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@Xandman5
"@Analyst_G Crypto guys think everything leads to higher Bitcoin. It's a cult"
X Link @Xandman5 2025-10-17T02:40Z XXX followers, XX engagements
"@TaviCosta China is going to make a grab for Taiwan"
X Link @Xandman5 2025-10-16T16:05Z XXX followers, XX engagements
"@YanGome73808960 @GuntherEagleman Exxon already partnered with Guyana to extract the biggest deposit ever found. It's likely that Venezuela's intent to invade Guyana that we are gonna hit them now. Carry a big stick"
X Link @Xandman5 2025-10-16T04:01Z XXX followers, XX engagements
"@wallstengine Yet the largest data center reit is down over the last year"
X Link @Xandman5 2025-10-15T15:48Z XXX followers, XXX engagements
"@741trey It's mostly Citadel. Clearing firms just try to make pennies per transaction"
X Link @Xandman5 2025-10-16T03:53Z XXX followers, XXX engagements
"@j_fishback Post the names of the board"
X Link @Xandman5 2025-10-17T17:13Z XXX followers, XX engagements
"@Yuchenj_UW China is getting the chips thru Singapore and Malaysia. Exactly what Jensen was replying to and trying to obfuscate"
X Link @Xandman5 2025-10-17T18:54Z XXX followers, XXX engagements
"@TheTranscript_ Somehow I sense that all these OpenAI tie-ups will just end up with AI server farms in China. The Chinese are determined to win even without profits"
X Link @Xandman5 2025-10-17T02:25Z XXX followers, XX engagements
"@stevehou0 We can't go cold turkey on deficit spending. However it's going to right places. And if the American people can't handle Austerity like grown ups we have police and military already mobilized"
X Link @Xandman5 2025-10-15T17:39Z XXX followers, XXX engagements
"@MacroEdgeRes If there was a guy architecting a counter move to China's gold reserve accumulation it would be him. They aren't playing Chess. They are playing poker"
X Link @Xandman5 2025-10-15T17:23Z XXX followers, XX engagements
"@McClellanOsc Equity market would panic and sell off. Fed is trying other angles"
X Link @Xandman5 2025-10-14T18:45Z XXX followers, XXX engagements
"@levenson_david It could be that people in Bitcoin or so into the debasement narrative that they rushed to the asset that's currently validating that view.gold. Too bad they never cared to learn about bonds which is where real money lives"
X Link @Xandman5 2025-10-17T14:53Z XXX followers, XX engagements
"@WokeCapital Tidbit. Accenture formerly Andersen Consulting was the model for all Indian IT consulting firms. They used to have a big training campus West of Chicago and would take all college majors"
X Link @Xandman5 2025-10-10T02:38Z XXX followers, XXX engagements
"@PressSec Why does the richest country in the world with the biggest capital markets need foreign investment Just kick out the H1-B's. Duh"
X Link @Xandman5 2025-10-15T02:30Z XXX followers, XX engagements
"@77AugustWest72 @timburchett What critical role do they have Hard to fathom they could be more important than the janitor"
X Link @Xandman5 2025-10-16T03:46Z XXX followers, XX engagements
"@KumarXclusive Even the traditional American IT consulting firms are Indian body shops. Ex. Accenture fka Andersen Consulting. We created this business model"
X Link @Xandman5 2025-10-16T23:06Z XXX followers, XXX engagements
"@Kuntaknte5 @TMTLongShort It starts with the end of WW2 and how the US has spent more money than all countries combined to keep the peace in the Pacific. A Rules Based Order. Lots to read and learn"
X Link @Xandman5 2025-10-15T03:32Z XXX followers, XX engagements
"@JackFarley96 If the banks delinquency data is diverging from the aggregate credit distress data you know they are playing hide and seek. In their balance sheet. Check your mail for "No payments for X months" offers. It has become more of a way of life since Covid"
X Link @Xandman5 2025-10-14T18:22Z XXX followers, XX engagements
"@Megatron_ron Our cooking oil comes from China Gross"
X Link @Xandman5 2025-10-14T21:15Z XXX followers, XX engagements
"@BourbonCap List shows total capex not AI capex. And capex intensive companies at that. I don't believe that BBG staff simply lacked numeracy. It's part of the hype machine"
X Link @Xandman5 2025-10-14T23:58Z XXX followers, XXX engagements
"@Oculustrade It's only a test. And so was the ALT coin crash. Keep leverage at a low"
X Link @Xandman5 2025-10-14T17:16Z XXX followers, XX engagements
"@burkov @kakashiii111 Not fond of China but I think they have a vital role to play in suppressing the more exploitive tendencies of Silicon Valley and Wall Street. Never forget the initial intention to make OpenAI non-profit"
X Link @Xandman5 2025-10-14T06:57Z XXX followers, XXX engagements
"@itscarterhughes 1-800-ICE-RAID"
X Link @Xandman5 2025-10-16T19:27Z XXX followers, X engagements
"@LukeGromen Strange that people are in rushing into gold while at the same time max equities and implicitly/explicitly short defensives. It's mostly Chinese CB money"
X Link @Xandman5 2025-10-17T17:07Z XXX followers, XX engagements
"@BanklessHQ Wow. Tom Lee can be that much of a workflow automation expert then I should be the Fed chief economist"
X Link @Xandman5 2025-10-14T21:18Z XXX followers, XXX engagements
"@DanielTNiles Except that just a few months ago $SMH dropped about -XX% from the initial rumblings. I think the price discovery mechanism tallied more votes then than last Friday"
X Link @Xandman5 2025-10-12T23:32Z XXX followers, 2187 engagements
"@bstarrreports It's a great day for OPSEC"
X Link @Xandman5 2025-10-16T19:41Z XXX followers, X engagements
"@munster_gene How about the largest data center REIT being down over a X yr period"
X Link @Xandman5 2025-10-15T16:15Z XXX followers, XXX engagements
"$ALLY You can't be at the epicenter of the ABS blowup and not go unscathed. The broad diversification in ABS portfolios means everybody pretty much gets the same results. They are doing an extend and pretend by neglecting loan loss provisions"
X Link @Xandman5 2025-10-17T14:27Z XXX followers, XX engagements