Skepticscalp
170 posts
In 20 years or so, NYC will be the 3-4 largest city in the US and largely irrelevant aside from its history.
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Even the Egyptians knew that
A̵͎̖̚Ḻ̴̿̽̈́̎͋͆̀L̴̙͈̆͋͑ ̵̧̭̞̘̪̻̘̤͖́́̆̄̀̏Ị̶̧̨͉͍̥̹͇̟̔̃͐̄͠Ş̷̢̛̭̙̎͒́̅̃͋́̚ͅ ̴͖̗͇͇͇̈́̀̀́́̒̆̀M̷̞͎͔̮͕̼̘͌͂͂̀̚I̶̳̜̜̊̋́́̓͐̉̔͝ͅN̴̤̤͕̞̥̝̥͔͛̏̒ͅD̵͑̇͒̕̕͜
Science is only confirming that which we have understood intuitively for millennia.
Brandon Luu, MD@BrandonLuuMD
Literally just having a delusional golden retriever mindset measurably changes outcomes and physiology. Sleep badly? Convince yourself you're well rested. Stressful day? Convince yourself it's fuel. Failed? Convince yourself it's useful data.
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Turquía afirma que invadirá Israel:
“Como entramos en Karabağ, así como entramos en Libia, podemos entrar en Israel.
No hay ninguna razón para que no lo hagamos.
Solo nos falta dar ese paso final”.
Erdogan
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@Ek321979 especially if a certain country is blackmailing me, what else is there to do?
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@zandpreme @felpix_ real. if the models were as good as they say, companies would have implemented to save on their biggest expense, wages.
they have gone past CEO glazing product to ai is so smart it “has its own mind”.
also Anthropic CEO had no answers when asked about the METR study
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i called it
world has about 6 months - 1 year left
unusual_whales@unusual_whales
BREAKING: Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell summoned Wall Street leaders to an urgent meeting on concerns that Anthropic's new Mythos model could pose a systemic risk, per Bloomberg.
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$NFE
Sir Kory@Sir_Kory
Here is the stock that is about to see a nice hype: a giant like BlackRock just increased its position to nearly 10% today. New Fortress Energy $NFE & The BlackRock Signal BREAKING NEWS: According to an SEC filing (Schedule 13G) released today, January 21, 2026, BlackRock has officially increased its stake in $NFE to 9.8% (27.9M shares). When the world’s largest asset manager doubles down on a "distressed" ticker, the signal is clear: Smart Money is looking past retail panic toward a major recovery play. 1. The Wolfspeed ($WOLF) Analogy $NFE is currently mirroring the $WOLF restructuring pattern. Both companies transitioned from aggressive expansion to a liquidity crunch caused by high capital expenditure (CAPEX). The Pivot: In these plays, the "bottom" isn't found in current earnings, but in the ability to refinance debt. BlackRock’s entry suggests the Net Asset Value (NAV) of the physical infrastructure is now significantly higher than the current stock price. 2. Strategic Divestitures: Selling to Survive NFE is executing a massive deleveraging plan. Recent sales are not signs of weakness, but calculated moves to generate vital cash: Jamaica: Completed the total divestment of Jamaican assets to Excelerate Energy for $1.055 Billion. This provided the critical liquidity needed to pay down immediate revolving credit debt. Puerto Rico: Sold emergency power plants to PREPA while securing a new 7-year gas supply contract that stabilizes long-term revenue. 3. The "Crown Jewels" in Brazil Despite the sell-offs, NFE has held onto its most valuable assets. S&P Global estimates that the Brazil portfolio (CELBA 2 and Gás Sul) accounts for roughly 40% of the total enterprise value. With CELBA 2 having recently achieved "first fire," these plants are ready to generate "take-or-pay" (guaranteed) cash flows for decades. 4. Risk/Reward Analysis Debt Status: The company is under a forbearance agreement (extended through Q1 2026). Creditors are actively collaborating to push maturities out to 2029. Valuation: With a market cap of only $400M against billions in tangible infrastructure, if the restructuring is finalized, a price realignment toward $3.50 - $4 is a realistic target. THE BOTTOM LINE $NFE has become a pure financial engineering play. Today's news confirms that institutional giants prefer betting on a turnaround rather than a liquidation. Volatility will remain extreme, but the heavyweights have officially taken their positions. MY TAKE Be very careful, as we are talking about a company in full restructuring. However, if you follow the money, we received a massive signal today: BlackRock just boosted its stake to nearly 10%. Institutional money is moving where the retail fears to tread. Just my opinion as always 😊 DYOR. NFA. #stock #market #investing #trading #StocksInFocus #StockMarket
QME
@Weirdo25805401 yeah it’s just chop. I only enter with a very tight SL.
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@skepticscalp Those that think this bear market will finish in a V-shape recovery they're stuck in 2020. This cycle has been nothing but a torture since the very first start.
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@Weirdo25805401 crash then pump due to “ceasefire fire” then back to war.
pico bottom if China takes Taiwan.
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@skepticscalp Im thinking the same. But the first flash crash should happen this month, then I'm expecting the price to bounce back to high 50's maybe even to 60k and then another sell off to form the real bottom in your price range you pointed out 40-45k.
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@Weirdo25805401 Overall it wall take time like until July - September.
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@skepticscalp Yeah I think bears betting on 53k-55k targets will jump in too soon. I agree there's some kind of huge gap in between that exchanges are targeting. The goal is to liquidate every long anywhere near 60k.
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@Namzes_G So eventually USA/israel win, israel achieves greater israel and then becomes world power
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