AkhenOsiris
We have an addition to soybeans!

Japan contemplates importing more US corn in tariff negotiations - Nikkei. asia.nikkei.com/Economy/Trad… - FinancialJuice
tweet

AkhenOsiris
In the face of the "inference explosion", still prefer TSM, especially as the US/China has reached peak retard in their trade war
tweet

AkhenOsiris
NVDA just in the past 30 days:

$121 to $86 to $114 to $95 to $110

$3T company, getting jerked around 20%+ a few days at a time, god I love this market 😂

Since Feb 18th peak, CRWD, one of the blue chip cybersec companies, has made the following moves:

$455 to $305 in 3 calendar weeks (-33%)

$305 to $385 in 2 weeks (25%+)

$385 to $320 in 10 days (-15%+)

$320 to $412 (current) in 3 weeks (30%)

Yes, it's an expensive stock so big swings should be expected, but wow! - AkhenOsiris
tweet

AkhenOsiris
Zweig vs Trump, what a battle
tweet

AkhenOsiris
Most of fintwit is still offsides 😱
tweet

AkhenOsiris
My retarded self is worried Retarrdo gets back on the airwaves soon (been ominously quiet)...fear like this makes me trim and raise cash

Most of fintwit is still offsides 😱 - AkhenOsiris
tweet

AkhenOsiris
$AMZN $DASH

Does Amazon stick around in a post-Doordash world for Deliveroo or sell their stake? Do they maybe get friendlier with Doordash beyond this deal?
tweet

AkhenOsiris
Sports Advertising

Sportico:

As much as nobody seems to have any idea how any of this [gestures vaguely at everything] will impact marketing budgets and consumer spending, the specter of a recession has some national TV buyers anticipating a significant downturn in 2025-26 upfront spending. That said, sports inventory should weather the storm, at least in the near term.

While some buyers have suggested that the dollar volume for this year’s TV futures market could be down as much as 10% versus last year’s estimated haul of $18.4 billion, it’s worth noting that advertisers have yet to register their budgets for the spring/summer selloff. But any money that gets pulled out of linear TV wasn’t likely to have landed on sports in the first place; as buyers over the last few weeks have been quick to point out, sky-high demand, relative scarcity and reach have conspired to keep live sports at the very top of marketers’ must-have list.
tweet

⁠Finding Compounders
Secrets of a Bargain Hunting Billionaire : Warren Buffett https://t.co/Y8PcS9neWq
tweet

⁠soken
RT @txtwerse: this is how listening to PANIC by Beomgyu feels like

cr coffee_time_corgi https://t.co/vQnE8vokiG
tweet

⁠soken
RT @angelsattract: Konudan bağımsız rüyalarımda hep aynı bu şekilde havada yürüyorum. İlk defa dün bu konu üzerinde düşündüm. Hatta buraya yazacaktım vazgeçmiştim. Şimdi bu videoyu görünce şok oldum. Bunun anlamı ne bilen var mı? Ya da siz de havada yürüyor musunuz rüyanızda? https://t.co/VrB8cKrwtK
tweet