the same missile hitting the current bubble, but what do I know?

🚨 LMAO! Former Pentagon official Brent Sadler completely embarrasses himself on Fox News. He desperately claims Iran's military is entirely non-existent. Meanwhile, Tehran just launched four massive waves of ballistic missiles, completely paralyzing the Zionist regime!

@w2chaser But all will be potentially eligible for sale very quickly

@DavidBCollum It’s not $1.5T of shares though…

@MichaelSandstro But the lockout period is graduated over a brief handful of weeks.

@DavidBCollum I read that the IPO is only offering $75 billion worth of shares, not the entire amount. Over a trillion couldn't be absorbed.