Deep Fried Capital

[Deep Fried Capital @deepfriedWA]

15%
$dpm.to - $45.53
$spd.ax - $2.22
$nom.v - $1.06

10%
$ss1.ax - $1.85
$eee.l - £0.45
$Gmg.v - $2.48

5%
$nine.v - $0.185
$avmo.ax - $ 0.09
$mmlo.ax - $0.011
$aya.to - $21.38
$wwi.ax - $0.92

More beta. Still some yolo in there. Heavily silver. Ti stocks both bottom-up.

[Deep Fried Capital @deepfriedWA]

@AmeliaBee7 @StuartMilneeee So we can call Pauline a witch then. Got it. Thanks for clarifying the rules, Your Highness.

[Deep Fried Capital @deepfriedWA]

@AmeliaBee7 @angijones Gawd, it's a "words are violence" retard. How retro.

[Deep Fried Capital @deepfriedWA]

@AmeliaBee7 @bambylea Are we allowed to hate a woman for her political performance? I hate most of the federal govt and opposition, and that's mostly blokes...what does that make me?

[Deep Fried Capital @deepfriedWA]

@evandi13579b @C_S_Skeptic Well not free then, but yes, many look like they'll be cheaper.

[Deep Fried Capital @deepfriedWA]

@evandi13579b @C_S_Skeptic Out of thin air?

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

In March 2000, one company became the most valuable on Earth.

It made the essential hardware behind the defining technology of its age. Revenue growing 50% a year. The undisputed leader. The picks-and-shovels play on a revolution that was unquestionably real.

Wall Street called it the safest way to own the future.

It was Cisco. The internet was real. The routers were real. The growth was real.

At the peak, Cisco traded at roughly 30x sales and over 150x earnings, worth about $555 billion. Analysts said it would be the first trillion-dollar company.

Then it fell 90%.

It took until December 2025 to see that price again. 25 years and 8 months. A quarter of a century to break even, even though the company nearly quintupled its revenue over the same period.

The business won. The stock took 25 years.

Now look at today.

The most valuable company on Earth makes the essential hardware behind the defining technology of its age. Revenue growing fast. The undisputed leader. The picks-and-shovels play on a revolution that is unquestionably real.

Wall Street calls it the safest way to own the future.

The internet was real. AI is real too.

That was never the question.

The question is what you pay for a certainty everyone already agrees on.

[Deep Fried Capital @deepfriedWA]

@DrDunnyKruger @GrahamY I like what they've done to housing. (Well, the new tax treatment, anyhow.) It does greatly favour the old over the young, but I don't know how else you you can make a change. Equalizing it all at a very high rate will be a debacle though.

Greatly advantages foreign ownership

[Deep Fried Capital @deepfriedWA]

@azide_enjoyer @EthanLevins2 There'd be bigger trouble than that!

[Deep Fried Capital @deepfriedWA]

@Ryanmatta @EthanLevins2 Oh that's right, and the world is flat also.

[Deep Fried Capital @deepfriedWA]

@DrDunnyKruger @GrahamY All government machanisms are distortion. These new settings greatly disincentivise the financing of mineral exploration. Very bad news for a mining country.

[Deep Fried Capital @deepfriedWA]

@ARatOfRat @Geiger_Capital Israel has no hope of "finishing off" Iran, short of using nukes.

[Deep Fried Capital @deepfriedWA]

@DaniREscudero @Geiger_Capital @Selkis_2028 True. Was still lured.

[Deep Fried Capital @deepfriedWA]

@aeberman12 @SantiagoAuFund @TheMichaelEvery I feel like "trust the plan" has had a funding boost! But then, I'm just listening to my imagination, same as these guys are.

[Deep Fried Capital @deepfriedWA]

@DrDunnyKruger @GrahamY Well that's not what capital allocators are planning.

[Deep Fried Capital @deepfriedWA]

@jummg43189371 @MarioNawfal Because the theory itself is insane.

[Deep Fried Capital @deepfriedWA]

@BruceBeck238319 @effinalavina @MarioNawfal Change the topic is all you got.

[Deep Fried Capital @deepfriedWA]

@DrDunnyKruger @GrahamY Lol, It's a spectrum. To me it goes gambling>speculating>investing>savings. Speculation serves a very important economic purpose-succesful speculation (very hard to do) is what funds mineral exploration and r&d.

Australia is wealthy mostly due to successful mineral exploration.

[Deep Fried Capital @deepfriedWA]

@DrDunnyKruger @GrahamY It's been my side hustle for nearly 30 years, I might understand the details you're light on.

The incentives are so perverse that I'll be buying speckies in my smsf, but fully franked granny stocks with my savings. No speckies on the asx though...those will all wither now.

[Deep Fried Capital @deepfriedWA]

@TRothell62855 @ComicDaveSmith That's really just the side hustle.

[Deep Fried Capital @deepfriedWA]

@UnearthedHQ Bullllllshiiiiit