Johannes

Unsere Möglichkeiten sind meistens nicht annähernd so begrenzt wie unsere Vorstellung von ihnen.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Oh, I forgot the best part.

Months before the IPO, SpaceX took $17.5 billion of old junk debt from xAI and X and parked it on its own balance sheet through a $20 billion bridge loan.

The terms? Repaid within six months of listing.

So part of the $75 billion that retail and index funds just handed over is already spoken for. Not for Mars. Not for rockets. To clear debts piling up at Elon's other companies.

You bought the rocket ship.

You're on the hook for the loans.

BEST. ENGINEERING. EVER.

[🅲🅾🆇🆇 @queru_lant]

Die ARD warnt vor Christen. Mittlerweile wurde der Reel wieder gelöscht. Vermutlich ist der Zeitpunkt mit dem altuellen ZDF-Musk-Skandal gerade etwas unpassend.

Was hier mit Gebührengeldern passiert, ist schlicht schockierend.

[Johannes @abloescher]

@Livi1441171 @DawidBundesliga Keine Angst, der spielt etz in der ersten Mannschaft.

[MichaelK @MichaelK2iwu]

@GtzFrmming Haben die darüber eigentlich auch berichtet?

[Götz Frömming, MdB @GtzFrmming]

Die Tagesschau warnt vor Christen. Inzwischen soll der Beitrag gelöscht worden sein.

[koerner_23 @koerner_23]

Neue linke Mode.

[Johannes @abloescher]

@Strien9 Das Papier gilt 60 Tage.

Während dessen gehen die Friedensverhandlungen weiter.
Die 300 Mrd sind kein Cash, sondern Aufbaufonds, den wohl hauptsächlich die reichen Ölstaaten (und wir) zahlen sollen.

[Polymarket Sports @PolymarketSport]

🚨FACT: Spain have only won THREE World Cup games since the 2010 Final:

2014 vs Australia
2018 vs Iran
2022 vs Costa Rica

[Argo Nerd @argonerd]

Reichster Mensch der Welt
vs.
Reichster ÖRR der Welt

[Ihsan Horani @neutralground90]

Germany's intelligence chief just warned a closed Bundestag meeting.

The Muslim Brotherhood is infiltrating German political institutions. Strategic. Patient. Non-violent. Building relationships, influencing legislation, embedding through civic organisations funded by German taxpayers.

His most alarming finding: left-wing parties are the most vulnerable.

The SPD. The Greens. The Left Party. "More open and susceptible" due to what he called "a poorly understood concept of tolerance."

A German political scientist confirmed it in blunter terms. Left-wing allies "possess no argumentative resistance to the Brotherhood. They are discursively co-opted and subordinate themselves."

The Brotherhood does not confront the left.
It cultivates it.

https://t.co/Q7FvFpeF8f

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

SpaceX $SPCX traded 256 million shares yesterday.

The entire public float is 556 million.

So in one day, almost half of every tradable share changed hands. Bought and sold, over and over, in a few hours.

Here's why that number is absurd. SpaceX sold 555.6 million shares at $135 to raise $75 billion. That float is barely 4% of the company. Musk and insiders hold the other 96%, locked up and unable to sell.

Tiny supply. Enormous demand. Index funds that have to own it, retail that wants to, traders chasing the move.

The result is a $2 trillion company that trades like a penny stock. Up to $211 pre-market, swinging double-digit percentages between coffees.

This is what happens when you list 4% of the seventh-largest company in America and let the world fight over the scraps.

The price isn't telling you what SpaceX is worth.

It's telling you how few shares there are to buy.

[TRUMP SUPPORTER @_Postive_Vibes]

SHOCKING 😱 — A British man put on a full burqa and walked past police officers to demonstrate a loophole in facial recognition and stop-and-search enforcement. He revealed anyone wearing a burqa in the UK gets the “Infinite Freedom Glitch.”

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

SpaceX just bought a $60 billion company without spending a dollar.

The deal for Cursor, the AI coding tool, is all stock. No cash. SpaceX prints new shares, hands them over, done.

Now connect it to what happened last week.

SpaceX went public by floating just 4% of itself. 556 million shares against 13 billion. The tiniest free float a mega-cap has ever listed with. Index funds were forced to buy it. Retail piled in. Tiny supply, enormous demand, and the stock rocketed past $200.

Here's the part that should make you sit up.

The price SpaceX pays for Cursor is set by its own share price in the seven days before closing. The higher the stock, the fewer shares it has to print to cover $60 billion.

So the engineered scarcity that pumped the stock now makes the acquisition cheaper. The squeeze pays for the shopping spree.

A company losing $4 billion a quarter is now buying AI startups with paper it manufactured out of a 4% float.

This isn't aerospace. It isn't even AI.

It's the finest financial engineering of the century, and it's only getting started.

[Michael A. Arouet @MichaelAArouet]

If you consider real estate in the red areas a safe investment, think again.

Demographics is destiny. Many properties there will turn from assets to worthless liabilities that owners will try to sell for 1€.

Why is it so difficult to understand?

[No Context Brits @NoContextBrits]

You can’t bark there mate.

[Planet Of Memes @PlanetOfMemes]

Exactly. 💯

[Lozzy B 🇦🇺𝕏 @TruthFairy131]

A young girl wants to distribute free cookies & chocolates in her community.

Immediately, a horde of Muslim women rush over & surround the girl, pushing one another to grab handfuls off of the plate.

Not one thanks the girl.

[Johannes @abloescher]

@sparbuchfeinde Juhuu!!! Die Schweiz freut sich!!!

[Coinvo @Coinvo]

WARNING: 🇪🇺 Europe is building a tax system that will likely eliminate the middle class soon. 👇

[sparbuchfeinde @sparbuchfeinde]

Kalifornien nimmt laut ersten Berichten Abstand von der geplanten Vermögenssteuer.

Der Schaden ist trotzdem da. Ungefähr eine Billion Dollar Vermögen wurde bereits in andere Bundesstaaten transferiert.

Am stärksten profitiert haben Texas und Florida.

Zeigt anschaulich, wie gefährlich bereits die Diskussion über Steuererhöhungen ist.

Kapital ist ein scheues Reh. Wer es vertreibt, braucht meist Jahrzehnte, um es wieder zurückzugewinnen.

[Mr. Unbequem 𝕏 @Dr_Unbequem]

Friedlich Gefährlich