Sid The Bear

Trader/ Political Commentator / Financial Markets Fuckery

[Sid The Bear @OverboughtWatch]

@TheBronxViking It sounds like a joke but there a big chance this actually went down.

[Sid The Bear @OverboughtWatch]

Exactly.
Trump is a liar.
Don’t take anything he says with a grain of salt.
This is why I loaded up on oil longs on that announcement today. $USO

[Ross Hendricks @Ross__Hendricks]

lol so Trump is now claiming a "secret mission" that released oil from the Strait of Hormuz over the last month

You really can't make this stuff up

I guess in the absence of winning the war and negotiating a peace deal he figured the next best option is simply pretending the oil is secretly flowing through Hormuz

If all this oil was hitting the market, why are global inventories being vacuumed up at record pace?

Just more blatant market manipulation while the physical world continues bleeding supply

It will end the same way all market manipulations end... with a violent repricing event in the not distant future

You can ignore reality, but you cannot ignore the consequences of reality

[Sid The Bear @OverboughtWatch]

The Iranians are basically saying “Come at me bro” and Trump is too much of a coward to fight.

Iran doesn’t want a deal.

They want to drag ass as long as they can.

Iran doesn’t need to fight. They just need to wait and they will win.

[FinancialJuice @financialjuice]

(ICYMI) Trump grew increasingly frustrated with the wait that lasted nearly two weeks for an Iranian response to his latest proposal—a response that never came, two senior US officials - Axios Reporter Ravid on X
https://t.co/y5uMog04um

[Sid The Bear @OverboughtWatch]

Look at this dump in $USO that Trump can manipulate by telling a complete fabrication of a 100m barrels of oil flowing through the straight or Hormouz.

We know it a lie because we can see the raw data. It’s complete bullshit.

[Sid The Bear @OverboughtWatch]

Why does the market take anything Trump says with any seriousness. The guy is a compulsive liar. He can’t stop lying about everything. I’m so sick of listening to this guy and him being able to manipulate and move markets trillions of dollars in each direction every single day.

I just want him gone and out of office so we can just get back to normal and have proper price discovery.

The reason that crude oil is not much higher from here is because traders are afraid to place any bets on the long side because a single tweet can completely annihilate your portfolio, even though it’s a lie.

But he can’t keep this line up forever. Either this week or next, the market is going to say enough is enough and crude is going to moonshot once inventories get to tank bottoms.

$WTI $USO $QQQ $SPY

[Sid The Bear @OverboughtWatch]

$QNT this is absolute dogshit. It’s a pet rock science project.

[Ahmed/The Ears/IG: BigBizTheGod 🇸🇴 @big_business_]

Stephen A Smith responds to Donald Trump calling him a low IQ individual on First Take:

“You wanna talk about IQ, I could say I could put my IQ against yours, I got something even better I could ask you why you been running from me for the past year since I asked you to talk to me, I could ask you to debate me since you think you’re that dude. We could go a myriad of ways”

[Dominik Tarczyński MEP @D_Tarczynski]

I love this honest girl!

Who is she?

[Rupert Lowe MP @RupertLowe10]

If a migrant comes to our country and attempts to saw a man's head off in the street, a Restore Britain Government will not deport.

With the British people's approval, that savage will be put to death.

But that is not enough - these atrocities will keep happening. The barbarians are already inside the gates.

Immigration will end from countries that are proven to supply us with these monsters.

Third world migrants who hate our way of life will be removed from our country. Restore Britain will deport millions.

I have had enough. The British people have had enough.

We do not have to live like this - there is another way.

Death penalty, mass deportations, end mass immigration.

That is what Restore Britain will do.

[Sid The Bear @OverboughtWatch]

Canada is such fucking shit show.

Fuck these MPs

Fuck celebrating other cultures.

We are Canadian.

Come here. Be Canadian or fuck off.

Wtf have Somalis contributed to Canada besides leeching off our social welfare system.

#canada

[Yvan Baker, MP 🇨🇦🇺🇦 @Yvan_Baker]

🇨🇦🇸🇴 Today, I introduced a private member’s bill that would declare July of every year in Canada as Somali Heritage Month!

I’d like to thank MP @HonAhmedHussen for co-sponsoring this bill with me and for his counsel.

I hope that all MPs will support this legislation.

Canada is home to many Canadians of Somali heritage.

Canadians of Somali descent have left and continue to leave a historic mark on Canada, with contributions that span communities across the country and are reflected in Canada’s economic, political, social and cultural life.

If passed, Somali heritage month would give us an opportunity to celebrate that heritage, the role that Canada has played in supporting Somali Canadians and their contributions to Canada.

[Sid The Bear @OverboughtWatch]

$QNT sells for 511x Price to sales.

Just for perspective
$QQQ sells for 7x
$SNOW sells for 6.6
$TSLA sells for 19
$PLTR sells for 53
Spacex sells for 96

Quantinuum sellls for over 500!!!

"At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don't need any transparency. You don't need any footnotes. What were you thinking?"

[Sid The Bear @OverboughtWatch]

What an absolute coward.
Iranians openly attacking US troops and this is his response?

A strong Leader of the free world would obliterate these terrorist.

Weak.

[zerohedge @zerohedge]

TRUMP: IRANIANS SHOT DOWN ONE OF OUR HELICOPTERS LAST NIGHT, US MUST RESPOND TO IRAN ATTACK

[Sid The Bear @OverboughtWatch]

https://t.co/wyq9d08PbN

[Sid The Bear @OverboughtWatch]

All trump had to do to get oil down was let the stock market fall 5%.
That wasnt so hard.

I still think oil is a buy here but its hard for anyone to go long when Trump is ready to put out another peace deal everyday.

$WTI $QQQ $SPY

[Sid The Bear @OverboughtWatch]

@saylor is done.

Saylor being out of the market and getting liquidated will be the best thing that ever happens to $BTC

Once this ponzi collapse then we can get back to real price discovery.

[Michael Saylor @saylor]

₿usiness is Good.

[Sid The Bear @OverboughtWatch]

Because Wall Street is selling you dogshit.

Why do you think everyone is so eager to IPO. The market is frothy, investors are polling into everything on margin.

There companies just want your money.

$QNT sells are more than 500x P/S ratio and that’s on fake sales. Forward looking it’s even worse.

[TBU @TBU12345678]

sort of an ominous signal that $QNT and $CBRS have been total dogsht IPOs

[Rick @Rick101284]

$IONQ $QNT Big premium for the second best trapped ion company.

[Gene @genejchan]

Great perspective

Why don't we see the usual quantum-hating valuation purists shorting $QNT?

[Sid The Bear @OverboughtWatch]

This is absolutely insane.
I am short here at $61 per share.
This sucker is a less than $1 stock.

They won’t have revenues for years.
Their current revenue is all fake to sell you stock.
They don’t have a product they can actually sell.

Don’t people read the S-1 or a balance sheet?

$QNT $QQQ $SPY