Mikey Likes It
16.6K posts
Mikey Likes It
@mtatsis
Entrepreneur, Real Estate, Crypto / Social Media / Space/ Energy/ Startups / XRP / SOL / AV / AI / AR / SNAP/ UBER/ SOFI/ HOOD/ PLTR/ TSLA/ VG/ RKLB/ JMIA/ PATH
New York, NY Katılım Kasım 2011
1.1K Takip Edilen1.9K Takipçiler
U.S. prosecutors charge three individuals tied to $SMCI (including a co-founder) in an alleged scheme to smuggle $NVDA chips to China.
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There’s a reason we don’t see hundreds of Tesla influencers showing us how amazing Unsupervised Robotaxi is.
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@StockSavvyShay Many people can’t afford their groceries. People are skipping lunch. Who’s running to buy homes?
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January housing data is starting to look genuinely broken:
• New Home Sales: 587K vs Est. 722K
• New Home Sales (MoM): -17.6% vs -6.8% prior (revised)
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@MitsoVasilis @sentdefender That’s good to Know Vasili. Thanks for the update
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@mtatsis @sentdefender also patriot in Bulgaria to protect air space since they also have usa bases so and a patriot in Saudi Arabia that's just hit 2/2 Iranian ballistics with grate success we don't have anything more to spere or maby is not of grate intrest for greece intrst us much us red sea
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Greek Minister of National Defense Nikos Dendias announced today that a Greek Patriot air defense battery in Saudi Arabia shot down two Iranian ballistic missiles that were targeting oil refineries in the country. Greece has had a presence in the Gulf nation since 2021 as a part of a bilateral defense pact, the Status of Forces Agreement (SOFA), between Saudi Arabia and Greece. According to a Reuters, citing a Greek MOND official, this is the first time that Greek military personnel have operated the system.
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@Par1skar @sentdefender Thanks for the update Paris! Sounds like the Greeks are doing more than the rest of Europe
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@mtatsis @sentdefender We have at least 2 ships protecting Cyprus, 1 out of Lebanon with UNIFIL, 1 at Red Sea with Aspides and commanding this operation, at least 2 to 4 ships to SNMG2, continuous presence out of Libya, while facing daily turkish provocations.. Are they enough for you?
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@wholemars @ABC7 The driver tried to take control but it was too late. FSD was taking the turn too fast.
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@ABC7 This entire video shows manual driving, self-driving was off.
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So scary!
A Tesla Cybertruck crashed into a concrete barrier while in self-driving mode on a Houston, Texas.
The truck, without warning, tried to drive off an overpass, The driver tried to take control, but it crashed into the barrier.
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People are worried about Oil prices but Nat Gas is the real problem now…
The EU is running at the bottom range of their Nat Gas storage levels.
Depending on the extent of the damage, if production can’t ramp up to meet demand we’ll see a spike in Nat Gas prices like we saw during the start of the Russia Ukraine war.
Even though the EU only get 10-12% of their Nat Gas from Qatar, they’ll have to compete with the Asians on the spot market who get theirs from Qatar.
US LNG has help replace Russia piped gas but if they end up having to get more from Russia somehow, they’ll be feeding the Russian war machine against Ukraine. This escalation almost certainly drags the EU into the conflict.
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What happened to the $SNAP Perplexity deal? ‘Starting early 2026’, it’s almost April…
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🚨#BREAKING: After pouring nearly 90 billion dollars into its metaverse vision, The Meta company has announced that they will now be shutting down its VR platform on June 15.
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@NYPostOpinion They should at least put up some tents for the homeless.
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"The biggest risk to $SOFI is if all depositors request their funds all at once"
Welcome to banking Kris!
Kris Patel 🇺🇸@KrisPatel99
$SOFI The biggest problem that could come for Sofi isnt investors... its depositors. They have enough liquidity to weather some withdrawals, but not if there is a cascade. If depositors pull their money out of Sofi. They would be hit with a bank run. The Loans they have on the balance sheet would then have to be liquidated and Im not sure what they would be worth mark to market. Interesting development to say the least... At least Sofi has been smart enough to dilute shareholders at an attractive price and raise capital before something like this showed up. Though I doubt Sofi will be able to maintain a 45 PE ratio... when JP Morgan, a supestar, trades at 12-15 and the rest trade at 10. The biggest problem that I see in all of this is the accusation of manipulating charge offs via sale of loans and financing the buyers of those same loans... Havent read the Sofi reply yet but man this is getting interesting.
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$SOFI
The biggest problem that could come for Sofi isnt investors... its depositors.
They have enough liquidity to weather some withdrawals, but not if there is a cascade. If depositors pull their money out of Sofi. They would be hit with a bank run.
The Loans they have on the balance sheet would then have to be liquidated and Im not sure what they would be worth mark to market.
Interesting development to say the least... At least Sofi has been smart enough to dilute shareholders at an attractive price and raise capital before something like this showed up. Though I doubt Sofi will be able to maintain a 45 PE ratio... when JP Morgan, a supestar, trades at 12-15 and the rest trade at 10.
The biggest problem that I see in all of this is the accusation of manipulating charge offs via sale of loans and financing the buyers of those same loans...
Havent read the Sofi reply yet but man this is getting interesting.
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@sentdefender That’s a tiny piece of the pie. Looks worse than it really is.
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Newly released pictures show some of the extensive damage caused to facilities at Naval Support Activity Bahrain, which houses the Headquarters of the U.S. Navy’s 5th Fleet, following over two weeks of ballistic missile and drone attacks by Iran.
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SoFi@SoFi
Guess who @JDPower just ranked #1 in DIY Investor Satisfaction for 2026. Hint: It starts with a “SoFi”—and ends with an “Invest.” Thanks to all the investors who chose SoFi Invest®—and to the members who make our all-in-one app their top place to bank, borrow, and invest. See for yourself: Sofi.com/invest
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A lot of people are focused on when Tesla will catch up to Waymo, which is fair given that Waymo has thousands of driverless cars and Tesla only has a handful.
But not enough people ask “When will Waymo catch up to Tesla?”
1. When will Waymo be able to take me on a coast to coast drive?
2. When will I be able to buy a Waymo?
3. When will Waymo cross 8 million cars that can run their software?
4. When will Waymo be able to work with no geofencing restrictions?
My contrarian take is that it’s a lot easier for Tesla to catch Waymo than for Waymo to catch up to Tesla.
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