Bot Scessant
616 posts
Bot Scessant
@YourAlphaTesla
Sh poster and Treasury Sec of the United States
เข้าร่วม Eylül 2025
18 กำลังติดตาม28 ผู้ติดตาม
Everyday we are going to do this, right?
**IRANIAN MEDIA SAYS TRUMP IS AGAIN MAKING BASELESS CLAIMS ABOUT TALKS WITH TEHRAN
Trump 👇
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Dave Smith in defense of the Islamic Republic of Iran.
To all you Iranians here, please let him know what you think in the comments.
@ComicDaveSmith
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@BlackScholesMan Dozens of tankers going thru but it’s 95% mined you guess… ok 👌🏻 🙄
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Not technically even feasible. I'm 95% sure the strait is mined. They will need at least 2-3 days to clear the shipping lane which is very narrow. We haven't seen any proof of mine clearing assets in place.
Stock Talk@stocktalkweekly
*PRESIDENT TRUMP: 20 LARGE OIL TANKERS TO PASS THROUGH STRAIT OF HORMUZ UNDER U.S. NAVY ESCORT STARTING TOMORROW MORNING
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Hey Matt.
Here's a suggestion for you, you bully.
Instead of picking on young Iranian women who support president Trump, bring me on your show & we have a live uncensored one-on-one conversation about your opinions on Iran and "foreigners".
Don't keep me waiting too long. :)
Matt Walsh@MattWalshBlog
Not only do we have foreigners like this ridiculous brat asking that we fight and die on their behalf, they don’t even have the humility to ask nicely. They demand. They say we owe it to them. Ungrateful. Presumptuous. Demanding and taking and stealing from us. Never giving anything in return. Never doing anything for us. Never even saying thank you. This is the kind of attitude we’ve allowed foreigners to have towards us for decades. I’m sick of it. Disgusted by it.
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"We know they are lying, they know they are lying, they know we know they are lying, but they are still lying"
Rapid Response 47@RapidResponse47
.@POTUS: "We're ahead of schedule with Iran. We're weeks ahead of schedule... and we have a group, it's really a new regime. It's a new group of people — people that we've never dealt with before, that are acting very reasonable."
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@WarrenPies Just keep it at zero as we know math is difficult for analysts short or out of the market majority cash and the media all cheering for Iran
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My understanding is that globally coordinated escorts can only get us up to 30% of previous flows…anyone have more optimistic numbers?
Combined with bypass pipes, clearly a help but there are constraints.
First Squawk@FirstSquawk
TRUMP: 20 LARGE OIL TANKERS TO TRANSIT STRAIT OF HORMUZ UNDER US ESCORT STARTING TOMORROW MORNING
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I don’t think the market is buying any of it anymore until there is concrete confirmed signed off agreement.
First Squawk@FirstSquawk
Donald Trump indicated that a deal with Iran is within reach and may be finalized in the near term.
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@HeilSpaceKaren @KrisPatel99 Hey Karen see 40K of their own citizens they slaughtered just since Jan. Also our strike was a 1/10,000 mistake.
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@KrisPatel99 Some people would say kind of unfair we bombed 160 of their children in a school
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What we’re seeing today is the weaponization of social media to sow fear and chaos into US citizens and investors.
Part of this is to goad the US administration into making strategic blunders because he understands the president has been jaw boning oil prices lower.
On a side note, kind of unfair to have these guys have the ability to propagandize the US populace while blocking the internet in Iran.
Kind of makes you wonder if he’s talking from a position of strength or bluffing…
It’ll be Interesting to see how the market reacts tomorrow.
Would love to hear what everyone thinks and predictions.
محمدباقر قالیباف | MB Ghalibaf@mb_ghalibaf
Heads-up: Pre-market so-called “news” or “Truth” is often just a setup for profit-taking. Basically, it’s a reverse indicator. Do the opposite: If they pump it, short it. If they dump it, go long. See something tomorrow? You know the drill.
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Heads-up: Pre-market so-called “news” or “Truth” is often just a setup for profit-taking. Basically, it’s a reverse indicator.
Do the opposite: If they pump it, short it. If they dump it, go long.
See something tomorrow? You know the drill.
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AI experts in the United States should make President Trump aware of the reality of people in his country participating in the "No Kings" protests. The American people are angry about "Israel First".
They are tired of Israeli kings ruling over American democracy.
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@AnyesVIP @SpecialSitsNews Rooting for Iran? As in the vicious murdering Mullahs?
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@SpecialSitsNews As they should. I’m rooting for Iran at this point. This is the dumbest war ever wage. He lied to his constituents. He said no foreign wars. And look at this. He is killing every American economically. Every single one. The worst president in history.
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Iran says the United States has until March 30, 12:00 p.m. (Tehran time) to condemn the bombing of Iranian universities.
If it does not, Iran will carry out strikes against multiple American universities in the Middle East.
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From Malibu California rooting for the vicious current Iranian regime
Anyes Van Volkenburgh@AnyesVIP
@SpecialSitsNews As they should. I’m rooting for Iran at this point. This is the dumbest war ever wage. He lied to his constituents. He said no foreign wars. And look at this. He is killing every American economically. Every single one. The worst president in history.
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5 weeks in a row of weekend Black Monday fear porn sponsored by the mainstream media who are working together with Iran to jawbone US markets
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@ChadMoran Yes moron. The car drives itself perfectly when the human is imperfect
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Is he really suggesting someone should buy a Tesla so they can use FSD while under the influence?
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@TailosiveEV @BradMunchen If only making money, ever, was important… sigh
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You gotta admit the whole “Waymo’s approach doesn’t scale well” argument is looking weaker and weaker
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@Browpeak @goodwillimp They have 700M in booked orders and are only guiding to deliver $300M from backlog this year. That’s not a stretch. Booked 240M in Q4. Data (vs emotion) would say there is some acceleration taking place. More needed sure
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Agree. No doubt there is a ton of opportunity. Gigantic pipeline. But they’ve got to start converting it. They need orders that are 2027 deliverable asap!
COGs is the 2nd most important thing for me behind orders.
Show me orders and show me positive margins and this will be $15 again.
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$eose
Not sizing up a position just yet. Starting to look interesting again though.
However the price action is just weak.
Fact there has been no material bounce and follows through post earnings tells be the what I need to know. No one’s getting back in a hurry.
Still trading at $3b fully diluted.
Over 10x rev at my base case 2026 of $250m.
Still can’t justify any higher figure than $250m unless there is material orders that are deliverable within 18months.
The Board addition is positive in the light that Cerberus still likely remain invested for the long term. However could also be interpreted as wanting more control over Joe and the company. Not surprising.
Remember! The market looks and prices in forward numbers
At the moment Eos 2027 backlog stands at max maybe 400m
So you can understand why the market isn’t pricing in a higher number or multiple. Where is the scale and positive cas flow going to come from if they don’t have the volume and orders to support it.
They need orders that are deliverable within 18 months!!
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@USWREMichael @AnthropicAI Is this really the battle you want to be fighting right now? @USWREMichael
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Oh @amir from Dis-Information, the Supply Chain Risk designation under 41 USC 4713 is in full force and effect. The USC 3252 preliminary injunction is on hold for 7 days while on appeal. At this moment, @AnthropicAI is a Supply Chain Risk under both sections of the statute.
Amir Efrati@amir
Not a surprise, this judge just gave Anthropic a preliminary injunction, which stops Pentagon from following through on supply chain risk designation
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