Unhinged_citizen

1.6K posts

Unhinged_citizen

Unhinged_citizen

@podlesok86

YQU Katılım Ocak 2017
85 Takip Edilen67 Takipçiler
Unhinged_citizen retweetledi
Vril Nye
Vril Nye@VrilNyeX·
“Just bomb whoever you want, we have the entire US government raping kids on video”
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Unhinged_citizen
Unhinged_citizen@podlesok86·
@Rothmus RUN, every time you see one of these curly-haired Schylocks claiming to be motivated to "do good".
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Cheddar Flow
Cheddar Flow@CheddarFlow·
$MU MILLIONS Worth of OTM Puts
Cheddar Flow tweet media
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Unhinged_citizen
Unhinged_citizen@podlesok86·
@BarakRavid What a total humiliation for US prestige and power. Trump is no longer a force to be reckoned with.
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Barak Ravid
Barak Ravid@BarakRavid·
🚨Trump on Truth Social: Both sides, Israel and Iran, are looking to do an immediate CEASEFIRE! Final negotiations on “Peace” are proceeding, subject to ignorance or stupidity getting in its way. The Blockade will remain in place, and in full force and effect, until a “Final Deal” is reached. Things should move quickly. Thank you for your attention to this matter!
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Seyed Mohammad Marandi
Seyed Mohammad Marandi@s_m_marandi·
The pathetic Jordanian regime is trying desperately to block Iranian missiles and drones from striking its master Zionist regime.
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Unhinged_citizen
Unhinged_citizen@podlesok86·
@s_m_marandi Press the advantage. Cluster strikes on Ben Gurion to cripple the aerial tanker fleet on the ground!
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The Spectator Index
The Spectator Index@spectatorindex·
BREAKING: Trump says Israel and Iran 'must immediately stop shooting''.
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Shay Boloor
Shay Boloor@StockSavvyShay·
“The market is in such a bubble.” Yet here are the 2027 earnings multiples for some of the largest companies in the world: • $ORCL ~26x • $AMZN ~25x • $GOOGL ~25x • $MSFT ~22x • $NOW ~22x • $AVGO ~20x • $TSM ~19x • $DELL ~19x • $NVDA ~16x • $META ~16x • $CRM ~12x • $SNDK ~9x • $MU ~8x
Shay Boloor tweet media
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Unhinged_citizen retweetledi
Nature Unedited
Nature Unedited@NatureUnedited·
A man practiced his saxophone in the park every morning and eventually gained a very loyal listener
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Unhinged_citizen
Unhinged_citizen@podlesok86·
@TheGriftReport Good for him. The UK never had any loyalty to him and the British people always looked down on Poles. No reason to put up with that sinking ship and continue paying into their social security. Time to build your own wealth in Poland.
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Grifty
Grifty@TheGriftReport·
POLISH TRAIN CONDUCTOR WITH TWO DECADES IN BRITAIN WINS 1.8 MILLION POUND MANSION AND IMMEDIATELY SELLS UP TO MOVE BACK TO POLAND Dawid Szulc aged 39 a train conductor living in Crewe Cheshire scooped the prize on 31 May from Elite Competitions including a fully furnished mansion in Lancashire a Land Rover Defender and twenty five thousand pounds tax free cash. The father of one who moved from south west Poland to Britain in 2005 at age 18 and returned permanently in 2015 immediately sold the Land Rover and plans to sell the house. Szulc said his biggest dream was going back home and the win removed the mortgage work and everyday responsibilities that had held him back. He celebrated with partner Kamila and eight year old daughter Amelia with family in Poland emotional over the news and plans a two week trip to Poznan in August for his fortieth birthday before a permanent move within the next couple of years. Elite Competitions CEO Alex Beckett said everyone is delighted for Dawid as it was never about cars or houses but being closer to loved ones. Thoughts?
Grifty tweet mediaGrifty tweet media
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Bloomberg
Bloomberg@business·
The Houthis, an Iran-backed militant group that controls much of Yemen, declare a ban on Israeli ships in the Red Sea bloomberg.com/news/articles/…
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Polymarket
Polymarket@Polymarket·
JUST IN: Jensen Huang announces Nvidia is partnering with LG on humanoid robots & next-generation data centers.
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shaams 🐂
shaams 🐂@shaams·
Peak net worth of $45M. Now sitting on roughly $17.2k. Ask me anything (AMA).
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Flippie | Stock Analysis
Flippie | Stock Analysis@FlippieFinance·
How to retire by 2030 (simple) • Borrow $2,000,000 at 3% interest • $1M → $MU • $1M → $NVDA • Sell in 2030 for $4M+ • Repay loan, pocket $2M profit Why aren't more people doing this?
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Wimar.X
Wimar.X@DefiWimar·
🚨 BREAKING 🇺🇸 NVIDIA CEO JENSEN HUANG WILL MAKE A "HUGE" ANNOUNCEMENT TOMORROW! HE NEVER MAKES ANNOUNCEMENTS UNLESS SOMETHING SERIOUS IS HAPPENING. INSIDERS EXPECT HIM TO ANNOUNCE A PARTNERSHIP WITH SPACEX, RIGHT BEFORE THE IPO. EXTREME VOLATILITY IS COMING...
Wimar.X tweet media
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Nostra, House of Gold
Nostra, House of Gold@Nostre_damus·
Trump says deal will be signed by this Wednesday clown show
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WOLF Bitcoin
WOLF Bitcoin@WOLF_Bitcoin_·
In exactly 1 month, I will turn 28 years old. What's 1 piece of advice you have for me?
WOLF Bitcoin tweet media
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Syrian Girl
Syrian Girl@Partisangirl·
As a Syrian, Ayatollah Khameini is my leader. He is the only leader in the region who is willing to defend us against Israel, and hence the only one with legitimacy.
Syrian Girl tweet media
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Milk Road AI
Milk Road AI@MilkRoadAI·
Micron will be a $3,000 stock within a few years and Jensen Huang just spent a week in Korea telling the world exactly why (Save this). Jensen announced four new products at the Korea event and every single one of them has memory at the center of its architecture. Vera Rubin, the next generation AI supercomputer, needs massive quantities of HBM. The new Vera CPU needs large amounts of LPDDR5. RTX Spark, the first major PC reinvention in 40 years according to Jensen, needs a lot of LPDDR5. And Nvidia's new robotics and autonomous driving platforms are being built in deep partnership with the Korean memory and electronics ecosystem. Every single growth vector for Nvidia in 2026 and 2027 runs directly through memory and Micron is the only US based company that manufactures all of it. Here is what the numbers look like right now. Fiscal Q2 2026 revenue came in at $23.86 billion, up 196% year over year, with 75% gross margins and $6.9 billion in free cash flow, a quarterly record. Management guided Q3 revenue to $33.5 billion at roughly 81% gross margins, with EPS of $19.15. These are not the numbers of a cyclical memory company but rather the numbers of a company that has been structurally repriced by the largest demand supercycle in the history of the semiconductor industry. The reason the bull case reaches $3,000 comes down to three things that have never been true at the same time in Micron's history. First, the entire 2026 HBM supply is already sold out under multi-year contracts. CEO Sanjay Mehrotra told analysts that Micron can currently only fulfill 50% to two thirds of key customers' HBM demand at any price. Second, Micron has begun volume shipment of HBM4 12-Hi specifically for Nvidia's Vera Rubin platform, the exact product Jensen was talking about in Korea and has signed its first five year strategic customer agreement, converting what was historically a quarterly negotiation business into something closer to a long-term recurring revenue model. Third, Wolfe Research's bull case model points to $160 billion in calendar year 2027 revenue and $80 in EPS. At even a 20x earnings multiple, modest for a company with this growth profile, that is a $1,600 stock. UBS has already tripled its price target to $1,625. The path to $3,000 requires HBM4 to ramp smoothly, supply constraints to persist into 2027 as Mehrotra says they will, and hyperscaler AI capex to continue growing at its current trajectory, all three of which Jensen Huang just confirmed in Seoul. The HBM total addressable market alone is projected to reach $100 billion by 2028, a forecast Micron itself already pulled forward two years ahead of schedule because demand arrived faster than anyone modeled. Micron trades at roughly 9x forward earnings today. That is cheaper than a grocery chain, for a company growing revenue at 196% year over year, with its entire production sold out, supplying the infrastructure for the most important technology buildout in history. Come join Milk Road Pro for our full breakdown of the Micron bull case how we think about the HBM4 transition timeline, what multi-year customer contracts mean for Micron's valuation multiple expansion, and our entire AI thesis. Link below!
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Unhinged_citizen
Unhinged_citizen@podlesok86·
@PeterSchiff Actually, Trump and the US are not in control. I knew the US was an empire in decline, but I didn't understand it would happen so quickly.
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Peter Schiff
Peter Schiff@PeterSchiff·
One reason the Iran war may not end before the midterms is that it gives Trump the perfect scapegoat. He can blame rising prices on the war and hold out false hope that as soon as the war ends, prices will come crashing down. He can’t risk ending the war and prices staying high.
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