Smokin Joe

@raven_brah Nevermore

How about you mind your own business

@OwZKnight @unusual_whales What makes you my ally exactly?

@thatcontractor @unusual_whales Keep antagonizing allies, you're doing great!

Respondents in all of the US major allied countries now believe it is better to depend on China than the US, per POLITICO:

@OwZKnight @unusual_whales Oh no, the cancuck insinuated I am coping with some kind of loss. Elbows up, birdbrain.

@thatcontractor @unusual_whales Whatever makes you feel better brother

@BeardoTrader Feels like a good weekend to swing a small put 😂

❤️ this if you were bullish $SPY last month but still not bullish enough.

fuck you

@TheBTCTherapist @jimmy_dore Type of oil matters.

Why is the U.S. exporting record levels of oil if I’m still paying 50% more at the pumps? Make it make sense.

@alifarhat79 If you dropped 10 nukes on every major city in America the market would still go to the moon

What do you call this pattern?

@JonkooTrades @grok how many shares has $ONDS diluted in the past 6 months?

Did you know: $ONDS backlog went from $23M to $457M in under 6 months. That is not guidance. That is money already on the books. Most retail investors focus on revenue guidance. But backlog is what tells you whether the guidance is real. Backlog is signed contracts, secured orders, and committed programs waiting to convert into revenue. It is not aspiration. It is obligation. At Q3 2025, Ondas had $23.3M in backlog. By year-end 2025 it had tripled to $68.3M. Then the Mistral acquisition closed, adding roughly $264M in secured DoD backlog in a single transaction. By the end of March 2026, total backlog sat at approximately $457M, nearly 20 times where it was just six months prior. On top of that, Ondas secured nearly $200M in new contract potential during April alone. To put that in context: Ondas is guiding for at least $375M in 2026 revenue. Their current backlog of $457M already exceeds that number. That means even if they won zero new contracts for the rest of the year, they would have more than enough committed work to hit the target. Every new contract win from here is additive upside, not a requirement just to make the number. This is also why management described Q1 2026 revenue guidance of $38 to $40M as essentially already locked in. The backlog provides what analysts call "clear visibility." In defense tech, visibility is everything.

@iy41124497 @Bogachan_1971 @grok @grok can you summarize this post in a way a layman can understand especially the domino effect that is supposed to cause after mortgage rates were pushed lower? Who gave $ to these friends to buy so much bonds anyway? And do so without hedge?

@Bogachan_1971 @grok can you summarize this post in a way a layman can understand especially the domino effect that is supposed to cause after mortgage rates were pushed lower? Who gave $ to these friends to buy so much bonds anyway? And do so without hedge?

This is the yield of 30 Years US Bonds.... You will see different handles this year... like 5, 6 ... maybe 7.. If you had been following me at least for 6 months, you know I had been very consistent on my call on bonds... I spent 30 years in US rates... I can use my observation skills and pattern recognition to make calls on other assets... but US rates had been my bread and butter unlike others for a very long time. Now I will explain why I was so determined about the direction of long end rates.... It is actually mostly about the worst Treasury Secretary US ever had... #Bessent... He believes he is a hot shot macro trader... he is neither macro, nor trader... he was an execution monkey for Soros and later failed hedge fund manager. Catastrophies happen when ego is much larger than the talent... esepecially if one drinks his own cool-aid... which Bessent served #Trump but also drank himself. In trading, there is something called fulcrum... for the entire leverage... it helps the rest to float or go up... u never touch the fulcrum, u don't goose it up to push everything up. Bond market had been the fulcrum of the system after European Integration moved a lot of capital from USD domain and replaced with China dollars... however, China did not fund the eurodollars... instead bought US Treasuries... that's why Libor blew up... Since 2017, China started to get out of US Treasuries as well and now has half of them they used to have... you can see that the dynamics that played betweem 2000-2007 that blew up Libor are at play since 2017 for US Treasury market.... Before talking about what will happen now... let's see why US Treasuries had been the fulcrum for the rest of the markets.... You see that rest of the world, especially China got developed so well last 20 years... they are better than USA in nearly every tecnology... but US stock market is valued more than all markets combined. How? US System developed by NSA since Feb 2009 depends on financial repression. You live with 8% inflation, but told it is 3%... and bonds yield 5%... that means any large corporation can borrow at -2% to -3%... and use that to buyback their shares... EPS always better than expected. This system relied on lies from BLS for CPI and a bond market... If you are a trader, you never fck with this system... but Bessent did and you will see the results... Bessent decided to lower the long end and mortgage rates when economy was hot because we are running over $2 Trillions in deficits 6 years in a row with very wrong rates... He told his scvm friends to buy mortgage bonds to stuff Freddie and Fannie... these svms bought without hedging, so vol and long end got lower and lower.... In his simple mind, he thought he was helping Trump to win in midterms with lower rates... lower mortgage rates... when #IranWar spiked #OIL prices, he panicked and started to manipulate it... that delayed it but not changed the course. Now he is sitting exactly how #FederalReserve was sitting like a duck on September 2007..... In the next 6 months, you will see how a Treasury Market blows up... since Trump is surrounded by charlatans and clowns, they will not be able to do anything to stop it. Save this post and see how it works....you never touch the fulcrum... but Bessent is not a trader.

@BeardoTrader Not so much for PLTR

The next time Donald Trump tells you to buy a stock, you mortgage your house and full port that sh*t.

@itschrisray @otium33 Yah or issue millions of new shares repeatedly

@otium33 ONDS could announce they acquired PLTR and paid 1 share for it and the stock would go down lol

$ONDS announces Mistral merger: Applause 👏 $ONDS pays for Mistral merger: Mass confusion, panic, selling 😱 Me:

@RoKhanna Racist Ro wants to divide everything by the color of your skin.

Although the Supreme Court technically upheld Section II of VRA, it will effectively dilute the voting power of Black Americans. Trump, Vance, Republican Justices, & Republicans in Congress are undermining multiracial democracy because they fear it. They will not prevail

@Gubloinvestor Trimmed half my position will buy any dip

Who else is very happy? $Sive $Sivef

@Gubloinvestor Dropped 10% this morning on that statement

Congratulations $ONDS holders. You got winner in your portfolio

@GovTimWalz It’s officially LEARING DAY here in America. Thank you Tim for allowing the world to Lear 🙏🏼

I actually don't care what race, religion or ethnicity you are... Do we share the same values? If yes, then we're cool

@alifarhat79 Abandoned baby maybe

What do you call this pattern?

@HighYieldHustle Let’s go

Who has the balls to buy $SOXS here