🐸🥓🥛

Traditionalist.

The world is sick and in need for a doctor to cure it.

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸🇮🇷 US-IRAN PEACE DEAL IS GETTING CANCELED!

ODDS ON PREDICTION MARKETS JUST DROPPED BELOW 15% FOR A DEAL BY AUGUST 18.

LOOKS LIKE IRAN IS TAKING TRUMP'S THREATS VERY SERIOUSLY.

THIS IS EXTREMELY BAD FOR MARKETS...

[0xNobler @CryptoNobler]

🚨 BREAKING

🇺🇸🇮🇷 THE U.S.-IRAN PEACE DEAL IS OFFICIALLY CANCELED!

THE IRANIAN DELEGATION JUST LEFT THE NEGOTIATIONS AFTER A HEATED ARGUMENT OVER TRUMP'S THREATS.

OIL PRICES ARE NOW GOING PARABOLIC ONCE AGAIN.

TOMORROW WILL BE THE WORST DAY OF 2026 FOR THE STOCK MARKET...

[X @Xking332]

Trump is in DEEP trouble .

Tansim News Agency says Iran is NOT reopening the Strait of Hormuz and they’re NOT coming back to Switzerland for any peace talks.

Unless America does these three things.

1. Trump must publicly apologize for threatening Iran.

2. America must force Israeli troops to get out of Lebanon completely.

3. Qatar must release the $6 billion in frozen Iranian assets immediately.

[Mapago @Mapago9]

Can someone give me one reason to buy $NOW ?

[Bull Theory @BullTheoryio]

🚨 INDIAN IT SECTOR IS HAVING ONE OF ITS WORST CRASHES IN YEARS.

The Nifty IT index crashed -6.4%, falling to its lowest level since April 2023.

Infosys CRASHED -8% to a 5-year low.
TCS CRASHED -7% to near a 6-year low.
Tech Mahindra CRASHED -7%.
Mphasis CRASHED -8%.
Persistent Systems CRASHED -7%.
HCL Tech, LTIMindtree, and Coforge each CRASHED around 6%.

This was the overnight Accenture selloff carrying straight into the Indian market. Infosys US-listed shares had already fallen 10% in New York before the Indian open.

The gap-down was set before trading even began.

Indian IT was already the worst-performing sector in India this year, down more than 16% before today.

[Ted @TedPillows]

₹4,770,000,000,000 wiped out from the Indian stock market today.

This is after the Nifty IT index crashed to its lowest level in 3+ years.

[The Iran Observer @tv_ir_X]

🚨‼️ BREAKING 💥
Video goes viral showing thousands of crows flying over Tel Aviv. In many cultures, the flight of this type of bird is seen as an omen — a sign that something is about to happen.

[Noah @antibearthesis]

this is ridiculous

[Saladin @Saladinbraham]

$ADBE was really cheap to me at 340$.
Even more attractive at 300$. Then it even dropped to 250$, which I thought was impossible for this quality business.

Now it sits under 200$. Dafuqq??

Literally debating with myself to go into generational debt for this one. 7x Forward P/E, PEG ratio 0.6. Rev Growth 10%ish.

P/FCF 7.6. Even if Rev only grows 5% we still get a 15% CAGR here.

And imagine the possible buybacks over the next quarters.

And now IMAGINE THE BULL CASE scenario.

Idk man.

[Parody Jeff @Parodyjeffx]

HOLY FUCK🚨

Ucraine just bombed the largest oil refinery in Moscow, Russia.

Zelensky is a terrorist.

[Bull Theory @BullTheoryio]

MASSIVE BLOODBATH IN THE IT SECTOR.

Accenture reported earnings this morning and cut its full-year revenue forecast. Its quarterly bookings fell 2% and the stock crashed 18%.

Accenture is the largest IT services company in the world, so when it reports weak demand, every other company in the sector falls with it.

Cognizant fell nearly -8%.
Wipro fell nearly -8%.
Capgemini fell -8.4% to its lowest price in a year.
IBM fell -4%.
EPAM dropped to near a 52-week low.

Two things are driving the selloff.

Companies are spending less on IT consulting as the economy slows, and the market now believes AI is starting to do the work these companies used to charge billions for. Both pressures hit the same business model at the same time.

This is a direct problem for India.

Indian IT has been one of the only sectors holding up the Nifty.

TCS, Infosys, HCLTech, and Wipro have been carrying the index. These companies run on the same model as Accenture and earn most of their revenue from US and European clients.

Accenture's results are treated as a preview of what is coming for TCS and Infosys. Their US-listed shares already fell 3 to 5% tonight.

Tomorrow's session could be brutal for Indian markets.

[Prof @TheProfInvestor]

You cant make this shit up.
Down 1 point per hour.

Undefeated legend.

$SPCX -18%

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran has suspended its entire 60-day negotiation period with the US over the direct violation of the MOU's first clause, with Israeli attacks on southern Lebanon constituting a breach less than 24 hours after the MOU was electronically signed, per Fars and Al-Mayadeen.

Iran's negotiating delegation had already been preparing to depart for Switzerland to launch the first round of talks before Iran made the decision to suspend the entire trip.

Iran will also not unilaterally fulfill its commitments, and until Iran is fully assured Israeli attacks on Lebanon have stopped and the US has practically adhered to the first-clause obligations, talks remain cancelled.

[TheApeOfGoldStreet @TheApeOfGoldST]

I don’t think people understand the stupidity of striking deep into Moscow is.

The odds for #WW3 just rised significantly.

Have no doubt, Russia will not consider this as a strike from Ukraine. This is a direct result of NATO interference.

NATO/European countries has enabled this by backing Ukraine with intelligence, weapons, weapon manufacturing and money. This is simply made possible because of them.

This is absolutely nothing to cheer for, the coke actor is gambling with #WW3 more than ever and somehow he is backed by our European leaders doing so.

Total idiocy. European people need to understand this, because they will soon get stuck in war if not.

Idiots.

[World Affairs @World_Affairs11]

BREAKING:

Israel is preparing for war with Turkey and Egypt.

[Mister Crypto @misterrcrypto]

🤯 EVERYONE BUYING $SPCX RIGHT NOW IS WALKING INTO THE SAME TRAP.

It happens every cycle.

A new name. A huge story. A crowd that cannot get in fast enough.

SpaceX will likely run higher for a few weeks.

The hype will build.

The crowd will pile in.

Euphoria sets in right at the highs.

That is exactly when the smart money is leaving.

The crash that follows feels sudden.

It is not.

It is the most predictable part of the whole move.

The euphoric buyers become the bag.

Wait for the fear.

That is when the real opportunity shows up.

Patience is the edge.

[Bull Theory @BullTheoryio]

The single biggest threat to Nvidia, Amazon and Azure right now is a rocket company: SPACEX

SpaceX generated $18.67 billion in revenue in 2025. At $184 per share today, it is valued at $2.41 Trillion, 129 times trailing revenue.

Nvidia trades at 22 times.
Amazon at 4 times. The valuation only makes sense when you understand what SpaceX is actually building.

SpaceX declared a total addressable market of $28.5 trillion in its IPO filing, equal to the entire annual GDP of the United States.

$26.5 trillion of that is AI alone. At just 1% capture of its own stated market, SpaceX generates $285 billion in annual revenue.

Starlink is the proven starting point.

The constellation has crossed 10,000 satellites, holds 60%+ of the LEO broadband market, and has 10 million monthly active users on Direct-to-Cell. Goldman Sachs projects Starlink reaches $144 billion in revenue by 2030.

At a standard 10x revenue multiple for subscription infrastructure, Starlink as a standalone business is worth $1.4 trillion, more than SpaceX's entire market cap today, before counting anything else.

The bigger bet is orbital AI infrastructure and this is where SpaceX directly threatens Nvidia, AWS, and Azure simultaneously.

AI data centers have a problem that is getting worse. A 1-gigawatt facility now draws more electricity than some mid sized nations. Local governments are rejecting new projects because of grid strain and water use.

AWS and Azure pay $0.05 or more per kilowatt-hour for electricity. That cost is rising as AI demand grows. SpaceX's answer is to move the compute off the grid entirely.

In orbit, solar panels generate more than 5 times the energy of an identical array on Earth because there is no atmosphere blocking sunlight. Capacity factor exceeds 95% versus 24% for terrestrial solar.

No cooling is required, the vacuum of space handles it passively. No land, No grid, No permits, No energy shortages.

An independently verified 10-year cost model for a 40-megawatt cluster: $8.2 million in orbit versus $167 million on the ground.

Effective energy cost in orbit: $0.001 to $0.005 per kilowatt hour, 10 to 50 times cheaper than what AWS and Azure pay today.

SpaceX unveiled the AI1 satellite a few days ago, its first orbital data center prototype with 150-kilowatt peak compute, a 70-meter wingspan, and Nvidia GPUs confirmed by the CFO.

The company has filed with the FCC to deploy up to 1 million AI satellites. Goldman Sachs projects this division alone generates $322 billion in revenue by 2030, a 100-fold increase from $3.2 billion today.

Nvidia generated $115 billion in data center revenue last year at 50 to 80% gross margins. AWS and Azure each generate approximately $120 billion in annualized cloud revenue.

All three are energy buyers locked into grid infrastructure. SpaceX's orbital compute becomes an energy generator with near-zero marginal operating cost. That is not a competitive advantage, it is a different physics regime.

SpaceX is also moving to eliminate Nvidia's chip pricing entirely.

Terafab is a joint semiconductor fabrication venture between SpaceX, Tesla, xAI, and Intel near Austin, Texas.

Total investment: $119 billion.
Target output: 1 terawatt per year of AI compute capacity.

Intel brings its 14A process node, one of only three sub-5nm processes in commercial production globally. The facility will produce D3 chips, radiation hardened and optimized for orbital data centers, alongside AI chips for terrestrial use.

Every dollar Terafab saves on chip costs is a dollar Nvidia loses.

The xAI merger on February 2, 2026 completed the vertical integration. At a combined valuation of $1.25 trillion, SpaceX now owns the AI models (Grok), the training infrastructure (Colossus 1 in Memphis), the orbital deployment system (Starship), the connectivity layer (Starlink), and the chip manufacturing (Terafab).

Anthropic is already paying SpaceX to rent unused Colossus 1 compute, a competitor writing checks to SpaceX for access to its own infrastructure. This is the exact model Amazon used when it built AWS from its own retail logistics and then sold access to the world.

The entire orbital data center thesis depends on Starship. At current launch prices of $900 per kilogram, a 1-gigawatt orbital data center costs $42 billion, three times the ground-based equivalent. At $200 per kilogram, the math inverts completely.

SpaceX has completed two consecutive Super Heavy booster catches. Full ship-side reusability has not yet been demonstrated. Goldman's $474 billion 2030 revenue projection requires growing from $18.7 billion at a rate faster than any company at this scale has ever managed.

SpaceX itself acknowledged in its IPO filing that orbital AI infrastructure "relies on unproven technologies and may not become commercially viable."

But if even half of this works, $2.35 trillion looks cheap before 2030.

[Drunk Dividends 🥂 Small Biz & Finance @DrunkDividends]

I HATE YOU DONALD TRUMP I HATE YOU IRAN I HATE OIL FUTURES
THE PRICE OF OIL JUST CRASHED I WAS 3X LEVERAGED ON OIL FUTURES I HATE YOU I HATE YOU I HATE

[Mister Crypto @misterrcrypto]

🚨 THE REAL RISK WAS NEVER THE SPACEX IPO.

It is the cash needed to chase it.

Nearly $4 trillion in private giants are lining up to go public.

SpaceX. OpenAI. Anthropic.

All near the same cycle top.

To buy them, funds sell what they already hold.

The liquid things sell first.

Bitcoin. Tech. AI names.

This is not an IPO wave.

It is a liquidity black hole.

And it has barely started.

Position accordingly.

[Charlie Bilello @charliebilello]

SpaceX's market cap crossed above $3 trillion today in after hours trading.

That's higher than the market cap of Amazon ($2.65 trillion) & Microsoft ($2.97 trillion).

Microsoft Sales: $318 billion
Microsoft Net Income: $125 billion

Amazon Sales: $743 billion
Amazon Net Income: $91 billion

SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion