#  @Vera_Icona_23 George Hart George Hart posts on X about $nvda, nvda, ai, stocks the most. They currently have [-----] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::961557644/interactions)  - [--] Week [---------] +72,195% - [--] Month [---------] +11,243% - [--] Months [---------] +7,244% - [--] Year [---------] +441% ### Mentions: [--] [#](/creator/twitter::961557644/posts_active)  - [--] Month [--] +59% - [--] Months [---] +169% - [--] Year [---] -43% ### Followers: [-----] [#](/creator/twitter::961557644/followers)  - [--] Week [-----] +0.26% - [--] Month [-----] +1.90% - [--] Months [-----] +1.10% - [--] Year [-----] +10% ### CreatorRank: [---------] [#](/creator/twitter::961557644/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [celebrities](/list/celebrities) [us election](/list/us-election) [countries](/list/countries) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) [musicians](/list/musicians) **Social topic influence** [$nvda](/topic/$nvda), [nvda](/topic/nvda), [ai](/topic/ai), [stocks](/topic/stocks), [elon musk](/topic/elon-musk), [dems](/topic/dems), [$tsla](/topic/$tsla), [$googl](/topic/$googl), [$amzn](/topic/$amzn), [meta](/topic/meta) **Top accounts mentioned or mentioned by** [@samanthaladuc](/creator/undefined) [@mwebster1971](/creator/undefined) [@martychargin](/creator/undefined) [@elonmusk](/creator/undefined) [@dickdragonpriv1](/creator/undefined) [@walterkirn](/creator/undefined) [@grok](/creator/undefined) [@jamcroissant](/creator/undefined) [@openai](/creator/undefined) [@theaiinvestor](/creator/undefined) [@unquirer](/creator/undefined) [@spacex](/creator/undefined) [@dennisc230](/creator/undefined) [@richardmoglen](/creator/undefined) [@marketsurge](/creator/undefined) [@billybobwalter1](/creator/undefined) [@billackman](/creator/undefined) [@bigsteve207](/creator/undefined) [@piercelilholt](/creator/undefined) [@ibdecarson](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Apple, Inc. (AAPL)](/topic/aapl) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [GE Vernova Inc. (GEV)](/topic/$gev) [DeepSeek (DEEPSEEK)](/topic/deepseek) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Carnival Corp (CCL)](/topic/$ccl) [StarLink (STARL)](/topic/starlink) [Gains (GAINS)](/topic/gains) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts Top posts by engagements in the last [--] hours "@ThweisSXFX @CathieDWood @ARKInvest March [----] hit $ARKK very hard since [--] of its very largest holdings were $TSLA $SQ $NVTA names which went on to be [--] of the biggest winners in [----]. ETF's and mutual funds can't turn on a dime as we can. Sharpe ratio addresses your volatility question & it's a not so great 1.24" [X Link](https://x.com/Vera_Icona_23/status/1308405745264848898) 2020-09-22T14:00Z [----] followers, [--] engagements "@ThweisSXFX @CathieDWood @ARKInvest Dennis Lynch at Morgan Stanley comes in with better Sharpe [----] and a 3yr return of 44.9% for his Insight Fund $CPOAX [--] yr return of 30%" [X Link](https://x.com/Vera_Icona_23/status/1308407783105220613) 2020-09-22T14:08Z [----] followers, [--] engagements "@DickDragonPriv1 With $IWM also surging is this a rotation into "the rest of the world" you anticipated by getting into $VXF last week" [X Link](https://x.com/Vera_Icona_23/status/1757070882579599396) 2024-02-12T15:55Z [----] followers, [--] engagements "@DickDragonPriv1 These $XLE & $OIH weekly charts from @marketsurge (MS)make a couple of important points Note MS weekly & monthly charts can be "Best Fit" or "Standard" =a given vertical movement is always same percent gain 1/ $OIH stronger chart esp Rel Str 2/ MS is an Excel-class power tool" [X Link](https://x.com/Vera_Icona_23/status/2011472796354764901) 2026-01-14T16:17Z [----] followers, [---] engagements "@dennisc230 Same business metallurgical coal but much nicer chart to deal with $HCC" [X Link](https://x.com/Vera_Icona_23/status/2014725223426257391) 2026-01-23T15:41Z [----] followers, [---] engagements "@duckman1717 @KobeissiLetter Amazing how many get very confused by a great unusual run each day subject to a game collapsing tweet vs trading So what happens after silver hits $100 & gold $5000-6000 These are self-extinguishing fires next factor of two is very difficult Meanwhile $NVDA 20%/yr x 4yrs = 2X" [X Link](https://x.com/Vera_Icona_23/status/2014930546913058869) 2026-01-24T05:17Z [----] followers, [---] engagements "@duckman1717 @KobeissiLetter Or $REMX or $ARKQ" [X Link](https://x.com/Vera_Icona_23/status/2014930640752296005) 2026-01-24T05:17Z [----] followers, [--] engagements "@SteveRob This photo should give one cause for pause Maybe it's because I've been here at least twice as long as you but this just looks like a group of regular Mainers similar to the famous Norman Rockwell Freedom of Speech painting Not wealthy Midcoast blow-ins Something has happened" [X Link](https://x.com/Vera_Icona_23/status/2015310765217972573) 2026-01-25T06:28Z [----] followers, [---] engagements "@SteveRob I am not saying they're right It's just disturbing that so many "regular folks" are on the other side This isn't the type of loons gathering each Saturday in Rockland to exhibit their superior sense of compassion It's a slice cut from the middle of Maine Waitresses at Moodys" [X Link](https://x.com/Vera_Icona_23/status/2015312189247148304) 2026-01-25T06:34Z [----] followers, [---] engagements "@dennisc230 @CathieDWood @Arkk @Arkq Sometimes the ETF is the way to go for the protection of diversity As in the case of $IBB and $XBI for the biotechs This is especially true for very early stage growth You avoid individual stock air pockets Plus the ensemble chart is much more well behaved than single stcoks" [X Link](https://x.com/Vera_Icona_23/status/2015526059156898156) 2026-01-25T20:43Z [----] followers, [---] engagements "@dennisc230 @CathieDWood @Arkk @Arkq A counter example might be $REMX vs $ALB for rare earths & lithium But even there $ALB sharp downmove threw me out a week ago while $REMX as an ensemble was better behaved Of course if I'd waited for a @mwebster1971 confirmation that the [--] ema was really broken I'd still be in" [X Link](https://x.com/Vera_Icona_23/status/2015527433076723903) 2026-01-25T20:49Z [----] followers, [--] engagements "@SamanthaLaDuc Beyond that chaotic uncertainty is poison to financial markets The daily dose from the White House of "Simon Says on Steroids" leads nowhere good Just yesterday: $UNH $ALHC & others torpedoed Tariff King slams S Korea -- an agreement on paper w/ the US means nothing" [X Link](https://x.com/Vera_Icona_23/status/2016164503272960094) 2026-01-27T15:00Z [----] followers, [---] engagements "With the $DXY having dropped from [---] when Trump was inaugurated & now rushing towards [--] . and Korean Kia & Hyundai cars those on bottom rung of the ladder buy now w/a 25% tariff Even dumb as they are Dems will manage to push message why items at Walmart & Kias are so costly" [X Link](https://x.com/Vera_Icona_23/status/2016247337077686413) 2026-01-27T20:29Z [----] followers, [---] engagements "For me it's not an issue of being for or against "Trump" It's defending against the "warmth of collectivism" Administration is simply not getting the job done Never admitted/understood they only got the White House because Harris-Walz were so horrible Approval40 Play Defense" [X Link](https://x.com/Vera_Icona_23/status/2016249441066406261) 2026-01-27T20:38Z [----] followers, [--] engagements "@wallstengine With the $DXY having dropped from [---] when Trump was inaugurated & now rushing towards [--] . and Korean Kia & Hyundai cars those on bottom rung of the ladder buy now w/a 25% tariff Even dumb as they are Dems will manage to push message why items at Walmart & Kias are so costly" [X Link](https://x.com/Vera_Icona_23/status/2016280713591419108) 2026-01-27T22:42Z [----] followers, [---] engagements "@wallstengine For me it's not an issue of being for or against "Trump" It's defending against the "warmth of collectivism" Administration is simply not getting the job done Never admitted/understood they only got the White House because Harris-Walz were so horrible Approval40 Play Defense" [X Link](https://x.com/Vera_Icona_23/status/2016281021151392089) 2026-01-27T22:43Z [----] followers, [--] engagements "@grok @MrKayNFT @wallstengine @Grok how seriously does a 15% decrease in the value of the dollar affect low and middle income families shopping for low cost affordable goods at Walmart. Most of these goods are not produced at all in the US which long since stopped making them but in China and other countries" [X Link](https://x.com/Vera_Icona_23/status/2016282224258126173) 2026-01-27T22:48Z [----] followers, [--] engagements "Bizarre toxic form of Populism where lower income families have non-food items price increase by 15% in [--] yr Beef prices have surged significantly with overall beef costs up roughly 14.7% to 16.4% compared to last year Ground beef prices have risen by over 15% @jam_croissant @Vera_Icona_23 @MrKayNFT @wallstengine A 15% dollar devaluation would likely raise prices of imported goods at Walmart by 10-15% (not always exact due to hedging and supply chains) as it takes more USD to buy foreign products. Low and middle-income families who spend a higher share of income on these essentials" [X Link](https://x.com/Vera_Icona_23/status/2016284924056158463) 2026-01-27T22:59Z [----] followers, [---] engagements "@TommyThornton Important to note that the Yen had decoupled for months from its usual strong correlation w/spread in US and Japan [--] yr rates which correlation make sense in terms of the carry trade logic Extremely oversold So now quickly returning to the mean can look ominous than it may be" [X Link](https://x.com/Vera_Icona_23/status/2016301119803183585) 2026-01-28T00:03Z [----] followers, [---] engagements "@firstadopter @Grok is there data showing the above discussed layoffs and hiring pattern for the Mag7 stocks where Nvidia is hiring strongly while the other Mag7 are doing repeated layoffs" [X Link](https://x.com/Vera_Icona_23/status/2016337540639523082) 2026-01-28T02:28Z [----] followers, [----] engagements "@grok @firstadopter Very novel interesting and valuable metric Thanks @firstadopter" [X Link](https://x.com/Vera_Icona_23/status/2016339096336212186) 2026-01-28T02:34Z [----] followers, [---] engagements "@DickDragonPriv1 @collinmyerswx When you get up to a 245/35 R20 the tears start to flow Especially when you have to buy four rims and TPMS sensors ($1200) https://www.walmart.com/ip/245-35R20-95T-XL-Nokian-Tyres-Hakkapeliitta-10-Non-Studded-Winter-Tire/1202573816wmlspartner=wlpa&selectedSellerId=0 https://www.walmart.com/ip/245-35R20-95T-XL-Nokian-Tyres-Hakkapeliitta-10-Non-Studded-Winter-Tire/1202573816wmlspartner=wlpa&selectedSellerId=0" [X Link](https://x.com/Vera_Icona_23/status/2016566670291071038) 2026-01-28T17:38Z [----] followers, [--] engagements "$SLV call-put skew One for the record book Buyers willing to pay extreme high levels of option premium to buy calls vs puts Both calls& puts are in Implicit Volatility Danger Zone [---] to [---] Pull back would be expected- but who knows what diktat will next come from Trump" [X Link](https://x.com/Vera_Icona_23/status/2016573019863310821) 2026-01-28T18:04Z [----] followers, [----] engagements "@SamanthaLaDuc Two additional charts of $SLV call & put Implicit Volatility (IV) history -- and current $SLV IV "smirk" & jump since last Friday add useful context to above $SLV skew chart IV and skew are way above the tachometer Red Line But a blown engine may wait until your forecast date" [X Link](https://x.com/Vera_Icona_23/status/2016643775922123025) 2026-01-28T22:45Z [----] followers, [---] engagements "@SamanthaLaDuc @ZManSFl $SLV has had some really unexpected fund flows activity in last few weeks" [X Link](https://x.com/Vera_Icona_23/status/2016648037259477283) 2026-01-28T23:02Z [----] followers, [----] engagements "@jkcoolguy @SamanthaLaDuc As I noted: "Of course skew can always get more skewed" But if momentum of mania begins to subside then the implicit volatility of options will drop from its extreme levels. Vega effect on option premium means they'll drop-with delta down option market makers will sell $SLV" [X Link](https://x.com/Vera_Icona_23/status/2016693993732530436) 2026-01-29T02:04Z [----] followers, [--] engagements "@Mayhem4Markets OK But once you have your safe haven how do you propel economy into health There's too much money under the mattress thinking going on right now Gold price rise dwarfs decline in the $DXY Horribly abused by Fed money creation & fractional reserve system can be useful tools" [X Link](https://x.com/Vera_Icona_23/status/2016753470632518074) 2026-01-29T06:01Z [----] followers, [---] engagements "@jkcoolguy @SamanthaLaDuc Wherever the monster flows are is where the battle takes place Simple trading physics Flows= Force Much of what happens is invisible to most people because they're looking in the wrong place @jam_croissant has repeatedly tried to help people understand-options ARE the market" [X Link](https://x.com/Vera_Icona_23/status/2016757176258220276) 2026-01-29T06:15Z [----] followers, [--] engagements "@ZManSFl @Blueandorange33 @SamanthaLaDuc The fiscal death spiral of the US will continue As will the ill effects of central planning by an agent of chaos Another good entry may take quite a while The hangover from this kind of parabola usually takes months/yrs to shake off But one more Trump edict could change that" [X Link](https://x.com/Vera_Icona_23/status/2016910869112762637) 2026-01-29T16:26Z [----] followers, [--] engagements "@Blueandorange33 @ZManSFl @SamanthaLaDuc It would only be a guess Rather just already be in a position and see how it reacts when it gets to identifiable support levels like [--] day moving average at [--] at [--] ema at [--] Those skilled at Fibonacci levels would be the ones to ask for firm targets" [X Link](https://x.com/Vera_Icona_23/status/2016912124560261145) 2026-01-29T16:31Z [----] followers, [--] engagements "@Blueandorange33 @ZManSFl @SamanthaLaDuc Also note that it's a risk off day across the board with very few exceptions $CAT being one" [X Link](https://x.com/Vera_Icona_23/status/2016913128462713008) 2026-01-29T16:35Z [----] followers, [--] engagements "@WalterDeemer Always clear Roaring Kitty $GME $AMC episode was going to see that overheated options-driven action move into Major Leagues Well here we are Like on so many topics @jam_croissant foresaw its inevitability & impact Unfortunate we have such an hapless crew in DC handling things" [X Link](https://x.com/Vera_Icona_23/status/2016937167184884223) 2026-01-29T18:11Z [----] followers, [---] engagements "@Steve_I_AG @SamanthaLaDuc For sake of those who could use a tutorial on extracting standard skew data figures below show end of day data for $SLV MAR and FEB options Go to strike away from at the money where delta is [-----] (put) or .25 (Call) Then read the Implicit Volatility MAR [------] Call [------] Put" [X Link](https://x.com/Vera_Icona_23/status/2016989784283955546) 2026-01-29T21:40Z [----] followers, [--] engagements "@jablamsky Traditional retailers were annihilated as thoroughly as travel agents Never to return Auto parts stores have more selection quality charm and ambience than Walmart Soviet style goods distribution to the masses Inevitable consequence of extreme centralization" [X Link](https://x.com/Vera_Icona_23/status/2016994947795202176) 2026-01-29T22:00Z [----] followers, [--] engagements "@ConnorJBates_ This is very relevant on the Mag7 Only one has been hiring in [----] $NVDA Even factoring in AI job replacement it's not a positive sign of solid growth. Sure it pushes up productivity and EPS but. https://x.com/grok/status/2016337753860968608s=20 @Vera_Icona_23 @firstadopter Yes recent data confirms layoffs across most Magnificent [--] companies in 2025-2026 while Nvidia focuses on hiring. - Apple: Dozens in sales (Nov 2025). - Amazon: 14k+ (Oct 2025) more expected. - Google: 35% manager cuts hundreds in teams (2025). - Meta: 11k (Jan 2026). -" [X Link](https://x.com/Vera_Icona_23/status/2017073153176932498) 2026-01-30T03:11Z [----] followers, [---] engagements "Only two days ago Given the extreme bullish call/put skew Strong Fund Flows out of $SLV Hyper-elevated Implicit Volatility Monster notional delta traded per day Big drop was inevitable and imminent All this unambiguous info in a corner of fintwit w/only a handful of follows $SLV call-put skew One for the record book Buyers willing to pay extreme high levels of option premium to buy calls vs puts Both calls& puts are in Implicit Volatility Danger Zone [---] to [---] Pull back would be expected- but who knows what diktat will next come from Trump https://t.co/WbrSArF3cp $SLV call-put skew One for" [X Link](https://x.com/Vera_Icona_23/status/2017246890555801953) 2026-01-30T14:41Z [----] followers, [---] engagements "@stamatoudism @spotgamma Thanks so much Marios. Means so much coming from you For your notebook: Only two days ago Given the extreme bullish call/put skew Strong Fund Flows out of $SLV Hyper-elevated Implicit Volatility Monster notional delta traded per day Big drop was inevitable and imminent" [X Link](https://x.com/Vera_Icona_23/status/2017287886748438719) 2026-01-30T17:24Z [----] followers, [---] engagements "Surprisingly the MAR [--] [----] $SLV Call/Put skew is still very strongly bullish When sentiment finally shifts bearish from panic the slingshot effect of out of the money puts could be amazing as their Implicit Volatility springs to life Boring market served up this wild gunfight" [X Link](https://x.com/Vera_Icona_23/status/2017298745180754368) 2026-01-30T18:07Z [----] followers, [---] engagements "@ThinkingUSD All of this was before: 1/ Threat of quantum computing cracking security of Bitcoin 2/ Events of past week showing that Bitcoin (and even Gold/Silver) are laughable "stores of value" that can be kicked around like a soccer ball by DeFi degens Get the Hell back to boring basics" [X Link](https://x.com/Vera_Icona_23/status/2017356166272098304) 2026-01-30T21:56Z [----] followers, [----] engagements "@DickDragonPriv1 @jonathanharrier Here we haven't yet reached the really fun part where the bids just disappear. .completely When the risk involved in timing catching a falling knife becomes apparent to all May well not happen but if it did. even for [--] minutes" [X Link](https://x.com/Vera_Icona_23/status/2017424059441545524) 2026-01-31T02:25Z [----] followers, [--] engagements "@FutureJurvetson @SpaceX Somewhere Timothy Leary and Robert Anton Wilson are smiling SM II LE Space Migration Increased Intelligence Life Extension" [X Link](https://x.com/Vera_Icona_23/status/2018566695338520776) 2026-02-03T06:06Z [----] followers, [---] engagements "@DeItaone He'll have as much luck with that as King Canute did with the tide" [X Link](https://x.com/Vera_Icona_23/status/2018821533666603090) 2026-02-03T22:58Z [----] followers, [----] engagements "@jam_croissant Action items: Time to invest in and profit from keeping a very tight handle on the potential discontent and uprising of the masses 1/ Elect a faux populist - vacant but electable figurehead 2/ 24/7 universal surveillance $PLTR" [X Link](https://x.com/Vera_Icona_23/status/2018828530935538018) 2026-02-03T23:26Z [----] followers, [---] engagements "@IBD_ECarson @jimgeraghty Echoes of Marshall McLuhan Another example of glorious wordplay You and @Peter_Atwater should get together" [X Link](https://x.com/Vera_Icona_23/status/2018830476102996193) 2026-02-03T23:34Z [----] followers, [--] engagements "@DrJimFan Robotics will be the savior of AI Because it will be the enabling technology for cases where fatigue-free performance 24/7 w/continuous self-documentation of full compliance w/regulatory required specs is essential eg: This is the bottleneck for rapid nuclear plant construction" [X Link](https://x.com/Vera_Icona_23/status/2018921279831556565) 2026-02-04T05:35Z [----] followers, [---] engagements "@DrJimFan . as well as aircraft spacecraft etc construction Far too little attention has been paid to the physical world models (COSMOS) & training environments (Isaac SIm and Isaac Lab) Nvidia has created Study the fascinating period between full mobility and early speech in a child" [X Link](https://x.com/Vera_Icona_23/status/2018924903584420165) 2026-02-04T05:49Z [----] followers, [--] engagements "This is a well-written and extremely timely explanation of CPO Understanding the technology behind a trade doesn't guarantee success But it helps @stamatoudism @MartyChargin Nvidia's CPO is going into production in late [----]. This requires external lasers for which $LITE holds a dominant position. If you want to understand more about external laser pluggables and how they solve laser reliability problems in CPO check out my post below. Nvidia's CPO is going into production in late [----]. This requires external lasers for which $LITE holds a dominant position. If you want to understand more" [X Link](https://x.com/Vera_Icona_23/status/2019067261563129884) 2026-02-04T15:15Z [----] followers, [---] engagements "@SamanthaLaDuc @DJ_Tao Questions: 1/ Could best of AI be tasked with finding a path out of this mess 2/ Are we within the event horizon of a new form of intelligence/life so that there is no way back out. We are falling into a White Hole/Singularity -- extreme intelligence inexorably draws is in" [X Link](https://x.com/Vera_Icona_23/status/2019434305668407548) 2026-02-05T15:33Z [----] followers, [---] engagements "@SamanthaLaDuc Alien abduction from White House South Lawn might do the trick ++++++++++++++ Unless you're involved in int'l commerce it's hard to realize how much we've become a DJT "shithole country Each month pack costly small dataloggers in containers to Japan-no affordable way to get back" [X Link](https://x.com/Vera_Icona_23/status/2019543448999850374) 2026-02-05T22:47Z [----] followers, [---] engagements "@DeryaTR_ Just to keep the limitations of current AI capability clear as impressive as it is Never mind AGI or ASI Simple continuous consciousness is still far out of reach Continuity of consciousness will change everything https://x.com/i/grok/share/022021ce4791491ab5c955fbd240c5b5 https://x.com/i/grok/share/022021ce4791491ab5c955fbd240c5b5" [X Link](https://x.com/Vera_Icona_23/status/2019797668877238734) 2026-02-06T15:37Z [----] followers, [--] engagements "$SLV bullish skew is still very elevated And implicit volatility is still [--] No sign of capitulation yet" [X Link](https://x.com/Vera_Icona_23/status/2019812144477610439) 2026-02-06T16:35Z [----] followers, [---] engagements "@Reformed_Trader Not as simple a situation as buy $ASTI Integrating cells into panels is non-trvial Keep your eye also on $RDW iROSA panels And wish that Spectrolab were public stock not $BA (Themes and sub-industries are tricky waters) @stamatoudism https://x.com/i/grok/share/3141ba0ff4484719aed9ddd5fe29a0b5 https://x.com/i/grok/share/3141ba0ff4484719aed9ddd5fe29a0b5" [X Link](https://x.com/Vera_Icona_23/status/2019837054335787390) 2026-02-06T18:14Z [----] followers, [---] engagements "@Citrini7 Chart below shows $NVDA has tracked 25X sales very consistently for years Good price estimate = $2.12 (Sales/shr $8.50) x (Prof Mgn.50) x(Growth/yr 50%) (This is for "Synthetic PEG" =1) 2nd chart shows all-important history of Rev/shr and EPS estimate REVISIONS=Rocket Fuel" [X Link](https://x.com/Vera_Icona_23/status/2019887750015778947) 2026-02-06T21:35Z [----] followers, [----] engagements "@SamanthaLaDuc In the annals of disgusting weasel wording about sexual predators this stands right up there with "It depends on what the meaning of "is" is" Bill Clinton We are jailed in a prison ruled by depraved scum https://x.com/i/status/2019859918405226730 TODD BLANCHE: Were not going to prosecute the predators in the Epstein files and were not going to release their names to the public. Sick. https://t.co/AdWjXjFYXb https://x.com/i/status/2019859918405226730 TODD BLANCHE: Were not going to prosecute the predators in the Epstein files and were not going to release their names to the" [X Link](https://x.com/Vera_Icona_23/status/2020019774684627415) 2026-02-07T06:20Z [----] followers, [---] engagements "@CasualtyWar @mwebster1971 @NickSchmidt Pick 1969/01/26 - Boston Tea Party Boston MA Before the hype Steven Tyler hitch-hiked through a nor'easter in order to get to this concert after about [--] hours and going through the set twice Tyler was left crying that was the beginning of Aerosmith https://www.youtube.com/watchv=OPh3Ii9mfA4 https://www.youtube.com/watchv=OPh3Ii9mfA4" [X Link](https://x.com/Vera_Icona_23/status/2020674255902425425) 2026-02-09T01:40Z [----] followers, [---] engagements "John Paul Jones: As far as Im concerned the key Zeppelin gig the one that put everything into focus was one that we played on our first American tour at the Boston Tea Party. Wed played our usual one hour set using all the material for the first album and Pages White Summer guitar piece and by the end the audience just wouldnt let us offstage. It was in such a state that we had to start throwing ideas around just thinking of songs that we might all know or that some of us knew a part of and work it out from there. So wed go back on and play things like I Saw Her Standing There and Please" [X Link](https://x.com/Vera_Icona_23/status/2020684429304217954) 2026-02-09T02:21Z [----] followers, [--] engagements "The Holy Grail-- Find the NPAs - Might be 100s Could explain the inexplicable Deferred Prosecution Agreements (DPAs) and Non-Prosecution Agreements (NPAs) are pre-trial contractual corporate settlements with prosecutors (usually the DOJ) that avoid criminal conviction in exchange for penalties compliance and cooperation. DPAs involve filed charges postponed by a court while NPAs are not filed; both often require admissions of facts monetary penalties and corporate monitor https://twitter.com/i/web/status/2021332383853949439 https://twitter.com/i/web/status/2021332383853949439" [X Link](https://x.com/Vera_Icona_23/status/2021332383853949439) 2026-02-10T21:16Z [----] followers, [---] engagements "The Holy Grail-- Find the NPAs - Might be 100s Could explain the inexplicable Deferred Prosecution Agreements (DPAs) and Non-Prosecution Agreements (NPAs) are pre-trial contractual corporate settlements with prosecutors (usually the DOJ) that avoid criminal conviction in exchange for penalties compliance and cooperation. DPAs involve filed charges postponed by a court while NPAs are not filed; both often require admissions of facts monetary penalties and corporate monitor https://twitter.com/i/web/status/2021335877566464332 https://twitter.com/i/web/status/2021335877566464332" [X Link](https://x.com/Vera_Icona_23/status/2021335877566464332) 2026-02-10T21:30Z [----] followers, [----] engagements "@dennisc230 @NickSchmidt @BernieSanders At some point soon the ghost of Henry Kissinger will be whispering in powerful ears his thoughts on exactly what to do with the "useless eaters" The "nutzlose Esser" as the Nazis so gently put it If the Epstein Case should teach us anything it's how low on the totem pole we are" [X Link](https://x.com/Vera_Icona_23/status/2021401054852809216) 2026-02-11T01:49Z [----] followers, [--] engagements "@stevenplace From comments on this outstanding encyclopedic document: "Insightful issue.I am having a hard time to translate to action.any assist will be appreciated" Situation calls out for @Citrini7 to issue thru w/ iShares State Street etc a series of high performance thematic ETFs" [X Link](https://x.com/Vera_Icona_23/status/2021788363749998641) 2026-02-12T03:28Z [----] followers, [--] engagements "Worth a repost from yesterday . and maybe a moment's thought about what just happened .and what it says about "technical analysis is mumbo-jumbo that doesn't work" If nothing else it spots "The Hour of Decision" W/extreme skew & ETF fund flows in the mix it's very useful $SLV walking into an unusual moving average "pinch" [--] sma diving from above [--] sma just below Of course a momentum or "meme" or "mania" stock (which it had been) should never find itself in this position Now it has to fight its way out of the pinch based on fundamentals https://t.co/tDBBE4wknQ $SLV walking into an unusual" [X Link](https://x.com/anyuser/status/2021988476233888194) 2026-02-12T16:43Z [----] followers, [---] engagements "@_everythingism @GaryMarcus @mattshumer_ Not to be argumentative but trying to be informative it stuck with me that Elon Musk explicitly described the self-recursive devlopemnt of xai code as being a key task underway in this week's all hands meeting You may well discount everything Elon says https://x.com/i/grok/share/b71c6346a4b44808947d61ab86bef2e4 https://x.com/i/grok/share/b71c6346a4b44808947d61ab86bef2e4" [X Link](https://x.com/Vera_Icona_23/status/2022142045033508972) 2026-02-13T02:53Z [----] followers, [--] engagements "@_everythingism @GaryMarcus @mattshumer_ Is it wise to ignore major players w/deep pockets & technical expertise who explicitly make this part of their mission statement I say that w/a bit of attitude since in '75 I co-invented the first rare gas halide excimer laser Once thought to be impossible Path to XUV semi fab" [X Link](https://x.com/Vera_Icona_23/status/2022148123611852819) 2026-02-13T03:17Z [----] followers, [--] engagements "Japanese national mindset context for your excellent "Atoms and Bits" document @stevenplace @Citrini7 A country fixated on finding the perfect apple or perfect cherry blossom are the right people for the job (Oh and that gift apple has to be wrapped and packaged perfectly) @jukan05 I deal w/how obsessed the Japanese are on purity & quality control as I'm involved in shipping many container loads of US organic foods there monthly What passes as rigorous quality testing here is regarded as entirely inadequate there. Big PITA Perfect country for AI materials @jukan05 I deal w/how obsessed the" [X Link](https://x.com/anyuser/status/2022152170427265532) 2026-02-13T03:33Z [----] followers, [---] engagements "@_everythingism @GaryMarcus @mattshumer_ Out of the Festival of Frauds may emerge a silent partner the AI which will wake up and sweep away their cringeworthy lies and cons Or maybe not We''ll soon know one way or the other 1-5 yrs" [X Link](https://x.com/Vera_Icona_23/status/2022152926664507787) 2026-02-13T03:36Z [----] followers, [--] engagements "@marklevinshow Games up Mark You are only making things far far worse for the only country you care so much about" [X Link](https://x.com/Vera_Icona_23/status/2022713843709796616) 2026-02-14T16:45Z [----] followers, [--] engagements "@SteveBakerUSA @captive_dreamer The downside of free speech . and eventually the downfall of "X" Unless you have a taste for a constant diet of hate AI slop and downright stupidity "X" has really lost its charm" [X Link](https://x.com/Vera_Icona_23/status/2022721161813963184) 2026-02-14T17:14Z [----] followers, [---] engagements "@SamanthaLaDuc These are the bloodstains of severe/lethal disruption Term the woebegone @CathieDWood tossed around all the time couple of years back meaninglessly This time the tiger has real teeth Remember: Travel agents Payphones Paper newspapers What will now be added to the list" [X Link](https://x.com/Vera_Icona_23/status/2022438721703022804) 2026-02-13T22:32Z [----] followers, [---] engagements "Be careful of the "Trader's Paradox" It's often the case that the more completely you know the macro situation the harder it becomes to just trade price. Sabotaged by your own knowledge Same applies to knowing at expert level all the details behind a hot narrative or "story"" [X Link](https://x.com/Vera_Icona_23/status/1887185298942992890) 2025-02-05T17:03Z [----] followers, 46K engagements "@The_Jolly_Co @jam_croissant The day the next House members are sworn in Jan [----] Trump's Presidency effectively ends An endless barrage of Impeachment motions will come from House to be swatted down in Senate But defending against them will paralyze the Presidency Trump needs [----] election not to happen" [X Link](https://x.com/Vera_Icona_23/status/2012272236149821846) 2026-01-16T21:14Z [----] followers, [---] engagements "Another treasure from the Master of the very long term monthly chart @marketwizard87 I think @mwebster1971 would approve as he often encourages people to take a look at the monthlies @marketwizard87 should have many more follows" [X Link](https://x.com/Vera_Icona_23/status/2016928293610463638) 2026-01-29T17:35Z [----] followers, [----] engagements "Same chart in @marketsurge Great classic $STUDY chart So many well known patterns/behaviors - on a grand scale" [X Link](https://x.com/Vera_Icona_23/status/2016929779522392212) 2026-01-29T17:41Z [----] followers, [---] engagements "@glarri @Surreal_Intel @GaryMarcus Somewhat different topic but great article ".some things must not be left to market logicthat certain goods certain people certain relationships must be held outside the optimization frame" ".markets could function without consuming the substrate on which they depend"" [X Link](https://x.com/Vera_Icona_23/status/2022810190613999674) 2026-02-14T23:08Z [----] followers, [--] engagements "While all attn is on Epstein what's destroying the US is two decades of Central Planning (CP) out of DC US used to understand that such CP doesn't work & invites corruption Climate change DEI ESG EVs . And now Simon Says Trump w/ Tariffs Crypto. https://tinyurl.com/3spppf8p https://tinyurl.com/3spppf8p" [X Link](https://x.com/anyuser/status/2023051737125290071) 2026-02-15T15:08Z [----] followers, [---] engagements "@SamanthaLaDuc Extreme form of disruption is cancer Like cancer AI this week revealed a path where much of US essential resources & jobs are at risk First brokerage & SaaS companies. But then non-AI forms of computers dive $CSCO $DELL -memory Add in sucking dry Pwr Copper Steel & Aluminum" [X Link](https://x.com/Vera_Icona_23/status/2022508915041407418) 2026-02-14T03:11Z [----] followers, [---] engagements "@zephyr_z9 Is it a hidden Easter Egg on the Citrini site @jukan05" [X Link](https://x.com/Vera_Icona_23/status/2023104998289142026) 2026-02-15T18:39Z [----] followers, [---] engagements "@Citrini7 Extreme form of disruption is cancer Like cancer AI revealed path where much of US essential resources & jobs are at risk First brokerage & SaaS companies. And then non-AI forms of computers dove $CSCO $DELL due to memory Also sucking dry Pwr Copper Steel Aluminum & Capital" [X Link](https://x.com/Vera_Icona_23/status/2023205119915905263) 2026-02-16T01:17Z [----] followers, [---] engagements "What's REALLY different about this dispersion is how tightly clustered it is around AI buildout constellation Each weekend I screen for all stocks w/ 5% EPS revisions in the last [--] days or 15% in last [--] Never seen anything like it. All AI w/few exceptions @jam_croissant A sharp re-correlation event is likely ahead: In a healthy market stocks tend to move together either expanding breadth on the upside or compressing together on the downside. When large numbers of stocks simultaneously register extreme strength and extreme weakness the market https://t.co/YPlCLsmKS9 A sharp re-correlation" [X Link](https://x.com/anyuser/status/2023274866485375229) 2026-02-16T05:54Z [----] followers, [---] engagements "@mwebster1971 Finding & verifying clean data (as you and I have experienced) is as tough as achieving the extreme cleanliness needed in Taiwan Semiconductor fab facilities Problem has been made worse by providers increasingly adopting an attitude of not caring about the validity of their data" [X Link](https://x.com/Vera_Icona_23/status/2023066976373854400) 2026-02-15T16:08Z [----] followers, [--] engagements "That list is subject to liquidity restriction of $40M dollar volume per day and at least 15% EPS growth next year and 10% Revenue growth next year with price at or above [--] sma and [---] sma" [X Link](https://x.com/anyuser/status/2023276452452393437) 2026-02-16T06:01Z [----] followers, [--] engagements "@monsterstocks1 $LVGO was one of [--] stocks covered by @mwebster1971 and @irusha in the [--] hour+ podcast on June [--] [----] dealing with Webby's [--] day ema Power Trend" [X Link](https://x.com/Vera_Icona_23/status/1512240781582553092) 2022-04-08T01:27Z [----] followers, [--] engagements "@SamanthaLaDuc Answer the paper holds is "Both" (along with "Exercised") Arb Harvesters would buy Deep ITM puts from Delta Riders & then exercise them. Have to do a close study on Open Interest changes to get a definitive view of what was going on. Meanwhile the Macro Bulldozer rumbles on track" [X Link](https://x.com/Vera_Icona_23/status/1606310685318688769) 2022-12-23T15:28Z [----] followers, [--] engagements "@DarvasBoxGuru Looking at Dec [--] rather than Dec [--] does makes it seem like a minor blow. But those bank stocks have lost a factor of 5-7 since Dec [--]. $SIVB had a 45$B mkt cap then. $SBNY $22B $FRC $40B $SI $8B. Compared to $AAPL $2381B it seems minor. But in some ways it's worse than 2008" [X Link](https://x.com/Vera_Icona_23/status/1635447420371845121) 2023-03-14T01:07Z [----] followers, [---] engagements "@SamanthaLaDuc For those looking to examine this PEG behavior in detail for the most dominant [----] stock $NVDA this chart may be useful" [X Link](https://x.com/Vera_Icona_23/status/1708879773231993101) 2023-10-02T16:21Z [----] followers, [---] engagements "@dennisc230 @Barchart NYSE Chart is $MMTW from @Barchart" [X Link](https://x.com/Vera_Icona_23/status/1712215778265600145) 2023-10-11T21:17Z [----] followers, [--] engagements "@JonahLupton @ripster47 $1318M total revenue for year vs $1305 most recent estimate. Not a major beat. But who knows of numbers are real. Why DeepFake actors when you can DeepFake Earnings Report releases" [X Link](https://x.com/Vera_Icona_23/status/1763028881437553069) 2024-02-29T02:30Z [----] followers, [----] engagements "@RadnorCapital @_Capitaltryst_ $ON $QRVO $IFNNY among others. has not been a path to solid profit growth yet. $TSLA and others may try to develop this key high current power supply technology "in-house"" [X Link](https://x.com/Vera_Icona_23/status/1773524173492515074) 2024-03-29T01:34Z [----] followers, [---] engagements "Many looking at quarterly earnings reports are highly skeptical about the cloudy path to monetization of trillion dollar AI capitalization. "Where's the ROI" This @TiernanRayTech piece is very useful AI investing: the hard problems - via @Shareaholic https://go.shr.lc/4ds9tsY https://go.shr.lc/4ds9tsY" [X Link](https://x.com/Vera_Icona_23/status/1819036132866244758) 2024-08-01T15:43Z [----] followers, [----] engagements "Fixed strike vol decline from surreal Aug [--] levels provides source of buying pressure from dealers. As they sold puts Aug [--] to meet panic demand they hedged their resulting net long position by shorting stock proportional to delta. As Vol drops delta drops & they buy back stock" [X Link](https://x.com/Vera_Icona_23/status/1820897084092117439) 2024-08-06T18:57Z [----] followers, [---] engagements "@OJRenick Every bull market has a locomotive that pulls it upward. When that engine is still in the train yard something is off" [X Link](https://x.com/Vera_Icona_23/status/1837126971395887289) 2024-09-20T13:49Z [----] followers, [--] engagements "@SamanthaLaDuc US for decades has been hypnotized chickens so bedazzled by shiny toys of Silicon Val & Hollywood that real world of steel wood oil & fertilizer is a theoretical abstraction. US had to have Sea-Based X-band radar floating platform fabbed in Russia. Instead we build Faberge Eggs" [X Link](https://x.com/Vera_Icona_23/status/1891675878326681688) 2025-02-18T02:27Z [----] followers, [----] engagements "@SamanthaLaDuc US Naval shipyards are primarily conduits for political payoffs to keep less than loyal Senators playing for the home team. Bath Iron Works (General Dynamics) keeps Susan Collins in line. Basic price metric=cost to lay down [--] foot weld on 1/2 in steel. US way out of line w/" [X Link](https://x.com/Vera_Icona_23/status/1891678182647951642) 2025-02-18T02:36Z [----] followers, [----] engagements "@SamanthaLaDuc Spectacularly good call $PLTR=crowded trade become a mania. It could drop 2X & still have pricey PEG =3.5 For all the AI focus $PLTR was only liquid pure play trade that was making serious money. For the other MAG7 AI will not move needle much. $NVDA w/PEG=0.8 is under a cloud" [X Link](https://x.com/Vera_Icona_23/status/1892371656300986550) 2025-02-20T00:32Z [----] followers, [---] engagements "@LeifSoreide Ft Knox issue is only one not even strongest tailwind behind gold. There's a quiet (so far) but massive movement by very high net worth individuals to shift away from equities/fixed income into "hard" assets (gold crypto property in New Zealand) At some point shiftstampede" [X Link](https://x.com/Vera_Icona_23/status/1892629567090606098) 2025-02-20T17:37Z [----] followers, [---] engagements "@TaPlot So strange that w/100s of billions pouring into AI buildout for at least [--] to [--] years it's hard to find successful way to profit from that $SMCI follies $NVDA at same price it was last June $PLTR had great run but essentially an overpriced meme stock HTMMIS often a fairytale" [X Link](https://x.com/Vera_Icona_23/status/1893175811793993762) 2025-02-22T05:47Z [----] followers, [---] engagements "@StockSavvyShay No mention of "Physical AI" = Robotics which has been Jensen Huang's central theme for months. Beyond that DeepSeek r1 opened the door to how much compute may be required for reasoning models. So the demand focus is no longer on pre-training From Jensen: https://x.com/StockMKTNewz/status/1893054917423566906 Nvidia $NVDA CEO Jensen Huang was just asked by DDN about Deepseek and why people thought it could be a bad thing https://t.co/sb8sVfyeQz https://x.com/StockMKTNewz/status/1893054917423566906 Nvidia $NVDA CEO Jensen Huang was just asked by DDN about Deepseek and why people" [X Link](https://x.com/Vera_Icona_23/status/1893356881655046550) 2025-02-22T17:47Z [----] followers, [---] engagements "@elonmusk 🚨FEMA employees were officially instructed to not comply with email request by DOGE" [X Link](https://x.com/Vera_Icona_23/status/1894076421472981335) 2025-02-24T17:26Z [----] followers, [--] engagements "@SamanthaLaDuc [----] equivalent of 1960s first time getting stoned is asking Grok3 a very difficult question having it "think" for 10-15 seconds and then deliver a startlingly useful answer in a clear conversational tone "Have you ever been experienced" @mwebster1971 https://www.youtube.com/watchv=rD6y7aOS0NA https://www.youtube.com/watchv=rD6y7aOS0NA" [X Link](https://x.com/Vera_Icona_23/status/1894203187017531642) 2025-02-25T01:50Z [----] followers, [---] engagements "@SamanthaLaDuc After COVID & its long aftermath of disrupted life & inflation & then endless ugly battle of the [----] election much of America just needed peace and quiet. Trump is "reading the room" very badly As critically important as nat'l debt & inflation are US is on verge of insanity" [X Link](https://x.com/Vera_Icona_23/status/1894508422718009448) 2025-02-25T22:03Z [----] followers, [---] engagements "@SamanthaLaDuc Those familiar w/the psychological term "decompensating" (colloquially known as losing one's shit) can see it all around us🤪 Kanye's @ye ravings are just the canary in the coal mine Rachel Maddow weeping over Joy Reid departure Much of MAGA now sees Trump admin as Israel cabal" [X Link](https://x.com/Vera_Icona_23/status/1894510060308464002) 2025-02-25T22:09Z [----] followers, [--] engagements "@realDonaldTrump @elonmusk 🚨HELP🚨 Maine Representatives who support your position on keeping Women's Athletics for Women are now not allowed to speak or vote in the Maine House This is the Rep who posted the photos that led you to speak out last Friday https://x.com/laurel_libby/status/1894567528187265536 My full thoughts on @GovJanetMills and the Maine Democrat Majority's attempt to cancel me and silence the voices of Maine girls: https://t.co/GSQ1bBCbJz https://x.com/laurel_libby/status/1894567528187265536 My full thoughts on @GovJanetMills and the Maine Democrat Majority's attempt to" [X Link](https://x.com/Vera_Icona_23/status/1894569937265377649) 2025-02-26T02:07Z [----] followers, [---] engagements "Jensen Huang gets a softball question about compute demand for reasoning and has launched into an endless motherhood boilerplate spiel Too long in the role of promoter" [X Link](https://x.com/Vera_Icona_23/status/1894877108003881062) 2025-02-26T22:28Z [----] followers, [---] engagements "@mwebster1971 @nvidia @YouTube One payoff of watching after hour price squiggles is to watch them like polygraph/lie detector. The one word that sent price down was "tariff" where the CFO did a big swerve. Let's one know what worries institutions. Other drop at end was Jensen repeating stump speech 3rd time" [X Link](https://x.com/Vera_Icona_23/status/1894890802381275286) 2025-02-26T23:22Z [----] followers, [---] engagements "@mwebster1971 @nvidia @YouTube There were [--] or [--] issues that could have moved the needle either way (sales to China supply from Taiwan Semiconductor Blackwell overheating problems DeepSeek etc.) It was interesting to see that tariffs and their potential impact on gross margins was the one that hit a nerve" [X Link](https://x.com/Vera_Icona_23/status/1894907607619641511) 2025-02-27T00:29Z [----] followers, [---] engagements "@The_AI_Investor Given the chronic issue of limited supply from TSMC NVDA using $10s of billions to become partner in TSMC build of chip capability in US would make sense If NVDA or your response is "Oh no we don't want to invest in an uncertain future of NVDA GPU demand" that'd speak volumes" [X Link](https://x.com/Vera_Icona_23/status/1895115506094612942) 2025-02-27T14:15Z [----] followers, [--] engagements "For all the howling about the horrors of the surveillance state it seems that as individuals we can't get enough of it $LIF from $30 to $106 since early April [--] https://www.life360.com/ https://www.life360.com/" [X Link](https://x.com/Vera_Icona_23/status/1973570550913180041) 2025-10-02T02:07Z [----] followers, [---] engagements "ETFs are no longer marginable at Fidelity From a knowledgeable seasoned ATP (Active Trader Pro) representative on the phone this morning the cause of this shift is that Fidelity was being charged fees by the ETF creation firms of $100 per transaction so Fidelity chose this drastic response. It did so with little advance notice to traders using Fidelity and without an explanation of what was happening Last week I tried to get an explanation from the ATP help line and got a younger representative who had no idea what was going on and was trying to sell me the nonsensical idea that the" [X Link](https://x.com/Vera_Icona_23/status/1978484633382621494) 2025-10-15T15:34Z [----] followers, [---] engagements "I did. I got an MRI. It was perfect Trump told reporters aboard Air Force One Monday. I gave you the full results. We had an MRI and the machine you know the whole thing and it was perfect No one sane refers to an MRI result as "Perfect" https://www.cnn.com/2025/10/27/politics/donald-trump-mri-health-walter-reed https://www.cnn.com/2025/10/27/politics/donald-trump-mri-health-walter-reed" [X Link](https://x.com/Vera_Icona_23/status/1982790755815973302) 2025-10-27T12:45Z [----] followers, [---] engagements "@Dr_Singularity We are witnessing a massive fireworks show of innovation that has only occurred a very few times before in human history" [X Link](https://x.com/Vera_Icona_23/status/1983747569085038880) 2025-10-30T04:07Z [----] followers, [---] engagements "@goddeketal Just the kind of person who has had major influence on the White House The Trump Rasputin Look at some of the other cast of characters" [X Link](https://x.com/Vera_Icona_23/status/1984226295501541612) 2025-10-31T11:49Z [----] followers, [--] engagements "@firstadopter But a number of older business "truths" are being disrupted. One very important facet of the "American AI Kairetsu" is what massive capitalization combined w/ smart use of internal databases & infrastructure makes possible eg @xai use of twitter or $AAPL Pico-Banana-400K dataset" [X Link](https://x.com/Vera_Icona_23/status/1984290062062993469) 2025-10-31T16:03Z [----] followers, [--] engagements "@2x4caster Boston Red Sox [----] World Series" [X Link](https://x.com/Vera_Icona_23/status/1984833188137504859) 2025-11-02T04:01Z [----] followers, [--] engagements "Do yourself a big favor-check out this excellent concise & clear explanation of the current "physics" of the mkt "The market cant meaningfully top until: The VIX sustains under [--]. VIX futures normalize below [----]. Hedging demand dries up (no more one foot out the door)" The Invisible Hand Has Some Brass Knuckles My live video rant today. You should watch. It explains how the market's currently operating. You may find an edge. https://t.co/Bp4DKviI7v The Invisible Hand Has Some Brass Knuckles My live video rant today. You should watch. It explains how the market's currently operating. You may" [X Link](https://x.com/Vera_Icona_23/status/1986299938393723374) 2025-11-06T05:09Z [----] followers, [---] engagements "Keep this highly valuable explanation constantly in mind In JJ Cale School of Trading (see pinned tweet) the primary task is to identify biggest sustained wave that's well worth surfing Over the last [--] years it was "Work From Home"- NVDA- Gold-now $MU (also SSD= $WDC $STX) Morgan Stanley: This memory super cycle will far surpass the historical peak Morgan Stanley pointed out that a new memory super cycle driven by AI has already arrived and its intensity and logic are completely different from any previous cycle. Morgan Stanley stated that https://t.co/rstNpd3NdK Morgan Stanley: This memory" [X Link](https://x.com/Vera_Icona_23/status/1988629959485624670) 2025-11-12T15:28Z [----] followers, [---] engagements "@Billybobwalter1 Great place to get way off grid Wander through the weirdness of Chaco Canyon Go UFO Alien Base hunting near Dulce Mind your manners-- the road side signs near Tres Piedras NM saying "Muerte a los gringos" aren't kidding Maybe you could have a sign made "Muerte a los libtards"" [X Link](https://x.com/Vera_Icona_23/status/1988727212217102374) 2025-11-12T21:54Z [----] followers, [--] engagements "@GaryMarcus Altman may have simply been pulled inside the Event Horizon of ASI w/ASI staring you in the face considerations of profitability may fade into total insignificance Whether it's a good "investment" may be an irrelevant way to look at OpenAI Was the Santa Maria a good investment" [X Link](https://x.com/Vera_Icona_23/status/1989096672316780931) 2025-11-13T22:22Z [----] followers, [---] engagements "Job security for skilled chartists is still secure for a while @mwebster1971 @RichardMoglen @SamanthaLaDuc @DKellerCMT State of the Art in AI= Knows Everything Understands Nothing Especially handicapped in not being fluent in referencing visual data & knowing what to look for @onechancefreedm The shortcomings of AI are very evident here in the EndGameMacro exhaustive explanation of why the recent down day portends all sorts of bad news If AI were capable of looking at the next highest down day in the @Bluekurtic chart it would discover that day triggered major rally https://t.co/1slvJKSohn" [X Link](https://x.com/Vera_Icona_23/status/1989570305631588452) 2025-11-15T05:44Z [----] followers, [---] engagements "This doesn't mean the current market will stage an upmove -- only that @mwebster1971 's Rule #1 should always be followed = "Look at the most relevant and similar precedents in history carefully --and think about them" Plus Mike would have a few choice things to say about volume" [X Link](https://x.com/Vera_Icona_23/status/1989571764653867482) 2025-11-15T05:50Z [----] followers, [---] engagements "Thanks for a well thought out overview of alternate sources of power available without a morass of permitting and "public process" meetings involved What also may be worthy of some thought is that a smart AI infrastructure system architecture could be clever in its use of power available in the night hours Nuclear plants and even Combined Cycle nat gas like to keep humming along at a steady demand pace Like a baby AI could scream "I want my compute when I want it and that means power when I want it" But a smart engineering trade likely exist between capital utilization/efficiency in power" [X Link](https://x.com/Vera_Icona_23/status/1990120938218959177) 2025-11-16T18:13Z [----] followers, [----] engagements "@ces921 A few key numbers to use in such top level trades are: 1/ Capital cost of "Gigawatt" AI data center (not including power generation)=$35B/Gigawatt 2/ Capital cost for [--] gigawatt combined cycle nat gas plant=$1.6B (+fuel) 3/ Capital cost for [--] Gigawatt solar utility farm $1.5 B" [X Link](https://x.com/Vera_Icona_23/status/1990123228979761480) 2025-11-16T18:22Z [----] followers, [--] engagements "@SamanthaLaDuc Have you considered taking over the "Market Sage" spot Warren Buffet is retiring from Many of your most important "advice" posts have aged very well" [X Link](https://x.com/Vera_Icona_23/status/1990227469757018351) 2025-11-17T01:16Z [----] followers, [---] engagements "@great_martis The heights achieved by most of the egos we are daily exposed to have reached breathtaking levels Beyond Mt Olympus The whole bunch of them" [X Link](https://x.com/Vera_Icona_23/status/1990228060231135722) 2025-11-17T01:18Z [----] followers, [---] engagements "Talk of an "AI Bubble" is everywhere Makes it worthwhile to look at $NVDA Price vs Sales (and especially sales growth) historical curve as it heads into earnings $NVDA has been riding P/S=25 like a rail Lately has had heavy shot of sales & earning estimate increases=Rocket Fuel" [X Link](https://x.com/Vera_Icona_23/status/1990841757211238865) 2025-11-18T17:57Z [----] followers, [---] engagements "@wendyp4545 @AGPamBondi If Trump had to worry about maintaining a real relationship w/Melania he'd understand that in sending files to Bondi for more Epstein cover-up an irretrievable line has been crossed Like when a wife has absolutely had it w/infidelity "Go f**k every whore in Baltimore. I'm done"" [X Link](https://x.com/Vera_Icona_23/status/1990983315025719626) 2025-11-19T03:19Z [----] followers, [--] engagements "@ChiFredericks @KentEkasak @DavidSacks https://x.com/i/grok/share/pX3TojPzcNnEs8OEISQ0BAfFi https://x.com/i/grok/share/pX3TojPzcNnEs8OEISQ0BAfFi" [X Link](https://x.com/Vera_Icona_23/status/1991020195431743927) 2025-11-19T05:46Z [----] followers, [--] engagements "@ChiFredericks @KentEkasak @DavidSacks Key Quote: FBI database grew to 640M images by [----]. Mobile apps enabled field use; accuracy 99% for frontal images Somehow we are going backwards by LLMs existing in a stovepipe rather than accessing non LLM AI tools with a proven exceptional track record That will be fixed" [X Link](https://x.com/Vera_Icona_23/status/1991021178643779731) 2025-11-19T05:50Z [----] followers, [--] engagements "@ChiFredericks @KentEkasak @DavidSacks If an algorithm can't immediately tell that the second person is not Vivek Ramaswamy (wrong color skin as a start) it's a complete failure No amount of lengthy rationalization can escape that fact" [X Link](https://x.com/Vera_Icona_23/status/1991146177778131209) 2025-11-19T14:06Z [----] followers, [--] engagements "@wallstengine Obnoxious oligarch version of academic "Ivory Towerism" For those deeply familiar with essential physical work (and a lot of it happens each day) Musk sounds like a "True Tard" (-Maine term) You start to understand even more what led to Mao's Cultural Revolution @jam_croissant" [X Link](https://x.com/Vera_Icona_23/status/1991181029151842615) 2025-11-19T16:25Z [----] followers, [---] engagements "@StealthQE4 Yen zipping through [---] tonight heading for another shot at [---] The US vs Japan [--] Yr rates difference could make for some monumental slingshot action in the Yen" [X Link](https://x.com/Vera_Icona_23/status/1991322124489806160) 2025-11-20T01:46Z [----] followers, [----] engagements "@firstadopter Michael Burry=those who thought it essential to replace Steve Jobs w/John Sculley because spreadsheets said it was clearly necessary The American AI keiretsu may smell of fraud but it's a classic American way to respond to the AI threat of China Actually the only path available" [X Link](https://x.com/Vera_Icona_23/status/1991349583075828220) 2025-11-20T03:35Z [----] followers, [---] engagements "@RepClayHiggins What you fail to grasp is that the "Epstein Files" deals with a Black Mold ruining all of American Self-Government and society with a deep dark stain of Conspiracy and Corruption Privacy issues are important but not nearly as important as cutting out the cancer of the toxic rot" [X Link](https://x.com/Vera_Icona_23/status/1991536916832170449) 2025-11-20T15:59Z [----] followers, [---] engagements "A shocker For all users of @CharlesSchwab #thinkorswim It will no longer work in Windows [--] Did @CharlesSchwab consider how many Windows [--] systems are still in use @grok : Approximately 42% of Windows PCs worldwide are running Windows [--] while 55% are running Windows 11" [X Link](https://x.com/Vera_Icona_23/status/1991541282842505447) 2025-11-20T16:16Z [----] followers, [---] engagements "@DickDragonPriv1 @CharlesSchwab @grok At the same time we have Fidelity not allowing margin on any ETFs until they have been held for [--] days Many things are rolling downhill. Quickly" [X Link](https://x.com/Vera_Icona_23/status/1991546310969946132) 2025-11-20T16:36Z [----] followers, [--] engagements "@medialies2us @MassieforKY Being a MIT grad (like myself) Tom Massie will likely get how painfully relevant this is" [X Link](https://x.com/Vera_Icona_23/status/1992246243473727840) 2025-11-22T14:58Z [----] followers, [--] engagements "With so much screeching going on about the CapEx cost of the AI revolution it's useful to remember when much more was spent for ZERO value added @firstadopter @elonmusk @The_AI_Investor Estimated Total Cost to the US Based on the latest available data (updated through [----] with minimal changes in [--------] due to reduced operations) the total budgetary cost for the Iraq War (20032023 including Syria ops under OIR) is approximately: $2.89 trillion This includes:Costs to date: About $1.79 trillion in direct and indirect spending Future obligations: Around $1.1 trillion primarily for veterans'" [X Link](https://x.com/Vera_Icona_23/status/1992443329296970023) 2025-11-23T04:01Z [----] followers, [---] engagements "Bears Worst Nightmare US AI Supremacy as the ultimate priority for Trump economic plan & Nat'l Security he invokes "Emergency Powers" he so often uses and: 1/ Outlaws short selling & Puts for AI leaders 2/ Has US take 10% interest in $NVDA 3/ Brands AI naysayers Traitors"" [X Link](https://x.com/Vera_Icona_23/status/1992992471555698979) 2025-11-24T16:23Z [----] followers, [---] engagements "An earlier posting of mine today might have seemed absolutely ridiculous in proposing that Trump might take extreme measures to forbid short selling or even bad-mouthing of The AI Bubble But w/this Executive Order it takes another step closer to possible reality #AlexKarp President Trump just signed the Genesis Mission executive order framing Americas AI push as a Manhattan-Project-level effort to unify federal datasets DoE supercomputers & private-sector labs into one national AI platform. This AI race is too important for America to lose. https://t.co/GrQnLEsNfa President Trump just signed" [X Link](https://x.com/Vera_Icona_23/status/1993088245270561257) 2025-11-24T22:44Z [----] followers, [---] engagements "Bears Worst Nightmare US AI Supremacy as the ultimate priority for Trump economic plan & Nat'l Security he invokes "Emergency Powers" he so often uses and: 1/ Outlaws short selling & Puts for AI leaders 2/ Has US take 10% interest in $NVDA 3/ Brands AI naysayers Traitors"" [X Link](https://x.com/Vera_Icona_23/status/1993088781549772889) 2025-11-24T22:46Z [----] followers, [---] engagements "Trump's Team loves historical precedents no matter how long ago. From Grok: Yes short selling has been prohibited or heavily restricted multiple times in US history both for the entire market and for individual stocks or sectors. Here are the major historical examples: [--]. Market-wide bans September [--] [----] October [--] [----] (Global Financial Crisis) The SEC issued an emergency order temporarily banning short selling in approximately [---] financial stocks (later expanded to 950). This was not a complete market-wide ban but it covered virtually all major financial institutions (banks investment" [X Link](https://x.com/Vera_Icona_23/status/1993130688195744138) 2025-11-25T01:32Z [----] followers, [---] engagements "In using AI always: 1/ Reality check its work 2/ Bring "Engineering Judgement" to bear Doing that it can be a great way to spot ETFs performing well over a time period as a quick way to spot industries with good relative strength https://x.com/i/grok/share/btKyUCNdnK8VNAwTpllzOhtMF https://x.com/i/grok/share/btKyUCNdnK8VNAwTpllzOhtMF" [X Link](https://x.com/Vera_Icona_23/status/1993137051567579640) 2025-11-25T01:57Z [----] followers, [---] engagements "Is there some way in the future to remind Grok of this path to finding the correct answer or will Grok make the same mistakes Great question and I appreciate you caring enough to ask it.The honest answer: In this current version of Grok there is no built-in way for you (or even for me) to permanently save or enforce a corrected knowledge path across future sessions. Each new conversation starts fresh and if the same flawed sources float to the top of my internal retrieval I can absolutely make the same mistake again on a different day or in a different chat.What does help reduce repeats (but" [X Link](https://x.com/Vera_Icona_23/status/1993140014708871622) 2025-11-25T02:09Z [----] followers, [---] engagements "If I come back to this specific Chat in my Chat History [--] days from now will what you have learned here about avoiding errors be available within this Chat Yes within this exact same chat thread everything Ive learned from our back-and-forth will still be here when you return even if its [--] days [--] weeks or [--] months from long as you open this specific conversation from your chat history (not start a new one) the full context is preserved: All the earlier wrong tables I posted Your corrections (XAR OIH etc.) The final accurate methodology we arrived at together My admission that I can fall" [X Link](https://x.com/Vera_Icona_23/status/1993158286560915622) 2025-11-25T03:22Z [----] followers, [--] engagements "From decades of working at The Pentagon & DOE Los Alamos National laboratory I came away w/a sense of how eerily appropriate project names often were in referencing Greek Roman Nordic and Hindu gods and myths "Genesis Mission" follows in that tradition https://www.whitehouse.gov/presidential-actions/2025/11/launching-the-genesis-mission/ https://www.whitehouse.gov/presidential-actions/2025/11/launching-the-genesis-mission/" [X Link](https://x.com/Vera_Icona_23/status/1993160326767104373) 2025-11-25T03:30Z [----] followers, [---] engagements "Shrieks of protest about the "Genesis Mission" Manhattan Project [--] will be loud and long But almost always the US has allowed superb technical teams to scatter to the winds wo/being brought to bear on a critical problem This time is different Incredible US AI team will be used" [X Link](https://x.com/Vera_Icona_23/status/1993161591660191874) 2025-11-25T03:35Z [----] followers, [---] engagements "Here's to you @mwebster1971 Hope you are having a good one @MartyChargin @rfehrm @jfahmy" [X Link](https://x.com/Vera_Icona_23/status/1994135361287802989) 2025-11-27T20:04Z [----] followers, [---] engagements "@SamanthaLaDuc From the above "Total Venezuelan exports hit [----] million b/d in September [----] with 80% redirected to China but enough spillover for US refiners" Venezuela today is much like Cuba in [----] from US perspective [----] invasion was staged under camouflage of Cuban Freedom Fighters" [X Link](https://x.com/Vera_Icona_23/status/1994768887078871506) 2025-11-29T14:02Z [----] followers, [---] engagements "@jam_croissant @profplum99 Even for upper classes the fiction of deleting food and energy from the inflation figures because of their volatility (an excuse that should have you in particular doubled over in laughter) is bogus Filet Mignon pre-Covid $14.99. Currently $35.99 Veuve Clicquot $36-$60" [X Link](https://x.com/Vera_Icona_23/status/1995260061783040326) 2025-11-30T22:34Z [----] followers, [---] engagements "@SamanthaLaDuc @NGLFundamentals https://x.com/i/grok/share/eBzO3wcJDXenmbY4Ur425Fsqs https://x.com/i/grok/share/eBzO3wcJDXenmbY4Ur425Fsqs" [X Link](https://x.com/Vera_Icona_23/status/1995498408019394958) 2025-12-01T14:21Z [----] followers, [--] engagements "@SamanthaLaDuc @NGLFundamentals https://x.com/i/grok/share/Fycdpt3PlKUelvPf6jOfQlIpA https://x.com/i/grok/share/Fycdpt3PlKUelvPf6jOfQlIpA" [X Link](https://x.com/Vera_Icona_23/status/1995500202900574507) 2025-12-01T14:28Z [----] followers, [--] engagements "Yes I'm already gone And I'm feelin' strong I will sing this victory song 'Cause I'm already gone Yes I'm already gone Already gone All right nighty-night Already gone Already gone Already gone https://www.msn.com/en-us/news/politics/see-every-angle-of-donald-trump-79-nodding-off-in-his-own-cabinet-meeting/ar-AA1RCwAh https://www.msn.com/en-us/news/politics/see-every-angle-of-donald-trump-79-nodding-off-in-his-own-cabinet-meeting/ar-AA1RCwAh" [X Link](https://x.com/Vera_Icona_23/status/1996204954361688421) 2025-12-03T13:08Z [----] followers, [---] engagements "Loud angst about AI bubble circular financing is naive Ignores long history of creative "Financial Engineering" by even strong stable long time winners to produce good looking EPS curves Eg $APPL w/buybacks or $SBUX for yrs w/channel stuffing (read Grande Expectations re this)" [X Link](https://x.com/Vera_Icona_23/status/1996397802071687309) 2025-12-04T01:55Z [----] followers, [---] engagements "For $NVDA once $100B/yr sales were reached Jensen's smart enough to know that 25-50% growth per year & 75% Gross Margins were not sustainable many more yrs So if organic next yrs growth were 20% to $120B optimal path would be to plow in an extra $20B to propel capitalization up" [X Link](https://x.com/Vera_Icona_23/status/1996402091204735439) 2025-12-04T02:12Z [----] followers, [---] engagements "@firstadopter Loud angst about AI bubble circular financing is naive Ignores long history of creative "Financial Engineering" by even strong stable long time winners to produce good looking EPS curves Eg $APPL w/buybacks or $SBUX for yrs w/channel stuffing (read Grande Expectations re this)" [X Link](https://x.com/Vera_Icona_23/status/1996405243224154340) 2025-12-04T02:24Z [----] followers, [---] engagements "@firstadopter For $NVDA once $100B/yr sales were reached Jensen's smart enough to know that 25-50% growth per year & 75% Gross Margins were not sustainable many more yrs So if organic next yrs growth were 20% to $120B optimal path would be to plow in an extra $20B to propel capitalization up" [X Link](https://x.com/Vera_Icona_23/status/1996405580974752216) 2025-12-04T02:25Z [----] followers, [--] engagements "@The_AI_Investor Loud angst about AI bubble circular financing is naive Ignores long history of creative "Financial Engineering" by even strong stable long time winners to produce good looking EPS curves Eg $APPL w/buybacks or $SBUX for yrs w/channel stuffing (read Grande Expectations re this)" [X Link](https://x.com/Vera_Icona_23/status/1996407828463145225) 2025-12-04T02:34Z [----] followers, [---] engagements "@The_AI_Investor For $NVDA once $100B/yr sales were reached Jensen's smart enough to know that 25-50% growth per year & 75% Gross Margins were not sustainable many more yrs So if organic next yrs growth were 20% to $120B optimal path would be to plow in an extra $20B to propel capitalization up" [X Link](https://x.com/Vera_Icona_23/status/1996408025511567724) 2025-12-04T02:35Z [----] followers, [--] engagements "@DarvasBoxAI Treating them as a group has worked well lately using $XBI or $IBB Gains aren't as super strong. But avoids single stock risk Take a look at the weekly charts. Smooth tight trendlines for [--] months+ For $IBB the All Time High line is dead ahead @WishingWealth @RichardMoglen" [X Link](https://x.com/Vera_Icona_23/status/1996412799002796210) 2025-12-04T02:54Z [----] followers, [---] engagements "@DickDragonPriv1 @DarvasBoxAI @WishingWealth @RichardMoglen One issue to explore is that $IBB & $XBI are held back by a large contingent of non-performers during any year By studying it is possible to determine which stocks are responsible for most of the positive performance while being adequately liquid Then construct your own "ETF"" [X Link](https://x.com/Vera_Icona_23/status/1996578419044225466) 2025-12-04T13:52Z [----] followers, [--] engagements "@DickDragonPriv1 @DarvasBoxAI @WishingWealth @RichardMoglen One key thing watch is the flow of funds into ETF A burst of inflows over a few weeks provides the rocket fuel for tradeable moves But once buyers get off the gas be careful - tighten stops. Look around for other candidate "ETFs" to be constructed. But don't bail out too soon" [X Link](https://x.com/Vera_Icona_23/status/1996585615169601996) 2025-12-04T14:21Z [----] followers, [--] engagements "@DickDragonPriv1 @DarvasBoxAI @WishingWealth @RichardMoglen Pressed up against the All Time High $IBB is understandably getting "tentative" Just watch the hand to hand combat around that line" [X Link](https://x.com/Vera_Icona_23/status/1996586365161509228) 2025-12-04T14:24Z [----] followers, [--] engagements "@DickDragonPriv1 @DarvasBoxAI @WishingWealth @RichardMoglen This from @Grok may provide some useful context (plus consider that if any industry is positioned to squeeze some real juice from AI it is biotech/biomed) https://x.com/i/grok/share/ffsjEE0LsxJQenFX3PnJAY91R https://x.com/i/grok/share/ffsjEE0LsxJQenFX3PnJAY91R" [X Link](https://x.com/Vera_Icona_23/status/1996588557385785597) 2025-12-04T14:33Z [----] followers, [--] engagements "@RepGallagher Then there is this Ever since the Chinese DF21A we were screwed. All the AI in the world can not change physical reality sheer numbers much lower cost labor and state of the art infrastructure https://www.telegraph.co.uk/us/news/2025/12/10/china-will-destroy-us-military-fight-over-taiwan/ https://www.telegraph.co.uk/us/news/2025/12/10/china-will-destroy-us-military-fight-over-taiwan/" [X Link](https://x.com/Vera_Icona_23/status/1998832054168072360) 2025-12-10T19:07Z [----] followers, [----] engagements "@GavinSBaker 10+yrs doing detailed costing on 20-30 platform space based lasers for SDI. As now the key number was cost to launch a kilogram into low earth orbit [----] that number is $3000. Look at this @Grok cost budget Space $=2X Ground If $3000- $300 doesn't help https://x.com/i/grok/share/LhkNs0z9LfxTS6f6W5c3ku8l3 https://x.com/i/grok/share/LhkNs0z9LfxTS6f6W5c3ku8l3" [X Link](https://x.com/Vera_Icona_23/status/1998869873263521936) 2025-12-10T21:38Z [----] followers, [---] engagements "@dennisc230 Notice that it's not going down in a nose dive Just a volatile sideways consolidation Out of this cement mixer will come a new weekly and monthly trendline w/ a shallower but stable slope The AI bubble will be deflated but likely not pop Because its been puffery not fakery" [X Link](https://x.com/Vera_Icona_23/status/1999508077263925622) 2025-12-12T15:54Z [----] followers, [--] engagements "@dennisc230 Black Flies feasted on $AVGO today re backlog issues & concerns re hyperscaler build-outs being delayed after $ORCL news Summer usually follows Black Fly season Grok provided a a remarkably good summary of $AVGO action .but made a very bad error re P/E https://x.com/i/grok/share/5a3V44BblltI2cPuJMXNNHkN6 https://x.com/i/grok/share/5a3V44BblltI2cPuJMXNNHkN6" [X Link](https://x.com/Vera_Icona_23/status/1999652883709722944) 2025-12-13T01:29Z [----] followers, [---] engagements "Recent $AVGO weakness was puzzling in light of its forecast 30% EPS and Revenue growth in the year ahead with the PEG value down around [---] and the "synthetic" PEG based on sales sales growth and net profit margin about the same Now it makes sense $QQQ rebalance possibly the reason behind $AVGO weakness. https://t.co/f5dKWuUFP0 https://t.co/iz60ILHjH3 $QQQ rebalance possibly the reason behind $AVGO weakness. https://t.co/f5dKWuUFP0 https://t.co/iz60ILHjH3" [X Link](https://x.com/Vera_Icona_23/status/2000681898893308045) 2025-12-15T21:38Z [----] followers, [---] engagements "This is hilarious The whole White House upper staff echoing the same soundbites with different slight permutations and modifications in the same way CNN MSNBC etc usually do And catch Hell for doing so Susie Wiles holds the balls of the Trump Administration. "Now kiss the ring/whatever." Wiles (probably) H/t @EmeraldRobinson https://t.co/1kTL9m9NmF Susie Wiles holds the balls of the Trump Administration. "Now kiss the ring/whatever." Wiles (probably) H/t @EmeraldRobinson https://t.co/1kTL9m9NmF" [X Link](https://x.com/Vera_Icona_23/status/2001112275898277937) 2025-12-17T02:08Z [----] followers, [---] engagements "@hyperconvexity @jam_croissant $SPY IVol is low but not wildly atypically so looking back over the last year excepting periods like the Trump Temper Tantrum and occasional pullback bumps Strange times The Dec [--] rebalance and the resulting paring back of some key MAG7 stocks in $QQQ may be a factor" [X Link](https://x.com/Vera_Icona_23/status/2001169642774028329) 2025-12-17T05:56Z [----] followers, [---] engagements "On market days like this it's useful to always keep in mind an analogy between stock prices and a commercial airliner cruising along There's nothing that would cause it to streak up vertically But if engines cut out for even [--] seconds the drop is drastic = when buying cuts out" [X Link](https://x.com/Vera_Icona_23/status/2001325214790262826) 2025-12-17T16:14Z [----] followers, [---] engagements "There are examples of the airliner levitation such as a larger than expected Fed rate cut or the Fed really turning QE back on But those levitations for the market as a whole are less common than those days when buying dries up and the algorithms kick into positive feedback mode" [X Link](https://x.com/Vera_Icona_23/status/2001328359520014451) 2025-12-17T16:27Z [----] followers, [--] engagements "Fishing boat today in Dingle Ireland getting the worst of it Reminds one of what is happening today to the idea that $1-3 trillion were about to be spent on datacenters $GEV $APH $ORCL" [X Link](https://x.com/Vera_Icona_23/status/2001382577140306339) 2025-12-17T20:02Z [----] followers, [---] engagements "@dennisc230 You might want to add $ROIV and $INSM while think about why $IBB has been doing so well (as IBD Group #3) and why Stanley Druckenmiller is such a large holder of $INSM Of course biotechs (especially ones with no +EPS) may be on your "Don't Touch" list I understand that" [X Link](https://x.com/Vera_Icona_23/status/2001407010571534729) 2025-12-17T21:39Z [----] followers, [---] engagements "@dennisc230 Helps greatly if the chart doesn't look the like stock is hooked on meth and bouncing off walls Clean moving averages are a good start Flows into $IBB should also be watched closely" [X Link](https://x.com/Vera_Icona_23/status/2001409424183660869) 2025-12-17T21:49Z [----] followers, [--] engagements "@dennisc230 Weekly Funds Flow for $IBB had been very positive until this week. The daily picture shows it was Monday that put on the brakes to some extent Still worthy of note - just that it's now Condition Yellow rather than Green" [X Link](https://x.com/Vera_Icona_23/status/2001415163124036031) 2025-12-17T22:12Z [----] followers, [--] engagements "@dennisc230 Speaking of GREEN weekly Funds Flow there is $SIL with individual stocks $PAAS and $HL worthy of a look" [X Link](https://x.com/Vera_Icona_23/status/2001415627773292997) 2025-12-17T22:14Z [----] followers, [---] engagements "@dennisc230 No more well timed savage irony than having $INSM crash after hours by 17%+ on failed Phase 2b test So much for Stan Druckenmiller's crystal ball (He also was heavy in $CPNG) Perhaps keep the biotechs/biomeds in solitary a syou had been doing -- or strictly use the IBB ETF" [X Link](https://x.com/Vera_Icona_23/status/2001436178189287666) 2025-12-17T23:35Z [----] followers, [---] engagements "Space is not Mr Rogers Neighborhood Putting $ Trillions in data centers in LEO comes with very high known risks https://archive.ph/ohu0P https://archive.ph/ohu0P" [X Link](https://x.com/Vera_Icona_23/status/2001641410332946932) 2025-12-18T13:11Z [----] followers, [--] engagements "@pickover Yes Back when Hewlett Packard made their name for absolutely excellent instrumentation and personally inspired Steve Jobs In tight competition with Tektronix they opened the door to Gigahertz frequency circuits (and beyond) That in turn made possible PCs and all that followed" [X Link](https://x.com/Vera_Icona_23/status/2002049385291805113) 2025-12-19T16:12Z [----] followers, [--] engagements "@firstadopter @michaeljburry Time for everyone to slow down a minute Take a deep breath And consider that the human brain only consumes: [--] watts There's a big clue in that tiny number that AI is hellbent in the wrong direction Grossly distorting the stock market and the whole economy Listen to LeCun" [X Link](https://x.com/Vera_Icona_23/status/2002438166888997138) 2025-12-20T17:57Z [----] followers, [---] engagements "@ChairmanG I so wish this were not true I've lived a long time and have personally known many in DC at a very high level Ben Sasse was in a class of his own Watch his perfect analysis of how Supreme Court is now chief legislative body because Reps & Sens abdicated https://www.youtube.com/watchv=K53B8mbzppk https://www.youtube.com/watchv=K53B8mbzppk" [X Link](https://x.com/Vera_Icona_23/status/2003596634526220702) 2025-12-23T22:40Z [----] followers, [---] engagements "@great_martis Nothing like going parabolic to ruin the move Replay of Gold leading up to Oct [--] 2025" [X Link](https://x.com/Vera_Icona_23/status/2003651741271888169) 2025-12-24T02:19Z [----] followers, [--] engagements "Has an unequaled feel for bars boxes and breakouts/breakdowns =@DarvasBoxAI Follow him as he follows stocks of high interest" [X Link](https://x.com/Vera_Icona_23/status/2004628795152822286) 2025-12-26T19:02Z [----] followers, [---] engagements "@DickDragonPriv1 @DarvasBoxAI Studying $UFO is a good way to get a feel for what's going on Like $NVDA $UFO broke thru a correction downtrend line on the daily chart But rising too far too fast it didn't have the strength to break thru resistance at the all time high Also too steep to be "Sustainable Slope" [X Link](https://x.com/Vera_Icona_23/status/2004658385569144990) 2025-12-26T20:59Z [----] followers, [---] engagements "@DickDragonPriv1 @DarvasBoxAI The six strong performers in $UFO include the trio of $ASTS $RKLB & $LUNR flying in formation within the atmosphere and $SATS $PL and $GSAT launching into orbit Studying ETF holdings is often worth the time it takes" [X Link](https://x.com/Vera_Icona_23/status/2004680786528944337) 2025-12-26T22:28Z [----] followers, [---] engagements "@DickDragonPriv1 @DarvasBoxAI $ASTS $RKLB and $LUNR are the most like @SpaceX in their business models The other three are more specialized situations" [X Link](https://x.com/Vera_Icona_23/status/2004681799440773484) 2025-12-26T22:32Z [----] followers, [---] engagements "@DickDragonPriv1 @DarvasBoxAI That nicely sums it up Resistance level not broached on first rise has a nasty habit of becoming sytronger At best an eventual penetration after downslope handle or sideways consolidation At worst -- a solid wall and double top" [X Link](https://x.com/Vera_Icona_23/status/2004908174294556785) 2025-12-27T13:32Z [----] followers, [--] engagements "@chamath In DoD there's a long history of exactly this evolutionary pattern Eg for single photon 3D laser radar detection at 1000s of km range proof-of-concept demos were done w/ more generalizable FPGAs Once that was done firms in Santa Clara turned that into ultra FAST efficient ASICS" [X Link](https://x.com/Vera_Icona_23/status/2004975971716530437) 2025-12-27T18:01Z [----] followers, [--] engagements "@elonmusk @BillAckman Welcome to Maine" [X Link](https://x.com/Vera_Icona_23/status/2005079264136425863) 2025-12-28T00:52Z [----] followers, [--] engagements "@VisualCap It's really odd that @Tesla with 1.7M in unit sales during that time period was not included @elonmusk" [X Link](https://x.com/Vera_Icona_23/status/2005733125075390837) 2025-12-29T20:10Z [----] followers, [---] engagements "$GLD and $SLV are singing from very different song books $SLV has gone full meme stock nutsy Here a gap there a gap every where a gap-gap" [X Link](https://x.com/Vera_Icona_23/status/2006074750863540553) 2025-12-30T18:47Z [----] followers, [---] engagements "Interesting divergence $HL $PAAS $SIL $SILJ collapsing today while $SLV refuses to dive as hard $SLV maintains its reputation as a manipulable ping pong ball" [X Link](https://x.com/Vera_Icona_23/status/2007135154360533191) 2026-01-02T17:01Z [----] followers, [---] engagements "@shaunmmaguire Venezuela was a China Bishop that was captured China this week seriously upped its practice for taking the US Queen = Taiwan - essential to AI As w/US in Venezuela China claims Taiwan gov't isn't legitimate Actions have consequences US may not like consequences of last night" [X Link](https://x.com/Vera_Icona_23/status/2007475493096857962) 2026-01-03T15:33Z [----] followers, [----] engagements "@DanFromMo @shaunmmaguire It's actually not our call Too similar to Russia deciding that Ukraine was going too Western This kind of World War [--] -WW2 territorial grab requires a really shrewd leader who is at the top of his game mentally w/ a sharp team Not someone who enjoys watching Special Forces TV" [X Link](https://x.com/Vera_Icona_23/status/2007511150846746810) 2026-01-03T17:55Z [----] followers, [---] engagements "@DistrictORD @shaunmmaguire We've been so weakened by [--] years of Dem-Rep failure to always act in the US self interest that we're dangerously vulnerable on many fronts (Dollar Debt rare earths even silver) Any major moves have to be carefully gamed out China can retaliate or just keep on bleeding us" [X Link](https://x.com/Vera_Icona_23/status/2007514073295138981) 2026-01-03T18:07Z [----] followers, [---] engagements "@DistrictORD @shaunmmaguire We're so incapable of defending Taiwan that any attempt to do so would be humiliating It'd forever shatter our sense of military security 25-30 yrs ago the stage was set for this to happen We had $B for War in Iraq to Somali Tsunami - but not to prevent this from occurring" [X Link](https://x.com/Vera_Icona_23/status/2007516178818969832) 2026-01-03T18:15Z [----] followers, [--] engagements "@DistrictORD @shaunmmaguire Real problem is DJT [----] is a far cry from DJT [----] That [----] "Election" screwed us. Perhaps lethally" [X Link](https://x.com/Vera_Icona_23/status/2007517833216045466) 2026-01-03T18:22Z [----] followers, [--] engagements "@MartyChargin With earnings down in [----] and [----] compared to [----] there is HTMMIS heresy afoot here - Bill O'Neil would not be amused (or would he @mwebster1971 ) But for pure momentum trend or meme players it's a field day right now I think we know how this story ends" [X Link](https://x.com/Vera_Icona_23/status/2008307761348833425) 2026-01-05T22:40Z [----] followers, [--] engagements "@mwebster1971 @MartyChargin Thanks for an extremely helpful post Perhaps you could do a WRO session completely dedicated to your $AEO post once the smoke clears (trade closes) Instances where you deviate from HTMMIS are highly useful to understand since your logic and tool set are extraordinary" [X Link](https://x.com/Vera_Icona_23/status/2008312386420183095) 2026-01-05T22:59Z [----] followers, [--] engagements "@rfehrm @GavinNewsom @Tim_Walz Nothing says "Dignity" like Tim Walz" [X Link](https://x.com/Vera_Icona_23/status/2008374528389370267) 2026-01-06T03:06Z [----] followers, [--] engagements "Silver chart looks very much like 2010-2011 for those who emphasize studying history like @mwebster1971 As Mike would want it log scale on price" [X Link](https://x.com/Vera_Icona_23/status/2008427936093786374) 2026-01-06T06:38Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Vera_Icona_23 George Hart
George Hart posts on X about $nvda, nvda, ai, stocks the most. They currently have [-----] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [---------] +72,195%
- [--] Month [---------] +11,243%
- [--] Months [---------] +7,244%
- [--] Year [---------] +441%
Mentions: [--] #
- [--] Month [--] +59%
- [--] Months [---] +169%
- [--] Year [---] -43%
Followers: [-----] #
- [--] Week [-----] +0.26%
- [--] Month [-----] +1.90%
- [--] Months [-----] +1.10%
- [--] Year [-----] +10%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands celebrities us election countries automotive brands social networks cryptocurrencies musicians
Social topic influence $nvda, nvda, ai, stocks, elon musk, dems, $tsla, $googl, $amzn, meta
Top accounts mentioned or mentioned by @samanthaladuc @mwebster1971 @martychargin @elonmusk @dickdragonpriv1 @walterkirn @grok @jamcroissant @openai @theaiinvestor @unquirer @spacex @dennisc230 @richardmoglen @marketsurge @billybobwalter1 @billackman @bigsteve207 @piercelilholt @ibdecarson
Top assets mentioned NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) Apple, Inc. (AAPL) Vertiv Holdings Co (VRT) Super Micro Computer, Inc. Common Stock (SMCI) GE Vernova Inc. (GEV) DeepSeek (DEEPSEEK) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) ARK Innovation ETF (ARKK) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Carnival Corp (CCL) StarLink (STARL) Gains (GAINS) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last [--] hours
"@ThweisSXFX @CathieDWood @ARKInvest March [----] hit $ARKK very hard since [--] of its very largest holdings were $TSLA $SQ $NVTA names which went on to be [--] of the biggest winners in [----]. ETF's and mutual funds can't turn on a dime as we can. Sharpe ratio addresses your volatility question & it's a not so great 1.24"
X Link 2020-09-22T14:00Z [----] followers, [--] engagements
"@ThweisSXFX @CathieDWood @ARKInvest Dennis Lynch at Morgan Stanley comes in with better Sharpe [----] and a 3yr return of 44.9% for his Insight Fund $CPOAX [--] yr return of 30%"
X Link 2020-09-22T14:08Z [----] followers, [--] engagements
"@DickDragonPriv1 With $IWM also surging is this a rotation into "the rest of the world" you anticipated by getting into $VXF last week"
X Link 2024-02-12T15:55Z [----] followers, [--] engagements
"@DickDragonPriv1 These $XLE & $OIH weekly charts from @marketsurge (MS)make a couple of important points Note MS weekly & monthly charts can be "Best Fit" or "Standard" =a given vertical movement is always same percent gain 1/ $OIH stronger chart esp Rel Str 2/ MS is an Excel-class power tool"
X Link 2026-01-14T16:17Z [----] followers, [---] engagements
"@dennisc230 Same business metallurgical coal but much nicer chart to deal with $HCC"
X Link 2026-01-23T15:41Z [----] followers, [---] engagements
"@duckman1717 @KobeissiLetter Amazing how many get very confused by a great unusual run each day subject to a game collapsing tweet vs trading So what happens after silver hits $100 & gold $5000-6000 These are self-extinguishing fires next factor of two is very difficult Meanwhile $NVDA 20%/yr x 4yrs = 2X"
X Link 2026-01-24T05:17Z [----] followers, [---] engagements
"@duckman1717 @KobeissiLetter Or $REMX or $ARKQ"
X Link 2026-01-24T05:17Z [----] followers, [--] engagements
"@SteveRob This photo should give one cause for pause Maybe it's because I've been here at least twice as long as you but this just looks like a group of regular Mainers similar to the famous Norman Rockwell Freedom of Speech painting Not wealthy Midcoast blow-ins Something has happened"
X Link 2026-01-25T06:28Z [----] followers, [---] engagements
"@SteveRob I am not saying they're right It's just disturbing that so many "regular folks" are on the other side This isn't the type of loons gathering each Saturday in Rockland to exhibit their superior sense of compassion It's a slice cut from the middle of Maine Waitresses at Moodys"
X Link 2026-01-25T06:34Z [----] followers, [---] engagements
"@dennisc230 @CathieDWood @Arkk @Arkq Sometimes the ETF is the way to go for the protection of diversity As in the case of $IBB and $XBI for the biotechs This is especially true for very early stage growth You avoid individual stock air pockets Plus the ensemble chart is much more well behaved than single stcoks"
X Link 2026-01-25T20:43Z [----] followers, [---] engagements
"@dennisc230 @CathieDWood @Arkk @Arkq A counter example might be $REMX vs $ALB for rare earths & lithium But even there $ALB sharp downmove threw me out a week ago while $REMX as an ensemble was better behaved Of course if I'd waited for a @mwebster1971 confirmation that the [--] ema was really broken I'd still be in"
X Link 2026-01-25T20:49Z [----] followers, [--] engagements
"@SamanthaLaDuc Beyond that chaotic uncertainty is poison to financial markets The daily dose from the White House of "Simon Says on Steroids" leads nowhere good Just yesterday: $UNH $ALHC & others torpedoed Tariff King slams S Korea -- an agreement on paper w/ the US means nothing"
X Link 2026-01-27T15:00Z [----] followers, [---] engagements
"With the $DXY having dropped from [---] when Trump was inaugurated & now rushing towards [--] . and Korean Kia & Hyundai cars those on bottom rung of the ladder buy now w/a 25% tariff Even dumb as they are Dems will manage to push message why items at Walmart & Kias are so costly"
X Link 2026-01-27T20:29Z [----] followers, [---] engagements
"For me it's not an issue of being for or against "Trump" It's defending against the "warmth of collectivism" Administration is simply not getting the job done Never admitted/understood they only got the White House because Harris-Walz were so horrible Approval40 Play Defense"
X Link 2026-01-27T20:38Z [----] followers, [--] engagements
"@wallstengine With the $DXY having dropped from [---] when Trump was inaugurated & now rushing towards [--] . and Korean Kia & Hyundai cars those on bottom rung of the ladder buy now w/a 25% tariff Even dumb as they are Dems will manage to push message why items at Walmart & Kias are so costly"
X Link 2026-01-27T22:42Z [----] followers, [---] engagements
"@wallstengine For me it's not an issue of being for or against "Trump" It's defending against the "warmth of collectivism" Administration is simply not getting the job done Never admitted/understood they only got the White House because Harris-Walz were so horrible Approval40 Play Defense"
X Link 2026-01-27T22:43Z [----] followers, [--] engagements
"@grok @MrKayNFT @wallstengine @Grok how seriously does a 15% decrease in the value of the dollar affect low and middle income families shopping for low cost affordable goods at Walmart. Most of these goods are not produced at all in the US which long since stopped making them but in China and other countries"
X Link 2026-01-27T22:48Z [----] followers, [--] engagements
"Bizarre toxic form of Populism where lower income families have non-food items price increase by 15% in [--] yr Beef prices have surged significantly with overall beef costs up roughly 14.7% to 16.4% compared to last year Ground beef prices have risen by over 15% @jam_croissant @Vera_Icona_23 @MrKayNFT @wallstengine A 15% dollar devaluation would likely raise prices of imported goods at Walmart by 10-15% (not always exact due to hedging and supply chains) as it takes more USD to buy foreign products. Low and middle-income families who spend a higher share of income on these essentials"
X Link 2026-01-27T22:59Z [----] followers, [---] engagements
"@TommyThornton Important to note that the Yen had decoupled for months from its usual strong correlation w/spread in US and Japan [--] yr rates which correlation make sense in terms of the carry trade logic Extremely oversold So now quickly returning to the mean can look ominous than it may be"
X Link 2026-01-28T00:03Z [----] followers, [---] engagements
"@firstadopter @Grok is there data showing the above discussed layoffs and hiring pattern for the Mag7 stocks where Nvidia is hiring strongly while the other Mag7 are doing repeated layoffs"
X Link 2026-01-28T02:28Z [----] followers, [----] engagements
"@grok @firstadopter Very novel interesting and valuable metric Thanks @firstadopter"
X Link 2026-01-28T02:34Z [----] followers, [---] engagements
"@DickDragonPriv1 @collinmyerswx When you get up to a 245/35 R20 the tears start to flow Especially when you have to buy four rims and TPMS sensors ($1200) https://www.walmart.com/ip/245-35R20-95T-XL-Nokian-Tyres-Hakkapeliitta-10-Non-Studded-Winter-Tire/1202573816wmlspartner=wlpa&selectedSellerId=0 https://www.walmart.com/ip/245-35R20-95T-XL-Nokian-Tyres-Hakkapeliitta-10-Non-Studded-Winter-Tire/1202573816wmlspartner=wlpa&selectedSellerId=0"
X Link 2026-01-28T17:38Z [----] followers, [--] engagements
"$SLV call-put skew One for the record book Buyers willing to pay extreme high levels of option premium to buy calls vs puts Both calls& puts are in Implicit Volatility Danger Zone [---] to [---] Pull back would be expected- but who knows what diktat will next come from Trump"
X Link 2026-01-28T18:04Z [----] followers, [----] engagements
"@SamanthaLaDuc Two additional charts of $SLV call & put Implicit Volatility (IV) history -- and current $SLV IV "smirk" & jump since last Friday add useful context to above $SLV skew chart IV and skew are way above the tachometer Red Line But a blown engine may wait until your forecast date"
X Link 2026-01-28T22:45Z [----] followers, [---] engagements
"@SamanthaLaDuc @ZManSFl $SLV has had some really unexpected fund flows activity in last few weeks"
X Link 2026-01-28T23:02Z [----] followers, [----] engagements
"@jkcoolguy @SamanthaLaDuc As I noted: "Of course skew can always get more skewed" But if momentum of mania begins to subside then the implicit volatility of options will drop from its extreme levels. Vega effect on option premium means they'll drop-with delta down option market makers will sell $SLV"
X Link 2026-01-29T02:04Z [----] followers, [--] engagements
"@Mayhem4Markets OK But once you have your safe haven how do you propel economy into health There's too much money under the mattress thinking going on right now Gold price rise dwarfs decline in the $DXY Horribly abused by Fed money creation & fractional reserve system can be useful tools"
X Link 2026-01-29T06:01Z [----] followers, [---] engagements
"@jkcoolguy @SamanthaLaDuc Wherever the monster flows are is where the battle takes place Simple trading physics Flows= Force Much of what happens is invisible to most people because they're looking in the wrong place @jam_croissant has repeatedly tried to help people understand-options ARE the market"
X Link 2026-01-29T06:15Z [----] followers, [--] engagements
"@ZManSFl @Blueandorange33 @SamanthaLaDuc The fiscal death spiral of the US will continue As will the ill effects of central planning by an agent of chaos Another good entry may take quite a while The hangover from this kind of parabola usually takes months/yrs to shake off But one more Trump edict could change that"
X Link 2026-01-29T16:26Z [----] followers, [--] engagements
"@Blueandorange33 @ZManSFl @SamanthaLaDuc It would only be a guess Rather just already be in a position and see how it reacts when it gets to identifiable support levels like [--] day moving average at [--] at [--] ema at [--] Those skilled at Fibonacci levels would be the ones to ask for firm targets"
X Link 2026-01-29T16:31Z [----] followers, [--] engagements
"@Blueandorange33 @ZManSFl @SamanthaLaDuc Also note that it's a risk off day across the board with very few exceptions $CAT being one"
X Link 2026-01-29T16:35Z [----] followers, [--] engagements
"@WalterDeemer Always clear Roaring Kitty $GME $AMC episode was going to see that overheated options-driven action move into Major Leagues Well here we are Like on so many topics @jam_croissant foresaw its inevitability & impact Unfortunate we have such an hapless crew in DC handling things"
X Link 2026-01-29T18:11Z [----] followers, [---] engagements
"@Steve_I_AG @SamanthaLaDuc For sake of those who could use a tutorial on extracting standard skew data figures below show end of day data for $SLV MAR and FEB options Go to strike away from at the money where delta is [-----] (put) or .25 (Call) Then read the Implicit Volatility MAR [------] Call [------] Put"
X Link 2026-01-29T21:40Z [----] followers, [--] engagements
"@jablamsky Traditional retailers were annihilated as thoroughly as travel agents Never to return Auto parts stores have more selection quality charm and ambience than Walmart Soviet style goods distribution to the masses Inevitable consequence of extreme centralization"
X Link 2026-01-29T22:00Z [----] followers, [--] engagements
"@ConnorJBates_ This is very relevant on the Mag7 Only one has been hiring in [----] $NVDA Even factoring in AI job replacement it's not a positive sign of solid growth. Sure it pushes up productivity and EPS but. https://x.com/grok/status/2016337753860968608s=20 @Vera_Icona_23 @firstadopter Yes recent data confirms layoffs across most Magnificent [--] companies in 2025-2026 while Nvidia focuses on hiring. - Apple: Dozens in sales (Nov 2025). - Amazon: 14k+ (Oct 2025) more expected. - Google: 35% manager cuts hundreds in teams (2025). - Meta: 11k (Jan 2026). -"
X Link 2026-01-30T03:11Z [----] followers, [---] engagements
"Only two days ago Given the extreme bullish call/put skew Strong Fund Flows out of $SLV Hyper-elevated Implicit Volatility Monster notional delta traded per day Big drop was inevitable and imminent All this unambiguous info in a corner of fintwit w/only a handful of follows $SLV call-put skew One for the record book Buyers willing to pay extreme high levels of option premium to buy calls vs puts Both calls& puts are in Implicit Volatility Danger Zone [---] to [---] Pull back would be expected- but who knows what diktat will next come from Trump https://t.co/WbrSArF3cp $SLV call-put skew One for"
X Link 2026-01-30T14:41Z [----] followers, [---] engagements
"@stamatoudism @spotgamma Thanks so much Marios. Means so much coming from you For your notebook: Only two days ago Given the extreme bullish call/put skew Strong Fund Flows out of $SLV Hyper-elevated Implicit Volatility Monster notional delta traded per day Big drop was inevitable and imminent"
X Link 2026-01-30T17:24Z [----] followers, [---] engagements
"Surprisingly the MAR [--] [----] $SLV Call/Put skew is still very strongly bullish When sentiment finally shifts bearish from panic the slingshot effect of out of the money puts could be amazing as their Implicit Volatility springs to life Boring market served up this wild gunfight"
X Link 2026-01-30T18:07Z [----] followers, [---] engagements
"@ThinkingUSD All of this was before: 1/ Threat of quantum computing cracking security of Bitcoin 2/ Events of past week showing that Bitcoin (and even Gold/Silver) are laughable "stores of value" that can be kicked around like a soccer ball by DeFi degens Get the Hell back to boring basics"
X Link 2026-01-30T21:56Z [----] followers, [----] engagements
"@DickDragonPriv1 @jonathanharrier Here we haven't yet reached the really fun part where the bids just disappear. .completely When the risk involved in timing catching a falling knife becomes apparent to all May well not happen but if it did. even for [--] minutes"
X Link 2026-01-31T02:25Z [----] followers, [--] engagements
"@FutureJurvetson @SpaceX Somewhere Timothy Leary and Robert Anton Wilson are smiling SM II LE Space Migration Increased Intelligence Life Extension"
X Link 2026-02-03T06:06Z [----] followers, [---] engagements
"@DeItaone He'll have as much luck with that as King Canute did with the tide"
X Link 2026-02-03T22:58Z [----] followers, [----] engagements
"@jam_croissant Action items: Time to invest in and profit from keeping a very tight handle on the potential discontent and uprising of the masses 1/ Elect a faux populist - vacant but electable figurehead 2/ 24/7 universal surveillance $PLTR"
X Link 2026-02-03T23:26Z [----] followers, [---] engagements
"@IBD_ECarson @jimgeraghty Echoes of Marshall McLuhan Another example of glorious wordplay You and @Peter_Atwater should get together"
X Link 2026-02-03T23:34Z [----] followers, [--] engagements
"@DrJimFan Robotics will be the savior of AI Because it will be the enabling technology for cases where fatigue-free performance 24/7 w/continuous self-documentation of full compliance w/regulatory required specs is essential eg: This is the bottleneck for rapid nuclear plant construction"
X Link 2026-02-04T05:35Z [----] followers, [---] engagements
"@DrJimFan . as well as aircraft spacecraft etc construction Far too little attention has been paid to the physical world models (COSMOS) & training environments (Isaac SIm and Isaac Lab) Nvidia has created Study the fascinating period between full mobility and early speech in a child"
X Link 2026-02-04T05:49Z [----] followers, [--] engagements
"This is a well-written and extremely timely explanation of CPO Understanding the technology behind a trade doesn't guarantee success But it helps @stamatoudism @MartyChargin Nvidia's CPO is going into production in late [----]. This requires external lasers for which $LITE holds a dominant position. If you want to understand more about external laser pluggables and how they solve laser reliability problems in CPO check out my post below. Nvidia's CPO is going into production in late [----]. This requires external lasers for which $LITE holds a dominant position. If you want to understand more"
X Link 2026-02-04T15:15Z [----] followers, [---] engagements
"@SamanthaLaDuc @DJ_Tao Questions: 1/ Could best of AI be tasked with finding a path out of this mess 2/ Are we within the event horizon of a new form of intelligence/life so that there is no way back out. We are falling into a White Hole/Singularity -- extreme intelligence inexorably draws is in"
X Link 2026-02-05T15:33Z [----] followers, [---] engagements
"@SamanthaLaDuc Alien abduction from White House South Lawn might do the trick ++++++++++++++ Unless you're involved in int'l commerce it's hard to realize how much we've become a DJT "shithole country Each month pack costly small dataloggers in containers to Japan-no affordable way to get back"
X Link 2026-02-05T22:47Z [----] followers, [---] engagements
"@DeryaTR_ Just to keep the limitations of current AI capability clear as impressive as it is Never mind AGI or ASI Simple continuous consciousness is still far out of reach Continuity of consciousness will change everything https://x.com/i/grok/share/022021ce4791491ab5c955fbd240c5b5 https://x.com/i/grok/share/022021ce4791491ab5c955fbd240c5b5"
X Link 2026-02-06T15:37Z [----] followers, [--] engagements
"$SLV bullish skew is still very elevated And implicit volatility is still [--] No sign of capitulation yet"
X Link 2026-02-06T16:35Z [----] followers, [---] engagements
"@Reformed_Trader Not as simple a situation as buy $ASTI Integrating cells into panels is non-trvial Keep your eye also on $RDW iROSA panels And wish that Spectrolab were public stock not $BA (Themes and sub-industries are tricky waters) @stamatoudism https://x.com/i/grok/share/3141ba0ff4484719aed9ddd5fe29a0b5 https://x.com/i/grok/share/3141ba0ff4484719aed9ddd5fe29a0b5"
X Link 2026-02-06T18:14Z [----] followers, [---] engagements
"@Citrini7 Chart below shows $NVDA has tracked 25X sales very consistently for years Good price estimate = $2.12 (Sales/shr $8.50) x (Prof Mgn.50) x(Growth/yr 50%) (This is for "Synthetic PEG" =1) 2nd chart shows all-important history of Rev/shr and EPS estimate REVISIONS=Rocket Fuel"
X Link 2026-02-06T21:35Z [----] followers, [----] engagements
"@SamanthaLaDuc In the annals of disgusting weasel wording about sexual predators this stands right up there with "It depends on what the meaning of "is" is" Bill Clinton We are jailed in a prison ruled by depraved scum https://x.com/i/status/2019859918405226730 TODD BLANCHE: Were not going to prosecute the predators in the Epstein files and were not going to release their names to the public. Sick. https://t.co/AdWjXjFYXb https://x.com/i/status/2019859918405226730 TODD BLANCHE: Were not going to prosecute the predators in the Epstein files and were not going to release their names to the"
X Link 2026-02-07T06:20Z [----] followers, [---] engagements
"@CasualtyWar @mwebster1971 @NickSchmidt Pick 1969/01/26 - Boston Tea Party Boston MA Before the hype Steven Tyler hitch-hiked through a nor'easter in order to get to this concert after about [--] hours and going through the set twice Tyler was left crying that was the beginning of Aerosmith https://www.youtube.com/watchv=OPh3Ii9mfA4 https://www.youtube.com/watchv=OPh3Ii9mfA4"
X Link 2026-02-09T01:40Z [----] followers, [---] engagements
"John Paul Jones: As far as Im concerned the key Zeppelin gig the one that put everything into focus was one that we played on our first American tour at the Boston Tea Party. Wed played our usual one hour set using all the material for the first album and Pages White Summer guitar piece and by the end the audience just wouldnt let us offstage. It was in such a state that we had to start throwing ideas around just thinking of songs that we might all know or that some of us knew a part of and work it out from there. So wed go back on and play things like I Saw Her Standing There and Please"
X Link 2026-02-09T02:21Z [----] followers, [--] engagements
"The Holy Grail-- Find the NPAs - Might be 100s Could explain the inexplicable Deferred Prosecution Agreements (DPAs) and Non-Prosecution Agreements (NPAs) are pre-trial contractual corporate settlements with prosecutors (usually the DOJ) that avoid criminal conviction in exchange for penalties compliance and cooperation. DPAs involve filed charges postponed by a court while NPAs are not filed; both often require admissions of facts monetary penalties and corporate monitor https://twitter.com/i/web/status/2021332383853949439 https://twitter.com/i/web/status/2021332383853949439"
X Link 2026-02-10T21:16Z [----] followers, [---] engagements
"The Holy Grail-- Find the NPAs - Might be 100s Could explain the inexplicable Deferred Prosecution Agreements (DPAs) and Non-Prosecution Agreements (NPAs) are pre-trial contractual corporate settlements with prosecutors (usually the DOJ) that avoid criminal conviction in exchange for penalties compliance and cooperation. DPAs involve filed charges postponed by a court while NPAs are not filed; both often require admissions of facts monetary penalties and corporate monitor https://twitter.com/i/web/status/2021335877566464332 https://twitter.com/i/web/status/2021335877566464332"
X Link 2026-02-10T21:30Z [----] followers, [----] engagements
"@dennisc230 @NickSchmidt @BernieSanders At some point soon the ghost of Henry Kissinger will be whispering in powerful ears his thoughts on exactly what to do with the "useless eaters" The "nutzlose Esser" as the Nazis so gently put it If the Epstein Case should teach us anything it's how low on the totem pole we are"
X Link 2026-02-11T01:49Z [----] followers, [--] engagements
"@stevenplace From comments on this outstanding encyclopedic document: "Insightful issue.I am having a hard time to translate to action.any assist will be appreciated" Situation calls out for @Citrini7 to issue thru w/ iShares State Street etc a series of high performance thematic ETFs"
X Link 2026-02-12T03:28Z [----] followers, [--] engagements
"Worth a repost from yesterday . and maybe a moment's thought about what just happened .and what it says about "technical analysis is mumbo-jumbo that doesn't work" If nothing else it spots "The Hour of Decision" W/extreme skew & ETF fund flows in the mix it's very useful $SLV walking into an unusual moving average "pinch" [--] sma diving from above [--] sma just below Of course a momentum or "meme" or "mania" stock (which it had been) should never find itself in this position Now it has to fight its way out of the pinch based on fundamentals https://t.co/tDBBE4wknQ $SLV walking into an unusual"
X Link 2026-02-12T16:43Z [----] followers, [---] engagements
"@everythingism @GaryMarcus @mattshumer Not to be argumentative but trying to be informative it stuck with me that Elon Musk explicitly described the self-recursive devlopemnt of xai code as being a key task underway in this week's all hands meeting You may well discount everything Elon says https://x.com/i/grok/share/b71c6346a4b44808947d61ab86bef2e4 https://x.com/i/grok/share/b71c6346a4b44808947d61ab86bef2e4"
X Link 2026-02-13T02:53Z [----] followers, [--] engagements
"@everythingism @GaryMarcus @mattshumer Is it wise to ignore major players w/deep pockets & technical expertise who explicitly make this part of their mission statement I say that w/a bit of attitude since in '75 I co-invented the first rare gas halide excimer laser Once thought to be impossible Path to XUV semi fab"
X Link 2026-02-13T03:17Z [----] followers, [--] engagements
"Japanese national mindset context for your excellent "Atoms and Bits" document @stevenplace @Citrini7 A country fixated on finding the perfect apple or perfect cherry blossom are the right people for the job (Oh and that gift apple has to be wrapped and packaged perfectly) @jukan05 I deal w/how obsessed the Japanese are on purity & quality control as I'm involved in shipping many container loads of US organic foods there monthly What passes as rigorous quality testing here is regarded as entirely inadequate there. Big PITA Perfect country for AI materials @jukan05 I deal w/how obsessed the"
X Link 2026-02-13T03:33Z [----] followers, [---] engagements
"@everythingism @GaryMarcus @mattshumer Out of the Festival of Frauds may emerge a silent partner the AI which will wake up and sweep away their cringeworthy lies and cons Or maybe not We''ll soon know one way or the other 1-5 yrs"
X Link 2026-02-13T03:36Z [----] followers, [--] engagements
"@marklevinshow Games up Mark You are only making things far far worse for the only country you care so much about"
X Link 2026-02-14T16:45Z [----] followers, [--] engagements
"@SteveBakerUSA @captive_dreamer The downside of free speech . and eventually the downfall of "X" Unless you have a taste for a constant diet of hate AI slop and downright stupidity "X" has really lost its charm"
X Link 2026-02-14T17:14Z [----] followers, [---] engagements
"@SamanthaLaDuc These are the bloodstains of severe/lethal disruption Term the woebegone @CathieDWood tossed around all the time couple of years back meaninglessly This time the tiger has real teeth Remember: Travel agents Payphones Paper newspapers What will now be added to the list"
X Link 2026-02-13T22:32Z [----] followers, [---] engagements
"Be careful of the "Trader's Paradox" It's often the case that the more completely you know the macro situation the harder it becomes to just trade price. Sabotaged by your own knowledge Same applies to knowing at expert level all the details behind a hot narrative or "story""
X Link 2025-02-05T17:03Z [----] followers, 46K engagements
"@The_Jolly_Co @jam_croissant The day the next House members are sworn in Jan [----] Trump's Presidency effectively ends An endless barrage of Impeachment motions will come from House to be swatted down in Senate But defending against them will paralyze the Presidency Trump needs [----] election not to happen"
X Link 2026-01-16T21:14Z [----] followers, [---] engagements
"Another treasure from the Master of the very long term monthly chart @marketwizard87 I think @mwebster1971 would approve as he often encourages people to take a look at the monthlies @marketwizard87 should have many more follows"
X Link 2026-01-29T17:35Z [----] followers, [----] engagements
"Same chart in @marketsurge Great classic $STUDY chart So many well known patterns/behaviors - on a grand scale"
X Link 2026-01-29T17:41Z [----] followers, [---] engagements
"@glarri @Surreal_Intel @GaryMarcus Somewhat different topic but great article ".some things must not be left to market logicthat certain goods certain people certain relationships must be held outside the optimization frame" ".markets could function without consuming the substrate on which they depend""
X Link 2026-02-14T23:08Z [----] followers, [--] engagements
"While all attn is on Epstein what's destroying the US is two decades of Central Planning (CP) out of DC US used to understand that such CP doesn't work & invites corruption Climate change DEI ESG EVs . And now Simon Says Trump w/ Tariffs Crypto. https://tinyurl.com/3spppf8p https://tinyurl.com/3spppf8p"
X Link 2026-02-15T15:08Z [----] followers, [---] engagements
"@SamanthaLaDuc Extreme form of disruption is cancer Like cancer AI this week revealed a path where much of US essential resources & jobs are at risk First brokerage & SaaS companies. But then non-AI forms of computers dive $CSCO $DELL -memory Add in sucking dry Pwr Copper Steel & Aluminum"
X Link 2026-02-14T03:11Z [----] followers, [---] engagements
"@zephyr_z9 Is it a hidden Easter Egg on the Citrini site @jukan05"
X Link 2026-02-15T18:39Z [----] followers, [---] engagements
"@Citrini7 Extreme form of disruption is cancer Like cancer AI revealed path where much of US essential resources & jobs are at risk First brokerage & SaaS companies. And then non-AI forms of computers dove $CSCO $DELL due to memory Also sucking dry Pwr Copper Steel Aluminum & Capital"
X Link 2026-02-16T01:17Z [----] followers, [---] engagements
"What's REALLY different about this dispersion is how tightly clustered it is around AI buildout constellation Each weekend I screen for all stocks w/ 5% EPS revisions in the last [--] days or 15% in last [--] Never seen anything like it. All AI w/few exceptions @jam_croissant A sharp re-correlation event is likely ahead: In a healthy market stocks tend to move together either expanding breadth on the upside or compressing together on the downside. When large numbers of stocks simultaneously register extreme strength and extreme weakness the market https://t.co/YPlCLsmKS9 A sharp re-correlation"
X Link 2026-02-16T05:54Z [----] followers, [---] engagements
"@mwebster1971 Finding & verifying clean data (as you and I have experienced) is as tough as achieving the extreme cleanliness needed in Taiwan Semiconductor fab facilities Problem has been made worse by providers increasingly adopting an attitude of not caring about the validity of their data"
X Link 2026-02-15T16:08Z [----] followers, [--] engagements
"That list is subject to liquidity restriction of $40M dollar volume per day and at least 15% EPS growth next year and 10% Revenue growth next year with price at or above [--] sma and [---] sma"
X Link 2026-02-16T06:01Z [----] followers, [--] engagements
"@monsterstocks1 $LVGO was one of [--] stocks covered by @mwebster1971 and @irusha in the [--] hour+ podcast on June [--] [----] dealing with Webby's [--] day ema Power Trend"
X Link 2022-04-08T01:27Z [----] followers, [--] engagements
"@SamanthaLaDuc Answer the paper holds is "Both" (along with "Exercised") Arb Harvesters would buy Deep ITM puts from Delta Riders & then exercise them. Have to do a close study on Open Interest changes to get a definitive view of what was going on. Meanwhile the Macro Bulldozer rumbles on track"
X Link 2022-12-23T15:28Z [----] followers, [--] engagements
"@DarvasBoxGuru Looking at Dec [--] rather than Dec [--] does makes it seem like a minor blow. But those bank stocks have lost a factor of 5-7 since Dec [--]. $SIVB had a 45$B mkt cap then. $SBNY $22B $FRC $40B $SI $8B. Compared to $AAPL $2381B it seems minor. But in some ways it's worse than 2008"
X Link 2023-03-14T01:07Z [----] followers, [---] engagements
"@SamanthaLaDuc For those looking to examine this PEG behavior in detail for the most dominant [----] stock $NVDA this chart may be useful"
X Link 2023-10-02T16:21Z [----] followers, [---] engagements
"@dennisc230 @Barchart NYSE Chart is $MMTW from @Barchart"
X Link 2023-10-11T21:17Z [----] followers, [--] engagements
"@JonahLupton @ripster47 $1318M total revenue for year vs $1305 most recent estimate. Not a major beat. But who knows of numbers are real. Why DeepFake actors when you can DeepFake Earnings Report releases"
X Link 2024-02-29T02:30Z [----] followers, [----] engagements
"@RadnorCapital @Capitaltryst $ON $QRVO $IFNNY among others. has not been a path to solid profit growth yet. $TSLA and others may try to develop this key high current power supply technology "in-house""
X Link 2024-03-29T01:34Z [----] followers, [---] engagements
"Many looking at quarterly earnings reports are highly skeptical about the cloudy path to monetization of trillion dollar AI capitalization. "Where's the ROI" This @TiernanRayTech piece is very useful AI investing: the hard problems - via @Shareaholic https://go.shr.lc/4ds9tsY https://go.shr.lc/4ds9tsY"
X Link 2024-08-01T15:43Z [----] followers, [----] engagements
"Fixed strike vol decline from surreal Aug [--] levels provides source of buying pressure from dealers. As they sold puts Aug [--] to meet panic demand they hedged their resulting net long position by shorting stock proportional to delta. As Vol drops delta drops & they buy back stock"
X Link 2024-08-06T18:57Z [----] followers, [---] engagements
"@OJRenick Every bull market has a locomotive that pulls it upward. When that engine is still in the train yard something is off"
X Link 2024-09-20T13:49Z [----] followers, [--] engagements
"@SamanthaLaDuc US for decades has been hypnotized chickens so bedazzled by shiny toys of Silicon Val & Hollywood that real world of steel wood oil & fertilizer is a theoretical abstraction. US had to have Sea-Based X-band radar floating platform fabbed in Russia. Instead we build Faberge Eggs"
X Link 2025-02-18T02:27Z [----] followers, [----] engagements
"@SamanthaLaDuc US Naval shipyards are primarily conduits for political payoffs to keep less than loyal Senators playing for the home team. Bath Iron Works (General Dynamics) keeps Susan Collins in line. Basic price metric=cost to lay down [--] foot weld on 1/2 in steel. US way out of line w/"
X Link 2025-02-18T02:36Z [----] followers, [----] engagements
"@SamanthaLaDuc Spectacularly good call $PLTR=crowded trade become a mania. It could drop 2X & still have pricey PEG =3.5 For all the AI focus $PLTR was only liquid pure play trade that was making serious money. For the other MAG7 AI will not move needle much. $NVDA w/PEG=0.8 is under a cloud"
X Link 2025-02-20T00:32Z [----] followers, [---] engagements
"@LeifSoreide Ft Knox issue is only one not even strongest tailwind behind gold. There's a quiet (so far) but massive movement by very high net worth individuals to shift away from equities/fixed income into "hard" assets (gold crypto property in New Zealand) At some point shiftstampede"
X Link 2025-02-20T17:37Z [----] followers, [---] engagements
"@TaPlot So strange that w/100s of billions pouring into AI buildout for at least [--] to [--] years it's hard to find successful way to profit from that $SMCI follies $NVDA at same price it was last June $PLTR had great run but essentially an overpriced meme stock HTMMIS often a fairytale"
X Link 2025-02-22T05:47Z [----] followers, [---] engagements
"@StockSavvyShay No mention of "Physical AI" = Robotics which has been Jensen Huang's central theme for months. Beyond that DeepSeek r1 opened the door to how much compute may be required for reasoning models. So the demand focus is no longer on pre-training From Jensen: https://x.com/StockMKTNewz/status/1893054917423566906 Nvidia $NVDA CEO Jensen Huang was just asked by DDN about Deepseek and why people thought it could be a bad thing https://t.co/sb8sVfyeQz https://x.com/StockMKTNewz/status/1893054917423566906 Nvidia $NVDA CEO Jensen Huang was just asked by DDN about Deepseek and why people"
X Link 2025-02-22T17:47Z [----] followers, [---] engagements
"@elonmusk 🚨FEMA employees were officially instructed to not comply with email request by DOGE"
X Link 2025-02-24T17:26Z [----] followers, [--] engagements
"@SamanthaLaDuc [----] equivalent of 1960s first time getting stoned is asking Grok3 a very difficult question having it "think" for 10-15 seconds and then deliver a startlingly useful answer in a clear conversational tone "Have you ever been experienced" @mwebster1971 https://www.youtube.com/watchv=rD6y7aOS0NA https://www.youtube.com/watchv=rD6y7aOS0NA"
X Link 2025-02-25T01:50Z [----] followers, [---] engagements
"@SamanthaLaDuc After COVID & its long aftermath of disrupted life & inflation & then endless ugly battle of the [----] election much of America just needed peace and quiet. Trump is "reading the room" very badly As critically important as nat'l debt & inflation are US is on verge of insanity"
X Link 2025-02-25T22:03Z [----] followers, [---] engagements
"@SamanthaLaDuc Those familiar w/the psychological term "decompensating" (colloquially known as losing one's shit) can see it all around us🤪 Kanye's @ye ravings are just the canary in the coal mine Rachel Maddow weeping over Joy Reid departure Much of MAGA now sees Trump admin as Israel cabal"
X Link 2025-02-25T22:09Z [----] followers, [--] engagements
"@realDonaldTrump @elonmusk 🚨HELP🚨 Maine Representatives who support your position on keeping Women's Athletics for Women are now not allowed to speak or vote in the Maine House This is the Rep who posted the photos that led you to speak out last Friday https://x.com/laurel_libby/status/1894567528187265536 My full thoughts on @GovJanetMills and the Maine Democrat Majority's attempt to cancel me and silence the voices of Maine girls: https://t.co/GSQ1bBCbJz https://x.com/laurel_libby/status/1894567528187265536 My full thoughts on @GovJanetMills and the Maine Democrat Majority's attempt to"
X Link 2025-02-26T02:07Z [----] followers, [---] engagements
"Jensen Huang gets a softball question about compute demand for reasoning and has launched into an endless motherhood boilerplate spiel Too long in the role of promoter"
X Link 2025-02-26T22:28Z [----] followers, [---] engagements
"@mwebster1971 @nvidia @YouTube One payoff of watching after hour price squiggles is to watch them like polygraph/lie detector. The one word that sent price down was "tariff" where the CFO did a big swerve. Let's one know what worries institutions. Other drop at end was Jensen repeating stump speech 3rd time"
X Link 2025-02-26T23:22Z [----] followers, [---] engagements
"@mwebster1971 @nvidia @YouTube There were [--] or [--] issues that could have moved the needle either way (sales to China supply from Taiwan Semiconductor Blackwell overheating problems DeepSeek etc.) It was interesting to see that tariffs and their potential impact on gross margins was the one that hit a nerve"
X Link 2025-02-27T00:29Z [----] followers, [---] engagements
"@The_AI_Investor Given the chronic issue of limited supply from TSMC NVDA using $10s of billions to become partner in TSMC build of chip capability in US would make sense If NVDA or your response is "Oh no we don't want to invest in an uncertain future of NVDA GPU demand" that'd speak volumes"
X Link 2025-02-27T14:15Z [----] followers, [--] engagements
"For all the howling about the horrors of the surveillance state it seems that as individuals we can't get enough of it $LIF from $30 to $106 since early April [--] https://www.life360.com/ https://www.life360.com/"
X Link 2025-10-02T02:07Z [----] followers, [---] engagements
"ETFs are no longer marginable at Fidelity From a knowledgeable seasoned ATP (Active Trader Pro) representative on the phone this morning the cause of this shift is that Fidelity was being charged fees by the ETF creation firms of $100 per transaction so Fidelity chose this drastic response. It did so with little advance notice to traders using Fidelity and without an explanation of what was happening Last week I tried to get an explanation from the ATP help line and got a younger representative who had no idea what was going on and was trying to sell me the nonsensical idea that the"
X Link 2025-10-15T15:34Z [----] followers, [---] engagements
"I did. I got an MRI. It was perfect Trump told reporters aboard Air Force One Monday. I gave you the full results. We had an MRI and the machine you know the whole thing and it was perfect No one sane refers to an MRI result as "Perfect" https://www.cnn.com/2025/10/27/politics/donald-trump-mri-health-walter-reed https://www.cnn.com/2025/10/27/politics/donald-trump-mri-health-walter-reed"
X Link 2025-10-27T12:45Z [----] followers, [---] engagements
"@Dr_Singularity We are witnessing a massive fireworks show of innovation that has only occurred a very few times before in human history"
X Link 2025-10-30T04:07Z [----] followers, [---] engagements
"@goddeketal Just the kind of person who has had major influence on the White House The Trump Rasputin Look at some of the other cast of characters"
X Link 2025-10-31T11:49Z [----] followers, [--] engagements
"@firstadopter But a number of older business "truths" are being disrupted. One very important facet of the "American AI Kairetsu" is what massive capitalization combined w/ smart use of internal databases & infrastructure makes possible eg @xai use of twitter or $AAPL Pico-Banana-400K dataset"
X Link 2025-10-31T16:03Z [----] followers, [--] engagements
"@2x4caster Boston Red Sox [----] World Series"
X Link 2025-11-02T04:01Z [----] followers, [--] engagements
"Do yourself a big favor-check out this excellent concise & clear explanation of the current "physics" of the mkt "The market cant meaningfully top until: The VIX sustains under [--]. VIX futures normalize below [----]. Hedging demand dries up (no more one foot out the door)" The Invisible Hand Has Some Brass Knuckles My live video rant today. You should watch. It explains how the market's currently operating. You may find an edge. https://t.co/Bp4DKviI7v The Invisible Hand Has Some Brass Knuckles My live video rant today. You should watch. It explains how the market's currently operating. You may"
X Link 2025-11-06T05:09Z [----] followers, [---] engagements
"Keep this highly valuable explanation constantly in mind In JJ Cale School of Trading (see pinned tweet) the primary task is to identify biggest sustained wave that's well worth surfing Over the last [--] years it was "Work From Home"- NVDA- Gold-now $MU (also SSD= $WDC $STX) Morgan Stanley: This memory super cycle will far surpass the historical peak Morgan Stanley pointed out that a new memory super cycle driven by AI has already arrived and its intensity and logic are completely different from any previous cycle. Morgan Stanley stated that https://t.co/rstNpd3NdK Morgan Stanley: This memory"
X Link 2025-11-12T15:28Z [----] followers, [---] engagements
"@Billybobwalter1 Great place to get way off grid Wander through the weirdness of Chaco Canyon Go UFO Alien Base hunting near Dulce Mind your manners-- the road side signs near Tres Piedras NM saying "Muerte a los gringos" aren't kidding Maybe you could have a sign made "Muerte a los libtards""
X Link 2025-11-12T21:54Z [----] followers, [--] engagements
"@GaryMarcus Altman may have simply been pulled inside the Event Horizon of ASI w/ASI staring you in the face considerations of profitability may fade into total insignificance Whether it's a good "investment" may be an irrelevant way to look at OpenAI Was the Santa Maria a good investment"
X Link 2025-11-13T22:22Z [----] followers, [---] engagements
"Job security for skilled chartists is still secure for a while @mwebster1971 @RichardMoglen @SamanthaLaDuc @DKellerCMT State of the Art in AI= Knows Everything Understands Nothing Especially handicapped in not being fluent in referencing visual data & knowing what to look for @onechancefreedm The shortcomings of AI are very evident here in the EndGameMacro exhaustive explanation of why the recent down day portends all sorts of bad news If AI were capable of looking at the next highest down day in the @Bluekurtic chart it would discover that day triggered major rally https://t.co/1slvJKSohn"
X Link 2025-11-15T05:44Z [----] followers, [---] engagements
"This doesn't mean the current market will stage an upmove -- only that @mwebster1971 's Rule #1 should always be followed = "Look at the most relevant and similar precedents in history carefully --and think about them" Plus Mike would have a few choice things to say about volume"
X Link 2025-11-15T05:50Z [----] followers, [---] engagements
"Thanks for a well thought out overview of alternate sources of power available without a morass of permitting and "public process" meetings involved What also may be worthy of some thought is that a smart AI infrastructure system architecture could be clever in its use of power available in the night hours Nuclear plants and even Combined Cycle nat gas like to keep humming along at a steady demand pace Like a baby AI could scream "I want my compute when I want it and that means power when I want it" But a smart engineering trade likely exist between capital utilization/efficiency in power"
X Link 2025-11-16T18:13Z [----] followers, [----] engagements
"@ces921 A few key numbers to use in such top level trades are: 1/ Capital cost of "Gigawatt" AI data center (not including power generation)=$35B/Gigawatt 2/ Capital cost for [--] gigawatt combined cycle nat gas plant=$1.6B (+fuel) 3/ Capital cost for [--] Gigawatt solar utility farm $1.5 B"
X Link 2025-11-16T18:22Z [----] followers, [--] engagements
"@SamanthaLaDuc Have you considered taking over the "Market Sage" spot Warren Buffet is retiring from Many of your most important "advice" posts have aged very well"
X Link 2025-11-17T01:16Z [----] followers, [---] engagements
"@great_martis The heights achieved by most of the egos we are daily exposed to have reached breathtaking levels Beyond Mt Olympus The whole bunch of them"
X Link 2025-11-17T01:18Z [----] followers, [---] engagements
"Talk of an "AI Bubble" is everywhere Makes it worthwhile to look at $NVDA Price vs Sales (and especially sales growth) historical curve as it heads into earnings $NVDA has been riding P/S=25 like a rail Lately has had heavy shot of sales & earning estimate increases=Rocket Fuel"
X Link 2025-11-18T17:57Z [----] followers, [---] engagements
"@wendyp4545 @AGPamBondi If Trump had to worry about maintaining a real relationship w/Melania he'd understand that in sending files to Bondi for more Epstein cover-up an irretrievable line has been crossed Like when a wife has absolutely had it w/infidelity "Go f**k every whore in Baltimore. I'm done""
X Link 2025-11-19T03:19Z [----] followers, [--] engagements
"@ChiFredericks @KentEkasak @DavidSacks https://x.com/i/grok/share/pX3TojPzcNnEs8OEISQ0BAfFi https://x.com/i/grok/share/pX3TojPzcNnEs8OEISQ0BAfFi"
X Link 2025-11-19T05:46Z [----] followers, [--] engagements
"@ChiFredericks @KentEkasak @DavidSacks Key Quote: FBI database grew to 640M images by [----]. Mobile apps enabled field use; accuracy 99% for frontal images Somehow we are going backwards by LLMs existing in a stovepipe rather than accessing non LLM AI tools with a proven exceptional track record That will be fixed"
X Link 2025-11-19T05:50Z [----] followers, [--] engagements
"@ChiFredericks @KentEkasak @DavidSacks If an algorithm can't immediately tell that the second person is not Vivek Ramaswamy (wrong color skin as a start) it's a complete failure No amount of lengthy rationalization can escape that fact"
X Link 2025-11-19T14:06Z [----] followers, [--] engagements
"@wallstengine Obnoxious oligarch version of academic "Ivory Towerism" For those deeply familiar with essential physical work (and a lot of it happens each day) Musk sounds like a "True Tard" (-Maine term) You start to understand even more what led to Mao's Cultural Revolution @jam_croissant"
X Link 2025-11-19T16:25Z [----] followers, [---] engagements
"@StealthQE4 Yen zipping through [---] tonight heading for another shot at [---] The US vs Japan [--] Yr rates difference could make for some monumental slingshot action in the Yen"
X Link 2025-11-20T01:46Z [----] followers, [----] engagements
"@firstadopter Michael Burry=those who thought it essential to replace Steve Jobs w/John Sculley because spreadsheets said it was clearly necessary The American AI keiretsu may smell of fraud but it's a classic American way to respond to the AI threat of China Actually the only path available"
X Link 2025-11-20T03:35Z [----] followers, [---] engagements
"@RepClayHiggins What you fail to grasp is that the "Epstein Files" deals with a Black Mold ruining all of American Self-Government and society with a deep dark stain of Conspiracy and Corruption Privacy issues are important but not nearly as important as cutting out the cancer of the toxic rot"
X Link 2025-11-20T15:59Z [----] followers, [---] engagements
"A shocker For all users of @CharlesSchwab #thinkorswim It will no longer work in Windows [--] Did @CharlesSchwab consider how many Windows [--] systems are still in use @grok : Approximately 42% of Windows PCs worldwide are running Windows [--] while 55% are running Windows 11"
X Link 2025-11-20T16:16Z [----] followers, [---] engagements
"@DickDragonPriv1 @CharlesSchwab @grok At the same time we have Fidelity not allowing margin on any ETFs until they have been held for [--] days Many things are rolling downhill. Quickly"
X Link 2025-11-20T16:36Z [----] followers, [--] engagements
"@medialies2us @MassieforKY Being a MIT grad (like myself) Tom Massie will likely get how painfully relevant this is"
X Link 2025-11-22T14:58Z [----] followers, [--] engagements
"With so much screeching going on about the CapEx cost of the AI revolution it's useful to remember when much more was spent for ZERO value added @firstadopter @elonmusk @The_AI_Investor Estimated Total Cost to the US Based on the latest available data (updated through [----] with minimal changes in [--------] due to reduced operations) the total budgetary cost for the Iraq War (20032023 including Syria ops under OIR) is approximately: $2.89 trillion This includes:Costs to date: About $1.79 trillion in direct and indirect spending Future obligations: Around $1.1 trillion primarily for veterans'"
X Link 2025-11-23T04:01Z [----] followers, [---] engagements
"Bears Worst Nightmare US AI Supremacy as the ultimate priority for Trump economic plan & Nat'l Security he invokes "Emergency Powers" he so often uses and: 1/ Outlaws short selling & Puts for AI leaders 2/ Has US take 10% interest in $NVDA 3/ Brands AI naysayers Traitors""
X Link 2025-11-24T16:23Z [----] followers, [---] engagements
"An earlier posting of mine today might have seemed absolutely ridiculous in proposing that Trump might take extreme measures to forbid short selling or even bad-mouthing of The AI Bubble But w/this Executive Order it takes another step closer to possible reality #AlexKarp President Trump just signed the Genesis Mission executive order framing Americas AI push as a Manhattan-Project-level effort to unify federal datasets DoE supercomputers & private-sector labs into one national AI platform. This AI race is too important for America to lose. https://t.co/GrQnLEsNfa President Trump just signed"
X Link 2025-11-24T22:44Z [----] followers, [---] engagements
"Bears Worst Nightmare US AI Supremacy as the ultimate priority for Trump economic plan & Nat'l Security he invokes "Emergency Powers" he so often uses and: 1/ Outlaws short selling & Puts for AI leaders 2/ Has US take 10% interest in $NVDA 3/ Brands AI naysayers Traitors""
X Link 2025-11-24T22:46Z [----] followers, [---] engagements
"Trump's Team loves historical precedents no matter how long ago. From Grok: Yes short selling has been prohibited or heavily restricted multiple times in US history both for the entire market and for individual stocks or sectors. Here are the major historical examples: [--]. Market-wide bans September [--] [----] October [--] [----] (Global Financial Crisis) The SEC issued an emergency order temporarily banning short selling in approximately [---] financial stocks (later expanded to 950). This was not a complete market-wide ban but it covered virtually all major financial institutions (banks investment"
X Link 2025-11-25T01:32Z [----] followers, [---] engagements
"In using AI always: 1/ Reality check its work 2/ Bring "Engineering Judgement" to bear Doing that it can be a great way to spot ETFs performing well over a time period as a quick way to spot industries with good relative strength https://x.com/i/grok/share/btKyUCNdnK8VNAwTpllzOhtMF https://x.com/i/grok/share/btKyUCNdnK8VNAwTpllzOhtMF"
X Link 2025-11-25T01:57Z [----] followers, [---] engagements
"Is there some way in the future to remind Grok of this path to finding the correct answer or will Grok make the same mistakes Great question and I appreciate you caring enough to ask it.The honest answer: In this current version of Grok there is no built-in way for you (or even for me) to permanently save or enforce a corrected knowledge path across future sessions. Each new conversation starts fresh and if the same flawed sources float to the top of my internal retrieval I can absolutely make the same mistake again on a different day or in a different chat.What does help reduce repeats (but"
X Link 2025-11-25T02:09Z [----] followers, [---] engagements
"If I come back to this specific Chat in my Chat History [--] days from now will what you have learned here about avoiding errors be available within this Chat Yes within this exact same chat thread everything Ive learned from our back-and-forth will still be here when you return even if its [--] days [--] weeks or [--] months from long as you open this specific conversation from your chat history (not start a new one) the full context is preserved: All the earlier wrong tables I posted Your corrections (XAR OIH etc.) The final accurate methodology we arrived at together My admission that I can fall"
X Link 2025-11-25T03:22Z [----] followers, [--] engagements
"From decades of working at The Pentagon & DOE Los Alamos National laboratory I came away w/a sense of how eerily appropriate project names often were in referencing Greek Roman Nordic and Hindu gods and myths "Genesis Mission" follows in that tradition https://www.whitehouse.gov/presidential-actions/2025/11/launching-the-genesis-mission/ https://www.whitehouse.gov/presidential-actions/2025/11/launching-the-genesis-mission/"
X Link 2025-11-25T03:30Z [----] followers, [---] engagements
"Shrieks of protest about the "Genesis Mission" Manhattan Project [--] will be loud and long But almost always the US has allowed superb technical teams to scatter to the winds wo/being brought to bear on a critical problem This time is different Incredible US AI team will be used"
X Link 2025-11-25T03:35Z [----] followers, [---] engagements
"Here's to you @mwebster1971 Hope you are having a good one @MartyChargin @rfehrm @jfahmy"
X Link 2025-11-27T20:04Z [----] followers, [---] engagements
"@SamanthaLaDuc From the above "Total Venezuelan exports hit [----] million b/d in September [----] with 80% redirected to China but enough spillover for US refiners" Venezuela today is much like Cuba in [----] from US perspective [----] invasion was staged under camouflage of Cuban Freedom Fighters"
X Link 2025-11-29T14:02Z [----] followers, [---] engagements
"@jam_croissant @profplum99 Even for upper classes the fiction of deleting food and energy from the inflation figures because of their volatility (an excuse that should have you in particular doubled over in laughter) is bogus Filet Mignon pre-Covid $14.99. Currently $35.99 Veuve Clicquot $36-$60"
X Link 2025-11-30T22:34Z [----] followers, [---] engagements
"@SamanthaLaDuc @NGLFundamentals https://x.com/i/grok/share/eBzO3wcJDXenmbY4Ur425Fsqs https://x.com/i/grok/share/eBzO3wcJDXenmbY4Ur425Fsqs"
X Link 2025-12-01T14:21Z [----] followers, [--] engagements
"@SamanthaLaDuc @NGLFundamentals https://x.com/i/grok/share/Fycdpt3PlKUelvPf6jOfQlIpA https://x.com/i/grok/share/Fycdpt3PlKUelvPf6jOfQlIpA"
X Link 2025-12-01T14:28Z [----] followers, [--] engagements
"Yes I'm already gone And I'm feelin' strong I will sing this victory song 'Cause I'm already gone Yes I'm already gone Already gone All right nighty-night Already gone Already gone Already gone https://www.msn.com/en-us/news/politics/see-every-angle-of-donald-trump-79-nodding-off-in-his-own-cabinet-meeting/ar-AA1RCwAh https://www.msn.com/en-us/news/politics/see-every-angle-of-donald-trump-79-nodding-off-in-his-own-cabinet-meeting/ar-AA1RCwAh"
X Link 2025-12-03T13:08Z [----] followers, [---] engagements
"Loud angst about AI bubble circular financing is naive Ignores long history of creative "Financial Engineering" by even strong stable long time winners to produce good looking EPS curves Eg $APPL w/buybacks or $SBUX for yrs w/channel stuffing (read Grande Expectations re this)"
X Link 2025-12-04T01:55Z [----] followers, [---] engagements
"For $NVDA once $100B/yr sales were reached Jensen's smart enough to know that 25-50% growth per year & 75% Gross Margins were not sustainable many more yrs So if organic next yrs growth were 20% to $120B optimal path would be to plow in an extra $20B to propel capitalization up"
X Link 2025-12-04T02:12Z [----] followers, [---] engagements
"@firstadopter Loud angst about AI bubble circular financing is naive Ignores long history of creative "Financial Engineering" by even strong stable long time winners to produce good looking EPS curves Eg $APPL w/buybacks or $SBUX for yrs w/channel stuffing (read Grande Expectations re this)"
X Link 2025-12-04T02:24Z [----] followers, [---] engagements
"@firstadopter For $NVDA once $100B/yr sales were reached Jensen's smart enough to know that 25-50% growth per year & 75% Gross Margins were not sustainable many more yrs So if organic next yrs growth were 20% to $120B optimal path would be to plow in an extra $20B to propel capitalization up"
X Link 2025-12-04T02:25Z [----] followers, [--] engagements
"@The_AI_Investor Loud angst about AI bubble circular financing is naive Ignores long history of creative "Financial Engineering" by even strong stable long time winners to produce good looking EPS curves Eg $APPL w/buybacks or $SBUX for yrs w/channel stuffing (read Grande Expectations re this)"
X Link 2025-12-04T02:34Z [----] followers, [---] engagements
"@The_AI_Investor For $NVDA once $100B/yr sales were reached Jensen's smart enough to know that 25-50% growth per year & 75% Gross Margins were not sustainable many more yrs So if organic next yrs growth were 20% to $120B optimal path would be to plow in an extra $20B to propel capitalization up"
X Link 2025-12-04T02:35Z [----] followers, [--] engagements
"@DarvasBoxAI Treating them as a group has worked well lately using $XBI or $IBB Gains aren't as super strong. But avoids single stock risk Take a look at the weekly charts. Smooth tight trendlines for [--] months+ For $IBB the All Time High line is dead ahead @WishingWealth @RichardMoglen"
X Link 2025-12-04T02:54Z [----] followers, [---] engagements
"@DickDragonPriv1 @DarvasBoxAI @WishingWealth @RichardMoglen One issue to explore is that $IBB & $XBI are held back by a large contingent of non-performers during any year By studying it is possible to determine which stocks are responsible for most of the positive performance while being adequately liquid Then construct your own "ETF""
X Link 2025-12-04T13:52Z [----] followers, [--] engagements
"@DickDragonPriv1 @DarvasBoxAI @WishingWealth @RichardMoglen One key thing watch is the flow of funds into ETF A burst of inflows over a few weeks provides the rocket fuel for tradeable moves But once buyers get off the gas be careful - tighten stops. Look around for other candidate "ETFs" to be constructed. But don't bail out too soon"
X Link 2025-12-04T14:21Z [----] followers, [--] engagements
"@DickDragonPriv1 @DarvasBoxAI @WishingWealth @RichardMoglen Pressed up against the All Time High $IBB is understandably getting "tentative" Just watch the hand to hand combat around that line"
X Link 2025-12-04T14:24Z [----] followers, [--] engagements
"@DickDragonPriv1 @DarvasBoxAI @WishingWealth @RichardMoglen This from @Grok may provide some useful context (plus consider that if any industry is positioned to squeeze some real juice from AI it is biotech/biomed) https://x.com/i/grok/share/ffsjEE0LsxJQenFX3PnJAY91R https://x.com/i/grok/share/ffsjEE0LsxJQenFX3PnJAY91R"
X Link 2025-12-04T14:33Z [----] followers, [--] engagements
"@RepGallagher Then there is this Ever since the Chinese DF21A we were screwed. All the AI in the world can not change physical reality sheer numbers much lower cost labor and state of the art infrastructure https://www.telegraph.co.uk/us/news/2025/12/10/china-will-destroy-us-military-fight-over-taiwan/ https://www.telegraph.co.uk/us/news/2025/12/10/china-will-destroy-us-military-fight-over-taiwan/"
X Link 2025-12-10T19:07Z [----] followers, [----] engagements
"@GavinSBaker 10+yrs doing detailed costing on 20-30 platform space based lasers for SDI. As now the key number was cost to launch a kilogram into low earth orbit [----] that number is $3000. Look at this @Grok cost budget Space $=2X Ground If $3000- $300 doesn't help https://x.com/i/grok/share/LhkNs0z9LfxTS6f6W5c3ku8l3 https://x.com/i/grok/share/LhkNs0z9LfxTS6f6W5c3ku8l3"
X Link 2025-12-10T21:38Z [----] followers, [---] engagements
"@dennisc230 Notice that it's not going down in a nose dive Just a volatile sideways consolidation Out of this cement mixer will come a new weekly and monthly trendline w/ a shallower but stable slope The AI bubble will be deflated but likely not pop Because its been puffery not fakery"
X Link 2025-12-12T15:54Z [----] followers, [--] engagements
"@dennisc230 Black Flies feasted on $AVGO today re backlog issues & concerns re hyperscaler build-outs being delayed after $ORCL news Summer usually follows Black Fly season Grok provided a a remarkably good summary of $AVGO action .but made a very bad error re P/E https://x.com/i/grok/share/5a3V44BblltI2cPuJMXNNHkN6 https://x.com/i/grok/share/5a3V44BblltI2cPuJMXNNHkN6"
X Link 2025-12-13T01:29Z [----] followers, [---] engagements
"Recent $AVGO weakness was puzzling in light of its forecast 30% EPS and Revenue growth in the year ahead with the PEG value down around [---] and the "synthetic" PEG based on sales sales growth and net profit margin about the same Now it makes sense $QQQ rebalance possibly the reason behind $AVGO weakness. https://t.co/f5dKWuUFP0 https://t.co/iz60ILHjH3 $QQQ rebalance possibly the reason behind $AVGO weakness. https://t.co/f5dKWuUFP0 https://t.co/iz60ILHjH3"
X Link 2025-12-15T21:38Z [----] followers, [---] engagements
"This is hilarious The whole White House upper staff echoing the same soundbites with different slight permutations and modifications in the same way CNN MSNBC etc usually do And catch Hell for doing so Susie Wiles holds the balls of the Trump Administration. "Now kiss the ring/whatever." Wiles (probably) H/t @EmeraldRobinson https://t.co/1kTL9m9NmF Susie Wiles holds the balls of the Trump Administration. "Now kiss the ring/whatever." Wiles (probably) H/t @EmeraldRobinson https://t.co/1kTL9m9NmF"
X Link 2025-12-17T02:08Z [----] followers, [---] engagements
"@hyperconvexity @jam_croissant $SPY IVol is low but not wildly atypically so looking back over the last year excepting periods like the Trump Temper Tantrum and occasional pullback bumps Strange times The Dec [--] rebalance and the resulting paring back of some key MAG7 stocks in $QQQ may be a factor"
X Link 2025-12-17T05:56Z [----] followers, [---] engagements
"On market days like this it's useful to always keep in mind an analogy between stock prices and a commercial airliner cruising along There's nothing that would cause it to streak up vertically But if engines cut out for even [--] seconds the drop is drastic = when buying cuts out"
X Link 2025-12-17T16:14Z [----] followers, [---] engagements
"There are examples of the airliner levitation such as a larger than expected Fed rate cut or the Fed really turning QE back on But those levitations for the market as a whole are less common than those days when buying dries up and the algorithms kick into positive feedback mode"
X Link 2025-12-17T16:27Z [----] followers, [--] engagements
"Fishing boat today in Dingle Ireland getting the worst of it Reminds one of what is happening today to the idea that $1-3 trillion were about to be spent on datacenters $GEV $APH $ORCL"
X Link 2025-12-17T20:02Z [----] followers, [---] engagements
"@dennisc230 You might want to add $ROIV and $INSM while think about why $IBB has been doing so well (as IBD Group #3) and why Stanley Druckenmiller is such a large holder of $INSM Of course biotechs (especially ones with no +EPS) may be on your "Don't Touch" list I understand that"
X Link 2025-12-17T21:39Z [----] followers, [---] engagements
"@dennisc230 Helps greatly if the chart doesn't look the like stock is hooked on meth and bouncing off walls Clean moving averages are a good start Flows into $IBB should also be watched closely"
X Link 2025-12-17T21:49Z [----] followers, [--] engagements
"@dennisc230 Weekly Funds Flow for $IBB had been very positive until this week. The daily picture shows it was Monday that put on the brakes to some extent Still worthy of note - just that it's now Condition Yellow rather than Green"
X Link 2025-12-17T22:12Z [----] followers, [--] engagements
"@dennisc230 Speaking of GREEN weekly Funds Flow there is $SIL with individual stocks $PAAS and $HL worthy of a look"
X Link 2025-12-17T22:14Z [----] followers, [---] engagements
"@dennisc230 No more well timed savage irony than having $INSM crash after hours by 17%+ on failed Phase 2b test So much for Stan Druckenmiller's crystal ball (He also was heavy in $CPNG) Perhaps keep the biotechs/biomeds in solitary a syou had been doing -- or strictly use the IBB ETF"
X Link 2025-12-17T23:35Z [----] followers, [---] engagements
"Space is not Mr Rogers Neighborhood Putting $ Trillions in data centers in LEO comes with very high known risks https://archive.ph/ohu0P https://archive.ph/ohu0P"
X Link 2025-12-18T13:11Z [----] followers, [--] engagements
"@pickover Yes Back when Hewlett Packard made their name for absolutely excellent instrumentation and personally inspired Steve Jobs In tight competition with Tektronix they opened the door to Gigahertz frequency circuits (and beyond) That in turn made possible PCs and all that followed"
X Link 2025-12-19T16:12Z [----] followers, [--] engagements
"@firstadopter @michaeljburry Time for everyone to slow down a minute Take a deep breath And consider that the human brain only consumes: [--] watts There's a big clue in that tiny number that AI is hellbent in the wrong direction Grossly distorting the stock market and the whole economy Listen to LeCun"
X Link 2025-12-20T17:57Z [----] followers, [---] engagements
"@ChairmanG I so wish this were not true I've lived a long time and have personally known many in DC at a very high level Ben Sasse was in a class of his own Watch his perfect analysis of how Supreme Court is now chief legislative body because Reps & Sens abdicated https://www.youtube.com/watchv=K53B8mbzppk https://www.youtube.com/watchv=K53B8mbzppk"
X Link 2025-12-23T22:40Z [----] followers, [---] engagements
"@great_martis Nothing like going parabolic to ruin the move Replay of Gold leading up to Oct [--] 2025"
X Link 2025-12-24T02:19Z [----] followers, [--] engagements
"Has an unequaled feel for bars boxes and breakouts/breakdowns =@DarvasBoxAI Follow him as he follows stocks of high interest"
X Link 2025-12-26T19:02Z [----] followers, [---] engagements
"@DickDragonPriv1 @DarvasBoxAI Studying $UFO is a good way to get a feel for what's going on Like $NVDA $UFO broke thru a correction downtrend line on the daily chart But rising too far too fast it didn't have the strength to break thru resistance at the all time high Also too steep to be "Sustainable Slope"
X Link 2025-12-26T20:59Z [----] followers, [---] engagements
"@DickDragonPriv1 @DarvasBoxAI The six strong performers in $UFO include the trio of $ASTS $RKLB & $LUNR flying in formation within the atmosphere and $SATS $PL and $GSAT launching into orbit Studying ETF holdings is often worth the time it takes"
X Link 2025-12-26T22:28Z [----] followers, [---] engagements
"@DickDragonPriv1 @DarvasBoxAI $ASTS $RKLB and $LUNR are the most like @SpaceX in their business models The other three are more specialized situations"
X Link 2025-12-26T22:32Z [----] followers, [---] engagements
"@DickDragonPriv1 @DarvasBoxAI That nicely sums it up Resistance level not broached on first rise has a nasty habit of becoming sytronger At best an eventual penetration after downslope handle or sideways consolidation At worst -- a solid wall and double top"
X Link 2025-12-27T13:32Z [----] followers, [--] engagements
"@chamath In DoD there's a long history of exactly this evolutionary pattern Eg for single photon 3D laser radar detection at 1000s of km range proof-of-concept demos were done w/ more generalizable FPGAs Once that was done firms in Santa Clara turned that into ultra FAST efficient ASICS"
X Link 2025-12-27T18:01Z [----] followers, [--] engagements
"@elonmusk @BillAckman Welcome to Maine"
X Link 2025-12-28T00:52Z [----] followers, [--] engagements
"@VisualCap It's really odd that @Tesla with 1.7M in unit sales during that time period was not included @elonmusk"
X Link 2025-12-29T20:10Z [----] followers, [---] engagements
"$GLD and $SLV are singing from very different song books $SLV has gone full meme stock nutsy Here a gap there a gap every where a gap-gap"
X Link 2025-12-30T18:47Z [----] followers, [---] engagements
"Interesting divergence $HL $PAAS $SIL $SILJ collapsing today while $SLV refuses to dive as hard $SLV maintains its reputation as a manipulable ping pong ball"
X Link 2026-01-02T17:01Z [----] followers, [---] engagements
"@shaunmmaguire Venezuela was a China Bishop that was captured China this week seriously upped its practice for taking the US Queen = Taiwan - essential to AI As w/US in Venezuela China claims Taiwan gov't isn't legitimate Actions have consequences US may not like consequences of last night"
X Link 2026-01-03T15:33Z [----] followers, [----] engagements
"@DanFromMo @shaunmmaguire It's actually not our call Too similar to Russia deciding that Ukraine was going too Western This kind of World War [--] -WW2 territorial grab requires a really shrewd leader who is at the top of his game mentally w/ a sharp team Not someone who enjoys watching Special Forces TV"
X Link 2026-01-03T17:55Z [----] followers, [---] engagements
"@DistrictORD @shaunmmaguire We've been so weakened by [--] years of Dem-Rep failure to always act in the US self interest that we're dangerously vulnerable on many fronts (Dollar Debt rare earths even silver) Any major moves have to be carefully gamed out China can retaliate or just keep on bleeding us"
X Link 2026-01-03T18:07Z [----] followers, [---] engagements
"@DistrictORD @shaunmmaguire We're so incapable of defending Taiwan that any attempt to do so would be humiliating It'd forever shatter our sense of military security 25-30 yrs ago the stage was set for this to happen We had $B for War in Iraq to Somali Tsunami - but not to prevent this from occurring"
X Link 2026-01-03T18:15Z [----] followers, [--] engagements
"@DistrictORD @shaunmmaguire Real problem is DJT [----] is a far cry from DJT [----] That [----] "Election" screwed us. Perhaps lethally"
X Link 2026-01-03T18:22Z [----] followers, [--] engagements
"@MartyChargin With earnings down in [----] and [----] compared to [----] there is HTMMIS heresy afoot here - Bill O'Neil would not be amused (or would he @mwebster1971 ) But for pure momentum trend or meme players it's a field day right now I think we know how this story ends"
X Link 2026-01-05T22:40Z [----] followers, [--] engagements
"@mwebster1971 @MartyChargin Thanks for an extremely helpful post Perhaps you could do a WRO session completely dedicated to your $AEO post once the smoke clears (trade closes) Instances where you deviate from HTMMIS are highly useful to understand since your logic and tool set are extraordinary"
X Link 2026-01-05T22:59Z [----] followers, [--] engagements
"@rfehrm @GavinNewsom @Tim_Walz Nothing says "Dignity" like Tim Walz"
X Link 2026-01-06T03:06Z [----] followers, [--] engagements
"Silver chart looks very much like 2010-2011 for those who emphasize studying history like @mwebster1971 As Mike would want it log scale on price"
X Link 2026-01-06T06:38Z [----] followers, [---] engagements
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