Mason

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Mason

Mason

@miscomputate

Quantum $INFQ + Rare Earth Elements $CRML . Tracking risk, not vibes. Market Health Snapshots. Occasional political rants (you’ve been warned)

Tham gia Ekim 2025
413 Đang theo dõi364 Người theo dõi
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Cherish Country
Cherish Country@Cherish_Country·
These people weren't maga figures. They jumped on with the obvious winner. They're the Old Guard Republican cronies, you know... the Paul Ryan's, Nikki Haley's, Bush's, Cheney's, Bolton, Pompeo, etc. The ones who tried to push DeSantis and the defectors like cornyn and Chip Roy who should absolutely lose their runoffs. Don't let them divide real maga. As far as I'm concerned, real maga isn't falling for any of this BS and mind warfare. They want to disparage all of President Trump's cabinet so they can choose who they want for. 28. And I guarantee maga won't want them just like we rejected DeSantis and Haley 24. Don't be a fool. Genuine maga really wants America first and America great.
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Elon Musk
Elon Musk@elonmusk·
We don’t live in a democracy if our elected leaders fail to implement the will of the people
InteractivePolls@IAPolls2022

CBS News Poll: Do you favor or oppose requiring people to show valid photo ID before they are permitted to vote? 🟢 Favor: 80% 🟤 Oppose: 20% —— • Dem: 65-35 (+30) • GOP: 95-5 (+90) • Indie: 79-21 (+58) • White: 80-20 (+60) • Black: 80-20 (+60) • Hispanic: 77-23 (+55) YouGov | 3/16-19 | 2,496 A

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Collin Rugg
Collin Rugg@CollinRugg·
@robbystarbuck ABC should not be making someone like this the Bachelorette.
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Collin Rugg
Collin Rugg@CollinRugg·
@Brick_Suit Multiple kids, divorced, and will apparently beat you up. This is who ABC picks as the Bachelorette.
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Matt Van Swol
Matt Van Swol@mattvanswol·
@nickshirleyy I am convinced that if we didn't have 3rd worlders stealing our money we would have zero national debt. The scale of this stuff is truly insane. It's even more insane that NO ONE in California government even wanted to investigate this. Tells you all you need to know...
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Mason
Mason@miscomputate·
This is like the best sequel to the MN fraud. Y’all have to watch this. Even has Somali daycare cameo’s in it. Next level: Somali fraud daycare centers inside of residential apartment buildings.
Nick shirley@nickshirleyy

🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP. We ALL work way too hard and pay too much in taxes for this to be happening. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians. It is time to EXPOSE IT ALL and end America's fraud crisis.

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Mason
Mason@miscomputate·
You’re assuming late cycle automatically leads to 2008-style outcomes. That only works if credit is breaking systemically, and I don’t see that right now. This cycle is tied to real capex and infrastructure, not just speculation, so I don’t think the 2000 or 2008 comparison is a clean fit
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John Galt
John Galt@AtlasShrug1·
Has nothing to do w/ AI accept for all of the debt underlying the projects. That will be problematic for some. This is why I particularly like $NUAI’s capital light model. It can scale better than other platforms. In any event , this just has to do with the fact we are very late cycle. XHB and ITB peaked Fall 2024, 1.5 yrs ago. Ppl will prob recall they peaked in 06 before the market crapped itself in 08. Financials are rolling over, there are cracks in private credit and starting to appear in consumer loans. When metals and energy and ferts lead, you are in the 8rh-9th inning of the multi-year bull. The spike in oil certainly doesnt help and may expedite the unwind. Tech valuations are high but not as bad as 1999, but there are parallels. Anyone remember Tokyo Joe on Silicon Investor? Now we have Serenity on X lol. I see elements of both periods with a little bit of 1973 tossed in, but that was a different time and you had structural USD weakness bc of Bretton Woods and abandoning the gold standard.
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Mason
Mason@miscomputate·
Woke up today a little frustrated watching $INFQ get smoked… Not because I think the thesis is broken and not because I was ignorant of “de-SPAC” but because timing in markets is always brutal on the macro-level. There’s this idea I read years ago: The market teaches you lessons in the 2% of time when everything goes wrong. Go into each investment thinking about that 2% when things go nuts. And somehow… it always feels like that 2% shows up right when you size up. This is not 2008. This is not 2020. By any stretch. Geopolitical shocks tend to fade faster than people expect. In the meantime, it forces me to think more long term. This is where discipline in high beta names gets tested. Short term is noise. Long term is where the thesis plays out. @infleqtion isn’t a trade for me. it’s a long-term build now. On that note, I bought more today 🔥😎
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Mason@miscomputate·
@AtlasShrug1 Also - the 2007–08 comparison doesn’t really hold up right now. That was a credit quality crisis with +13% default rates. We’re not seeing anything close to that level of systemic stress today. Completely different setup imo
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John Galt
John Galt@AtlasShrug1·
@miscomputate This is a cross between 99-00 and 07-08…happy to explain further, but suffice it say you’re going to want to be cashed up to take advantage of the coming carnage. Whether it comes early bc of this conflict or in the fall, it’s coming.
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Mason
Mason@miscomputate·
@RKLBMan @paullecoque 👀 - my call is 6-8. It’s too strong fundamentally. Only way is if this macro war takes the entire market down to that range before it rebounds quickly.
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RocketMan
RocketMan@RKLBMan·
Starting to feel like $INFQ is becoming a falling knife. Under $10. Not selling but not adding more until it shows a bit more stabilization. I have ~1% position for a reason. Still pretty speculative. But this price action is rough.
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Mason@miscomputate·
@stocksaregoated Just make sure you’re buying with a plan, not emotion. Big difference long term
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Mason
Mason@miscomputate·
Who else is getting stomped right now holding $INFQ?
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Mason@miscomputate·
@MSBT1444 Respect the all-in mentality. Just be careful. Markets still punish “no middle ground” buyers. I’m also of the all-in mentality, just be careful how you are buying
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MUATH
MUATH@MSBT1444·
@miscomputate I will keep increasing my position . I’ll either be very right or very wrong. There is no middle ground for me even as it becomes a little difficult for me to keep buying.
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Mason@miscomputate·
@ksa_patriot Careful with that mindset. adding blindly is how people blow up. I’m bullish too, but position sizing still matters. I added a little bit today.
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KSA_Patriot
KSA_Patriot@ksa_patriot·
@miscomputate My humble advice as to $INFQ, keep loading up. The more shares, the merrier. It's just a matter of time for take off.
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Mason@miscomputate·
@AlAlphaResearch That’s exactly it. Nothing about the actual story changed…just the price. Those are the hardest environments to sit through 💥
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Alpha
Alpha@AlAlphaResearch·
Getting stomped on the best thesis in quantum right now. Welcome to the club nobody wants to be in but everyone needs to survive. Think about what hasn’t changed. NASA is still a client. The Department of War is still a client. Nvidia is still a strategic partner. The neutral-atom architecture still has the best scaling path in the sector. The $ 19.9M backlog didn’t disappear because the stock went red. Price and thesis are two different things. Right now the market is selling the price. The thesis is still intact. SPAC listings always do this. The early holders who got in cheap are taking profits while the narrative is hot. That selling pressure is mechanical, not fundamental. It has nothing to do with whether neutral-atom quantum computing wins. The question isn’t whether you’re getting stomped today. The question is whether you’ll still be holding when the Pentagon figures out that GPS-denied navigation needs quantum sensing at the edge. That contract doesn’t care what the stock did on March 19. Zoom out or get out. There is no third option with a name like this.✊💎
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Mason@miscomputate·
@Pfly291995 And depending on your broker, you should be able to create the new account and just migrate all the shares over to it.
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Mason
Mason@miscomputate·
That’s a tough spot, not gonna lie. I have a friend who is stuck at $20 At that point it’s less about adding and more about managing risk + time horizon. Just don’t let one position dictate your whole portfolio mentally even if it’s out-sized. Best to make separate accounts. I did that for just $CRML and $INFQ so I can mute it whenever I want to
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Mason
Mason@miscomputate·
@ZBiddle11 @Pfly291995 Look up CCCX - it’s the incubator SPAC this was under before going public this year
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Khám phá

@robbystarbuck @Brick_Suit @nickshirleyy @GavinNewsom @infleqtion @AtlasShrug1 @RKLBMan @paullecoque