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@dracula_ev

The most precious resource we all have is time 🙏@SteveJobs. / Tesla -Space X supporter 🙏 @elonmusk

Earth, for now! Katılım Mart 2017
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Anas Alhajji
Anas Alhajji@anasalhajji·
Tankers carrying Russian Urals crude Map form @Kpler
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Merlin Capital 🧙‍♂️
Merlin Capital 🧙‍♂️@merlinscapital·
AUSTRALIA IS CITING MASS FUEL SHORTAGES ACROSS THE COUNTRY PER ENERGY MINISTER
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Carlos Varela
Carlos Varela@cvarela·
Good morning from Toronto!
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Cybertruck
Cybertruck@cybertruck·
As standards got tougher in 2026, Cybertruck is the only pickup with both an IIHS Top Safety Pick+ Award AND NHTSA 5-star safety rating
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CNBC International
In a document that resembles an IPO prospectus, OpenAI highlighted the risk of its dependence on Microsoft, which it said supplies “a substantial portion of our financing and compute.” OpenAI included a lengthy risk factors section in a document distributed to prospective investors in the company’s latest financing round. Click here to read more: cnb.cx/4uP0o77
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Elon Musk
Elon Musk@elonmusk·
@satyanadella OpenAI is going to eat Microsoft alive
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Common Sense Investor (CSI)
Common Sense Investor (CSI)@commonsenseplay·
BREAKING: EVERYTHING YOU NEED TO KNOW ABOUT WHATS GOING ON IN THE PRIVATE CREDIT MARKET! Banks Are Now Limiting Your Withdrawals (Morgan Stanley JUST Did It TODAY) What is Private credit? Simple - These giant funds (think BlackRock, Morgan Stanley, Blue Owl, Blackstone) act like shadow banks. They lend YOUR money directly to mid-sized companies for buyouts, growth, or deals - NOT stocks or public bonds. Loans are private, locked up 5-7 years, floating-rate (yields are usually high 8-12%+ which is why people invest in the first place). You get semi-liquid access with quarterly cash-outs... but capped at around 5%. The Problem? Those loans are ILLIQUID. They can't sell them fast without losses. When too many investors panic and want out like what is happening right now - these big Funds "gate" i.e. limit or block withdrawals to avoid fire sales! TODAY'S NEWS: 1. Morgan Stanley's North Haven Private Income Fund. - Investors demanded ~11% of shares back - The Fund paid ONLY $169M (just 45.8% of requests), capping at 5% - The reason they gave on why they couldnt return everything to investors: "To avoid selling assets in market stress.". Add that to the other Big funds also recently doing the same: 2. BlackRock (Mar 6): $26B HPS fund. $1.2B requested (9.3%). Paid just $620M (5% cap) - First time ever they've limited withdrawals! 3. Blue Owl (Feb 2026): Permanently ENDED quarterly redemptions in big retail fund. Sold $1.4B loans -now you get money ONLY when THEY decide (loan repayments/sales). 4. Others: Blackstone's $82B fund stretched to 7% and injected $400M own cash. Cliffwater capped after 14% requests. It keeps getting WORSE FAST as panic starts to spread and more and more investors request to take their capital out! Knock-on effects & REAL risks that could happen next: - Companies relying on this $2 TRILLION market can't borrow easily which will lead to slower growth, fewer jobs/M&A, credit crunch. - Your money? Stuck! Valuations drop if forced sales happen - you could lose most of your investment or not get access to it for years! - Contagion to pensions/retail investors which in turn leads to more forced selling! This isn't "safe high yield" anymore. $2T industry under scrutiny - retail panic spreading. If you're in these funds... check your statements. If I was in them I would get out before it gets much worse!
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NIK
NIK@ns123abc·
🚨 BREAKING: OPENAI PRE-IPO FILING LEAKED OpenAI just told investors Microsoft is a risk to their business and they are diversifying away from them >be microsoft >give openai your money >give them most of your compute >become their primary distribution partner >their largest shareholder, 27% equity ($135 billion) >then officially list them as a competitor to microsoft Satya Nadella to microsoft board: "Don't worry if OAI disappeared tomorrow, we have everything we need. All the IP rights, the capability, the data, the compute... EVERYTHING. We are below them, above them, and around them." OpenAI pre-IPO filing to investors: “If Microsoft modifies or terminates its commercial partnership with us, or if we are unable to successfully diversify our business partners, our business, prospects, operating results and financial condition could be adversely affected” the funniest part of all of this is 45% of microsoft cloud contracted backlog is driven by openai api… but openai just signed a $50B deal with amazon that violates azure exclusivity lmao Microsoft now threatening legal action against OpenAI most expensive breakup ITS HAPPENING
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Elon Musk@elonmusk

@satyanadella OpenAI is going to eat Microsoft alive

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The US and Israel have struck new Iranian energy facilities including a natural gas pipeline belonging to an Iranian power plant in Khorramshahr. Brent oil prices are pushing above $100/barrel.
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Bio Stocks™
Bio Stocks™@BioStocks·
$LQDA PT raised to $51 at Wells Fargo
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Matt Scott
Matt Scott@mattscottcap·
New private credit stories every day. I tried to warn you 🤷‍♂️
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Matt Scott@mattscottcap

WHY PRIVATE CREDIT IS A TICKING TIME BOMB: I can write a long detailed thread about this but I will try to condense into 1 post. After 2008, there were much stricter regulations put in place for banks to make sure the reckless lending didn't happen again The result of the higher regulation was that borrowers turned to alternative ways for financing which were more flexible and easier to access This resulted in the private credit industry absolutely exploding (see graph below) Many private credit funds (funds that invest in debt) these days can see equity like returns "with much less risk". These are the words out of their mouth. These are not regulated like banks are. The thought is that it is okay because they take on the risk for taking on riskier loans and if they are bad loans, it only hurts them and not the system Well, funny enough banks actually lend to private credit funds 😆 You can see how that can lead to problems A lot of time has passed with no issues, but now we are starting to see the cracks show. There have been multiple cases of this, but the first, most high profile one was the Tricolor situation Private credit is also heavily exposed to commercial real estate which is also cracking in many areas, particularly office and also multifamily. This could be nothing but also there could have been a ton of reckless lending as the industry exploded, and as the economy deteriorates, more defaults (such as Tricolor, First Brands, and others) will start to pop up and if it happens in mass, it could get ugly.

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Ripster
Ripster@ripster47·
🚨 One possible explanation for the confusing news and headline is that Iran has two separate factions making the calls: IRGC and the Iranian Administration. One is negotiating, while other is defiant. It’s pure insanity and chaos all around! Btw Trump still saying Deal Soon!!
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Adam Cochran (adamscochran.eth)
5 minutes before Trump’s announcement: * $1.5B notional worth of S&P500 (ES) futures are bought in a single clip. * $192M notional of oil futures (CL) sold. More than 4x-6x any other trade size during the market close. Insiders profited from his lies in broad daylight!
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zerohedge
zerohedge@zerohedge·
IRANIAN TELEVISION ABOUT SENIOR IRANIAN LEADERS: TRUMP IS A LIAR AND NO NEGOTIATIONS TOOK PLACE. TRUMP WAS JUST HUMILIATED AND BACKED DOWN FROM BOMBING IRANIAN ENERGY INFRASTRUCTURE DUE TO FEAR OF A DECISIVE IRANIAN RESPONSE
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The Long View
The Long View@HayekAndKeynes·
Today’s deescalation was a very wise decision by Trump. Buys time - at a min to gather intelligence, allies and a plan for a final round of attacks or maybe just declare victory and walk away.
The Long View@HayekAndKeynes

Trump needs to walk away now. Mission was to destroy nuke capacity and end funding of regional terrorism ✅ World doesn’t want to touch the straight of Hormuz. They will figure out it’s their problem now. It will take care of itself.

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Ripster
Ripster@ripster47·
🚨 As i said expect another tweet from Trump before market open and he did!! Saying had "productive talks" with Iran. And Offcourse Iran Denies that. Market moving like penny stock on All this!! Atleast he is halting the power plant attacks for 5 days.That is good.
Ripster@ripster47

🚨Futures Market Open S&P & Nasdaq open Half a % Down Gold & Silver 2 & 3% Down Not as bad as many predicted!! All gains from "Winding Down" Post by Trump Gone! Expect another Tweet from Trump before market open 48Hr Deadline for Iran is currently active $SPY $QQQ $SLV $GLD

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran's Foreign Ministry denies President Trump's statement on peace talks, and says Iran has had "no direct or indirect contact with the US."
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