399a962c

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399a962c

399a962c

@stokhos_

Katılım Kasım 2023
399 Takip Edilen58 Takipçiler
Strait of Chenny
Strait of Chenny@ImNotChenny·
>First container futs prices on Euronext now >Confused Pwism noises @686Prism
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399a962c@stokhos_·
@utilitaryan i’ll spend the leftovers for you mate only need to ask
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399a962c@stokhos_·
@MLSophist you don’t wait for an ipo and just buy shares at $2 prior to the announcement sell at an execution weighted avg px of $6 pocket 3x notional size - the “investment” just late stage bubble cash grab i reckon
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399a962c
399a962c@stokhos_·
@agingtragedy you just need to play up the positive effects of being sober and believe it yourself to stay sober
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“Bad” Billy Pratt
“Bad” Billy Pratt@KILLTOPARTY·
Smartphones have been an absolute disaster for marriage
“Bad” Billy Pratt tweet media
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399a962c@stokhos_·
@Merridew__ Papa Johns up 15% premarket due to rumours of a bidding war between Anthropic and OpenAI every quarter??
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399a962c
399a962c@stokhos_·
@tdkcznsky afaik eli lilly and novo nordisk both have in house production capabilities for peptides what makes bachem a good picks and shovels play here (assuming that’s the play)?
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freeyourbrain
freeyourbrain@tdkcznsky·
i'm thinking about 3MM in $BANB (peptides) 1MM in $SKM (anthropic) 1MM in $IBIT (bitcoin)
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Parker🥋
Parker🥋@ParkerIrwi23150·
@DrakeUpdating I like this song. But there ain’t no way yall think this is natural, is there even a song in history that got more streams in one year than it did in 9+ years before that?
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Drake Updates
Drake Updates@DrakeUpdating·
Drake’s “9” has surpassed 400 million streams on Spotify, becoming his 93rd song to reach this Milestone🎧 It received more streams in the past year than it did in its first 9 years combined📈🔥
Drake Updates tweet mediaDrake Updates tweet media
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Paradis Labs
Paradis Labs@ParadisLabs·
I've worked in IB & PE. Now I run a hedge fund. So I'm pretty qualified in knowing what good analysis looks like. One key thing I've learnt in my career is that you *have* to enjoy reading equity research so you don't get burnt out. But naturally, only a few firms/people are talented enough to put out truly enjoyable, digestable research. Some of them are hiding in plain sight, right here on @X ----- So with that, here's a non-exhaustive list of people on @X I look forward to reading on a daily basis, in the hopes that some of you will too (if you're not already!) In no particular order: > @illyquid - mainly Asian related AI semis/hardware research & live analysis > @damnang2 - in-depth, technical semiconductor research/theses > @aleabitoreddit - deep thematic research/theses & company/sector analysis > @PhotonCap - technical photonics & semiconductor research/theses > @pepemoonboy - mix of macro/company specific comms > @crux_capital_ - technical photonics deep dives & crucial updates on key players > @Frenchie_ broad macro commentary & analysis > @Blinklebloop - data centers / AI value chain analysis > @KawzInvests - deep AI/tech/space analysis > @degentradingLSD - broad macro/AI aligned commentary & analysis > @michaelsikand - photonics/AI aligned research & commentary > @Kaizen_Investor AI supply chain analysis & other sector specific trades > @Yeah_Dave - broad macro comms & space/AI specific > @TheValueist - AI-aligned research & company specific analysis
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399a962c
399a962c@stokhos_·
@AbakpaJob cocaine has a relatively linear dose to effect profile
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محمدباقر قالیباف | MB Ghalibaf
We followed the money. Last week, a handful of bankers and hedge funds met, decided to hold Washington's Iran war policy hostage, then launched a campaign. Name names?
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399a962c
399a962c@stokhos_·
@charrisusna @VKMacro trump wants oil higher now to force europe into taking action iran connected the dots imho
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CJ
CJ@charrisusna·
@VKMacro Beyond the unworkability of a toll regime that preferentially treats Iran's friends in an international strait, I do not understand the logic from Iran's perspective in solving the SoH issue before they get anything concrete from US. That's their only real leverage...
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VKMacro
VKMacro@VKMacro·
So market is rallying on the draft proposal to let oil flow with Oman? Or something else
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399a962c@stokhos_·
fraudulent pa going on worldwide
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Citrini
Citrini@citrini·
The people have voted, we are sending someone to the strait.
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