Capt. Tweetz 🇮🇷

Investor and News commentary (not financial advice). $UPST retail investor

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@IranIntl_En Trump has betrayed every ally he ever had, Israel is no exception.

[Elon Musk @elonmusk]

Straits of Hormuz are named after Ahura Mazda from Zoroastrianism

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@AnitaAnandMP And your citizens call on you to enforce your laws on deporting IRGC agents. You haven’t been doing your job.

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@6ixbuzztv Import third world, become third world.

[Capt. Tweetz 🇮🇷 @CaptTweetz]

The genie is out of the bottle on Iran and the strait of Hormuz. Trump is desperately trying to put the genie back in the bottle. It won’t happen. This regime knows Trump is desperate for a deal & pushing him for concessions. The only way out is to finish the job and the regime.

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@Alexie_A3 @IranIntl_En He thinks he doesn’t have the cards but all he has to do is draw some to win.

[Capt. Tweetz 🇮🇷 @CaptTweetz]

$UPST Origination volume growth is just half of the story, when take rate and contribution margin are falling. In other words, higher rates & product mix shifts puts more pressure on volume to work twice as hard as before to have an impact on fee revenue.

[Macro Guru @macro_guru]

Everyone is focused on May's $1.453B origination volume.

I'm focused on the trend:

March: ~$1.11B
April: $1.27B
May: $1.45B
That's +31% growth in just 2 months.
If this pace continues, Wall Street's 2027 expectations may be too low.

$UPST

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@macro_guru Now look at the take rate downward trend and then you’ll see they will be within expectations by a few points.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin’s selloff accelerates, dropping below $63,000 for the first time since February 24th.

Over $1.1 billion worth of levered crypto positions have been liquidated over the past 24 hours.

[Capt. Tweetz 🇮🇷 @CaptTweetz]

1. You don't even know your own history. Educate yourself. Iraqi Kurdish groups such as Kurdistan Democratic Party which resides currently in Iraq worked with Saddam Hussein against Iran. They come from the same marxist forces that tried to divide Iran during Pahlavi era as well.
2. That just makes you a thief, why do you agree to receive weapons if you have no intention of delivering it to the destination? Thieves and liars.

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@AnitaAnandMP Your words are meaningless when you harbour IRGC terrorists in Canada. It’s your law to deport them but you won’t enforce your own laws. You don’t stand with your partners and you don’t stand for your own citizens. Stop showboating empty words.

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@goddreng10 @davegirouard Not a disconnect.

10Y -> 4.49%
WTI -> 96.17
Inflation -> 3.8%

We are back to summer 2024 price levels as priced appropriately. Upstart is not showing an acceleration in volume and take rate that would warrant a rerating.

Best to wait until macro changes...

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@NewsroomGC Outdated. Drones are in season.

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@LauraLoomer Reminds me of that famous interview of a ex KGB agent that warned of the decades long KFB strategy to destabilize the US through demoralization of western values. https://t.co/pgGqoMk4zt

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@KaySchnd @parthpat87 That will take years for approval

[*Walter Bloomberg @DeItaone]

U.S. JOLTS JOB OPENINGS 7.618 MLN IN APR (CONSENSUS 6.880 MLN) (MAR 6.887 MLN) - LABOR DEPT

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@merlinscapital He’s been saying that since April 😂. IRGC is toying with him to get every concession. It’s time to let the US military finish the job!

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@financialjuice Fake news title, Iran no longer has a Central Military Command...

[Capt. Tweetz 🇮🇷 @CaptTweetz]

@AmericaLiveX_ This is old footage from 2 weeks ago.