Geoffrey Fouvry

Capital Markets
Analysis organized & presented in big-data & augmented web.
Patent US 11,327,775 B2
ex hedgie. LaDucTrading contributor
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[Geoffrey Fouvry @GraphCall]

1/20 PROVING THAT BITCOIN IS A LIQUIDITY DECOY WITH SIMPLE DIFF EQUATIONS.
“HODL” on to your socks. (a bit technical)

ALSO The Fed is semi-lying, in fact, about “We would lose control of interest rates without IOR.”

https://t.co/aaTXKHhkD4

[Geoffrey Fouvry @GraphCall]

Get used to the new world.

[Geoffrey Fouvry @GraphCall]

@qussl3 TODAY
You have to check the first derivative of the use of EVs and use of Renewables as share of energy production.
Absolutely unmistakable.
And it is very easy to understand why when you check the rate of change of renewable costs.

[Geoffrey Fouvry @GraphCall]

Alright #Silver, back in.
😊
People bidding old energy ($Oil and nat gas) versus new energy (renewables/ electrification) have it COMPLETELY BACKWARDS as far as who is winning today. 😂🙃

[Geoffrey Fouvry @GraphCall]

Renault Plug Inn works as an AirBnB of charging any shop, restaurant can put a charger for a low cost and you plug your car and buy and sell energy and the rBnB owner of the plug gets a cut all automatically by software App. The bi-directional inverter is in the car, not the wall.

[Geoffrey Fouvry @GraphCall]

This system of charging and discharging is not tehorical, it has started and it's being rolled-out aggressively because it waves tons of money for consumers and it makes power cost lower for energy. Why have redundance of a) a battery in the car b) ANOTHER battery as BESS. No need.

[Geoffrey Fouvry @GraphCall]

@qussl3 A few quarters, there is a mass roll-out with Iberdrola in 2027.

[Geoffrey Fouvry @GraphCall]

WHAT... energy crisis?
Indonesia killing its ICE cars market 🪓 by EVs⚡️
Enjoy the process 😊

[Nicolas Fulghum @nicolasfulghum]

EVs are not a "rich" country phenomenon at all anymore

Roughly 30% of new car sales in Indonesia are already fully battery electric.

Oil importing countries across the globe are making the sensible choice of moving away from oil dependency in the transport sector.

[Geoffrey Fouvry @GraphCall]

@MarioNawfal Buy EVs and just ditch your useless ICE cars like Northern europe guys. Problem solved.🤷‍♂️

[Geoffrey Fouvry @GraphCall]

@KurtisKivi You think? DM

[Geoffrey Fouvry @GraphCall]

I will explain why I am short $TSLA

Wrong pricing (too expensive vehicles for mass market)

Wrong decision not to put the bi-directional inverters inside the car.

This makes the wallbox TOO EXPENSIVE, and the dircharging / recharging outside the garage problematic.

Not equipped yet on wholesale buy cheap - sell high for people to monetize thier battery.

Not impressive battery line-up in solid state
(compared to BasqueVolt -- BTW those batteries are inside the drones in Ukraine, that's why those things fly such long distances.

They don't have the rBnB system of charging.  Some EV car makers allow any shop, restaurant or venue to install a plug so that people can charge there and the revenues (when discharging) or costs (when charging) to be split seamlessly between the venue / shop / retailer and the car owner.

rBnB millions of spots for charging are available, and DOES NOT require a garage (very important in Spain for example)

[James Chanos @RealJimChanos]

$SPCX Shareholders, you sure you want to buy this 5% ROIC business for $1.5T…?!

[Geoffrey Fouvry @GraphCall]

@ankitjainnnnnn Trade surplys dumped into Gold = external drain

[Geoffrey Fouvry @GraphCall]

I mean how do you like a 2tr asset that trades like a shitcoin? Hmm?
Goes to 210 bucks and then down 50% from there and then back up 70%.
JUST. IN. 4 MONTHS.
With 10% intraday vol
Blue Chip!!!
100X sales .
(what a circus 🤦‍♂️)

[Geoffrey Fouvry @GraphCall]

The investment thesis of $TSLA in a nutshell

[James Chanos @RealJimChanos]

$SPCX Shareholders, you sure you want to buy this 5% ROIC business for $1.5T…?!

[Geoffrey Fouvry @GraphCall]

"AI is too powerful , it's dangerous"
Lololol 👇
(deepseek example but the other do this type of STUPID reasoning too all the time)
"Super-Duper" Intelligence my 🫏