plasticnewt3
@plasticnewt3
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Former Bridgewater Head of Research pitching $TSM on Real Vision (Mar-2026)
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Brookfield is uninvestable given the labyrinthian accounting, but renewable IPPs are a sleepy call option on inflation with insane time value: 1. Highly levered capital structure with termed out, low cost (gov. subsidized), fixed rate (hedged), non-recourse debt. I mean, just
HOT TAKE: IF YOU LIKE MONEY, DO NOT BUY $BAM / $BAM.TO CAN'T THINK OF A BETTER WAY TO LOSE MONEY THEN BY BUYING RENEWABLE COS.. AT A BIG PREMIUM GOING MUCH MUCH LOWER 🚽📉💩
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15 Bobby Orr hockey cards, including the 1966-67 rookie card. For the Canadian boomers~
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My meeting notes from the Daily $IONQ Shareholder Support Group: >Desperate for government contracts (basically Berniebros) >Not aware CEO hired ex-government employees to hoodwink them >Attribute 60% drawdown to market being 6% off of ATH >Unaware half of đť•Ź bulls are shills
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If Trump was serious about reaching a settlement with Iran, he'd call Kim Jong Un to help broker peace negotiations. Kim is one of perhaps three or four world leaders who would be seen as a credible statesman acting in good faith by *both* DJT and Iranian officials.
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The pilot who died after the collision on the tarmac at New York's LaGuardia Airport was from Coteau-du-Lac Quebec. He was 30-year-old Antoine Forest. Rest in peace ❤️🇨🇦
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Aside from launching a couple shitcoins, kneecapping $FICO might be the only thing Republicans have "accomplished" under DJT2. Art of the deal
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Two make-work projects owing to COVID-era government grants were written off by $GPW.WA in 4Q25. These impairments explain almost the entire increase in Other Expenses, which went from 275K in Q3 to 20M in Q4. Net Income, instead of being up 10% sequentially, was down 20%. Q4
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Now that shareholders have approved the Crane Harbor/Xanadu business combination (pic 1), long $CHACR, short $CHAC in a ratio of 10:1 is now a borderline textbook arbitrage that earns 7%+ over a four day hold as of this writing. The cost to borrow $CHAC is ~15%/year = ~0.17% over
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>sell the top of tech >buy the bottom of oil >confidence-hold oil through the war rips >mrw
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Ryan Rozicki, “The Bruiser” from Sydney, Cape Breton Island, Nova Scotia, returned from a 15-month layoff with a dominant TKO over Gerardo Mellado at 1:01 of Round 2. After a cautious first round, he unleashed devastating body shots, dropping Mellado multiple times along the
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Update: As per a March 9 8K, Section 3 of the material definitive agreement between $IONQ, dMY, and Horizon and has been "deleted in its entirety." Recall, this agreement involved $IONQ buying $50M of a PIPE for the Horizon/dMY SPAC, on the "condition" that Horizon would then
dMY Squared $DMYY, run by Harry You, received a subscription agreement from $IONQ which enjoins $IONQ to purchase $50M of Horizon Quantum Computing upon the transaction being consummated (deSPACing). dMY Technology Group III ($DMYI) was the original blank check SPAC that
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Score check, score check
The Buffett Bro turned software investor is going to completely miss oil.
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US software investors using ChatGPT and Excel for Mac to find “no-brainers” trading <6x ARR
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POV: You panic-sold your entire portfolio of O&G stocks on Monday for a 2.1% gain.
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Normalizing for acquisitions, $IONQ revenue grew at 30% Y/Y; the figure is disclosed in their 10K. 189.3 ÷ 144.7 – 1 = 30.8%
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