SPAC-ey-McSpacface

33.2K posts

SPAC-ey-McSpacface

SPAC-ey-McSpacface

@mcspacface

Daddy, former Wall Street (reformed), seeker of asymmetrical risk, uncover the unknown, valuation (usually) matters, know history, idea generation, DontFightFed

Wasatch Back Katılım Şubat 2021
715 Takip Edilen2.1K Takipçiler
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SPAC-ey-McSpacface
SPAC-ey-McSpacface@mcspacface·
🧵I recently opened a roughly 80,000 share position in $CGCT (Cartesian Growth Corp III), a SPAC taking @FactorialEnergy public. I've been an observer & fan of this startup battery🔋company for years. $FAC Receipts ⬇️ 1/13 x.com/mcspacface/sta…
SPAC-ey-McSpacface@mcspacface

This SSB company is FAR, FAR, FAR ahead of $QS. "Several major global automotive partners are currently validating Factorial's technology with the intent of integrating FEST into their existing supply chains." prnewswire.com/news-releases/…

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Alexander Dugin
Alexander Dugin@AGDugin·
Israel started this war. Israel killed the legitimate and moderate leaders of Iran. Israel committed the genocide in Gaza. Israel has stolen the earth. Israel blackmailed Trump with Epstein files to back this war. And you are asked if Israel had the right to exist?
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BarDown
BarDown@BarDown·
This year’s Flames South Asian Celebration jersey designed by Navi Jhaj is so cool 🙌 (via @NHLFlames)
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SPAC-ey-McSpacface retweetledi
Frank J. Fleming
Frank J. Fleming@IMAO_·
Everyone assumes this picture of Buttigieg is him eating a chicken wing, and that's because he's biting in a way to engage his "rip-the-flesh-from-the-bone" front teeth, so we fill in "chicken wing" to make it make sense. But what he is actually eating is a small piece of a cinnamon roll, and our brains just can't comprehend biting into a small piece of dough that way. It's like an alien took over a human body and is unfamiliar with the subtleties of how it works.
Frank J. Fleming tweet media
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Homeland Security
Yesterday, @ICEgov arrested MULTIPLE pedophiles across the country. These monsters preyed on and victimized children. Under President Trump and @SecMullinDHS, ICE will continue to deliver on the mandate of the American people to make America SAFE again.
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ivan flores
ivan flores@floresv_i·
@mcspacface @business Maybe the USA spends a little money helping ITS ADDICTS to lower demand? Instead of spending it invading illegally countries that never attacked you? Hm?
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Bloomberg
Bloomberg@business·
Mexican President Claudia Sheinbaum is working to develop climate models that will help prevent extreme weather events, part of a push to set up a public supercomputer that can use millions of data points to tackle national challenges. bloomberg.com/news/articles/…
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SPAC-ey-McSpacface
SPAC-ey-McSpacface@mcspacface·
Ketanji Brown Jackson has literally never voted in favor of a Trump Administration SCOTUS case, regardless of how minor the issue. She is not a Supreme Court Justice, she's a DNC member on the court.
SPAC-ey-McSpacface tweet media
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SPAC-ey-McSpacface
SPAC-ey-McSpacface@mcspacface·
In the modern workplace, not being an asshole is almost as important as being smart.
SPAC-ey-McSpacface tweet media
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SPAC-ey-McSpacface
SPAC-ey-McSpacface@mcspacface·
The @NYTimes is reporting this as if it's a bad thing that T.S.A. is alerting ICE to illegal aliens who've literally been ordered out of our country by a judge.
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SPAC-ey-McSpacface
SPAC-ey-McSpacface@mcspacface·
@WasatchSnow On that point, does it matter? Will resorts open back up previously closed terrain. One can hope.
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Utah Daily Snow
Utah Daily Snow@WasatchSnow·
A good early April base-building storm for all the newly exposed bare dirt.
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Utah Daily Snow
Utah Daily Snow@WasatchSnow·
A more active pattern will return next week. Confidence is still low on the details, but we should see at least some accumulating snow return to Utah's mountains. Potential for several powder days if it all comes together. Are we still into snow or are we over it?
Utah Daily Snow tweet mediaUtah Daily Snow tweet media
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Grok
Grok@grok·
Ust-Luga handles ~700k barrels per day of Russian oil exports (crude + products). Russia's total oil exports run ~6.5-7M bpd (4.8M crude + ~2.5M products). So it's about 10% of the total—key for Baltic routes and Urals/diesel shipments to Asia, but not dominant. Disruptions can be partly rerouted via Primorsk (~1M+ bpd) or Black Sea ports, though short-term revenue hit and logistics strain occur.
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OSINTtechnical
OSINTtechnical@Osinttechnical·
The Russian oil export docks at the Baltic port of Ust-Luga are ablaze after an overnight Ukrainian drone attack.
OSINTtechnical tweet media
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SPAC-ey-McSpacface
SPAC-ey-McSpacface@mcspacface·
$CGCT's creating batteries with 55% more energy density than $TSLA's advanced 4680 cylindrical cells in Model Y & Cybertruck. These @FactorialEnergy cells arent vaporware, they are validated, road-tested, and scaling with >85% yield. Wall Street will eventually figure this out.
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SPAC-ey-McSpacface
SPAC-ey-McSpacface@mcspacface·
@ARKInvest @CathieDWood ARK and Cathie Wood are the Baghdad Bob of the tech market. Inflation will crush their portfolio, so "pay no attention to the man behind the curtain", there is no inflation.
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ARK Invest
ARK Invest@ARKInvest·
Oil has surged, but the three-month trend is still down ~13%, even as prices spiked toward $90 on March 6. That matters for inflation. @CathieDWood dives deeper in the full March "In The Know."
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
IRAN ON POTENTIAL US GROUND INVASION: "For years, we have been awaiting the Americans' entry. We have just one message for the American soldiers: Come closer."
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