Hans Gruber
5.9K posts

Hans Gruber
@hjgrubisic
Back in Calif. 25+ years on the sell side of FX. Utah skier. Anywhere hiker. Grunge listener. Looking for clues…on this site 😂😂



🚨 When Mayor Mamdani took office, NYC had a $12 billion deficit. It is now $0.


Hi from the Alaska refuel. Navida CEO Jensen Huang boarding Air Force One here to join President Trump on China trip. Elon Musk is also on the plane













Shake Shack ($SHAK) -$19 (or -20%) after its EPS release this morning. One of @CNBCFastMoney panelist's favorite stocks ("Best Ideas in the Market)... the panelist will not admit a mistkae he will not be contrite because its a "long term holding." But when it fared well short term it was considered a great trade. Look at the stock chart - use any timeframe. Taking ownership, spread sheets and timestamps are foreign to some Fin TV actors. I call BS. Again. @KeithMcCullough @SamofAmerica @HedgeyeDJ




$SMCI just reported its Quarterly earnings showing off a 123% jump YoY in net sales to $12.7B, vs. $10.43B est. However the company conveniently kept silent on these data because it will expose how almost all of those revenues have been fabricated via pass through vendor financing on steroids ⚠️👇🏻 🚩 Account receivables up 500% to ~11bn$ in 6 months 🚩 Inventories up 228% to ~10.6bn$ in 6 months 🚩 Account payables up 1053% in 6 months to ~13.75bn$ 🚩 Cash and Equivalents DOWN 22% in 6 months to ~4.1bn$ 🚩 Gross margins DOWN to 6.3% vs 9.3% the previous quarter and 11.8% in the same quarter of last year

This is what the market has come to... in what can only be described as a large dose of hubris: $JOET is lecturing Warren Buffett about having too much cash. He recommends that he put a portion of his near $400 billion cash hoarde into the S and P Index ($SPY). His criticism shows, among other things, little/no understanding of Warren's philosophy, the nature of value investing, reward v risk, nor a view of the concept of "margin of safety" concept. Good god, man. To paraphrase Warren Buffett: "Investment vision is always 20/20 when viewed in the rear view mirror." And to paraphrase Yogi Berra, I feels like late 1999/early 2000 all over again when the Oracle was then criticized for being too cautious (during the dot.com boom) ... right ahead of a multi year -81% drawdown in the Nasdaq. @SquawkCNBC @andrewrsorkin @carlquintanilla @saraeisen @beckyquick @SullyCNBC @guyadami @tomkeene @gnoble79 @ferrotv @lisaabramowicz1 @business @HalftimeReport @CNBCFastMoney @convertbond @WhitneyTilson @KeithMcCullough @SamofAmerica @HedgeyeDJ @TheJudgeCNBC


Also using Renegade and Chief Wallabee in the exactas...





