Aaron Peters

Outlet for whatever interests me.

Severe weather: @SevereSoundings

[Aaron Peters @AaronPe27299540]

Posted this about 5 years ago now on another account I since deleted.

So far, it has done a pretty good job in my book.

With only VEI-4's and Earthquakes <M8.5 as I was expecting back up until now.

[Burak Finance @burak_finance]

2Y Sales Growth vs. Stock Performance.

Neoclouds
$NBIS +2,218% | −53%
$IREN +936% | −70%
$WULF +428% | −59%
$CRWV +415% | −65%
$CIFR +273% | −77%

Optics / InP
$AXTI +478% | −70%
$COHR +119% | −49%
$LITE +247% | −48%

Space
$ASTS +759% | −72%
$RKLB +121% | −61%

Networking
$ALAB +293% | −57%
$CRDO +191% | −57%

Memory
$SNDK +203% | −62%
$WDC +132% | −64%

Power / DC infra
$BE +250% | −45%
$VICR +108% | −57%

Hyperscalers
$MSFT +44% | −2%
$AMZN +34% | −7%

[Shay Boloor @StockSavvyShay]

$NVDA is now trading at its cheapest valuation in 15 years when it was primarily a gaming GPU company.

Pretty wild that the market is assigning it same multiple today while it sits at center of the largest AI infrastructure buildout in decades.

[Frank Curzio @FrankCurzio]

JUST IN: The Senate just voted 73-25 to advance Trump's bill to speed up pipelines, mines & power plants.

22 members of the Democratic caucus voted yes. A full Senate vote comes later this month, and then it goes to the House.

Last week I said Trump would sign big bills with the Democrats after the midterms. This is the first real test, and it's passing.

The part I care about: the bill aims to stop the next president from pulling permits that were already granted.

That's why oil, gas, renewable & construction groups ALL back it. Today that protects renewables. Under a future Democrat it protects pipelines.

A mine or a power line can take 10 to 20 years to pay off. Nobody lends that kind of money when one election can cancel the project.

Take that risk away and US mines, pipes & power lines get a lot easier to finance.

[Bennett's Phylactery @extradeadjcb]

Democrats win elections because the median voter is no longer capable of understanding the future as a concept

[Auron MacIntyre @AuronMacintyre]

Easter isn’t a federal holiday btw

[mert @mert]

asked my russian gf (who is way out of my league) if she is secretly a spy after the jensen news

she laughed hysterically for a few, paused, and then said:

"you trade animal coins with retarded ppl on the internet"

somehow this is even worse than if she were a kgb agent

[Crémieux @cremieuxrecueil]

Deaths per 100 million passenger miles, by mode of transport.

The deadliest isn't motorcycling--as you might expect--it's... walking!

And e-bikes are just a bit less risk-related than motorcycles.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply jumped +$113 billion in August, to a record $23.41 trillion.

YoY, M2 grew +5.7%, its largest YoY increase since May 2022.

This also marks the 3rd consecutive month of accelerating growth.

So far in 2026, M2 has risen by an average of +$136 billion per month.

This is 89% above the average monthly growth of +$72 billion recorded throughout 2025.

US money creation is gaining momentum.

[Aaron Peters @AaronPe27299540]

@avidseries @NoLongerSilent6 I think it's funny you don't think back to the future doesn't kill brain cells.

[Martin A. Armstrong @ArmstrongEcon]

It collapses when they can't sell new debt to repay old debt. It's a Ponzi scheme. We're moving closer to that point.

[Trade Whisperer @TradexWhisperer]

$MU $35B buyback is the first of many. Too small?

It's 400% of $AMD's net cash.

Also $AMD needs about 8 quarters of free cash flow to match a single Micron buyback.

If $35B is small, AMD must be broke.

$AMD $740 Billion MC
$MU $780 Billion MC

[Oilfield Rando @Oilfield_Rando]

USPS has a labor union that endorses one party every election.

The fact that we let them transport ballots is banana republic insanity.

[Martin A. Armstrong @ArmstrongEcon]

WhatsApp messages with Saudi Crown Prince Mohammed bin Salman, will no doubt be at the top of the list. They could also seek details on reports that he pitched investors for billions while attending Davos as part of the official U.S. delegation. The record has been established. Since 2025, Democrats have sent letters demanding information on Kushner and Trump has protected him. Those days are rapidly coming to an end. Even the unrest in Albania involves Kushner real estate deals with the government.

[Willem Petzer @willempet]

The US accepted Afrikaner refugee families, booked their flights, then cancelled everything at the last minute.

Families sold everything. Now they are stranded with nothing. No appeal. Whole families blacklisted for life.

Rogue USCIS employees are actively blocking Afrikaners while the same organisations fight a court battle to reinstate non-white refugees.

Hundreds of families have now asked for the entire program to be investigated for sabotage.

https://t.co/PORSyIWDDG

[Martin A. Armstrong @ArmstrongEcon]

There are some people in this world who think the more zeros they can add to their net worth somehow makes them more important or successful than another. It is not about lifestyle or being able to buy another car. This is how they think they measure success.

In advising many people over more than 50 years, I came to see that the more money was not proof of anything if you lie, cheat, and steal to get it.

To me, it was the accomplishment in itself, not how many zeros you add to your net worth.

I believe Kushner is simply trying to add zeros. That was what I encountered with 99% of the people I in NYC.

[Dominic Frisby @DominicFrisby]

I heard Porter Stansberry tell this story about Alvin Adams and the US railroads on a panel we shared at the New Orleans Investment Conference last week. It was the best story I heard all conference, and it has been rattling around in my head ever since.

Between 1865 and 1873 the United States built, as Porter put it, “the most consequential physical network in its history”, but in doing so destroyed swathes of capital. Track mileage doubled, from 35,000 miles to 74,000, in a decade. Railroad capital reached $4.5 billion, when the capital of the entire US banking system was $720 million and the federal debt was $2.3 billion. In January 1870, 87% of the shares traded on the New York Stock Exchange were railroad shares.

Every argument you hear about AI today was made about the railroads then, boiling down to: they will transform the country. And they did. The railways changed America. The people who financed their construction lost fortunes.

Indeed, the losses caused the Great Depression, as it was known until the 1940s, when what went on in the 1930s usurped it. In 1873 the New York Stock Exchange closed for ten days because of the failure of Jay Cooke & Co. By 1876, 134 railroads were in default on $500 million of bonds. By 1877 a fifth of American track was in receivership. European investors lost around $600 million.

Then competition meant that revenue per ton-mile fell by around 60% between 1870 and 1900. The traffic came, just as promised, but the users got the benefit, not the shareholders.

Some years earlier, having lost his shirt in the Panic of 1837, a businessman in his late 30s by the name of Alvin Adams began carrying packages - letters, cheques, bearer bonds, valuables - between Boston and New York. His business did so well that in 1854 it was incorporated as Adams Express Company, with $1.2 million of capital. It did not own a single mile of track. It bought space on other men’s trains and transported stuff.

By 1875 its capital was $12 million. Porter told the story of how it paid an $8-a-share annual dividend through the Great Depression of the 1870s and the subsequent downturns. Adams Express was able to build a successful business using the railway network without financing the construction of that network itself. In 1929 Adams Express became an investment fund. It still trades in New York today as Adams Diversified Equity Fund (ADX)

By 1890 the express companies, American Express among them (yes, the one that’ll do nicely) , were moving 115 million packages a year over 175,000 miles of routes without owning a single locomotive. It’s like Trip Advisor being the world’s biggest travel company without owning a hotel, or Uber not owning a taxi.

The business that used the railways, rather than build them, was the one that did best in the railway boom and bust.

Article continues - see next tweet

[Mark Mitchell, Honest Pollster @honestpollster]

The reason I was right isn't because of some secret methodology.

It's because I didn't sell out

[Martin A. Armstrong @ArmstrongEcon]

Lies and excuses. He doesn't want to hold an election because he knows he would lose.

Yet our politicians will still call it "defending democracy."

[Dalton (Analyze & Optimize) @Outdoctrination]

Ultraviolet light from the sun is a powerful tool against inflammation and autoimmunity, INDEPENDENTLY of vitamin D.

(🧵1/8)

[Trade Whisperer @TradexWhisperer]

What the actual f***

Forward P/E:
$SNDK 2.86x
$SKHY 3.19x
$MU 3.20x