Joined July 2010
- Tweets 40,605
- Following 2,186
- Followers 7,364
- Likes 10,425
2,802 Photos and videos
Pinned Tweet
11h
Mid terms and a new fed chair ERP is now -ve
History suggests its a rocky road for stocks
3
209
Short #Nifty 24k
Politicians blaming a late monsoon for a lack of water and reservoirs being at 10% capacity
23k wen?
52m
Even water is becoming a luxury in Mumbai.
The financial capital of India is becoming a joke due to incompetent people in charge.
Nifty should trade at a discount to HSI not a premium.
Mumbai Water Crisis: 10% Home, 20% Commercial Cuts; Supply To Pools, Construction Blocked
ndtvprofit.com/india/mumbai-…
1
1
85
26m
Probably nothing.
If you hold $NVDA and you're modeling this as a durable earnings run, Jim Chanos has a stress test for you.
On iConnections, Chanos explains the CapEx boom accounting mechanics: when a company buys AI infrastructure, Nvidia books revenue and profit immediately. The buyer capitalizes the cost and depreciates over 5-10 years. During the boom, Nvidia's profits inflate dramatically. When the boom ends and order books get pulled, revenue collapses immediately.
The 2000 data point: S&P earnings fell 40% in a mild recession - same magnitude as 2008's severe recession - entirely because telecom companies pulled router orders. The only thing inflating was the build-out.
Chanos says the same setup exists today. The question is when, not if.
Full breakdown of the CapEx mechanics and the 1999-2000 comparison: podcastalpha.substack.com/p/…
Source: iConnections - youtube.com/watch?v=MYm33zOp…
93
35m
What we're conceding:
- Unfreezing Iranian funds
- $300 billion reconstruction fund
- Hezbollah is untouchable
- Iran can execute protesters at will
- Iran retains control over the Strait of Hormuz
- Lifting of sanctions
- Ballistic missile program will not be restrained
- Funding of terrorist proxies will not be restricted
What Iran is conceding:
- They promise to be nice
- Might sit down for negotiations to discuss the nuclear program. No commitments.
Truly genius deal.
78
52m
Even water is becoming a luxury in Mumbai.
The financial capital of India is becoming a joke due to incompetent people in charge.
Nifty should trade at a discount to HSI not a premium.
Mumbai Water Crisis: 10% Home, 20% Commercial Cuts; Supply To Pools, Construction Blocked
ndtvprofit.com/india/mumbai-…
2
264
So Deepseek raised 7B at a 50B valuation.
If you think OPENAI is worth 900B you are delusional....
2
105
But we were told the strait is open 😂
Trump Admin Considers ‘VIP Pass’ Naval Escorts For Tankers Transiting The Strait Of Hormuz - Politico
• Administration Weighing Use Of The Defense Production Act To Expand Ship Insurance Availability
• Nearly 500 Ships Remain Stalled In The Persian Gulf Despite Peace Talks
109
That sounds like a 3.7 trillion market cap company, going by what happened with space X 😂
- OpenAI Burned $3.7 Billion in First Three Months of 2026
1
209
Probably nothing
OpenAI’s financials have leaked, showing $21 billion in losses against $13 billion in revenue, per Fortune
1
322
11h
Lmao
مایک هاکبی، سفیر آمریکا در اسرائیل، تاکید کرد حزبالله بخشی از توافق میان آمریکا و جمهوری اسلامی نیست
1
207
13h
we know how this will end....
It took Amazon 10 years to be profitable.
At that point, stock was just $77 billion.
After that it took almost 15 years for Amazon to gain 2.5 trillion in market cap.
These are large numbers in terms of time.
SpaceX has strung a note in hearts of men who view this as what a massive bubble this is…
Cash is sloshing around.. monster leverage, margins, everything just chasing everything in sight at any price like a dog in heat..
How will this end?
Only one way…
1
185
13h
Sell everything.
1
3
1,170
14h
Ffs
US President Donald Trump says the United States will soon be able to reimpose sanctions on Russian oil now that crude is moving again through the Strait of Hormuz after the US-Iran "peace deal".
🔴 More on aljazeera.com
244
14h
Guess not every one can be bribed like Trump.
Binance Set To Lose Permission To Offer Services To EU Clients; Licence Application In Greece To Be Turned Down – RTRS Sources
215
14h
Probably nothing........
When looking at annual U.S. stock market returns, midterm years, on average, have been the weakest, rising just 7.5% vs. an average of 12.4%.3 The two most recent midterms, 2022 with -18.1% and 2018 -4.4%, have been the two worst years for the S&P since 2008.
1
162
15h
Probably nothing....
US import prices up 6.7% y/y
230
15h
So
- Yesterday a US official said Trump had already signed the MOU which cause stocks to rally
- Today Trump says he won't release the text of the MOU until the signing is done on Friday
As usual fake news by the Trump team again.
152