i only repost news & state opinion , i am in no way affilated with any of the followed accounts other than to take direct posts & highlight them in my reposts
Brace for higher food prices... US Corn Belt farmers are facing their worst crisis in 40 years thanks to the Iran war.
- Diesel is up ~100% ytd
- Fertilizer surged ~100% during planting season
= Production costs are exploding
The Corn Belt accounts for ~80% of US corn production, and ~40% of domestic corn use goes directly into livestock feed.
Higher corn costs -> higher feed costs -> higher food prices.
The Hormuz crisis is cascading through global supply chains...
Pushing prices higher at every step.
🚨 Bears shorting over -$0.18 GAAP EPS are stepping into a bear trap 🤡
• $2.4B in capitalized dev costs (pure GTA 6 fuel) • $988M in deferred cash sitting in the vault • $1B+ day-one launch projected
GTA 6 liquidity is coming to vaporize the shorts
$TTWO #FinTwit#GTA6
$TTWO at resistance if you bought with me on my first tweet trim ts conversely buy ts past 232 for a fun time
#GME squeeze it
#GAMMA#TradingSignal#options traders push it force market maker hands lol
its going for it BLAST ALL
AI LABS WARN ON HOSPITALS AND THE GRID
OpenAI, Anthropic, $AMZN AWS and $MSFT issued a joint warning on critical-infrastructure cyber risk. OpenAI is pledging model access and funding aimed at hospitals and utilities.
They built the agents. Now they’re selling the shield. Watch whether this is a real program or a press release with a CISA logo taped on.
cant wait to see next week's open on this sentiment destroying cash burning trash treasure $TTWO
think the leak is minor , and the pre sales are going to pick up going into EOY
$AVAV WINS NASA MARS HELI CONTRACT
Three autonomous helicopters for SkyFall, launch targeted late 2028. Ingenuity’s cousin, built to fly without a rover babysitter.
Small-cap drone shop just booked another planet. That’s not a toy demo anymore.
Why $275 fair value works for
$TTWO
•Accounting Unwind: Guaranteed GAAP math on launch • $10B Bookings: Highly likely at GTA VI peak
• 20%+ Margins: Once costs are paid, massive overall earnings
• $10 EPS: Feasible at peak launch, cyclical long-term 230m tam
🚨 Bears shorting over -$0.18 GAAP EPS are stepping into a bear trap 🤡
• $2.4B in capitalized dev costs (pure GTA 6 fuel) • $988M in deferred cash sitting in the vault • $1B+ day-one launch projected
GTA 6 liquidity is coming to vaporize the shorts
$TTWO #FinTwit#GTA6
Why $275 fair value works for
$TTWO
•Accounting Unwind: Guaranteed GAAP math on launch • $10B Bookings: Highly likely at GTA VI peak
• 20%+ Margins: Once costs are paid, massive overall earnings
• $10 EPS: Feasible at peak launch, cyclical long-term 230m tam