Hypnotoad @hypnotoadtrader
Obey Mars, PA Joined May 2019-
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The upcoming Fermi IPO will be the most 2025 IPO All the red flags are there , literally every single one: > No revenue > $13B valuation > Powering AI by 2038 > Nuclear component will be called “The Donald J Trump Generating Plant.” Which could only mean one thing: BUY
HOLY FUCK SHAY BOLOOR IS A FRAUD. > IonQ CEO Joined the board of Futurum as Chairman. > Futurum (IonQ ceo) hires Shay as “chief marketing strategist” > Shay pumps $IONQ in Futurum research reports ?????????????????
HOLY FUCK SHAY BOLOOR IS A FRAUD. > IonQ CEO Joined the board of Futurum as Chairman. > Futurum (IonQ ceo) hires Shay as “chief marketing strategist” > Shay pumps $IONQ in Futurum research reports ????????????????? https://t.co/MBJDszUT6v
Tether would be the 2nd largest bank in the world by market cap. Tether is worth two Goldman Sachs’
Tether would be the 2nd largest bank in the world by market cap. Tether is worth two Goldman Sachs’ https://t.co/5uNtG615CO
Macron: “We will arrest Netanyahu if he comes to France.” Also Macron: “It is so incredibly amazing to see you Former Al-Qaeda leader.”
What is happening in Argentina? In 24 hours, Argentina's stock market COLLAPSED -10%, with the Argentine Peso now down -99% in 10 years. Today, the Trump Administration offered a "lifeline" to Argentina, sending stocks surging +8%. Can Argentina be saved? (a thread)
Argentina is a systemically important U.S. ally in Latin America, and the @USTreasury stands ready to do what is needed within its mandate to support Argentina. All options for stabilization are on the table. 1/4
The hilarious thing is, having experienced it, I don't even think H1B engineering is cheaper. Poor testing, ridiculous logic, needless complexity, designing in silos, hiding bugs, nepotistic hiring, avoiding accountability, intentional overstaffing, language barriers.
$IREN $WULF $CIFR I don't think I've seen a sector theme "pivot" like this work so seamlessly before. Goodbye crypto, hello AI datacenter.
U.S. COMPANIES ANNOUNCE JUST 1,494 NEW JOBS IN AUGUST — LOWEST FOR THE MONTH SINCE 2009; LAYOFFS SURGE 39% TO 85,979
You have ~ 5 years left to accumulate hard assets and diversified, multi-national, inflation proof cash flow... Otherwise, all of your descendants will be permanently part of the underclass.
SBF would’ve been an incredible VC He invested $500M of customer deposits into Anthropic at a $2.5B valuation. The stake was liquidated for $1.3B during bankruptcy proceedings to repay customers & creditors The stake would’ve been worth $14B+ following this new round
SBF would’ve been an incredible VC He invested $500M of customer deposits into Anthropic at a $2.5B valuation. The stake was liquidated for $1.3B during bankruptcy proceedings to repay customers & creditors The stake would’ve been worth $14B+ following this new round
JAVIER MILEI UNRAVELED No Crying in the Casino! Last week Argentina’s Javier Milei regime tried to roll over bonds by offering investors an insane 69% interest rate, and only succeeded in rolling over 61% of them. Even a 69% annual interest rate isn’t enough to tempt investors…
Wednesday & Thursday was a short trap & today / Monday is the long trap. VIX crushed makes options cheap. Expect a round trip next week back to $635. Have a great weekend all! 💯
Why AI is a house of cards: 1. You pay $200 a year for an AI app (like Cursor). 2. Cursor pays OpenAI $500 for API tokens ($300 of which is VC funding). 3. OpenAI pays AWS $1000 for compute ($500 of which is VC funding). 4. $AWS pays $10k for $nvda GPUs. See the problem?
$PLTR Palantir – All Roads Lead to $40. This Time, Databricks. Congratulations to Databricks, one of America’s truly great growth companies, now valued at $100 billion in the private markets. No other company resembles Palantir more closely in product offering and enterprise…
5% obese people achieving >10% weight loss within 13 weeks. From eating placebo. I have a biotech idea.
1/11 🧵 THREAD: Google’s reported search query growth may be AI-driven, not human.

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