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Joined April 2009
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Hezbollah shot rockets into Israel, likely at the behest of Iran, knowing what the response would be. Iran is once again trying to delay. We should keep bombing Iran until they sign on the dotted line. The delay tactics have gotten absurd
تجاوز صهیونیستها به ضاحیه باردیگر نشان داد آمریکا یا ارادهای برای اجرای تعهدات خود ندارد یا توان آن را. با چراغ سبز نشان دادن به رژیم نمیتوانید امتیاز بگیرید. بازی پلیس بد و پلیس خوب قدیمی شده است.
اگر اراده و توان اجرای تعهدات خود را ندارید، سخن گفتن از ادامه مسیر ممکن نیست.
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Tsachy Mishal retweeted
Jun 14
Zohran made his own brooklyn aesthetic World Cup jerseys because the absolute last thing he will do is wear a Team USA Jersey and show an ounce of Patriotism. He thought ahead on this one have to give him credit.
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A portion of $SPCX shares will unlock after Q2 earnings and Q3 earnings. So we will likely see decent supply as early as this August
Starting in December is when the SpaceX lockup will expire. If the market holds up into 2027 , 2027 could be a tough year. The summer should be pretty clear although companies like $META might hit up the market.
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AI usage will very likely still grow but they may be more thoughtful about which models they use for which tasks. AI efficiency seems like it is becoming a thing
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Tsachy Mishal retweeted
The S&P 500 is about 2.5% off it's highs despite the fact that we likely have an Iran deal. While there is no way to prove it, it's likely we would be at ATH, barring the issuance of the past 2 weeks. I think this points to the fact that the supply deluge mattered
Will be interesting to see if market pulls back into the SpaceX IPO because people realize it's a liquidity suck or if it ramps into it. Ramp into it seems like an easy fade if it happens
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The S&P 500 is about 2.5% off it's highs despite the fact that we likely have an Iran deal. While there is no way to prove it, it's likely we would be at ATH, barring the issuance of the past 2 weeks. I think this points to the fact that the supply deluge mattered
Will be interesting to see if market pulls back into the SpaceX IPO because people realize it's a liquidity suck or if it ramps into it. Ramp into it seems like an easy fade if it happens
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This is just the tip of the iceberg, but the majority of the supply will come when the lockups expire. This week only 5% of Spacex came. The other 95% is yet to come. The next big event will Anthropic/OpenAI in the fall
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Starting in December is when the SpaceX lockup will expire. If the market holds up into 2027 , 2027 could be a tough year. The summer should be pretty clear although companies like $META might hit up the market.
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Tsachy Mishal retweeted
Jun 12
I cancelled my $10/mo Calendly subscription and vibe coded my own with Fable for $12,000
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IPO openings have gotten later and later. I would put the over/under at 1:30-ish
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Trump had no appetite for bombing. What changed today?
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Did Trump just realize today the Iranians were stringing him along?
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Looks like $ORCL still hasn't used their ATM. So we still have $20 billion of issuance ahead of ud
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Why would any cellular company overbuild cable when they could buy $CABO at a a fraction of the cost to build. Not that overbuilding makes economic sense even on it's own
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Another equity raise
$SMCI -12% in AHs trading
-Supermicro Announces Proposed $7.0 Billion of Equity and Equity-linked Financing Transactions To Fund AI Orders - businesswire.com/news/home/2…
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$SMCI market cap is $23 billion and they are raising $7 billion. I wonder what management thinks about the stock price?
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Iranian Foreign Minister Abbas Araqchi said that "foreign forces near our territory face constant risks due to human error or accidents. The best solution is for them to leave. We prefer the language of diplomacy, but we also speak other languages."
Jun 9
Trump on the helicopter incident: "Wasn't a big deal. The pilot is fine." - WSJ
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