Gigem77

[Gigem77 @Gigem77]

@JackFarley96 Add these barrels to all of the other ways oil is escaping the region without going through the strait.

[Gigem77 @Gigem77]

@Pivotal_Pivots Standard public tanker trackers (like MarineTraffic, VesselFinder, or similar apps) do not work reliably when a vessel turns off its AIS beacons.

[Gigem77 @Gigem77]

@Hedgeye "Blaming data centers entirely for that 6-cent jump (roughly a 40% increase from ~14 cents in 2021 to nearly 20 cents in 2026) is a bit like blaming a single heavy suitcase for overloading a commercial airplane." From Google Gemini.. pretty clever for AI.

[Gigem77 @Gigem77]

@adamtaggart "Blaming data centers entirely for that 6-cent jump (roughly a 40% increase from ~14 cents in 2021 to nearly 20 cents in 2026) is a bit like blaming a single heavy suitcase for overloading a commercial airplane." That quote is from Gemini.

[Gigem77 @Gigem77]

@thoughtfulmoney @michaellebowitz Good to know, a 5% drop is a "chaotic mess". Did the passive flows change?

[Gigem77 @Gigem77]

@LukeGromen The most obvious reason is profit. The US has become the gas station of the world.

[Gigem77 @Gigem77]

@financialjuice There is little to no evidence that ship traffic through the Strait of Hormuz is increasing significantly as of June 9, 2026. It remains severely disrupted and far below pre-crisis levels. https://t.co/bnN3JdqSSw

[Gigem77 @Gigem77]

@asklivermore 10 day volume is about 30 million shares per day. What do you want to see?

[Gigem77 @Gigem77]

@wesbury Up and to the right resumes soon.

[Gigem77 @Gigem77]

@asklivermore The $PSQ buy was spot on. Thx

[Gigem77 @Gigem77]

@gothburz Psalm 37:25 in the Bible, where King David writes: "I have been young, and now am old; yet have I not seen the righteous forsaken, nor his seed begging bread." It is widely understood as a testament to God's enduring provision and faithfulness to those who walk in righteousness.

[Gigem77 @Gigem77]

@spacanpanman @o0OO0o00Oo00 Batteries power a data center for not more than a couple of hours. Natgas and nuclear will carry the baseload. A 640 MW battery system is a beast, but not compared to a 300 MW data center.

[Gigem77 @Gigem77]

@SantiagoAuFund So we can pool our money and buy one share.

[Gigem77 @Gigem77]

@financialjuice Show me the tanker tracker map

[Gigem77 @Gigem77]

@financialjuice The easy question then is how many ships are transiting Hormuz?

[Gigem77 @Gigem77]

What is left to reveal? Millions of internal documents, police reports, recorded victim interviews etc have been released. We will never (and should never) get the redacted victim names. Gemini tells me that there is enough data to build a list of everyone who ever intersected with Epstein. I am directed to DOJ Epstein Library database and CBP FOIA reading rooms.

[Gigem77 @Gigem77]

@financialjuice How many VLCCs are in the Persian Gulf?

[Tier1 Alpha @t1alpha]

$SPX skew is heading toward a 2-year low, leaving positioning increasingly exposed to a negative catalyst.

We've been riding the beta wave with everyone else, but at this point, the tailwind of systematic flows has largely run its course.

Just remember, complacency kills.

[Gigem77 @Gigem77]

@GardensOfMoss @gcmfskg @bennyjohnson Today is the day to kick out Chip and Cornyn.

[Gigem77 @Gigem77]

The local gas station owner has to charge enough to buy the next tanker load. What they paid for the one in the ground now is not what they will charge. Apply this principal to the regional distributors and eventually back to the refiner. The refiners have trading desks that can mitigate price fluctuations with futures contracts, but they are always looking forward as well.