Steven Luethje

Staunch anti-communist

[Steven Luethje @sluethje1]

This is the timeline cleanse that I didn’t know I needed .

[Peter Schweizer @peterschweizer]

There have been 4 major revolutions in the past 250 years: American, French, Russian, and Chinese. Only one led to individual rights and prosperity. The others led to mass death and tyranny. The US revolution was unique because it said two things: 1. Our rights come from God not from the govt. 2. Humans are power -hungry so we need to limit govt power. So the next time someone attacks the nation of one revolution that succeeded and recycles the the idea of those that miserably failed, you can ask them: are you ignorant, or malicious?

[Elon Musk @elonmusk]

@Rothmus Kick him out

[Olia @OliaOnX]

🇺🇸🗽I left Moscow, USSR in 1989 as a political refugee. I was stateless and allowed only two suitcases and $100. I didn’t know if I would ever see my parents again or what the future would hold. As I boarded the plane, I remember thinking that I was leaving not for myself, but for the children I might one day have - because I couldn’t imagine succeeding in a country I wasn’t born into and knew almost nothing about.

Thirty-six years later, I am still in awe of everything America has given me. As an immigrant, I appreciate this nation on a level that many who were born here simply cannot. The freedom of speech, the Constitution, the boundless opportunities, and that unique American spirit are unmatched anywhere on Earth.

I am deeply grateful.

Happy 250th birthday, America. I love you with all my heart.

[Karen Kennedy @realkarenjean]

Watching the speech given by Zorhan Mamdami @NYCMayor , I was reminded of a South Park comedy sketch. Foreigners standing there, looking confused, holding MY AMERICAN FLAG.

Zorhan couldn't wait to mention that America has the world's first trillionaire. Thanks for noticing. His name is Elon Musk @elonmusk and he's actually from the continent of Africa - SAME AS YOU. Elon is proud to be an American. You, Zorhan, are not.

Zorhan has contributed NOTHING to build, manage, or augment this Great Nation. Never had a job. Never managed employees. Never ran a budget, or filled out a W2. Nothing. Just another community organizer like Obama. Another apologist for "American Exceptionalism." I don't apologize for a damn thing. AMERICA IS EXCEPTIONAL. WE'RE JUST BETTER.

Elon came to this Country with nothing but the lint in his pockets. He built businesses. He has employed hundreds of thousands of people - paying high salaries and offering great benefits. Don't hate, congratulate.

Additionally, I am a REAL BLACK AMERICAN. My family has been here for generations - we are NOT immigrants. Actually, black folks across this Nation are sick of being lectured to by foreigners who come here and get lavish benefits, when you've given NOTHING.

Make no mistake, Kwame. Tomorrow is MY 250TH BIRTHDAY. My husband served this Country and died saving it. I will NOT be lectured to by a Ugandan citizen who came to MY COUNTRY for refuge. Our "capitalist money" gave Uganda foreign aid for years. Stop using the "immigrants need more acceptance" bullshit. We're over it. Read the damn room.

#IndependenceDay
#America250th

[Steven Luethje @sluethje1]

@RepPettersen It is a bit disappointing. It should be 20000 per day if we are going to get through the back log.

[Rod D. Martin @RodDMartin]

US golf courses use 531 billion gallons of water per year. That’s down from 759 billion gallons per year in 2005 and is 0.5% of total annual water withdrawals in this country. And somehow, the country manages to not look like the Sahara Desert.

Meanwhile, data centers - the things actually powering the future instead of your uncle’s 18th hole mulligan - use somewhere between 17 and 70 billion gallons annually. That’s 0.017% to 0.070% of total withdrawals.

Or, for the math-challenged among us, roughly 3-14% of what the golf courses are using.

Sure, plopping a massive data center in the middle of nowhere without proper planning and infrastructure can stress local water systems. That’s called “basic engineering,” folks, not some apocalyptic thirst apocalypse.

But these lurid headlines screaming that AI is going to suck the rivers dry and leave us fighting over the last drop like Mad Max at a Buc-ee’s?

Pure, unadulterated bullshit.

Anyone parroting that nonsense is a paid or unpaid CCP Useful Idiot.

And yeah, China’s been quietly funding the opposition to US data centers because they’d love nothing more than to lap us in AI while we tie our own hands with performative environmental panic.

They win if enough credulous (or outright traitorous) Americans keep falling for it.

Priorities, people. We can handle a few server farms. The real existential threat is apparently the back nine at the country club.

Source: Ty Beard

[Steven Luethje @sluethje1]

Thanks everyone! I got filled in 1 one day at a price I only put in as a dream.🙏

[Michael Rigoni @michael_rigoni]

$SIVE thanks to everyone selling at these levels really 🙏🏻 (I am buying again at these level)
Your fear is creating a once-in-a-lifetime opportunity for those who understand what they own 💎 $SIVE

These are the moments that separate conviction from panic.

Not long from now, many will regret not buying here. Mark this. 📌

[US Oil & Gas Association @US_OGA]

What's that you say?

CAN YOU TYPE LOUDER PLEASE?

We can't hear you over the gentle hum of our air conditioning which is running on electricity powered by affordable, reliable and plentiful natural gas....

[Matt Forney @mattforney]

The Iran war effectively destroyed every nation outside of the Americas as a rival to the U.S.

Iran is broken as a contender for power; they can't even sell their oil. Tankers are ignoring the IRGC and transiting via Omani territorial waters, protected by the U.S. Navy. Iran is too cowardly to commit acts of war off the Omani coast. Oman has also made it clear that they will never support Iran's delusional plan to toll the Strait.

Iran can't get a single tanker to dock at its ports. Their economy is in a tailspin. Iranian inflation is approaching pre-Milei Argentine numbers. A famine is a very real possibility; Iran imports half of its food and no one is willing to sell to a pirate state that keeps shooting at commercial traffic.

Iran has failed to uphold its end of the MOU and thus hasn't received a single dollar in unfrozen funds or Gulf development aid. The MOU was a test to see if they could behave rationally when their military leverage is gone and their economic leverage is fast eroding. They failed.

Demand destruction has been concentrated almost entirely in Europe and Asia. China and India are crippled. The Chinese will be faced with the choice of switching off their data centers, stalling "development" of the AI they stole from xAI and Anthropic, or forcing starving Chinese citizens to eat babies.

Europe, already deindustrializing thanks to the Ukraine war, has been dealt a death blow. They won't recover for decades, possibly generations. Denmark might end up selling Greenland to us to stave off a depression.

The war has forced countries reliant on Strait oil flows to accelerate their plan Bs in the same way that the 70s oil embargo forced the U.S. to begin oil extraction in Alaska. The UAE will complete the new Gulf of Oman pipeline, rendering the Strait obsolete, much like how the discovery of the Americas allowed Europe to circumvent the Middle East when trading with China, turning the region into an irrelevant backwater.

The country that benefited the most from the war was America. Iran has been severed from the global economy and even from BRICS. Buyers now have to go to America or her allies. Refineries in Texas and Louisiana are booming thanks to Venezuela realigning with the U.S. and sending its crude to our shores. China will have to do what we say if they want energy.

Energy prices in the U.S. are now so substantially lower than in Europe and Asia that offshoring and outsourcing are no longer financially prudent. Turns out that the way for manufacturing to compete with cheap labor countries like India is to make the cheap labor expensive. Jobs and investment are coming back to America, the only sure bet. With demand destruction creating an oil glut, Americans will be enjoying $2.50/gallon gas or lower by next year while the rest of the world starves.

The Iran war has even crippled Russia. A combination of demand destruction and Ukrainian attacks on Russian refineries has sparked off an energy crisis there. We might actually see the Mongols driven out of Donbass and total Ukrainian victory.

In one stroke, Trump cemented American dominance over the world. Iran, China, India, Europe, Russia, Africa...all crushed. He pressed the "fix everything" button and all it took was paying 50 cents more at the pump for a couple of months. I'd say that was more than worth it.

The American Empire rises.

[Steven Luethje @sluethje1]

@softmaxedx @MVdlJCardinal @harukaawake Communists killed an estimated 100M people in the last 100 years. There is absolutely no negotiating with them. Anyone that says otherwise is doing so out of suicidal empathy.

[Steven Luethje @sluethje1]

@PoliticalStacy @LuckyCharlie

[Steven Luethje @sluethje1]

@Noobverest @Million_Sancet The Man!

[Steven Luethje @sluethje1]

@Million_Sancet Will put in an order for 30000 shares around low 3’s and all you weak hands can sell to me. Thought I put a ridiculously low huge order in today and I got filled. I’ll pay millions in taxes in a couple years.😘

[Sancet @Million_Sancet]

People forget that just as $SIVE has dropped 50% in a matter of days, it can easily pump 200% in a few months

And I firmly believe that will happen as long as the thesis is allowed to play out

Fortunately, the money I invest is capital I don't depend on

When I was sitting on 200% returns, I didn't touch a single euro, and now that I'm 15% down, I'm still not touching anything

That’s what allows me to just hold through it

It's undeniable that seeing the portfolio drop this much hurts

And it's undeniable that at least half of the drawdown I've taken could have been avoided; it was due to my own mistakes

Mistakes from which I have learned, a lot

That’s why I’m not worried

AI isn't going anywhere

Memory, like $MU ,is here to stay, especially with a shortage projected for years

And photonics, like $SIVE, isn't dead, no matter how much you see all of FinX claiming it is

It’s very easy to talk like that right now because everything is crashing hard, but where were those posts when everything was ripping 10% daily?

Literally nothing has changed; it’s just overstimulated people rotating like headless chickens, bouncing between sectors because they don't understand a thing

It's only a matter of time before that money flows back twice as hard as it left

As soon as the sector leaders report earnings or clarify timelines regarding certain technologies, everything will bounce back

I am absolutely sure of it

Long $MU and $SIVE

[Steven Luethje @sluethje1]

@aleabitoreddit @Cped221267 Increased my position by 135% today

[Steven Luethje @sluethje1]

Exactly

[TopInvestor @Matrix_B0SS]

My two positions $SIVE & $XFAB are down almost 40%
Stupid market wide sell off for photonics

I know $SIVE was oversubscribed by institutions multiple times at 57 SEK

Will hold both $SIVE & $XFAB until I see the end
I know what I am holding
Daily price action doesn’t bother me

[Steven Luethje @sluethje1]

Sooo… let’s look at the timeline of events

-Chase announces 5% stake
-Global Foundries make SIVE part of default design ground rules
THREE ETF firms issue paperwork to establish leveraged funds on SIVE
-Company says they are moving toward Nasdaq listing in next few quarters
-Company needs URGENT funding for capital investment to produce lasers for undisclosed orders
-Announces intent to issue 600M SEK of new shares to institutional investors for the capex
-Pareto has to approve this since it violates the covenant to not issue new shares. They do it without blinking.
-Increased the issue to 700M SEK and clears it with MULTIPLE times over subscription

Stock dumps 15-20%

Guys- RETAIL is retarded and the institutions are flushing you out before the company gets listed on Nasdaq and HUGE orders are announced.

[Steven Luethje @sluethje1]

@Thomas_james_1 Seeking liquidity