jun

@AlexCorrino Impossible Trump leaves without securing the SoH. That would mean the end of the petrodollar; Iran gets to price crude in rmb or whatever currency they like. That’s the worst disaster and outcome.

This has been, quite literally, the only rational way I can see this ending. Trump has no appetite for risking a global recession. He has no appetite to put boots on the ground. He just declares the excursion over, and leaves. Iran opens the strait with a toll. It's an unstable situation but the global recession is averted.

@BankofVol Trump unlikely to follow through. That would mean the end of the petrodollar and usd becomes worthless.

Why this is ES positive? While the war was active, Iran had a clean justification for closing Hormuz — it was an act of war, defensible under any framework. But if Trump ends the conflict without making reopening a condition, Iran loses that cover. You can’t keep a global chokepoint closed in peacetime without antagonizing every single country that depends on it — China, India, Japan, South Korea, the entire EU. That’s not fighting the US anymore. That’s fighting the world. So Iran will almost certainly let oil flow again — but they’ll extract maximum value on the way out. That’s where the toll system comes in. It’s their face-saving exit. They reopen the strait but reframe it as sovereign authority over their waters rather than a defeat. Oil doesn’t go back to $60. The risk premium is permanently repriced. But the acute supply shock fades. Brent probably settles in the $85-95 range once flows normalize — high enough for Iran to claim victory, low enough for Trump to claim he fixed it. 🤝

🚨 $OXY MAJOR INVESTMENT! Geopolitical tensions are rising as the Strait of Hormuz is closed and potentially Bab al-Mandab Strait might get closed as well $Oil and gas prices will see massive increases with the ongoing war OXY’s largest production comes from the U.S. Permian Basin (Texas/New Mexico), California, Oman, Algeria. Meaning it will get the most benefit from the closure of both straits and rising prices Berkshire Hathaway owns approximately 30% of OXY holding over 265 million shares with latest buying in 2024-2025 Price has been in consolidation/accumulation for 20 years with the latest bull flag forming for almost 4 years OBV showing a massive volume breakout which usually precedes price A breakout from the long going accumulation seems close One last ride for Warren Buffet is going to wrap up his legendary career with one last big banger I’m preparing a big size bag for this position

@retail_mourinho 🤜

$ONDS down on the 2nd dilution this week. Just short term noise. Dips are buying opportunities 🤝🏻 -RM

@0xonimasa @0xkyle__ There's a lot of resources online. youtu.be/4UVT_-1_o9k?si…

@guzzler_3 @0xkyle__ really? where to learn more?

> be singapore > no oil no land no nothing > LKY: "our only resource is our people" > bet the entire country on semiconductors > mfw GDP per capita mogs every country on earth > fast forward 30 years turns out chips were just the prologue > AI is the main arc > GIC apes into Anthropic > Temasek apes into Yann Le Cun > literally played the 50-year long game and won

$ONDS - It seems like the recent $20 million border security contract secured this week, with a total value of $100 million, has been overlooked. By comparison, the Drone Dominance Program contract is a lot smaller ($12.5 million per winner) $ONDS also received half of that amount this morning via a @Sentrycs contract extension. FPVs are not a specialty / core of $ONDS The main focus remains C-UAV and BVLOS capabilities, where their expertise truly lies. Given that context, the current reaction from some stakeholders appears somewhat disproportionate. Correct me if I’m wrong: @CeoOndas

Gold surges back above 5000. Gold is the anchor for all valuation. This is what trolls could not comprehend.

@diamondhandjs 不回的话大概率没戏了，等下一个更好的

@SaintAgnesBets @DeepValueBagger Nvda n amd has no foundry. Only tsmc Samsung n Intel

@DeepValueBagger right move. INTC is a mess. watch american factory for the dangers of reshoring. There should be no too big to fail. Zombie companies are anticapitalist. $NVDA and $AMD are still American. they just happen to have goated Taiwanese semiconductor DNA

I trimmed 30% $INTC (Dec 2026 calls), and retained 2027 leaps. The ER calls exposed some risks I didn't anticipate. In their own words, $INTC totally mismanaged supplies Q1 leading to a crunch and 0.15 EPS to zero EPS. Now they could fix this f*** up from now til then but time is not my friend, so I trimmed 2026 leaps at 250% gain (30% down from the high).

Intel Post Earnings open.substack.com/pub/alexintel/…

Rumor: Intel plans to boost UMC’s 12/14nm chip production technology by licensing its Super MIM (Metal-Insulator-Metal) capacitor technology, a key component in advanced chip production processes and packaging, so they can win AI-related chip orders, media report. A team from UMC has already started work on the new collaboration. Media calls it the "partnership of the century." $INTC $UMC #Semiconductors money.udn.com/money/story/56…

Did @LipBuTan1 downplayed expectations at the earnings call? $intc

@diamondhandjs 抱歉抱歉。我的意思是怎么不用中文，能表达的比较清晰。我确实看不太懂。

@diamondhandjs 英文蛮破的。怎么不直接用中文啊？

@awakenowzone How is this good for Intel?

Is this why $INTC jumping in overnight trading?

@XYang2023 youtu.be/o3iNCi6wE6k?t=…

静静地等看着开吹CPU，我认知太早有时也会亏钱 过几天“嘴资们”就要正式开吹，请务必遵循我心法： 要么别信、要信早信； 开始没信、坚决不信。 去年底，行内就都知道了。等大家建仓七七八八了，“买方僚机”们才出来 我想问：滑稽~为什么新易盛的话都信，就是不信老黄/INTC财报？4Q报都明确说了CPU缺

@diamondhandjs 我上周进货了

@Golden_Ted_ TSMC to buy 10% of Intel shares at current market price as part of the US-Taiwan tariff deal 😇

$INTC Currently pumping with large bids. 👀 Up 2% to almost $45. That bid and ask spread. News coming out?