Sid

757 posts

Sid

Sid

@spmur11

شامل ہوئے Kasım 2015
664 فالونگ63 فالوورز
Arthur MacWaters
Arthur MacWaters@ArthurMacwaters·
“I wish it need not have happened in my time," said Frodo. "So do I," said Gandalf, "and so do all who live to see such times. But that is not for them to decide. All we have to decide is what to do with the time that is given us.”
Elon Musk@elonmusk

Yes

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Sid
Sid@spmur11·
@goraici You realize PPP can be skewed with subsidies? If we paid market rates are we really equivalent?
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Sid@spmur11·
@noD7R Military complex raising funds
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d7r
d7r@noD7R·
Seeing HTF bullish divergences left n right on so many altcoins.
d7r tweet media
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Cedric Indelicato
Cedric Indelicato@morsindiae·
@snuppydogg “That guy was worshiped by his troops and commanded incredible loyalty” “What did he do?” “He paid them”
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snuppydogg
snuppydogg@snuppydogg·
It's amazing to study history and they're like "this guy was a military genius, crushed everybody in his path" "what did he do?" "he gave his troops slightly longer spears"
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Sid
Sid@spmur11·
@amlivemon High sulfur prices affecting US?
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Cryptoklepto
Cryptoklepto@CK_Cryptoklepto·
Reminder: this is the part where $MARA "goes down less" because they are "mature"
GIF
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Temu Robot James
Temu Robot James@ScottPh77711570·
@KrisAbdelmessih @paulg I went broke when I was 30 like this Id won the game, but kept playing Worst mistake of my life, in a life conspicuous for its mistakes
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Kris
Kris@KrisAbdelmessih·
For all the people who are about to be rich and want to stay that way I strongly urge reading this essay by @paulg paulgraham.com/selfindulgence…
Nathan Resnick@naterez94

I spoke with a member of the technical staff at Anthropic yesterday who is about to make $17 million. He's been there less than 2.5 years and is blown away by his equity value. His biggest worry now is tax strategy. His CPA told him to "max out his 401(k) and consider a donor-advised fund." While that's a great starting point, here's what makes even more sense: He's acquiring a 48 unit apartment complex in Phoenix for $14.5 million. We're running a cost segregation study to reclassify approximately 30% of the depreciable basis into 5, 7, and 15 year property. Here's the math: • $14.5M purchase price • ~$12.3M depreciable basis (excluding land) • ~$3.7M reclassified to short-life assets via cost seg • 100% bonus depreciation under OBBBA = $3.7M accelerated to Year 1 Plus standard Year 1 depreciation on the remaining basis adds another ~$315K. Total Year 1 deduction: approximately 4M. His wife is qualifying as a real estate professional 750+ hours, more time than any other activity. The loss is no longer passive. It offsets ordinary income. At a 37% federal bracket plus 13.3% California, that's a combined rate just over 50%. $4M × 50% = 2M+ in tax savings. Year 1. Layer in operating expenses, loan interest, and startup costs on the property, the total offset against his Anthropic income crosses $3 million. Not deferred. Not spread over 27.5 years. Meanwhile, the property cash flows. He's converted concentrated tech stock into a real asset producing monthly income. And he's done it all before he files the return on his equity windfall. This is what real tax planning looks like for tech liquidity. If you're an engineer, exec, or early employee sitting on a meaningful equity position and your CPA hasn't mentioned cost segregation, bonus depreciation, or REPS qualification, you're probably leaving seven figures on the table.

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d7r
d7r@noD7R·
d7r tweet media
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Sid
Sid@spmur11·
@AlexGFU BTC can’t catch a bid by the looks of it and no catalyst for now
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John
John@AlexGFU·
@spmur11 But ISM is climbing
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John
John@AlexGFU·
🚨 MARA URGENT UPDATE: ISM PMI Just Printed 54.0—Parabolic Thesis Accelerating FAST (June 1, 2026) High-Level Thesis for $MARA’s run to $1,000+ isn’t just alive…it’s gaining serious momentum. Today’s ISM Manufacturing PMI came in at 54.0—beating expectations and marking the strongest expansion since May 2022. Since January 2026, the index has been firmly above 50 and has now posted five straight months of expansion, with today’s print showing acceleration (New Orders jumped to 56.8, Production to 54.3). This isn’t slowing down—it’s strengthening exactly as the cycle thesis predicted. The correlation between ISM PMI and $MARA remains insanely tight. Just like the 2020-2021 playbook, the “pink line” leads and MARA delivers violent upside. Why This Matters Now: ✅ Manufacturing Supercycle Confirmed—Sustained expansion + real business cycle rebound. ✅ AI Hype Cycle + Bitcoin Tailwinds— $MARA's aggressive pivot into AI data centers is layering explosive new demand on top of core mining. ✅ My Scarcity Effect Thesis in Full Swing—Massive institutional and hedge fund long positions locked in 13F filings. Low float + conviction buying = parabolic moves when catalysts hit. I modeled the top forming in 2026, last year, expecting recovery sooner. The cycle lagged a bit but exploded in Q1—and this May print confirms the momentum is not slowing. My original call is playing out beautifully. MARA to $1,000 still very much on track —Spring 2027 or earlier. The chart structure (wedge break, volume profile, trendlines) + institutional accumulation + real revenue growth from AI/BTC/energy infrastructure = textbook violent repricing. This isn’t just another Bitcoin miner. It’s becoming critical infrastructure at the intersection of compute, energy, and digital assets. Who’s still riding? Who added on today’s ISM beat? Drop your thoughts 👇 #MARA #Bitcoin #AI #ISM #Stocks #Manufacturing
John tweet media
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Sid@spmur11·
@DeanTTraining Isnt this more of an RDL replacement
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Leading Report
Leading Report@LeadingReport·
Peter Thiel has temporarily relocated his family to Argentina, enrolled his children in school there, and bought property, partly due to Thiel’s concerns about the United States’ future, per NYT.
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Tony Nash
Tony Nash@TonyNashNerd·
@amlivemon That's also why China can't frack
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Sid
Sid@spmur11·
@Groupmakoma Blackstone aint blackrock
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Sid@spmur11·
@noD7R The only message
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Live Monitor
Live Monitor@amlivemon·
It’s almost $6 a gallon of gas in Florida… Trump can kiss midterms goodbye
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