Umang

[Umang @UmangChamaria9]

@67585891sd @phithetasigma why are they dumping then?

[Umang @UmangChamaria9]

Are open ai and anthropic just pushing this looping narrative to drive token usage?? Seems weird

[Umang @UmangChamaria9]

Stay off drugs people.

[Josh Young @JoshYoung]

Instant classic

[Umang @UmangChamaria9]

@endurancetest @JoshCrumb What do you mean?

[Umang @UmangChamaria9]

@NickNemo17 The all knowing nick:)

[Umang @UmangChamaria9]

We still get mogged on frontend a little but we IQmaxx hard now

Fixed it for you @sama

[Sam Altman @sama]

we still get looksmaxxed on frontend a little but we IQmog hard now

[Umang @UmangChamaria9]

Hot

[First Squawk @FirstSquawk]

INDIA BECOMES HOTTEST COUNTRY ON EARTH THIS WEEK, WITH 92–100 OF WORLD’S TOP 100 HOTTEST CITIES

[Umang @UmangChamaria9]

@RandianCapital @evanspiegel ??

[Reid Wiseman @astro_reid]

There are no words.

[Umang @UmangChamaria9]

🤣🤣🤣

[High Yield Harry @HighyieldHarry]

Private Equity Sponsor: “Hello K&E, can you give me legal advice.”

Me: “Claude, give me legal advice.”

Bill Ackman: “Hello my dearest and closest friends on @X dot com, what should I do…(1/458).”

[Umang @UmangChamaria9]

I will kms if i see another post from him. Want to poke my eyes out

[Eric Jackson @ericjackson]

I've analyzed all 91 NVIDIA earnings calls. Every word Jensen Huang said to investors over 20+ years. For five straight quarters, he spoke with more confidence than any Mag 7 CEO in our database. Then the November 2025 call happened.

He blinked.

[Umang @UmangChamaria9]

@jeuasommenulle If you see the NFPAUM (non fee paying AUM) for most of these private credit funds, its cumulatively higher than 500bn or so. Seems like a ton of dry powder relative to what is maturing in the next 1-2 years at least. But i see your point.

[Umang @UmangChamaria9]

@jeuasommenulle But with any industry that becomes that big (2 tn) there will be good and bad investments...dont see why the entire market would be bad? I guess what you are suggesting is they should keep lending them money to keep the company alive...not how society has grown to this point imo

[JH @CRUDEOIL231]

I think way too many ppl are delusional about this idea of letting Iran control the SoH, having the US pull out, and just letting Iran set up a toll booth.

Where does Saudi’s power actually come from? It’s not just because they’re rich. Their entire influence comes from being the world’s only swing Producer. We need oil, and Saudi controls that market.

If Iran takes over the SoH, they become the most powerful, one of a kind Global Swing Producer in history.

If they don’t like the oil price? They can just "adjust" the traffic in a strait that handles ~20mb/d to swing prices however they want.

If the UAE gets on Iran’s bad side? "No passage for UAE tankers." If Kuwait tries to build a bypass? "Fine, the SoH is closed starting today. Let’s see if you can finish that bypass—which takes years—without making a single dime."

By letting Iran control that flow, the US is effectively making Iran the ultimate energy gatekeeper. The entire regional hegemony shifts to Iran. Saudi and the UAE lose everything.

Think about it—if you were MBS, would you let this happen? Let’s say the US pulls out this week. The US started this mess, and now the GCC has to just sit there and watch their power handed over to Iran?

Let me give you a reality check for Americans: Imagine Mexico now controls the North American continent.

"Want to fly to the UK? Get Mexico’s permission. Want to import jet fuel from Asia? Pay Mexico a toll and take the route they tell you to.

Did you dare to criticize Mexico? Now, no container ships can enter your waters. You can’t say a word against the great President of Mexico."

It sounds like a fantasy, but that’s the reality for the GCC. If the US tries to run away? If I were the GCC, I wouldn’t let them leave. I’d grab them by the hair and drag them back to clean up the mess they made.

I’ve said before that this is an existential issue for Iran and Israel. Well, Iranian control of the SoH is an existential issue for every other GCC nation.

And the GCC has leverage. They have massive wealth invested in the West, huge U.S. asset holdings, decades of lobbying networks, and they are the biggest donors for Trump’s terms.

And of course they have oil. Do you really think Brent would stay below $100/bbl if the GCC teamed up and cut just 3mb/d for six months?

Even the most optimistic guy knows the answer is zero chance. They don't even need a fancy excuse: "Oh, since the US gave up on us and Iran owns the SoH, it's not safe. We have to cut production. Sorry!"

Within months, the US would be begging to come back. It’s just pushing the Middle East into an even bigger pit of fire.

Thanks for listening to my TED Talk :)

#oott #iran

[Umang @UmangChamaria9]

@ericjackson Your numbers are just wrong…please find something else to do

[Umang @UmangChamaria9]

@P_Remarks Strange company to go activist on considering you cant even influence anything but time will tell.

[Umang @UmangChamaria9]

@NickNemo17 @SecScottBessent Love the confidence but this was in the works for a couple of months😂

[Umang @UmangChamaria9]

@NickNemo17 What about previous vol spikes? Did athene go bust rolling them at those points?

[Umang @UmangChamaria9]

Lollll

[ᐱ ᑎ ᑐ ᒋ ᕮ ᒍ @Andr3jH]

I could be having sex with Alexandra Daddario right now if she allowed it