Joined May 2019
357 Photos and videos
Sm0ke retweeted
Tank bottoms WTI $88
This is so funny.
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Sm0ke retweeted
This week in oil markets: - Israel attacked Beirut - Iran attacked Israel - Israel attacked Iran - Iran downed a U.S. Apache helicopter - The U.S. attacked Iran - The U.S. Navy disabled three oil tankers - Iran fired on Bahrain, Kuwait, and Jordan - Iran declared the Strait of Hormuz closed Now here's the graph: oilprice.com/futures/wti/
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Sm0ke retweeted
So apparently the plan is now to bomb Iran and then hope it does what Washington wants. 😂😂😂 Let's be real,that is not strategy,it's arrogance, desperation, and wishful thinking rolled into one. After all the tough talk, the answer still seems to be the same: use military force, issue demands, and then hope reality bends to political fantasies. Decades of failed interventions have taught nothing. The belief that you can bomb a country into compliance is not a sign of strength,it's a sign of intellectual bankruptcy. Such a reckless and shortsighted approach is the very definition of strategic failure.....
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#bull market all the way #NASDAQ #US100
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Replying to @CENTCOM @mhrob
How many times are we going to decimate their capabilities?
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Replying to @CENTCOM
Funny how you are 8000 miles away from home, 40 miles off their coast and claiming self defense.
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Sm0ke retweeted
All these fucking dorks at Anthropic do is yap about how insane their product is and how end-of-the-world it will be Someone tell these jabronis to shut the fuck up, holy Christ they're so annoying
JUST IN: Anthropic co-founder Jack Clark reportedly warned new recruits to “get hobbies that aren’t computers,” saying the company is building a “superhuman coder with nation-state hacking capabilities.”
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Sm0ke retweeted
The AI Bubble has lost wallstreetbets
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CLOSE THE STOCK MARKET
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Sm0ke retweeted
Signs we ARE in a bubble. This is not investment advice, but I would not be shocked if we are at or near the market highs for the year. A few red flags are flashing: - SpaceX IPO hype and sky high private valuations. Great company does not always mean great entry price. When everyone assumes an eventual IPO will only go straight up, euphoria has entered the room. - The phrase “this time is different” is everywhere. That is usually what investors say when they are trying to justify paying insane multiples for future growth that may already be priced in. - Too many charts look like rocket ships. When stocks stop climbing and start going vertical, it usually means emotion has replaced discipline. - Every company suddenly wants to be an AI company. When random businesses start attaching “AI” to their story to boost the stock price, that is a classic late cycle warning sign. - Valuations are being ignored. People are no longer asking, “What is this company worth?” They are asking, “How high can this go before I sell it to someone else?” - Retail confidence is getting loud again. When everyone starts acting like risk disappeared, that is usually when risk is highest. - Bad news is being brushed off and good news is being treated like rocket fuel. That is not a healthy market. That is a market looking for excuses to keep going up.
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Sm0ke retweeted
If we can’t trust Goldman on which IPO to buy… who can we trust? WeWork. Goldman Sachs marketed the real estate firm at an inflated 96 billion dollar tech valuation. The IPO was pulled after the prospectus exposed massive losses, leading to a 2023 bankruptcy.  Webvan. Goldman Sachs co-underwrote the online grocer at a 4.8 billion dollar valuation despite minimal revenue. The company collapsed into bankruptcy two years later due to excessive warehouse building costs.  eToys. Goldman Sachs led the dot-com flotation and aggressively overinflated the startup's market valuation. The firm burned through its capital and entered full liquidation bankruptcy by 2001.  Deliveroo. Goldman Sachs acted as lead bookrunner to push an aggressive 8.8 billion pound valuation. The stock cratered 31 percent on day one after large institutional funds boycotted the listing.
GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030 Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B. AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.
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Sm0ke retweeted
🚨 THIS IS HOW AI BUBBLE ENDS The S&P 500 keeps hitting all-time highs. But almost nobody sees the systemic crisis brewing. Wall Street has built a giant debt pyramid. Just like in 2000. How the scam works: Nvidia pours money into AI startups. Those startups borrow billions from Apollo, Athene and Blackstone using Nvidia chips as collateral. Then they give that money right back to Nvidia to buy more chips. On paper, it's a masterpiece: Nvidia reports record sales. Startups show explosive growth. Tech stocks skyrocket. In reality, a big part of the demand is fake. It's a circular loop. And it only works as long as the chip shortage lasts. When Nvidia drops new chips, the old ones used as collateral will lose value fast. Even worse: most companies still aren't making enough money from AI to justify these huge costs. This is not "if". It's already starting. Remember, I warned about the BTC $82k bull trap and Saylor's sell-off before it happened. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.
BREAKING: S&P 500 now on track for a 10-week win streak for the first time since 1985 Kalshi traders forecast it will hit 7,740 this month
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Sm0ke retweeted
"A JPMorgan analysis last month found that more than 60% of data-center capacity planned for completion in 2027 isn’t yet under construction, and another 7% is delayed." @wsj wsj.com/tech/ai/americas-dat…
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Sm0ke retweeted
They have the Iran deal. It’s done . Iran deal will be announced 2-3 days after SpaceX IPO. You have to think like these corrupt mfers . It will be a final pop and allow Musk to become trillionaire and retail to be bagged.
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Sm0ke retweeted
Former BlackRock fund manager Ed Dowd on the stock market: "If 45% of your market cap is AI and there's no profits yet, what are you investing in?" "You're investing in future hopium" "Bain... said there is no ROI, it's a bust" "the markets can continue to be irrational and go up on this, but the narrative is changing fast" This clip of Dowd (@DowdEdward), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion with Jesse Day (@jessebday) posted to the Commodity Culture YouTube channel on June 2, 2026.
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Sm0ke retweeted
Trump's initial demand was unconditional surrender. The current MOU is open the strait that had been previously opened but under Iran control withdraw our military. And then maybe after 2 months we can continue nuclear negotiations that had been happening before. Yikes.
BREAKING: Iranian state media announces initial details of the "Memorandum of Understanding" for the US-Iran peace deal. INITIAL DETAILS OF THE DEAL, PER IRAN: 1. US Military forces will withdraw from the vicinity of Iran 2. The US Navy will lift its blockade of the Strait of Hormuz 3. Iran has committed to restoring the number of commercial transit ships through the Strait of Hormuz to pre-war levels within 1 month 4. Iranian state media says military vessels are not included in this draft agreement 5. The management and routing of ship traffic through the Strait of Hormuz will be handled by Iran in cooperation with Oman 6. If a final deal is reached within 60 days, this agreement will be approved in the form of a binding UN Security Council resolution US oil prices extend losses to drop below $89/barrel.
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Sm0ke retweeted
i sold.
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Sm0ke retweeted
Unpopular opinion: a stock market correction begins the moment the Strait of Hormuz reopens.
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Are you actually F'king kidding me...
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Sm0ke retweeted
I do remember. It was 2 months ago.
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