Waitout

@Nousopher Shipping, Star Bulk Carriers Corp. (SBLK). From their recently released Annual Report, "Strait of Hormuz. On March 11, 2026, one of our Kamsarmax vessels, the Star Gwyneth, was struck a projectile near the Strait of Hormuz".

@waitout7 if you can think of anything worthy to add, all ears

made a ticker list that'l prob be important as this meme ww3 plays out tradingview.com/watchlists/325… Also when going to that list, you can click news - which is interesting. Import the list to your tradingview, to be able to chart em.

@IFM_Economist Enron trade desk called?

Ouch... h/t POD at DB

@tomshardware Can it run Crysis?

Mad lad stores and loads Doom from within DNS — TXT record type abused to store game data tomshardware.com/networking/mad…

@ausstockchick Probably has a shed full of toilet paper as well.

You greedy man. 😂

@ausstockchick There will be a line full of sellers who bought at the top.

Can someone show me the line at ABC bullion for #gold in Sydney today? I reckon it’s empty.

@fxevolution I call bullshit. Data centres in space more like...

Think about this. AI demand has gotten so extreme… NVIDIA is now talking about putting data centers in space. Jensen Huang: “We’re going into space.” Cooling problem: “In space there’s no conduction, no convection only radiation.” And today NVIDIA said $1T revenue is now possible. The AI race is turning into a space race.

@Darrin_307 @thenewarea51 imdb.com/title/tt008540…

@thenewarea51 What is this from

Do you ever wonder why no one has tried to air burst a nuke before and cause a EMP? I have, I’d do this before actually trying a surface detonation.

@EnergyWrapAU What the fuck did I just watch?

This? Still? Reminds me of Rod’s effort on Hansard when asked to explain how renewables reduce electricity prices.

@DemoniacoASX If your moving 200GB to TBs then 10GbE. 10GbE would be the minimal for a new install. Hardwire (CAT6) to key devices for speed (low latency as well), Servers, Workstations, NAS, Wi-Fi access points. Everything else Wi-Fi.

@waitout7 How much would you consider large amounts of data to justify it?

Ya'll run ethernet through the walls these days, or wifi good enough?

@theallinpod @Jason @chamath Is AI going to rewrite Coca-Cola?

The *If* Market: Chamath Explains Why AI is Tanking Stocks @Jason: What's happening in the market, Chamath? Is this the go-forward reality that AI is going to compress these kinds of stocks? @chamath: In a normal functioning market, what we are always debating is *when* a set of cash flows go from becoming highly confident to less highly confident. It's a *when* conversation. So when will Coca-Cola's cash flows be impacted? When will Eli Lilly's cash flows be impacted? And the answer to the "when" gets translated by the public markets into three things: 1) your price to earnings multiple, 2) a revenue multiple, and 3) what's called your weighted average cost of capital. And the basic math of this is that when you have a high WACC, you're massively discounting these cash flows. When you have a low WACC, you're assuming that these things are very durable. Okay, so what is happening? We used to debate *when* – this is no longer a “when” moment, the market is very much in an "if" mode. Are these cash flows durable at all? Could they fall off a cliff in year three? Is there some AI model that's gonna come around the corner and obliterate this business without me knowing it? And because they've shifted into this "if" mindset, your risk becomes totally different. You have this event risk that you don't know how to price, and whenever the market shifts into that mode, what you see is that the holders of those equities want a massive margin of safety. What does that mean? They have to take PEs way down. If you used to trade at 40, you should trade at 20. If you used to trade at 20, you should trade at 10. They take revenue multiples down. You used to trade at 10x revenue, now you're gonna trade at 3x. You take the WACC way up. Used to be a 6% discounted weighted average cost of capital. You know what? I'm taking you to 12 or 13. That's the market's way of saying, I'm now debating if these things will even exist, and so I need to give myself a huge buffer to own this stuff. That's what's happening right now.

@Nousopher The mandatory popcorn meme.

Feb 26th ~ make sure funds are off exchanges that don't need to be there - incase this reveal is an exchange. protect capital always, double down on it during bear markets.

@88888sAccount Windows WSL enters the chat...🤓

@BullionStar No Silver Bullion at @perthmint

First-time buyers at our Bullion Centre aren't asking "what if the price goes lower?" They're asking "what if I can't get any metal?" The focus has shifted from price to availability. Own the actual metal - stored or held personally. What matters is it exists and it's yours. And you can't own what isn't available.

@Nousopher Use all of them, paste the same question and you'll get different results. Add google gemini to your list.

With "AI / LLM" are you mostly using these days? if other, write it in the comments.

@TMFScottP @FedShotTheBear @sage_simian @Peter_Fitz CME gap. YoLo.

@FedShotTheBear @sage_simian As @Peter_Fitz might say: Fear me, for I am the Kiss of Death.

Most thinking people think Australia should have a Sovereign Wealth Fund, keeping our assets for the future. Meanwhile, the government is going to *sell off* assets instead. Wanna bet the proceeds just get spent? We have lost our way.

@great_martis A rather large CME gap....

Bitcoin is heading toward 30k this year, as predicted on Oct 19, 2025. The mother of all broadening patterns is in play. Stay vigilant.

@7NewsMelbourne @paul_dowsley @SteveInmanClips one for you.

Violence has spilt onto King Street after two men were removed from a gentlemen’s club in Melbourne. One of the men threw a chair which appeared to be aimed at security, hitting his friend instead. Get the full story on 7NEWS at 6pm. @paul_dowsley

@TMFScottP Story? Looks more to be Native advertising.

Thank god there's another private school story atop the SMH homepage. For a minute there I thought there might have been more important things...