Eli Pery

@inbar_sd אחלה גבר עזר לי מאוד

@inbar_sd תתקשרי למוטי -:⁦351 911897571⁩ + בחור ישראלי שגר בליסבון בעזרתו תוך יומיים קבלתי את הדרכון הפורטוגלי בליסבון

לקח כמה שנים אבל הדיע הרגע. המלצות על מישהו שמטפל בקבלת הדרכון הפורטוגלי בליסבון? מניסיון בבקשה.

@91Whale task -הסדרה הכי טובה שראיתי השנה

עשיתי HBOmax ואני לא יודע מה לעשות עם כל הצפת התוכן המטורף הזאת. אם מישהו או מישהי רוצים להמליץ על משהו אני בהחלט אשמח כי אני מרגיש כמו ילד שנכנס לחנות ממתקים מהממת ומבלבלת ולא יודע מה לבחור

@clintoptions avex

The stock market is due for another meme stock breakout. Which one will be next?

Paulson doing this at this moment is a huge clue. Think about it. He has been silent for years. Now he comes out and foams the runway for some grand plan to do YCC. Coincidence? I don't think so, this cements my belief that they are cooking up a Big Print plan. Bessent and Warsh probably put him up to this. Fascinating stuff. A major trial balloon. @SimonDixonTwitt @LukeGromen

@WX59613 @PnL63962200 חבל על הכסף שלך

@eli_pery @PnL63962200 תעלה יופי רוצה להתערב על 1000 דולר ?

הבורסה פה יורדת 6-7 אחוז בחמישי

@sivanhakolkalul מה יש לעדכן ? שנחלנו הבוקר תבוסה איומה ? שבסיבוב הבא נפגוש איראן קטלנית ועוצמתית יותר? והכי מחריד-שבפעם הבאה אמריקה כבר לא תהיה כאן שיהיה לנו בהצלחה

בוקר מבולבל (ועייף) מאוד עולה על אזרחי ישראל מי יעדכן אותם ומתי?

Some skeptical commentary on the @SpaceX IPO from @hackernews user "johnbarron": This comment reads like an S-1 pitch deck and almost every claim is false or misleading. The $16B is not profit its revenue, and I strongly suggest to learn the difference before investing. The $8B figure is EBITDA, also known as, earnings before interest, taxes, depreciation, AND amortization. For a company running around 9500 LEO satellites with a less than 5 year lifespan, depreciation is the business. Their FCC filings show that about 500 satellites deorbited just in the first of half of 2025 alone, and they were all under 5 years old. The estimates for constellation sustenance are currently at $5-8B per year in satellite manufacturing (about $500K each) and launch costs are about $3M each. That is the real capex that EBITDA hides. Net income has never been disclosed and probably for good reason... And lets not even mention the $19 billion EchoStar acquisition who is almost certainly! not included in the $8 billion EBITDA figures reported... The most critical is that xAI is excluded from the number. XAI had a $1.46B net loss in Q3 2025 on just $107M in revenue, accelerating from $1B the prior quarter. They were burning $1B a month at the time of filing. This pig was then merged into SpaceX in Feb 2026 along with X/Twitter. So start with $8B EBITDA, subtract $5-8B satellite replacement, subtract $4-6B per year in xAI losses, subtract interest and taxes specially amortization and you are very very deep in the red. Once audited financials go public, every analyst with a calculator and a working brain will see this. Also the revenue is largely circular... Over 70% of Falcon 9 launches in 2025 were internal Starlink missions so SpaceX is its own biggest customer. Starlink is 70% of total revenue. The so called "launch business" and "internet business" are the same capital cycle booked as two revenue lines ;-) Replace legacy ISPs? Really? Starlink has 0.2% residential market share after 5 years, with declining ARPU ($85 avg vs $120 US) and congestion already emerging at 10M subs. It is a niche rural/maritime ISP, not an AT&T killer. And on the valuation? NVIDIA for example, who has an almost actual monopoly on AI chips, with $216B revenue, and $120B net income, at 56% margins, trades at 20x revenue. Tesla…. already considered absurdly overvalued at P/E 355, trades at 15x. Amazon at 3x. Meta at 10x. SpaceX wants 110x !! times revenue, with no audited financials, unknown net income, and a freshly absorbed money losing AI company. Even on bullish 2026 projected revenue of $24B, it's 73x so nearly 4x NVIDIA multiple, and NVIDIA actually prints profit... Starship on another side is very very far from routine... 11 flights, 5 failures. But notice on thing...In 2025 alone on Flight 7 the upper stage exploded from harmonic vibrations. Then Flight 8 exploded from propellant mixing. Flight 9 was destroyed on reentry...Ship 36 exploded on test stand ...the first V3 booster exploded during pressure testing and was scrapped. See a pattern here? Each failure from a different root cause. So multiple unsolved failure modes, not iteration. It has never reached orbit, never caught a ship, never demonstrated orbital refueling. This offering is the most scandalous ever and the structure tells you everything. The filing is confidential, REAL financials only need to go public 15 days before the roadshow. Nasdaq is literally changing its index rules effective May 1 to allow a fast track Nasdaq-100 entry in 15 trading days. This is a rule that never existed before, and is made for this IPO, forcing billions in passive index buying on day one. Public float is just 3% to 4%. This is one of the tightest floats for any major US IPO in modern history, and I have been following the markets for 20 years. They do 30% retail allocation what is three times the norm and tells you exactly who the target buyer is. continues: news.ycombinator.com/item?id=476132…

Turkey has sold 6 years worth of accumulated gold in 3 weeks: Erdogan has dumped a shocking 120 tons of gold (almost $20BN) since the war started, and 70 tons last week. It's amazing gold is not much lower, and begs the question: who is buying all the gold Turkey is selling?

@Lina_rays1ya zero

Simple poll. Please be honest! As of today, how much do you still trust this team? A. 100% B. 75% C. 50% D. 25% E. 0%

@chamath @avocadoking88 what going on with AEXA ? thanks

@avocadoking88 I’m out of the LP/GP game…too hard tbh.

People bag on me to soothe themselves because they started with much more than me but are losers and accomplished nothing. I started with nothing. Definitely made some mistakes. Definitely had some bad deals (SPACs!) but I always stayed in the game and kept grinding. Most everyone else just complains. The rest quit never to be heard from again. Meanwhile, if you were an LP in my funds the money printer has definitely gone brrrrr in your favor for quite some time. DPI!!!! Another few hundred million sent out today. Thanks for your friendship and support Farhan!! ❤️‍🔥🥰🤑🥳

This is the end of the petrodollar The deal was that the US would provide the GCC ruling families with military support. In exchange, the ruling families promised to sell their oil in USD and recycle their vast surpluses into US assets. This was crucial for the US, as it had just defaulted on the world by ending the convertibility of USD to gold. With the petrodollar in place, the USD was now backed by oil - the lifeblood of our economy. Now the first war has broken out, the GCC nations have quickly realized that this was a one-sided deal. Allowing US military bases on their soil and letting the US use their airspace and land to launch attacks against Iran has put a target on their backs. Instead of being defended, the US pulled air defense equipment out of the GCC to defend Israel, and now they are being threatened to join the war against Iran or face consequences. Iran is in full control of the Strait of Hormuz and is letting ships through if oil is paid in yuan, not in USD. A decoupling from the US with new defense alliances makes sense for the GCC. This would mean less demand for dollars, less demand for Treasuries, less demand for US equities at a time in which the US badly needs it.

The Great Gold Scam

Below 200-day average, embrace for impact. It can be a quick move with a V reversal or prolonged, several months. When you are below the 200-dya average, it is best to take defensive action. $AVGO

One minute. That's all it takes to drain 600kg of gold in China. Sales start at 9 AM. By 9:01 shelves are empty. Gold crashed in Western markets. Chinese citizens didn't care. 600kg daily limit per bank. Sold out every single time. The West sells gold on fear. China buys it on discount. #China #GoldRush #600kg #PhysicalGold #ChinaBuysGold

Hey Europe Get ready to spend big at the pump The chart suggests $141 for North Sea Brent But that is the price you pay for being idle on Iran due to your #TDS You would have supported Obama and What's His Name (he forgot it himself) Half Mast Flag 🇮🇷 $BRN

Our computer shows an extreme projection of $200 oil and even gold up to the $7,000 area, with extreme resistance at $8,800. Be careful with the refineries.

@thelitt80824365 הבחור מסטול חזק מהזריקות אוזמפיק שהוא לוקח כנראה הוא על מינון גבוה ביותר נראה כמו ניצול שואה

אורי משגב תגידו על איזה חומרים האיש הזה נמצא?? 11 ימים בתוך מלחמה ללא מטרה ותוכנית, עם משק סגור וחברה במקלטים. לדעתי זה רמת ניתוק וטירוף שלא ניתן להגיע אליה ללא עזרים. (על ההיא עם המבט המצועף חבל להכביר מילים).

Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.