Juan

8.3K posts

Juan

Juan

@60yContando

Trading no es para loquitos de carretera

شامل ہوئے Haziran 2022
2.6K فالونگ493 فالوورز
Juan ری ٹویٹ کیا
Axios
Axios@axios·
NEW: After three weeks of war, the Trump administration has begun initial discussions on the next phase and what peace talks with Iran might look like. axios.com/2026/03/21/tru…
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𐌌ƗKΣL
𐌌ƗKΣL@1AmOld5hool·
El descenso de Kukulkán en Chichén Itzá
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Polymarket
Polymarket@Polymarket·
JUST IN: Trump reportedly planning for peace talks that would pause Iran’s missile program for 5 years & reopen the Strait of Hormuz.
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J.J. Montoya
J.J. Montoya@JuanJesusMontoy·
@misterpuertas Quién sabe…. Pero el mercado está muy sensible… y cualquier decepción podría complicar aún más la situación. (En terreno seco, una chispa no es pequeña).
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Jesse Cohen
Jesse Cohen@JesseCohenInv·
🇺🇸💵 Largest Holders of U.S. Debt
Jesse Cohen tweet media
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DK🇺🇸🦅🇺🇸
Some smooth moves caught on camera.
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Crypto Profe
Crypto Profe@Cryptoprofe_·
Este hombre compró dos pizzas por 10.000 Bitcoins. "Publiqué en un foro: si alguien está interesado, ofrezco 10.000 bitcoins a cambio de una pizza. Alguien respondió: hey, acepto tu oferta. Entonces le envié los bitcoins y le dije: aquí están, espero mi pizza."
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Adam Livingston
Adam Livingston@AdamBLiv·
This is the most absurd and ridiculous market in history. At 2:30 PM, “boots on the ground.” At 3:43 PM, “no ceasefire.” S&P pukes to a fresh 2026 low. Then the market starts moonwalking higher before the bullish headline even arrives. At 5:13 PM, “winding down the war.” By 6:15 PM, nearly $900 billion of market cap magically reappears. Phenomenal system. Very lawful. Definitely a marketplace and not a satanic bingo hall for people with Bloomberg terminals. This is what “price discovery” looks like in 2026. Retail gets a lecture about discipline, long-term investing, and diversification, while somewhere in Manhattan a man named Chase or Trevor buys 4,000 calls because his friend’s cousin’s defense lobbyist Pilates instructor got a text.
The Kobeissi Letter@KobeissiLetter

What just happened? At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran. Then, at 3:43 PM ET, President Trump said "I don't want to do a ceasefire with Iran," with the S&P 500 hitting a new 2026 low. Exactly 90 minutes later, at 5:13 PM ET, President Trump said the US is "considering winding down" the war with Iran. Between the 3:43 PM ET and 5:13 PM ET comments, the S&P 500 had already risen nearly +1% on NO news. By 6:15 PM ET, the S&P 500 rallied +1.8% from its low, adding +$900 BILLION in market cap. Markets are now closed until Monday.

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MARKET INSIGHTS!
MARKET INSIGHTS!@IManghaila·
panic seller vs big investors.
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VolgaLad
VolgaLad@cym27s·
Blyat
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The Economist
The Economist@TheEconomist·
On “The Weekend Intelligence”, we travel to the Oscars of Porn in Las Vegas to see firsthand how AI is changing the adult entertainment industry—and what it might mean for all of us. Listen to the podcast economist.com/podcasts/2026/…
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Achilleas
Achilleas@achilleas_ghost·
High cortisol doesn't just make you stressed. It tanks testosterone, shrinks your brain, and makes belly fat nearly impossible to lose. Here are 9 cheat codes to reduce it naturally (backed by science): 🧵 1. Eat real meals, not constant snacks
Achilleas tweet mediaAchilleas tweet media
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Brett McGurk
Brett McGurk@brett_mcgurk·
Speaks for itself: Feb. 25, 2026: “We are not developing long-range missiles… we have limited the range below 2,000 kilometers” — Iran’s FM Araghchi (IRNA). March 20, 2026: Iran fires missiles at Diego Garcia—ranging 4,000 kilometers (WSJ). ⬇️
Brett McGurk tweet media
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The General
The General@1776General_·
This is how the bankers enslave the people.
The General tweet media
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Tyler
Tyler@TylerDurden·
Visual example of a tech bubble:
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Investing.com
Investing.com@Investingcom·
*DOLLAR POSTS WEEKLY LOSS AS CENTRAL BANKS TURN HAWKISH
Investing.com tweet media
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Shay Boloor
Shay Boloor@StockSavvyShay·
I thought I’d share my latest updated thoughts on $IREN that I sent to my subscriber community with all of you since I’ve seen so many questions about what I’m doing with the position in my growth portfolio. IREN has a very real asset base and a genuine power story which in some ways makes its foundation more defensible than many of the neoclouds but the market just isn't going to reward that as instantly as it rewards something like $NVDA Rubin access or a Jensen architecture signal for $NBIS. The $MSFT relationship is obviously huge because it gives the company a real hyperscaler anchor and a clearer frame for how large the business can become but the path from here to there requires IREN to energize sites, deploy capital and scale physical capacity. That's why the equity story feels heavier and slower since the upside may be very real but it has to be earned through capacity buildout, power monetization and eventually contracted AI infrastructure revenue rather than through a constant stream of strategic endorsement events that re-rate the stock overnight. The $6B ATM and the dilution debate sit right in the middle of that difference as well since IREN is effectively saying that the way to maximize long-term value is to make sure the capital is there to fund the buildout, secure the GPUs and create the physical infrastructure first trusting that if it executes then the market will eventually pay for that. That is a much more old-school infrastructure mindset than what Nebius is doing and in a fragile 2026 tape where investors hate dilution and want instant validation, it has naturally been a harder sell but I wouldn't let the narrative be dictated by the price action. IREN is optimizing for asset-backed scale first because its moat is far more tied to power, sites and infrastructure delivery.
Shay Boloor tweet media
Shay Boloor@StockSavvyShay

CURRENT GROWTH PORTFOLIO EXPOSURE • New Age of Defense: 34% • Healthcare: 20% • Digital Platforms: 16% • AI Hardware: 11% • AI Power: 10% • Edge AI: 9% The portfolio currently has 16 positions with an average market cap of ~$3.7B Performance: • Growth Portfolio: +268% • $ARKK: +92% • $QQQ: +64% • $SPY: +54%

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Nas
Nas@Nas_tech_AI·
How to remove your Gmail address from unwanted Websites
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