IMHOnly

In My Humble Opinion Only - Always

[IMHOnly @IMHOnly]

@zerohedge Is this going on long enough?

Is there a fact checking AI tool for this?
Liar liar pants on fire

LOL

[IMHOnly @IMHOnly]

@knowledge_vital @zerohedge $ORCL
$90-$95 2027 Capex for what? Mostly to deliver $300B multi year AI deal with OpenAi ?
So how much more Capex for 2028, 2029, 2030 to fully deliver the $300B OPENAI deal ?
What are the risks rewards of OVERBUILD AI Data Centers ?

[IMHOnly @IMHOnly]

IMHO
$SMCI IF < $31
$28.3
If < $28.3 need to find the black hole bottom

GL

[IMHOnly @IMHOnly]

IMHO
#IRAN full resumption of longer and wider, possibly heighten casualties
unprecedented costs escalation too
Markets had not priced for this

[IMHOnly @IMHOnly]

IMHO
#IRAN full resumption of longer and wider, possibly heighten casualties
unprecedented costs escalation too
Markets had not priced for this

[IMHOnly @IMHOnly]

IMHO
Second consecutive day of follow through of Last Friday Carnage, lower lows
$SMCI IF < $31.09
Look for
$28.09
$21.90

GL

[IMHOnly @IMHOnly]

IMHO
#IRAN WAR escalates
#FUTURES RED

$SMCI Pre mkt $37.18 -4.46 (8.51%)
If holds, look for
$36.01
$31.75
$28.3

[IMHOnly @IMHOnly]

IMHO
#IRAN WAR escalates
#FUTURES RED

$SMCI Pre mkt $37.18 -4.46 (8.51%)
If holds, look for
$36.01
$31.75
$28.3

[IMHOnly @IMHOnly]

IMHO
$SMCI
$7B Shelf financing ti service $39B AI Servers from 20 Different Customers over multiple years
Asking
- how many 20 customers are Chinese co.?
- massive dilution
- new manufacturing build out
- few years before Rev
- immediate cash burn
…etc

[IMHOnly @IMHOnly]

IMHO
#IRAN WAR escalates
#FUTURES RED

$SMCI Pre mkt $37.18 -4.46 (8.51%)
If holds, look for
$36.01
$31.75
$28.3

[IMHOnly @IMHOnly]

IMHO
#IRAN WAR escalates
#FUTURES RED

$SMCI Pre mkt $37.18 -4.46 (8.51%)
If holds, look for
$36.01
$31.75
$28.3

[IMHOnly @IMHOnly]

$SMCI files for Shelf Offering
Tanks after hours
..

sub $28.3 coming!

[IMHOnly @IMHOnly]

$AMZN $AMD $TSLA $META $GOOGL $MSFT $AAPL $NVDA $MSTR $AVGO $BTC $COIN $ORCL $MU $CRWV
$SMCI

#US Bombing #IRAN in response ti #IRAN attack on #US Apache Helicopter yesterday and #FUTURES not reflecting.
Markets no longer pricing in #IRAN WAR escalation for now?
Careful

[IMHOnly @IMHOnly]

$SMCI files for Shelf Offering
Tanks after hours
..

sub $28.3 coming!

[IMHOnly @IMHOnly]

IMHO
$SMCI to watch
$38.39
$36.01
$31.75

[IMHOnly @IMHOnly]

$SMCI files for Shelf Offering
Tanks after hours

[IMHOnly @IMHOnly]

IMHO
PURCHASE SALES AGREEMENT
FOR Strait of Hormuz , Enriched Uranium
#IRAN offers and counter offers for this deal
WHILE
#US offers and counter offers for this deal
Using the same agency #PAKISTAN
Looks right!
Problem:
#US offer & #IRAN offer are two separate offers
LOL

[IMHOnly @IMHOnly]

IMHO
Crazy circle joke
#US Bullies #ISRAEL.
#ISRAEL Bullies #GAZA and #Lebanon
#IRAN Bully supports #GAZA #YEMEN #LEBANON and Trying to Bully #US WHILE
#US + #ISRAEL Tries to bully #IRAN
If you understood this craziness you may just have the highest IQ in the world
…. LOL

[IMHOnly @IMHOnly]

IMHO
If #TRUMP orders military action against #IRAN for attacking #US Apache Helicopters before markets open tomorrow, it’s going to be 2nd day if follow through on Last Friday Carnage
…

[IMHOnly @IMHOnly]

IMHO
and / or
Watch
IF
(
$USDJPY > $160.75
#ISRAEL Next bombing in #LEBANON : #IRAN )
Yellow brick road vanishes ?

[IMHOnly @IMHOnly]

@unusual_whales IMHO
Gulf states likely asking what is the difference between Iranian attack of Apache helicopters an and Iran attack on them?

[IMHOnly @IMHOnly]

IMHO
#TRUMP choices looking more and more binary. Accept deal offered by #IRAN
OR
Military escalation

Heads loose Tail Loose scenario, while time has become of the Essence?

[IMHOnly @IMHOnly]

IMHO
IF #TRUMP accepts bargain prices offer from #IRAN, there will be a peace deal.
BUT
The macro implications will not be kind to #US global influence and dominance.

[IMHOnly @IMHOnly]

@zerohedge Very true.
Just as in Real Estate deal.
After many rounds of offers and counter offers, #TRUMP in the Final offer.
What is NOT said, #IRAN MUST accept the final offer. So far, appears to be going to be Rejected! IMHO

[IMHOnly @IMHOnly]

@zerohedge THE wolves are hauling again to scare off another Black Friday?

[IMHOnly @IMHOnly]

IMHO
$SMCI to watch
$38.39
$36.01
$31.75

[IMHOnly @IMHOnly]

IMHO
$SMCI to watch
$38.39
$36.01
$31.75

[IMHOnly @IMHOnly]

IMHO
$SMCI so far today unable to hold open bounce.
Caution
Watch for:
$41.29
$37.91