Bloke

Trade what you see, not what you think.

[Bloke @dcblocher]

If you just assume everything he says is bullshit it will make more sense.

Also, understand that unlike tariffs the decision for the war to end is not just his decision. Israel doesn't want it to end until all objectives are met, and Iran knows that the longer it goes on the better their negotiating leverage.

[Bloke @dcblocher]

@EarningsB4Hugs @NerdcapK If there weren’t a shortage of 400g optics the wave revenue would be significantly higher. Demand is very solid for wave services.

[Bloke @dcblocher]

@eniac Is it a narrative if he said that it is slowing down?

[Bloke @dcblocher]

@EarningsB4Hugs @NerdcapK It's going to take until 2028 for the stock to recover back to $50+ and that assumes that they get to $300+ million in wave revenue and they bring back most of the dividend payout. Remember that the stock was mainly supported by the dividend in prior years.

[Bloke @dcblocher]

The sale price for the 10 data centers was a little disappointing, but I have heard that they were the most expensive data centers from an expense perspective. They should get more for the remaining data centers.

The problem with the wave sales is mainly due customers waiting for optical gear to accept service. The AI and hyperscalers have bought much of the available gear and it's on back order. The good news is that their competitors are dealing with the same problem, so they aren't losing business and much as just having to wait for customers to be ready.

[Bloke @dcblocher]

@AtlasShrug1 Maybe those bottlenecks are the problem if their isn't enough substrate to fuel the growth of those optical stocks?

[Bloke @dcblocher]

@VinnysCorner1 Tippy Martinez

[Bloke @dcblocher]

@MWM76 Excuse my ignorance, but the Blue Origin blowup didn't delay any of their launches?

[Bloke @dcblocher]

@d11151 @CooperHitAndRun

[Bloke @dcblocher]

@d11151 @CooperHitAndRun Looks ugly to me. I think it’s safer to wait for a test of the big breakout level $48.35.

[Bloke @dcblocher]

@blondesnmoney Ummm…maybe because fintwit doesn’t have their money in index funds.

[Bloke @dcblocher]

@MLBDeadlineNews He’ll be traded to the Tigers for Gleyber Torres.

[Bloke @dcblocher]

@ghill37g @BigGovSucks2026 @The_Real_Fly @altcap Correct.

[Bloke @dcblocher]

@preetkailon Tom Lee keeps pushing the reason for Ethereum being down so much is because of oil prices.

[Bloke @dcblocher]

and owning Anthropic certainly helps.

[Bloke @dcblocher]

This is not surprising. He did so well and his reputation was so strong that everyone was waiting to jump on the stocks he bought in Q4 and Q1 when his 13Fs were filed.

Those stocks have mooned and it he probably has sold down many of those positions. When his next 13F comes out in mid-August the stocks he reduced or sold out of will get dumped, and will probably be good buys after they get oversold.

[Compound248 💰 @compound248]

Holy sh!t, Leopold, you f*cking legend.

+270% first five months of this year for his Situational Awareness fund.

[Bloke @dcblocher]

@mathlonning or people want to own shares when they are going up and not when they are going down.

[Bloke @dcblocher]

@ohryansbelt @_forg__ @paulg I think you are underestimating people.

[Bloke @dcblocher]

@kiddfrmNeptune @BNightengale He's on pace to hit 3

[Bloke @dcblocher]

@BigGovSucks2026 @The_Real_Fly @altcap No idea what point you are trying to make.