@KHerriage 🤷🏻 oil is up another 10% since you posted this. Funny how when oil dropped in price back to pre-war level crackspreads not so much. How does that get resolved. It’s not the price of oil that matters as much as price of derail and gasoline
@ScottJenningsKY To be fair, their intelligence has been saying that Iran is weeks away from a nuclear bomb for like 12 years now. How convient of them to now curry favour from US as Iran has a hardline over bombings and attacks on Lebanon. Just coincidence I’m sure. 👍
@EricLDaugh Trump brought a plant to America and consumers get to pay more for trucks than before. 🤷🏻 hasn’t that allows been options but you’ll sell more if it’s cheaper…
@66Blunts@realpristinecap Why is #GME a 16x pe stock (projected to to double earnings) and Musk is a Trillionaire on 18B EBITDA (combined from #TSLA and #SPCX)? This market runs on narratives.
@Aesop_NPV@modestproposal1 Except this is hardware that depreciates rapidly and the cost of compute (revenue) is commiditizing. Feels like ticking time bomb