Mhd Akridiss

investor

[Marouane Lamharzi Alaoui @marouane53]

ف الشهر لي فات كاع الستارتابات فالمغرب جمعو 2 مليون دولار، وهاد الرقم جاي من صفقة وحدة. و ف نفس الشهر، شركة ديال التكنولوجيا الطبية سميتها T2S دخلات لبورصة كازا وجمعات أكثر من 5.1 مليار دولار ديال الطلبات من أكثر من 111,000 مستثمر، 99% منهم ناس عاديين ماشي مؤسسات و 8 شهور قبل من هادشي، Cash Plus دخلات للبورصة بتقييم 550 مليون دولار والطلب فاق العرض ب 64 مرة، و50% من اللي شاركو كانو كيشريو سهم لأول مرة ف حياتهم.
يعني كاينة واحد الرغبة في الإستثمار و خصوصا فشي حاجة لي سهل أن المغربي يفهم كيفاش يشريها.

اللي ما كاينش هو الرابط بين هاد الفلوس وبين founder مغربي كيبني منتوج مع ماكاين حتى بنك فالمغرب لي داير شي سيستيم باش يسلّف للستارتابات. ما كاينش سوق ديال السندات للشركات ف مرحلة النمو، وما كاينش تمويل مقابل نسبة من المداخيل باش الشركة تكبر بلا ما تبيع من رأسمالها.  يعني عمر تشوف شي Series A فشي startup لي متقدمها مستثمر مغربي، والعام الفايت كانت شركة وحدة يمكن لي جمعات فوق من 5 مليون دولار بلا ما يدخلو فيها اجانب، وملي Chari جمعات 12 مليون دولار كان خاصهم 7 ديال المستثمرين من 4 دول باش تكمل الجولة.

هاد البلان كيفسر نوع الشركات لي كاتاخد التمويل.
حيث صعيب ترايزي ال funds بعد 18 شهر و أنت في المغرب، يعني الوحيدين اللي كيبقاو في السوق هوما الشركات اللي قادرين يبانو مداخيل ف 3 ولا 6 شهور الأولى، وهادشي علاش كتلقى startups لي كيبقاو غير الحوانت والليفريزون والماكلة والشقق،وموحال تلقى شي شركة لي كاتطلب وقت حقيقي ديال البحث و R&D.

يعني هاد النوع ديال السترتابس لي عندنا ما شي بسبب نقص في طموح المغاربة لكن البنية التمويلية في البلاد ما يمكن لها غير تنتج هاد النوع وصافي. 
كنتسنى شي نهار تخرج لينا شي حاجة بحال a16z ولا Sequoia في المغرب

[Shay Boloor @StockSavvyShay]

THIS HAS TO BE THE STORY OF 2026

Ken Griffin’s Citadel was pushing surprise-rate-hike fears just days before the AI trade collapsed and forced 4x-levered Leopold Aschenbrenner's Situational Awareness to unload its book near the lows.

Citadel then reportedly bought most of those assets at significantly lower prices knowing that if sentiment deteriorated enough the fund could be forced to sell which makes the entire sequence look absolutely ruthless.

This is why the stock market is the greatest game on Earth.

[amit @amitisinvesting]

OH. MY. GOODNESS.

CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND.

So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen...

On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names...

Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent...

AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR.

By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding.

A vet on wall street in Ken Griffin takes out the young new kid.

ABSOLUTE. CINEMA.

[Serenity @aleabitoreddit]

Does Trump know…

He just blew up the world’s energy supply chains for attempting wack-a-mole with Iranian leadership?

It’s not just about “US is fine”.

Guess where all the upstream precursors, advanced semiconductors, and others are made?

Almost nothing is actually “Made in America” yet.

We completely rely on all our partners from Japan, Taiwan, Malaysia, Korea for rare earths to foundries.

The clear beneficiaries of this War:

1. Israel
2. Russia

Maybe even Iran long term since they can use China to rebuild infrastructure and they’re richer from oil / tariffs on the strait.

We’re supposed to be strengthening all our allies, not ******* them over to help Russia and Israel.

Harsh reality is “America First” policy also includes securing America’s global supply chains.

It’s still not too late:

But you can’t just blow up the rest of the world’s energy trade, then just go out and say US alone is fine.

[Mhd Akridiss @Akridiss17]

The best thing to watch for today

[Najib El Mokhtari @najibelmokhtari]

وثائقي جديد على قناتي فيوتوب: "فين كيحبس الكون؟".
إذا شدينا كاميرا (اللي غادي تبدا كاميرا حقيقية ديال درون).. وبقينا راجعين راجعين بها اللور فين غادي يحبس داك الشي. Single shot واحد فيه Zoom ما كيساليش حتى يوصل لحدود معرفة البشرية العلمية ديال اليوم.
https://t.co/woDb2BCvs2

[Najib El Mokhtari @najibelmokhtari]

وثائقي جديد على قناتي فيوتوب: "فين كيحبس الكون؟".
إذا شدينا كاميرا (اللي غادي تبدا كاميرا حقيقية ديال درون).. وبقينا راجعين راجعين بها اللور فين غادي يحبس داك الشي. Single shot واحد فيه Zoom ما كيساليش حتى يوصل لحدود معرفة البشرية العلمية ديال اليوم.
https://t.co/woDb2BCvs2

[Mhd Akridiss @Akridiss17]

You can stand in the right side even if you’re the only one

[Mhd Akridiss @Akridiss17]

Did human rights take a day off these days 🤔?

[Mohamed A. El-Erian @elerianm]

From the @WSJ: "Americans are walking off the job at a rate not seen in years for a simple reason: The strikes are working. Strong demand for workers, new leadership atop some of the country’s biggest unions, broad public support and an advocate in the White House have helped workers win big concessions from employers at the bargaining table."
This is consistent with some shift in power from capital to labor, partially and slowly reversing decades during which capital dominated.
It is also consistent with an ongoing broader shift in the global economy: from deficient aggregate demand to one where supply issues play a much larger role.
#economy #econtwitter

[Lisa Abramowicz @lisaabramowicz1]

A hawkish pause, just as expected. 2-year yields surge to new post-2007 highs.

[Lisa Abramowicz @lisaabramowicz1]

Oil supply cuts by Saudi Arabia and Russia will create a “significant supply shortfall.” with global oil markets facing a deficit of 1.2 million barrels: IEA https://t.co/aEJTwzU2zU

[Mhd Akridiss @Akridiss17]

Do what's needed and help in any possible way (Give blood, donate with as much as you can), otherwise pray and hope for the best incheallah.
Our hearts are with you ❤️🤲🇲🇦

[Mohamed A. El-Erian @elerianm]

Brent oil prices just traded above $90 on media reports that both Russia and Saudi Arabia will extend their production cuts.

#economy #econtwitter #oil #russia #saudiArabia #energy

[Liz Ann Sonders @LizAnnSonders]

In month/month terms, average hourly earnings growth +0.2% vs. +0.4% prior … slowest growth since February 2022

[Liz Ann Sonders @LizAnnSonders]

August average hourly earnings growth +4.3% year/year vs. +4.3% est. & +4.4% prior

[Liz Ann Sonders @LizAnnSonders]

August unemployment rate at 3.8% vs. 3.5% prior

[Mhd Akridiss @Akridiss17]

🚨 US Core PCE : 4.2% YoY
🚨 US initial jobless claims : 228k

[Lisa Abramowicz @lisaabramowicz1]

Economic activity in the euro area is contracting more quickly than many expected, leading to bets that the ECB will pause rate hikes at their next meeting. In Germany, overall activity declined at the fastest pace since May 2020. The euro weakens further https://t.co/WC4EEiNuHl

[Mhd Akridiss @Akridiss17]

All the eyes this week will be on Jerome Powell speak from Jackson Hole on Friday the 25th.