highnstein

@vulturetrades $SPY

Tomorrow morning I’m loading up $200,000 in call options on a single ticker. My biggest play since $GME $OPEN $TSLA $NVDA $AMD Mark my words 99% of traders will miss this next $OPEN type mover. I WILL NOT and my my followers won’t either. I’m only sending this ticker to those who hit the “❤️” and comment “$SPY” (Must be following in order to DM)

🚨🇺🇸🇮🇷 BREAKING: U.S.-Iran peace talks in Pakistan just ended with ZERO deal. After tense hours, both sides walked away empty-handed. Negotiations set to resume Sunday. Source: CNBC, Reuters

“Take positions? Assume the position” 😂😂😂

@MarioNawfal Seeing reports Iran accepted ceasefire

@shellenberger Michael - I work in the marketing of crude and refined products. Impressed with the accuracy of your explanation. One nuance to add, California has a tighter spec requirement for RBOB (gasoline) called CARBOB, entrenching the island analogy. Few alternatives for supply = $$$

President Donald Trump is responsible for California’s high gasoline prices, says Governor Gavin Newsom. “Americans will pay $1.5 BILLION MORE at the gas pump just this week because of Donald Trump’s war with Iran,” he wrote. When the Trump administration invoked the Defense Production Act to restart the Sable Offshore pipeline near Santa Barbara, Newsom condemned the move as a cynical attempt to exploit a crisis of the president’s own making. “Donald Trump started a war, admitted it would spike gas prices nationwide, and told Americans it was a small price to pay,” Newsom said. “Now he’s using this crisis of his own making to attempt what he’s wanted to do for years: open California’s coast for his oil industry friends so they can poison our beaches.” But California’s $5.86-per-gallon gasoline price exceeds the national average of $3.95 by nearly two dollars because Newsom has systematically dismantled the state’s energy supply infrastructure. Washington and Hawaii, the next most expensive, trail California by more than a dollar. Texas drivers pay $2.70. while leaving demand largely intact. California imports roughly 63% of its crude oil from foreign countries, despite having at least 1.7 billion barrels of proven reserves. Its oil production fell by more than 75%, from over 1 million barrels per day in the 1980s to 246,000 barrels per day at the end of 2025. California made itself into an energy island, isolated from the continent’s abundant oil and natural gas resources by regulatory choice rather than geographic necessity. Where California used to be one of America’s largest oil producers, most of the state’s crude now arrives by sea. “Because Gulf Coast refiners can access domestic crude through pipelines,” notes Robert Rapier, “Persian Gulf barrels are not evenly spread across the country. A disproportionate share of those Saudi and Iraqi imports ends up in PADD 5, the West Coast refining district, precisely because California lacks pipeline access to Permian supply.” And California’s refineries aren’t set up to refine domestic crude but rather foreign imports. California thus resembles Asian nations that lack domestic hydrocarbons and depend on seaborne imports through chokepoints, except that California sits atop a continent with the world’s largest combined oil and natural gas production. It has no major refined product pipeline connecting it to Texas or Louisiana. And it has been routing imported gasoline through the Bahamas to avoid the Jones Act’s requirement that goods shipped between U.S. ports travel on expensive American-flagged vessels... x.com/shellenberger/… Please subscribe now to support Public's award-winning investigative journalism, read the full article, and watch the full video! x.com/shellenberger/…

Gavin Newsom says Trump is to blame for California’s $5.86/gallon gasoline, but that’s nearly $2 higher than the national average. And it was mostly Newsom’s destruction of the state’s oil production and refining capacity that explains the difference.

Strap in for this weekend x.com/osinttechnical…

@KobeissiLetter Your Trump Playbook was right

The "one-month ceasefire" situation: Israeli media is now reporting that US envoys Witkoff and Kushner are preparing for a one-month ceasefire with Iran. This ceasefire will be utilized to "hold talks" as the war nears the end of its 4th week. But, will Iran accept? It has become increasingly clear that Iran's primary source of leverage in this war is their ability to dictate the narrative in capital markets. If a ceasefire is announced, driving treasury yields and oil prices lower, Iran loses a significant portion of their bargaining power. This points to further rejection of peace talks by Iran. However, it is now clear that there is a lot happening behind the scenes and the war appears to be closer to its end than its beginning. We expect immense volatility ahead.

Cloud-computing startup Fluidstack has pulled out of a high-profile €10 billion data center project in France as it pivots toward the US after winning larger contracts there, sources say bloomberg.com/news/articles/…

@TrendSpider Not disagreeing with the overall trend but shouldn’t MP Materials be on this chart?

If Chamath was a weather app, he’d predict sunshine and you’d wake up in a submarine

@bricked_trades Used to work with UIPath and a few other RPAs on a process automation team. We pretty quickly figured out almost anything an RPA could do, python or other apps could do better and easier. Our spend on RPAs collapsed to next to nothing after 3 years

$PATH the biggest value trap shilled here on X Wall Street will always discount a perfect earnings if they fundamentally stop believing in the company's terminal value. No different than $TTD $ADBE where both stocks suffer from "Middleman Moat Crisis." RPA bots are mindless execution engines that require humans to map out every single edge case. AI agents can reason. $NVDA NemoClaw once announced could be final nail for $PATH

@MarioNawfal Myron getting ExperienceMogged rn

@MarioNawfal This is barely a change from what has been discussed Tuesday. Iran was already backing away from its short-term nuclear ambition

🚨BREAKING: IRAN READY FOR MAJOR CONCESSIONS Finally some good news. An Iranian official told Reuters Iran is ready to make major concessions regarding their nuclear program. This includes: - Exporting half of their most highly enriched uranium abroad - Diluting the rest down from dangerous levels - Participating in a consortium with other Gulf nations to ensure enrichment happens under strict IAEA monitoring In exchange, Iran requests full sanctions relief and U.S. recognition of their "right to peaceful uranium enrichment" Note, these concessions don’t include Iran’s ballistic missile stockpiles, which they’ve said is a red line for them. I hope this point doesn’t become a deal breaker, as that would be ridiculous. Source: An Iranian official via Reuters

Unabashed Asian Supremacist

@WallStreetMav SAP shouldn’t get it based on the fact that SAP sucks

SAP is trying to get a $1.5 billion contract to manage all of the human resources for every agency in the federal govt. This is the same company that was just recently fined $220 million by the US govt (2024) for foreign bribery. American companies should be managing this type of US govt contract. America First.

@KobeissiLetter Look at SHFE inventories; they are even closer to completely depleting

COMEX silver inventories are falling: Silver inventories in COMEX warehouses have fallen -34 million ounces from their high, to 415 million ounces, the lowest since March 2025. The stockpile has dropped -117 million ounces, or -22%, since September’s peak. Falling silver inventories indicate strong physical demand as short sellers struggle to find actual metal to deliver against their futures contracts. When these traders cannot find enough physical silver to buy, they have to pay higher prices demanded by sellers. This pushes silver prices even higher, which then forces more traders to buy to avoid losses, tightening market conditions even further. The silver short-squeeze is in full-swing.

🚨 BREAKING: 🇺🇸 A DHS spokesperson says that several federal agents were actually using body cameras during the incident that led to Alex Pretti being shot and killed in Minnesota. Source: @BillMelugin_, Fox News

What Conservatives Say… Vs What Liberals Actually Hear Too accurate 😭🔥

The SHFE silver premium has risen to new highs as the situation becomes more dire. The issue is that SHFE is highly regulated, making it difficult to transact commodities directly with the exchange, cutting them off from many physical traders #silversqueeze

COMEX silver inventory drawdowns have also accelerated in 2026. 4Q 2025 drawdowns averaged 880k troy oz/day. January MTD drawdowns are at 1430k troy oz/day. This sets full depletion in Nov 2026 #silversqueeze

SHFE silver stocks are plummeting. Inventory dropped 717 tons in 2025, falling at a rate of ~2t/day, placing full depletion near the end of 2026. In January that depletion rate accelerated to ~5tons/day, setting full depletion near the end of May 2026 #silversqueeze