ashish
2K posts


furus will post this shit on $MU and think it's over.
but it was a massive put sale for december at $420. insane amount of money and conviction to put on a trade like that.
thank god i follow @jbulltard1
so far this year i've paid $400 for his stack and the ROI on that is 49,900% (chatgpt did the math for me).

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RT @MarineTraffic: First cruise ship transits Strait of Hormuz since conflict began
The cruise ship Celestyal Discovery has become the fir…
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@insane_analyst Congrats and thank you for all of the alpha and amazing insights!
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If you thought March was the ultimate rock bottom, don't forget that there’s always a basement below the floor.
The preliminary data for mid-April is already in, and OPEC+ exports are looking even worse than March.
Resuming traffic? Folks talked like the ceasefire would be a silver bullet, but honestly things look even worse now than they did before the truce.
It’s getting really hard to imagine we’re going to get through this without any major fallout.
#oott #iran


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@Rory_Johnston Strategy worked to subdue oil prices initially? When will June Brent futures start to work?
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@AuclairsDad Agreed brother. Took next Mondays 6600p on es on Friday. Long Brent as well. But will be taking a licking regardless of hedges. Do we get full dip here? 50% retrace is 6588 or so? Hard to see that playing out Sunday night and by Tuesday maybe we have flip the other way.
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ashish retweetou

OpenClaw is amazing until it does something funny like alter its own config file because you asked to try the new dream mode and then it can’t restart because of invalid config with the wrong version. This happened to me yesterday morning.
I had to go ssh in with Claude Code to get it fixed.
But the sheer fact all of these can happen shows you we are at Apple I stage: assemble your own motherboard stage.
But the Apple II personal computer moment (where anyone can go to the store and buy a PC and it works) is coming for OpenClaw
We are so early and this is the worst it will ever be
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Anyone who paid for and actually read this entire article was pretty much 100% prepared for everything that has happened tonight.
Anyone who listened to people who didn’t and just opined on it cluelessly…probably didn’t.
Citrini@citrini
Strait of Hormuz: A CitriniResearch Field Trip The Field Report from Analyst #3 is live. citriniresearch.com/p/strait-of-ho…
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ashish retweetou

@DsrPrivate I think Trump has high level of tolerance for Israel / GCC getting hit overnight and maintaining ceasefire
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