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@Browpeak
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Concentrated, high-conviction bets.
Joined December 2020
$BMNR New position here Like the chart. Like $BTC and $ETH as a trade here
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My thoughts today Japan is having a term‑premium repricing – long JGB yields are spiking as markets price fiscal risk and BOJ normalization, not an imminent growth collapse. Call it a wobble. If US macro stays “soft‑landing/Goldilocks” (okay growth, easing inflation, eventual
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Trump will get Greenland. EU has to be seen as putting up somewhat of a fight. Geopolitically makes sense that the US has control and there is no point on the EU to fight it.
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DO NOT DO THIS. Do yourself a favour and block this fool immediately If anyone is trying to sell you something like this. Run the other direction.
10 steps to your first $5K month selling options: 1. Save $25K (your starting capital) 2. Pick 3 quality stocks (TQQQ, SOXL, QQQ) 3. Wait for RSI < 50 (red days only) 4. Sell 30-day puts for 5% return 5. Set alert at 50% profit 6. Close app—don't watch 7. Exit in 5-7 days
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$EOSE Watching for an announcement pre market today. Side earnings and guidance announcement similar to last year would make sense with Joe in Davos this week. If Eos is there purely to sell the story and product an announcement like this would tactically make sense off the
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$EOSE Silence precedes noise Let Joe Cook
$EOSE 🧵 A different way to view the "quiet" I sense a lot of Eos shareholders are uneasy/trimming/inpatient.. I am not one to flaunt..i wanna hear from the company as well.. BUT.. one needs to remove emotion and let the company work. ⬇️ Management keeps talking about:
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Is the US economy re-accelerating? 🧵 A comprehensive scan suggests evidence of improving economic breadth from the industrial sector. That's good for growth, profits, and future employment. It also bodes well for stocks + industrial metals. 1/ A look through the evidence
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$ES gapping down has absolutely nothing to do with Greenland, EU and tariffs. Why If any of this was a real concern you would have seen $BTC immediately price this in over the weekend. It did nothing. Expect BTC moved exactly in lockstep with ES at the open.
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A very very good high level macro view of the current state. This aligns very much with how I see things playing out too. I think the market is underpricing more cuts. Inflation fears are overblown and mostly people are still feeling the inflation effects from covid. I
The credit cycle is in the process of one more injection of liquidity, as equity valuations across every country are sitting at all-time highs None of this is going to end well but the KEY will be playing this final stage of the endgame This thread explains everything 🧵
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$Eose Hey lets engagement farm Hey I’m an option seller. Here’s an opinion based on nothing to get the attention of people. Follow me for more insightful due diligence and research based of the phase of the moon or which way the wind blows.
Is $EOSE the new enovix. I remember when people couldn’t shut their mouth about that stock. I see the same thing for EOSE now.
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Vent for the week Growing distaste for anyone trying to sell me something on X Mostly “option sellers” and furus with a Ai DD slop on Substack. Stop trying to sell me your 90% success rate strategy for ‘income’ that’s generates 40% returns guaranteed Hate how much attention
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$EOSE Cant even do math correctly. 150-200% of 125m is $312-375M. This still isn't even an accurate estimate of revenue and far too conservative. Cost inputs are not linear.
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$EOSE PSA Do not listen to technical traders who are not providing any fundamental thesis for their statements. There are far bigger marco and thematic data points which are driving this move. Risk to reward is subjective Some of the biggest macro and thematic tailwinds
$EOSE is up over 1,500% since our Monthly BX model first met criteria. We’re now trading above best-case expectations and officially in “no man’s land.” I haven’t traded this because I was focused on other names and, at this point, I don’t think it’s worth chasing. I still
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RT @JigarShahDC: Only way to direct data centers to do something that would reduce electricity rates, solve speed to power this year is to…
linkedin.com
The Only Practical Way the PJM Adds 7 GW of Capacity in 2026: Batteries There’s a lot of debate about how much new generation PJM will add in 2026. Most credible forecasts point to less than 3,000...
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The same rotation we saw in the US today with ES down and the Russell up, is taking place in Japan tonight Notice the Nikkei is down with the TOPIX up.
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$EOSE Does anyone else think that this new cube will be the only design going forward and the old container design is done? Trying to think of a reason why they’d continue with the old design. This new design seems to be more efficient from a manufacturing standpoint. Seems
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