You, Trump voter, this exempt is not for you. It is for him only!
Financial Times@FT
Trump and sons to be ‘forever’ exempt from tax audits ft.trib.al/ca4OS8P
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Tony S.
196 posts
Tony S.
@superhero_xm
My name sounds like a Superhero name, but I am neither a Hero, nor Super. Only personal opinion here. Don't engage with my thinking.
Katılım Kasım 2024
154 Takip Edilen56 Takipçiler
@factpostnews A clairvoyant? Oh no, it’s not a clairvoyant, it’s the president of the USA.
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@Convertbond Obviously the hunger for AI outpaces the need for food. Someone will eventually hold the bag. Guess who.
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Rectangles: This is your brain, and this is your brain on drugs.
*Special thanks to Bloomberg for the chart data.
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@cryptopunk7213 "Still holds" is not correct saying. Most probably he unloaded more in the insane rally we have had. Most probably already scaled up the puts.
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leopold aschenbrenner just released his fund's latest investment portfolio & honestly its not what i expected
he's gone massively short the entire semiconductor supply chain but also revealed what he thinks the next AI constraint is:
> biggest surprise: he's short intel. he sold out of his massive Intel position that made him famous.
> he's also gone short $9B worth of puts in nvidia, asml, amd, oracle and van ecks semi etf.
> biggest long positions are in memory (sandisk) and power (bloom) with a combined $3.5B value (these are his next bottlenecks)
> he trimmed ~$1B of bloom energy position but still holds $1 billion of it. his single largest long holding.
> his lumentum position is gone (bearish optics?)
> the one consistent thesis is he continues to hold data center bets (ai labs will still need gpus)
> fund is now worth $13.7 billion (notional). it was just $5.5B 3 months ago and $220 million ~1yr ago
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@QueensMaven @RealNickMugalli 10Y yields at 4.6%. I am mostly short right now.
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@RealNickMugalli @superhero_xm Absolutely. This is nothing more than a healthy pullback. Will continue the trend up.
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I for a second forgot markets could go down…
The algos are doing their usual shenanigans this morning.
Buying the dip on this
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@financialjuice Looks like someone wants to protect his portfolio, recently enriched by 3700 trades in one quarter. What a market!
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🔴US proposed temporary waiver on Iran oil sanctions - Tasnim
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@StockMKTNewz Completely outdated. It does not reflect the last rally at all.
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JUST IN: Leopold Aschenbrenner just updated his stock portfolio for his Situational Awareness Fund
This is every SINGLE STOCK he owned so far the end of Q1 (This does not include options)
$878.7M of Bloom Energy $BE
$724.4M of Sandisk $SNDK
$556.1M of CoreWeave $CRWV
$401M of Iren Limited $IREN
$389.1M of Core Scientific $CORZ
$320M of Applied Digital $APLD
$142.2M of Riot Platforms $RIOT
$104.5M of Cleanspark $CLSK
$62.5M of Solaris sei-network:native
$43.9M of T1 Energy $TE
$38.8M of Bitfarms
$29.8M of Bitdeer $BTDR
$26.3M of Power Solutions $PSIX
$21M of Corning $GLW
$20.9M of WhiteFiber $WYFI
$20.2M of $AMD
$19.9M of Babcock and Wilcox $BW
$18.1M of SharonAI $SHAZ
$13.1M of Propetro $PUMP
$10.3M of $SMH
$8.9M of Intel $INTC
$7.6M of Taiwan Semi $TSM
$6.4M of Hive Digital $HIVE
$6.1M of $ASML
$5.9M of Micron $MU
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Momentum remains bullish, investors remain bullish, the broad consensus is for another Taco to be timely delivered by Trump and then the party can resume. All conversations I had so far today with my contacts in brokers, asset managers and hedge funds had this in common.
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@MichaelPBento He cannot restart the war before $NVDA earnings for obviuos reasons. I also don't think he will restart it on a weekday.
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He’s literally telling us he’s restarting the war on Wednesday
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@amitisinvesting @bubbleboi Why are you so obsessed by this? The filling provides outdated information and does not catch the most important actions from the last couple of weeks of insane rally. Please recall who usually ends up holding the bag.
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@bubbleboi Kinda crazy how we are all obsessed with it
If bro just cleared house and sold everything and went to treasuries it’d be hilarious 😂
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Just got off the phone with Leopold.
That 13-F is nevvvvvvvver coming out.
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How is this not criminal?
Our President is a day trader with all of the inside info.
First Squawk@FirstSquawk
Donald Trump made more than 3,700 trades in just the first quarter-CNBC
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@RealtorStarShar Firstly, this is not golden cross, secondly right now this has zero value as the market is rather influenced by higher rates and elevated oil prices. Don't get caught in fake nonsense signals
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$SPY $SPX I was waiting all day to see if anyone would mention this but nope not one single account on X especially none of the SPY experts on this app are talking about this, so I will 💁🏻♀️there was a golden cross ✝️ that happened on the daily yesterday 100/50 cross so you know what that means!!
The blow off top will probably resume back next week! 😏
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It was clear he had personal interest when he named and praised a company while the stock was falling as a rock. Now just proved.
unusual_whales@unusual_whales
BREAKING: Trump purchased up to $630,000 worth of Palantir, $PLTR, during the first three months of the year. In March alone, Trump made at least seven purchases of Palantir totalling as much as $530,000. A month later, Trump literally wrote on TruthSocial: “Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment."
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Just a friendly warning. We don’t even make $200k per year in Congress despite working nearly 140 days. If we aren’t properly compensated, a lot of us will go to the private sector and you will be left with some real idiots in Congress.
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Ground beef just hit $7/lb. nationwide.
And Trump is talking about selling American farmland to the Chinese government.
MAGA is dead.
It was a big grift.
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Americans are told that they must absorb rocketing costs of war of choice on Iran.
Put aside gas price hike and stock market bubble. Real pain begins when U.S. debt and mortgage rates start to jump. Auto loan delinquencies are already at 30+-year high.
This was all avoidable.
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@FirstSquawk What does he know about chips? Besides taking stake in $NVDA just before allowing sales to China.
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