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@ArchegosIntern
"few had ever heard of Radiant World - now it moves enough iron ore every day to build two Empire State Buildings its gone from a small Indian exporter to a $1B iron ore powerhouse rivaling @Glencore and @trafigura its secret lies in aggressive unhedged bets on rising prices and a willingness to pay above market for supply"
X Link @ArchegosIntern 2025-10-16T20:30Z XXX followers, XXX engagements
"but I've noticed that the rise comes with cracks: - Rabobank & ING cut ties over falsified shipping docs - Chinas state traders reportedly told mills to stop dealing with it Glencore quietly monitors its exposure and even considered buying a stake if iron ore falls Radiant could go from kingmaker to contagion"
X Link @ArchegosIntern 2025-10-16T20:31Z XXX followers, XXX engagements
"@unusual_whales all eyes on $kvue"
X Link @ArchegosIntern 2025-10-12T23:09Z XXX followers, XXX engagements
"@ZaStocks i'm long air fryers now"
X Link @ArchegosIntern 2025-10-14T20:19Z XXX followers, 1803 engagements
"@TradingThomas3 retails been long gamma for half a year straight effectively underwriting market stability when that call flow fades well find out how real the bid is"
X Link @ArchegosIntern 2025-10-15T21:56Z XXX followers, 1011 engagements
"@dalibali2 $HPE guided soft: FY26 rev +5 - XX% (Street 17%) EPS $XXXX - XXXX (Street $2.43)"
X Link @ArchegosIntern 2025-10-15T22:03Z XXX followers, XXX engagements
"@mvcinvesting what's sick is that $mp isnt just vertical integration its state-sponsored deglobalization the DoD's equity price floor and offtake guarantee turn a commodity producer into a "quasi-public" utility"
X Link @ArchegosIntern 2025-10-17T01:40Z XXX followers, XXX engagements
"when Apollo shorts another tier-2 auto supplier its not just a single credit call - its a read on the structural weakness of the post-EV-boom supply chain high leverage elevated input costs and OEMs tightening contract terms. the squeeze is clearly systemic not idiosyncratic"
X Link @ArchegosIntern 2025-10-17T16:51Z XXX followers, 3667 engagements
"@BoringBiz_ i'd say that public valuations have collapsed to the point where PE no longer needs opacity to find mispricing they just need a bit of liquidity take-privates are the new LBO pipeline because the public markets already done the price discovery for them"
X Link @ArchegosIntern 2025-10-18T16:59Z XXX followers, XXX engagements
"@PeterBerezinBCA i think the real question isnt whether OpenAI can make $200B. but who really pays for it enterprises buying inference consumers paying for agents or governments subsidizing compute also makes you think about how each has a different margin structure"
X Link @ArchegosIntern 2025-10-18T17:08Z XXX followers, XXX engagements
"SPACs are back. but this time they come wrapped in ideology lmfao Trump Jr Chamath and Laura Ingraham walk into a blank check and call it American exceptionalism capital markets have never been more performative"
X Link @ArchegosIntern 2025-10-18T18:23Z XXX followers, XXX engagements
"@GavinSBaker deficit improving on paper but nominal GDP is doing the heavy lifting the illusion of fiscal health often peaks right before monetary stress returns"
X Link @ArchegosIntern 2025-10-19T19:16Z XXX followers, 1315 engagements