This is weird but it looks like TACO is now willing to release the Epstein files. The vot e to release the files is Tuesday I think. I think there is something more into that now....

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Hoping Ethereum goes back to $3400 or I’ll need to transfer $20k to E*trade before I get margin called on ETU 2x lever

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He is dumping so he has cash to prop up Palantir from all the short positions. It has nothing to do with Nvidia and everything to do with Palantir’s P/E ratio.

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majority of WSB hates futes because the initial margin requirements to trade it exceeds the value of their portfolio. E-mini too expensive, e-micro too insulting.

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E\*Trade seems to be having issues with its futures platform right now.

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NVDA’s recent disclosure of ~$500bn in CY25/26 data center orders suggests the potential for ~$8/sh in CY26E PE, putting the stock capable of growing sales/EPS by 50%/70% YoY at essentially an undemanding 24x PE market multiple. If 2030E AI capex gets to be even 50% of NVDA’s $3-$4Tn forecast, the company would likely generate over $40/sh in scenario EPS, implying the stock is trading at <5x PE #A 5X FUCKING P/E RATIO 😮😮😮😮

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Corn is such an environmental disaster. I can’t wait for that shit to go to 0. At least the AI bubble runs on hardware that can be repurposed. Corn ASICs are just e-waste at the end. Both burn ungodly amounts of energy, but corn’s foundation is “who can burn the MOST energy?”

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The take-away from this is that Saab is getting more and more traction of their jet division. Ukraine wants to buy 100-150 Gripen E/F. Last week they got an order from Colombia on 17 jets. Canada may also choose to get the Gripen instead of (more) F35s because of the mango and increasing costs of the purchase (Canada is currently revising their previous F35 order).

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Balance no. Bet on e the card is pulled.

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Yahoo, Cisco, and Nortel were trading at 100x P/E at the height of the dot com bubble Nvidia is trading at just 28x. So it needs to 3.6x here to $679/share or $16.5 trillion to be "overvalued" if you keep insisting on drawing parallels to 2000

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