Carlos Danger

[Carlos Danger @garynh123]

@clashreport @IfindRetards

[Carlos Danger @garynh123]

@HFI_Research Admitting you are part of the simulation is pretty freeing

[Carlos Danger @garynh123]

@PauloMacro finally the hero we wanted

[Carlos Danger @garynh123]

@dampedspring would it have a day it closed down a whole percent?

[Carlos Danger @garynh123]

@HFI_Research flesh wounds?

[Carlos Danger @garynh123]

@zerohedge what are things that don't matter for $1000 Alex?

[Carlos Danger @garynh123]

@Dr_Gingerballs but the profits are so big 🤷‍♂️

[Carlos Danger @garynh123]

@private_dataguy @MarcRigiola @Rody80000 @Mike_Taylor1972 Thanks, I appreciate the response. So you're not worried about qualifications that don't result in sales?

[Carlos Danger @garynh123]

Yeah, not worried about cash flow paying for Thailand. Worried this is a reflection of a debt road show not going well. Trying to hang another 250m of debt on a company that already has that with a market cap that might not be over 500m soon. I'm a buried long playing devil's advocate. I mistakenly thought the biggest issue was does it work, didn't really consider that sales could be a problem.

[Carlos Danger @garynh123]

Thanks for sharing, Stan. Is there concern that IF Thailand financing can be completed, you're ending up with half a billion in debt on this thing? And if Irontron can get to breakeven this year, it's still just breakeven. Are folks concerned about Thailand sales given the smaller proof of concept factory isn't yet profitable? And where's the Thailand debt gonna price, 7% best case? Is there concern that there is very little leeway for error, i.e. how much cash is left after another year building with interest costs and little revenue?

[Carlos Danger @garynh123]

@INArteCarloDoss the market is parabolic, nobody gives a fuck

[KKGB @INArteCarloDoss]

Trump’s policy errors have been catastrophic. He could have been a historic President. He chose grift and paying back Adelson.

Big Beautiful Bill was a disastrous macro miscalculation.

Iran war was a catastrophic strategic and financial miscalculation.

[Carlos Danger @garynh123]

Absolutely, if it were real growth. But, I think, the trillions being spent(fueling nominal GDP) is really just a 'if you build it, they will come' type situation. Except the 'building' is a total circle jerk of financial promises, and we are pretty far in and no one is really coming. The most value is being gained by cost savings from layoffs. That's not growth. Meanwhile, under the hood things are on fire everywhere, but es and nq(due to index construction and passive effects on market caps) are sending a signal that everything is fine. but i could be wrong

[Carlos Danger @garynh123]

@HFI_Research it should be fine just as soon as the additional 10k troops complete the conquest of oldest civilization in the world

[Carlos Danger @garynh123]

@DerivativesDon @ces921 completely agree, but if 6 mega cap names can mitigate any and all risk forever, does anything really matter

[Carlos Danger @garynh123]

@HedgieMarkets people are so dumb, why aren't they just putting their car payment into the q's

[Carlos Danger @garynh123]

@VolatilityWiz Where is never again

[Carlos Danger @garynh123]

@Mike_Hunt_Sr it's 6 months worth bud