Thos

[Thos @__thos]

@dampedspring Monday fades are on your side

[Thos @__thos]

$SMCI probably worth some speculation. Ideally buy it on a negative reaction to paying a fine to this pay to scam administration.

[Thos @__thos]

annnd that was a bottom $ORCL

[Thos @__thos]

Everyone piling onto $ORCL down 65% into support... time to start watching.

[Thos @__thos]

Easiest trade of the year $AMZN

[Thos @__thos]

$GOOG report indicates $AMZN should be a great beat with cloud and trainium and doesn't have the overhang (search and vamping its own compute on training) of some of the negatives. The consumer has been strong as well.

[Thos @__thos]

@DonMiami3 he likes a good flush once in awhile. one more volatility event before impeachment!

[Thos @__thos]

@AndreasSteno need max war headlines max warsh raising rates headlines and max hyperscalers are broke. And you're all going to die

[Thos @__thos]

@VolumeDynamics I am on the call they upped guidance lol

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@VolumeDynamics And they raised it

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@VolumeDynamics you think Google raised all that money, is short compute and behind in the Ai race and is going to lower their capex?

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@CurtMills Impossible he is the inaugral Fifa World Peace Award winner

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@tushar_jain Sooo what did you unstake it to do?

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@FirstSquawk Seems pretty good for America

[Thos @__thos]

@darioperkins sounds familiar https://t.co/KCfFv4aW5c

[Yardeni Research @yardeni]

Warsh is a hawk in dove's clothing. He's pretty much committed to bringing inflation down to 2%, and that's going to shape his next moves at the Fed.

[Thos @__thos]

@goodalexander

[Thos @__thos]

@fejau_inc Substack might have to shut down

[Thos @__thos]

UKR destroying RUS Oil and Gas infrastructure, the middle east ripping itself (and OPEC) apart and the US taking over Venezuela and Cuba (soon?). Also MEX/ARG/PAN/BR pressure

Canadian Liberals finally pushing pipelines through...

Why would Trump leave. NA energy dominance.

[Thos @__thos]

@HormuzLetter Bezos should raise a mercenary army

[Thos @__thos]

@zhusu and about 5% of cxmt