CF

Stock market, Business, Common sense - America First Politics. American Energy Oil & Gas.

[CF @CFerrill045]

@krassenstein He’s not calling her his daughter you dumb fuck

[Anuj @anujcodes_21]

🚨Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[CF @CFerrill045]

@DarrigoMelanie You’re a dumbass

[MAZE @mazemoore]

Today Obama praised people for attempting to stop ICE from doing its job.

When he was running for President in 2008 Obama slammed Bush for not doing more to stop illegal immigration.

The Divider In Chief is such a fraud.

[Ben Cera @Bencera]

I built Polsia into a $250M company in under 3 months.

Solo + AI. Zero employees.

Everyone asks me how I did it.

Introducing aisloP, a docu-series on how I build Polsia.

Episode 1: The Launch.

How I orchestrated the biggest Twitter launch of 2026.

[CF @CFerrill045]

@HunterBiden I don’t want to hear shit about “sacred places” when your dad turned it into a drag show. Nobody gives a fuck what you think. This was non political, strictly patriotic that the majority of the US loved.

[CF @CFerrill045]

@grkportfolio It’s already back up now. Lol. I bought in and sold for a small profit. Should’ve held. I knew you were gonna be right

[Brivael Le Pogam @brivael]

SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, +19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement.

Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans.

D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné.

Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète.

Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA.

SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable.

Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler.

Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même.

Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs.

Achetez de l'optimisme. C'est encore sous-valorisé.

[CK Capital @CKCapitalxx]

Everything you need to know about how insane $RDDT is can be summed up in the numbers.

They tell the whole story and it’s so simple.

Gross margin: 91.5%. That is seven straight quarters above 90%. For every dollar of revenue they keep over 91 cents.

That is software margin most companies only dream of.

Revenue: $663 million last quarter. Up 69% year over year. The seventh consecutive quarter of growth above 60%. Advertising alone grew 74%.

And it scales over almost nothing. Capital expenditures were $1 million. That is 0.2% of revenue. They generated $311 million in free cash flow at a 47% margin while spending basically nothing to do it.

Net income went from $26 million to $204 million in a single year. EPS up over 7x.

As management put it, across more than 300 public tech companies there is only one that combines this growth, this profitability, and this efficiency. That is Reddit.

The numbers tell the whole story. This is one of the best business models in the entire market.

[Bill Ackman @BillAckman]

.@BernieSanders , it is a time to celebrate. @elonmusk has created enormous value for society by building @SpaceX, driving down the cost of rocket launches and creating a global satellite communication network that has brought high speed, low-cost internet and communication access to hundreds of millions and eventually billions of people along with critical advantages for our military and our nation’s defense.

SpaceX and its technologies will cause an acceleration in the growth of wages and wealth creation globally, including in some of the poorest communities in the U.S. and around the world.

Access to low-cost, high speed communications everywhere will allow children around the world to be educated, families to build businesses, and life-saving medical knowledge and care to be available everywhere.

SpaceX will materially bring down the cost of compute, advancing AI and humanity.

Meanwhile, 4,000 SpaceX employees yesterday became millionaires, including hourly wage employees who you claim you are trying to help.

The Elon Musks of the world drive growth, global GDP, and provide access to goods and services at lower cost that would otherwise not exist.

Elon’s nominal trillionaire status is due to his ownership of SpaceX, Tesla, Neuralink, the Boring Company and his other initiatives that have brought new technologies that improve our everyday lives.

Elon is not sitting on a trillion dollar pile of cash, jewelry and gold. He is using his controlling stakes in his companies to advance mankind. Elon’s companies don’t pay dividends. They reinvest all of their capital to accelerate innovation and value creation.

Elon is working 24/7 for all of us. He deserves respect and appreciation, not smears.

Bernie, your socialism would never allow a SpaceX to be built. Socialism has only proven to impoverish mankind and lead to death and destruction.

We need to create the conditions for more SpaceXs to be built, not attack the great entrepreneurs who are helping to advance our country.

[Neo @Realneo101]

Muslims went crazy after Secretary of State Marco Rubio said this:

"Radical Islam doesn’t want just a small caliphate in Iraq or Syria. They see the United States as the greatest evil on Earth and seek to dominate the entire West. Radical Islam is revolutionary, it wants endless expansion, terrorism, assassinations, and total control. They hate America, Europe, Israel, and every Muslim nation that partners with us. Orlando, Pensacola, and domestic attacks prove it.

Radical Islam is a clear and imminent threat to the world."

I agree with every single word he said.

[CF @CFerrill045]

@BreadWinneh I’m just trying to find out how to join lol

[CF @CFerrill045]

@SenWarren Nobody cares what you think. You’ve never created anything of value. You’ve lived off the taxpayer your entire career and amassed wealth through big pharma and other unscrupulous acts. He’s created thousands of millionaires and changed the world, you’re a career politician.

[CF @CFerrill045]

@flowcompanion Is this its own option flow program or is a group that sends alerts from BBS? I’m very interested

[CF @CFerrill045]

@RealDonKeith There’s no sense in attempting to have a logical conversation with people like that.

[CF @CFerrill045]

@krassenstein What a stupid ass post

[CF @CFerrill045]

@grkportfolio What are you thinking about $PAAS now down over 10% from entry?

[LBroad @BroadLuis]

Silver: today's CPI could be the trigger

Let's be honest about where we are.

Silver and the miners are sitting on support, oversold, exhausted, and drained of almost every buyer who had something left to give.

Weeks of slow bleeding.

Bounces that died on arrival.

Supports that cracked one by one until the chart itself started to look broken.

You feel it.

I feel it too.

Today, the market finally gives us a reason to move.

The May CPI report is released this morning at 8:30 New York time, and I see two roads from here.

The timing may differ.

The destination does not:

one final shakeout, a brief break of support, a surge in volume, and the kind of violent, ugly move that often marks the death of a correction, not the birth of a bear market.

Scenario A: my main case.

CPI lights the fuse today.

The sector gets hit hard and early. Stops blow out. Nerves break. The last weak hands are shaken loose.

Silver loses support just long enough to make the breakdown look real, just long enough to convince the doubters they were right to give up.

And then, instead of dying into the close, it turns.

That is the signature I am watching for:

panic first, reversal later.

Capitulation wearing the mask of disaster.

If it happens today, everything changes heading into next week.

The June 16-17 Fed meeting stops being the storm cloud over the sector and becomes the spark: the catalyst that launches the next leg higher.

Scenario B: the alternative.

If CPI does not finish the job, silver bounces, holds together for a few more sessions, and saves the final blow for the FOMC itself.

Same ending.

Different day.

But my conviction stays with Scenario A.

Because silver almost never lets you feel safe before a major move.

It does the opposite.

It grinds you down. It frustrates you. It breaks the obvious levels. It makes the chart look wounded at the exact moment the wound is about to heal.

That is what this feels like right now.

The mood is on the floor.

Patience has been ground to dust. Conviction has been tested to the bone.

Many investors have stopped asking how high silver can run and have started asking whether they were fools to believe in the move at all.

Hear this clearly:

that feeling is not the warning.

It is the tell.

Maximum despair does not usually appear at the top.

It appears near the bottom.

The exhaustion you feel today is often the emotional fingerprint of a correction in its final act, not its first.

So hold the position.

And hold your head.

When this sector turns, it turns fast.

It does not wait for permission.

It does not send an invitation.

It leaves behind the ones who threw in the towel one day too early, and they spend the next leg watching from the sidelines, wondering how they missed the very move they had been waiting for.

I do not trust the calm.

I trust the plan.

And the plan remains intact.

@BroadLuis | Miner Alpha Lab

#Silver #Plata #CPI #FOMC #PreciousMetals #Commodities #Trading #MinerAlphaLab

[AskLivermore @asklivermore]

Today is a great BOUNCE for the $QQQ and technology as a whole.

But, we are still NOT out of the woods yet.
I am staying BALANCED in my portfolio.

1. AI winners 40%
2. Laggards 15%
3. Defensives 15%
4. Hedges 15%
5. Cash 15%

I will be a BIG buyer at better levels. I NEVER chase highs. I only buy LOW on great stocks.

Keep building your positions SLOWLY. We have all the time in the world together.