Amsterdam Trader

coffee overload gives me headache caffeine withdrawal will do same I'm cornered, like the FED

JET FUEL WARNING “Even if the war stops, it’s going to take many, many more months for the price to stabilize,” Malaysia Aviation’s Nasaruddin Bakar told @AirEVthingTRNSP and Avril Hong the IATA in Singapore

Retardo candles like these are a gift if you’re still looking to reduce some exposure

Donald Trump’s very act of making such apocalyptic threats, including his warning of ending ‘a whole civilization’, reveals a staggering level of cruelty and disregard for human life. bit.ly/4vfrEfd

@INArteCarloDoss een kat in het nauw maakt rare sprongen…

Trump must pay a heavy price for his repeated threats to commit war crimes, his bullying of historic allies, his disdain for his Generals, subservience to Israel, betrayal of his base and the program on which he ran and got elected for, his grift. Impeachment and Prosecution

AI;DR is the new TL;DR 👍

US Spot crude >$115/bbl

@captnswing @lugaricano Yep. Works beautifully 👍

@lugaricano Switch to Mac, use Preview app there

Adobe Reader has become the peak enshitified experience. Constantly pushing you to do things you don't want to do, give it permissions and download upgrades. It has become unusable. Anyone has a solution?

Get me off this planet 🤮

@BonkDaCarnivore @CastorpDr 😀

🚨Money losing opportunity!🚨 SpaceX has officially filed for its IPO. It's got 15 billion in revenue and is pricing itself at a 1.75 TRILLION dollar valuation. Meaning it wants to enter the market as the 5th biggest company on the exchange, behind only $NVDA, $AAPL, $MSFT, and $GOOGL. It's pricing itself at 4x the market cap of $BA, $LMT and $NOC *COMBINED* (for those who aren't smart enough to understand why I picked these, this is essentially the entire aerospace industry). It has 15 billion in revenue. That's the revenue of a mid-cap industrial name. It will be trading at approximately SIX HUNDRED TIMES FORWARD EARNINGS. To put this in perspective, Mag 7 name $META has 200 billion in revenue - 13.33x SpaceX's - and is only trading at a 1.45T valuation. And $META's margins are significantly better. Look, I've always been very upfront with all of you that I was a very early investor in SpaceX, and am eagerly awaiting being able to rid myself of the equity - and not just because it's going to represent a massive profit for me. But I'm telling you right now: You shouldn't be investing in SpaceX unless you're just trying to scalp dumb money or you want to lose money. There is absolutely no universe in which SpaceX is worth, or can ever GET to being worth, that kind of valuation. The number of people like myself who pay $1,200 a month for 40 gigs of internet service from them based on TRAVEL speed (IYKYK, and you know it's the dumbest thing ever) are pretty finite, and the number of people paying the $30 or whatever it is for their home service is a low margin commodity business that's becoming ever more crowded. Fact of the matter is, Elmo's "wealth" (it's in quotes because it's illiquid and he'd NEVER be able to sell his holdings to get to that number) is largely tied up in believers who keep $TSLA propped up in spite of its terrible outlook. SpaceX isn't going to be an add-on for these people, it's going to be a cannibalization. True $TSLA believers will continue to hold, those who chase the new hotness will leave and re-invest it into SpaceX, and ultimately both companies will be competing for the same pool of buyers, to the detriment of both. A lot of you Elmo nuthuggers are going to come in here and say something stupid about what I'm saying here. And to that I say "thank you for being my future exit liquidity, bagholder" The smart ones amongst you? Will stay far, far away. Post-script: The one thing I didn't talk about in this is how the NASDAQ has changed its rules to permit inclusion all the way down to 15 days just to appease Elmo - when functionally, what it does is forces exchange funds to purchase the stock regardless of how bad it is before the price has settled. That's a legitimate short-term consideration, and something I will discuss at length in another post down the line.

@DonMiami3 @ParrotCapital Barely made it sofar. Let’s see…

@DonMiami3 @ParrotCapital @INArteCarloDoss Yes with the 20 right below 👀

I don’t get the prevalent anticipation of detente. All the signals I am picking on are pointing towards further escalation ahead and a pretty serious one at that.

@thequeenbeetle Happy April Fool Self Driving day!

They had to do it today because tomorrow the joke would be too obvious

@iamjesserichard That has to be exponential in some other universe 🚀

Updated Unsupervised Tesla Robotaxi geofence(green is the expansion from today)

🤣

Since Cathie Wood posted this howler on July 15th, 2020, $XOM has recorded a total return of +394% versus -20% for $ARKK

@robinivski @moemoe889 Was thinking the same thing since they’re practically Molotov cocktails on wheels 🔥

@moemoe889 You sure it's not just the shitboxes catching on fire themselves?

Tesla showroom in Parramatta, Australia was firebombed today.

Daytrading Donny ™️ posting fake TACOs to own the shorts’ is market psychosis that 5 dimensions cannot contain. We’re going to need at least 11 dimensions of space-time to calculate how much money will be lost.

@PDChina @boringcompany wow! 🤩 🚀

China's domestically developed "Linghang," the world's largest-diameter high-speed-rail shield tunneling boring machine (TBM), on Sunday successfully completed the 11.18-km underwater section of the Yangtze River crossing and reached Taicang, east China's Jiangsu Province. The TBM, measuring 148 m in length and about 4,000 tonnes in weight, also set a new record as the world's first 15-m-class large-diameter TBM to achieve one-time continuous boring of 11,182 m over its 23-month operation beneath the Yangtze River.

@buccocapital Your own domain and Wordpress? Bit old school but still solid.

I’ve been enjoying writing a bit more long form. What’s the best place to do that? Just need simple. Is it Substack? Is there an argument for something else?

genuinely fascinating that we’ve hit a point where the full monetization of the internet and ai bot takeover has led to a majority of people wanting tech minimalism