Reddit Posts
My recent AMD vs INTC insight + 69% in 2 days
Boeing Safety Crisis part 2 - why I give a damn and you should too
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
Former US Senator Mark Begich Appointed to Alaska Energy Metals Board of Directors (TSX-V: AEMC, OTCQB: AKEMF)
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
Comer signals openness to DC legalizing marijuana sales
Janet Yellen was on my flight. What does this mean for my portfolio???
Why is gold a "safe" asset when the FEDs can just take your gold? (executive order 6102)
Marijuana is magically reclassified on Monday, how are you riding that sweet green wave?
Higher Exchanges Spaces w Boris Jordan
Who are your favorite neighbors that you don't know and why?
Promising Penny Stocks $CMRA, $FCF, $NOTE
Alberta Helium has been added to the critical minerals list. Opens the door to government grants!
Largest US Healthcare Strike in History Could be Imminent
Not sure where to transfer funds from former employer DC pension
Kudos to Powell & current market conditions favoring only WhiteHouse/DC Traders
Tracking Private Jets of SPAC Founders. SPAC Founder Vinod Khosla Private Jet Tracking. KVSA
Getting 100K Windfall: Need advice in this turbulent market
10M Ape International March on Wash DC- Sat Sep 15th. LFG!!!
Upcoming Earnings for Monday, August 14, 2023
Upcoming Earnings for Monday, August 14, 2023
How SCOTUS transformed sports betting into a high-growth tech business: Americans have bet $245B on sports since 2018
Rampant DC dysfunction made America's credit downgrade inevitable
How Will The "Student Loan Return Act" Impact Navient & Sallie Mae?
$MAT Mattel: Barbie, old dog new tricks. [Barbie movie discussion]
CME Group: if you think WTI is a manipulated commodity or a necessity- it once upon a time was until 1983
Jason wild: I was told 3 weeks ago by a friend who follows Pharma not cannabis in DC that the rescheduling work is done and “sitting in a desk drawer.”
"I was told 3 weeks ago by a friend who follows Pharma not cannabis in DC that the rescheduling work is done and 'sitting in a desk drawer.'" - Jason Wild, Chairman of TerrAscend
Citech Wins 37M USD Worth Contract For Nexus 16 From Ukrainian Ministry Of Defence (CSE: CTTT) (OTC: CITLF)
Be aware - NVIDIA is not the only Tensorcore supplier
VRSSSF announces breakthrough Explainable Artificial Intelligence (XAI)
Something is brewing in DC with $WKHS Tomorrow… Heavily shorted and HTB..
Student Loans are back on Tap - SOFI moon?
Why are all of you so sure that a crash related to the debt ceiling won’t happen?
Small Stocks, Big Opportunities: Ride the wave to multi-bagger returns
Emily goes to DC and gathers intel on the SAFE banking act hearings
LONG VIX, Adding LONG SPY and LONG QQQ
Why we may need a stock market plunge to solve the debt ceiling crisis
All eyes on JPOW… 5/18/23 SPY/ ES Futures and VIX Daily Market Analysis
Trading Nvidia earnings next week: Analysts say ‘AI gold rush’ should boost outlook
Inside DC’s Recreational Weed Market: It’s Absurdly Confusing
I asked Chat GPT to help me write a letter to the SEC to get rid of the PDT rule. Need some guidance.
Debt Ceiling Probabilities and Possibilities - Serious Discussion - No Politics
RAD Security Robots Will Be in the Upcoming DC Superhero Summer Blockbuster Movie "Blue Beetle" - (can see RAD robots at 0:25 into the trailer)
🚀🌕 ULTIMATE DD: $ATVI Moon Mission - Microsoft's Takeover = FREE MONEY! 💰💰
$HWAL Audits being completed tells me this company is taking this to the next level.. on watch for updates as there must be a reason to complete the audits..
$HWAL Recent News has sparked a rally here..
$HWAL News. Hollywall Entertainment Inc., (OTC:HWAL) Announces the Completion of its 2021 and 2020 Audit (s)
$HWAL Sneaky play here as huge update came out today..anyone who knows the #OTC knows it’s a big deal..
Warren Buffett Could be Asked to Save the Banks Once More
Is Buffet running his ‘08 playbook again with the support of the Fed?
Silicon Valley Bank and Signature Bank just got bailed out by the US Government
Silicon Valley Bank and Signature Bank just got bailed out by the US Government
U.S. government guarantees all Silicon Valley Bank deposits, money available March 13th (Monday)
U.S. government guarantees all Silicon Valley Bank deposits, money available March 13th (Monday)
Signature Bank Closing - Joint Statement by Treasury, Federal Reserve, and FDIC
Riot Announces February 2023 Production and Operations Updates
Wall Street Week Ahead for the trading week beginning March 6th, 2023
In the latest blockbuster superhero showdown from DC, the stakes couldn't be higher!
BP buys TA 1.3 Billion why would BP buy a Truck Stop
$KEGS Last week had a nice article out on the company with a roadmap of sorts. Stock moved into the trip 9 area last week but has settled in the trip 6 and trip 7 zone as of this morning.
Cannabis Lobbying: How a Belly Dancer Gave Us a Boehner
The Country of Jordan Endured a Market Crash and Credit Crunch in 2019 and No One Noticed.
Enphase energy reports financial results for the fourth quarter of 2022
spac GXII AND NIOCORP WORKING WITH THE WHITE HOUSE !!! $GXII $NIOBF were in DC 4 days straight working on critical minerals. Links below.
SPAC $GXII and merger candidate $Niocorp go to DC reg Critical Mineral supply
Curious of this Sub's opinion on Aptera.
DC Townhouse Linked to Fallen FTX Founder Sam Bankman-Fried Is Listed for $3.3M
NIOCORP $NIOBF IS STILL IN DC. (3 days in DC ???) JIM JUST POSTED THIS ON LINKEDIN. It's his 3rd post in DC in 2 days and they have a different Suit for each post.
Largo Reports Q4 & Full Year 2022 Production Results & Provides 2023 Guidance
$5 SP to ??? $3EPS in 2025 x "Insert your multiple of choice here" $LWLG
Hingham Institution for Savings (HIFS) Stock Review 12/28/22
DC Fast Charging EV Charging companies are ground zero for binary speculation. The bet is Tritium gets funding
DC Fast Charging EV Charging companies are ground zero for binary speculation. The bet is Tik: DCFC gets funding.
Mentions
I worked for them in the DC and they had to open a new returns depot in Mexico because of the poor quality of inbound product plus customer returns and complaints.
I worked for Lulu in the returns department and overall quality was abysmal. The company wasn’t even equipped to handle the level of defects we experienced at our DC. They had to open a new returns depot in Mexico.
There’s probably a republican politician(s) who uses Sprit airlines to fly to/from DC and/or their vacation home
Thank god I’m back in New York Washington DC is *skippable*. Lower mid tier city.
that is because DC IS a moral hazard these days
There is 0 benefits to having a DC in space
VM what’s the weather in DC
If anyone's looking for tariff refunds, everyone except corporations can fill out the application form and mail to: Customs and Border Patrol Garbage Room, 1st Floor 1300 Pennsylvania Ave., NW Washington, DC 20229
Thanks I found it earlier on Fidelity even though that’s not my brokerage. This is highly speculative, to name this company in the same sentence as Mag-7 DC providers, hyperscalers, and GPU makers. We all know power will be coming at a premium in the future as they continue to add new DC’s (globally really) but this companies product isn’t exactly proven for general purpose usage yet. Other companies like Oklo, Nuscale etc can’t even get mini reactors approved to power these data centers, so someone please tell me how NUCLEAR fission rector would get approved here?
3.3k to live on, if you made 200k out of college you are more than likely in a major city. i live in DC and call tell you a 1 bedroom apartment can easily be 2.5-4k. so with a room mate thats split lets say 1.5k each. ok, now that 3.3 is now 1.8, and then we have phone, internet, split utilities, and maybe even a car. we can put that down to 1.5 with a car or 1.2 with a car and low payment. you now have 1k a month for all your other expenses like games, knives, motorcycles (just looking at ops history). this is an exremely tight budget, and how many people in their early 20s are living like this while being smart? cmon now, why you so butt hurt about this.
But rampant insider trading in DC is allowed
I was looking into places to visit snd skipped over DC because the food reviews were terrible. How can it have such mid-food? I picked Philly for the vacation and the food was lovely.
Alright I’ve now spent two days here and I can safely say that DC sucks, it’s boring as shit, and the food is mid. It’s barely a city ffs. It’s like a lesser version of queens with substantially worse cuisine. And it’s filled with politicians. Just the worst.
Trump’s bitch Just release the Epstein files and this all goes away. Does anyone in DC have balls?
The situation got worse, with Hezbollah attacking Israel and Vance still in DC, Iran saying they won't negotiate. Believe it or not, calls
Iran state TV says ceasefire to expire at midnight GMT Iran’s state-owned TV channel says a ceasefire with the US in force since April 8 will expire at 3:30am on Wednesday, Tehran time (00:00 GMT). The timing is consistent with when the 14-day truce went into effect, although Trump recently extended it to Wednesday evening, Washington, DC, time. Mediator Pakistan, meanwhile, has said the ceasefire will end at 23:50 GMT today.
Tomorrow night I think, Vance still in DC. But yeah it’s coming and we pump
Vance recalled to DC to scream at Warsh for not saying thank you enough in his nomination hearing
I mean... it's a very long flight from DC to Islamabad. If they don't leave soon, the ceasefire will end.
JUST SEEN JD VANCE 30 MINS OUTSIDE OF DC (in my cul-de-sac) SCREAMING IT'S TUESDAY AND I'M BOUT TO MEET UP WITH MY BOY ALEJANDRO KHADEMI SLAM CALLS BOYS
BREAKING: US envoys Steve Witkoff and Jared Kushner, who were scheduled to be in Pakistan for peace talks with Iran today, are still in the US. The plane scheduled for their flight to Pakistan this morning never departed. Vice President JD Vance is in Washington, DC, as well. The US-Iran ceasefire expires tomorrow. It's ACTUALLY joever
>Steve Witkoff and Jared Kushner are also still in the US. The @DHSgov plane that was supposed to take them this morning from Miami to Europe and to Pakistan didn't leave until several minutes ago and is making its way now to Washington DC. Maybe they are going to see Trump
Do you not follow the news or something? Vance is still in DC and Pakistan says they haven't heard back from Iran and is now pushing for extending the ceasfire.
>No US delegation has left for Islamabad yet. Vance is still in DC. >Iran has not confirmed that they will attend - Do a week of a fake ceasefire / peace talks - Get the puppet fed chair confirmed on Tuesday. <--- (**you are here**) - Have the vote the week after / immediately - Blow up kharg island / Invade - Send WTI to 150 - Puppet fed chair cuts to 1% after initially hiking 25 bps to establish credibility ✅️ This is how you devalue your debt via **financial repression**. Told you.
They would only send Vance overseas if they didn’t plan to resume bombing. He is still in DC.
Apparently Vance is still in DC instead of negotiating.
Vance hasn’t even left DC for negotiations. This is all a joke to them.
Vance is still in DC lmao. US is gonna bomb the fuck out of Iran again
For those who front ran the peace deal while JD vance is still in DC and Iran's parliamentary speaker is still in Tehran, do you feel stupid? How does it feel knowing you are the world's biggest regard?
\*VANCE WILL BE PART OF WHITE HOUSE TUE. MEETINGS IN DC: CNN schrodinger's Vance he is perpetually in DC and Pakistan at the same time
Lmao is JD still fucking around in DC?
# Trump continues to express optimism over deal with Iran [](https://www.aljazeera.com/author/mike_hanna_20131265317150533) By [Mike Hanna](https://www.aljazeera.com/author/mike_hanna_20131265317150533) Reporting from Washington, DC Trump’s latest social media comments suggest he’s doubling down on that the ceasefire will not be extended unless a deal is reached. Yet, at the same time, he continues to express a form of optimism that such a deal is possible, despite US ongoing operations, especially against Iranian vessels.
Did the price of gasoline go up a full dollar in the past 24 hours or am I buggin I’m visiting DC shit is like $5.50
West Virginia, 65 miles to DC, 45 to Reston, 50 to Rockville. It's a good life if you work in gov/contract or IT
New guy currently brainstorming what gift to take to the house in DC
🥭: we’re going to make a deal soon Latest news: JDV is chilling in DC waiting to see if Iran wants to talk or if they’re still mad about that tanker/lebanon thing while gloating to very exaggerated or false terms from the last time 👉👈 but we don’t need to talk, it’s fine. It’s just, you know.. if you want, that would be cool.
I'll never forget how hard I laughed at the Tim Apple thing.. I was in DC Dulles at that soup dumpling joint.
i saw gas pricing coming down in Wash DC this week. I hope it continues
From 🥭 “We emptied out all the cash in the banks in DC, Virginia, and Maryland” -for money to give to Iran in hopes of making a deal. Did he just start a bank run? Lmao
Turns out JD is still in DC LMAO. You can't make this shit up
I'm telling you guys. DC WILL PUMP AMC STOCKS UP. I PROMISE
Lmfao Vance is still in DC and has not even left for Pakistan
There seems to be a discrepancy: JD has arrived in Islamabad for peace talks. [https://nypost.com/2026/04/20/us-news/jd-vance-us-delegation-to-land-in-islamabad-within-hours-astrump-tells-the-post-nobodys-playing-games/](https://nypost.com/2026/04/20/us-news/jd-vance-us-delegation-to-land-in-islamabad-within-hours-astrump-tells-the-post-nobodys-playing-games/) Also, JD never showed up to Islamabad, and never even left Washington DC. [https://www.reuters.com/world/asia-pacific/vance-has-not-yet-left-iran-talks-pakistan-source-says-2026-04-20/](https://www.reuters.com/world/asia-pacific/vance-has-not-yet-left-iran-talks-pakistan-source-says-2026-04-20/) LOL WTF
The fuck? They passed that cost to the consumer! Fuck DC.
Going to this conference in DC today. Dress code is smart casual. I’m going all the way to fucking DC and we’re not wearing suits? The fuck is this? I want to wear my suit. I have a really nice suit I’ve been dying to wear. This is bullshit.
Poor interns in DC thinking they're gonna learn stuff 2021-2024 worked in hospice facility 2025-2028 clown wrangler
Your out of your mind if you think trumps the only one profiting from the manipulation, all of DC is.
I laugh when I think of those dumb truckers who were driving around DC protesting the 2020 election. How's that $6.00 diesel going for you now that you got your guy back
But seriously we all know these "negotiations" are going to drag out for weeks but the most entertaining way things could play out is for JD Vance to be perpetually stuck on a plane going back and forth from DC to Islamabad as talks get scheduled and then canceled repeatedly.
Trump Grift 1: crypto tokens, essentially put in his bank account directly Trump Grift 2: have company called DJT, people buy his stock and show receipts for favor Trump Grift 3: have govt directly pay you damages for whatever, leaked tax returns Trump Grift 4: own DC hotel and rent rooms out to foreign entities in exchange for favors Trump Grift 5: manipulate stock market and trade the news, for example oil short right before announcing deal Trump Grift 6: don’t pay any taxes Trump Grift 7: use American military to steal oil from Venezuela and put money in Qatari bank account you control Trump grift 8: payments for pardons I could go on, but there should be enough here for a dog or a child to understand. Killing IRS, SEC, independent watchdogs etc was also part of this.
Also on Monday night watch the gay bars in DC. If empty you know 😂😂😂😂
Perhaps it's a British thing but our media regularly says things like "The view from DC is that..." "Berlin has responded by..." "Ankara firmly denies..." etc.
I love a good conspiracy theory as much as the next person but SpaceX has re-launched the same booster in such short periods of time that full refurbishment of all 9 engines obviously wouldn’t be possible that quickly. The DC-X project was based on hydrogen fuels which are notoriously fickle, metallurgy has improved dramatically, sensors and computing power has increased by orders of magnitude, and lots of real world launches have provided priceless data. Pretending like this is some amazing feat when Blue Origin also has a reusable rocket and Vulcan is using the same engines and they have seen the data but are secretly hiding the truth is just silly. Hell a bunch of the DC-X engineers went to work for Blue Origin. And just because SpaceX is a private company, doesn’t mean no one has seen the data- institutional investors do get access to that sort of thing. Plus with SpaceX going public, everyone will be able to see the books so it would be pretty stupid to lie about it. Given the rapid turn-around times we’ve seen for many of the boosters-
This admin??? There's an app that used to tracker Nancy Pelosi's trades and automatically do the same. She's out performed Warren Buffet. It's not a THIS ADMIN problem, you're a hypocrite because you sure as hell weren't this upset when the Democrats held office and it was just as if not more blatant. EVERYONE in DC is a POS. Stop trying to say this admin is any worse when they're doing the same shit that your party affiliation was doing. They're all terrible.
That's what I keep thinking. I have compared it to The Guardian and BBC, and I feel that the Al Jazeera live news is more comprehensive, less fluff, and a lot of just straight forward facts. It is primarily funded by Qatar (the government), so always need to consider that, but the reporters have serious chops (even the ones in DC).
> Reusable rockets were demonstrated 20 years ago (e.g. NASA’s DC-X project). > The problem was that they were deemed financially not worth it since you still have to refurbish them after each start to ensure safety. > Elon claims that he managed to make it financially profitable. **But then again Space-X is a private company and no one can actually verify this claim.**
Would it be odd to say DC if it was the US making a decision?
A big part of my outlook is time in the market and just life exposure in general. A key thing was when GWOT was happening, i was in Afghanistan mainly working with military contractors and they were always going on about how much $ they were making being out there. And i know from 11-14 they just kept coming in. Flip side, the narrative was we were over there "Fighting for your freedom." etc... Nah we were making a ton of $. I started investing in 11 (something about Jackson-Hewitt going private got my attention) and for anything longterm, it's really just up at the end of the day, but I've always been tech heavy/broad market. At the end of the day I would just buy each dip when they come (if i had the means). I was pretty passive until i did crypto in 17-18. Made a little, but didn't hold anything other than RVN (mistake...i had a metric ton of Doge bought at fractions of cents..) I got into options for the first time in 21 and did GME from $2k to $58k and that was a big turning point. Been trading every day since. That made for some crazy green/red years but for the last 2 of them I've since taken alot of that profit and put it into safer positions/dividend producers. I hit the retirement button around that time @ 36 and it's been great ever since. I still buy shares almost every red day and still do 0dte SPX scalps for the first couple hours. End of the day though, i think I'll all manipulated BS. That being said, it also definitely pays the bills. My view/ experience and perspective are always going to be unique for me vs anyone else, and that's why I never recommend anyone trade like I do or demand anyone see the market how I see it but also, at this point I probably won't be able to see if differently because of my own personal results. Until it changes how it acts, I'll keep doing the same thing since it is working/has already worked for me... but I'd love for it to do a nice -50% 1 min candle at open one day. Sure I'll lose money, but it would be pretty nice to see some overdue karma. How that happens? I dunno. Currently, i don't see the people who have access to the controls of this system (who are also making stupid money off of it) allowing it to do what it "should" do vs keeping it running exactly as it is. Politicians/DC/Wall Street are not the type to do something because it's "right", they do things that are profitable and keep that rich rich. Aaaaand it's 5:30am.
You're worried about decay on the long-dated leg. When a stock finally stops trending and goes quiet, three things happen at once — and only one of them helps you. - The actual sequence of events on a DC after an extended move normally plays out this way .. and I would appreciate comments to this observation of mine: Imagine a stock that just ripped 10% in a wek, you put on a DC at the new price, and then it finally pauses: Day 1-3 of the pause: You feel great. Fronts are decaying, stock is sitting still, spread is marking losing value. The spread marks flat or slightly red despite the stock not moving. Day 4-7 - IV starts to come in hard as the market realizes the move is over. Your back legs start losing value. The spread marks flat or slightly red despite the stock not moving. Day 8-14: Two scenarios: (1) Stock stays genuinely quiet: Front decay eventually outpaces back-leg IV loss. You limp to a small profit, maybe 10-20% on the debit, if you're lucky. (2) Stock resumes trending or reverses sharply (common after a pause — consolidations resolve): one of your short strikes gets tested, and now you're back to the gamma problem from the last answer. In other words: **passage of time is not hurting you — you're getting hurt by volatility going away.**
If Russia or China bombed DC and took out half of the White House, half of Congress, and half of SCOTUS, whatever came out of it would certainly be called "regime change". It's a drastically different world After an event like that. It changes everything about who runs Iran and how they'll run it. Most importantly, the new leadership will know that there's always the potential for that to happen again and again. No one cares if they're hardliners. That only means the bombings continue, which still prevents nukes, and it increases the price of US energy exports.
Bottom Line - Don't do it. for lack of a better analogy , a DC on a trending stock is like setting up a lemonade stand in front of a parade. Everyone's going somewhere, nobody's stopping for you. And here is why : A Double Calendar wants three things: (1) the stock to sit still (2) volatility to stay elevated on longer-dated options (3) time to collect the slow drip of premium decay. A stock that's moved 8-10% in a week in one direction gives you the opposite of all three. Problem 1 - Stocks in motion stay in motion Trending stocks don't park. They keep going. Your "tent" gets left behind. Problem 2 - High IV isn't helping you here. People hear "high volatility = good for calendars" and stop thinking. That's true when the stock is *quiet*. A stock that's actually moving 2% a day isn't quiet — the volatility is already being *realized*, not just priced. You're not going to collect the calm premium you need. Problem 3 - The losing side bleeds fast. Once the stock moves past one of your strikes, that side turns into a small short position against the trend. Every extra dollar the stock moves costs you more than the last. **Meanwhile, the other side of your trade is basically dead weight.** Problem 4 - You're putting on a trade that says "I don't care about direction." . The stock is telling you loud and clear which direction it's going. Hope this is helpful
That’s what I was trying to understand, to get a good income out of DC we would expect a stock to go volatile after a non volatility period, is that where you would make money with dc ?
the trend is the problem, but not just because of direction -- there are two specific dynamics: first, on a stock that just ran 8-10%, near-term IV is usually elevated relative to long-dated IV (inverted term structure). calendars make money when near-dated IV is lower than long-dated. when near > far, your short near-dated legs are expensive to close and the long legs don't compensate. the DC loses on IV normalization even if the stock goes completely flat. second, 'IV is high' is probably a post-move spike -- the market pricing in continuation risk. that spike tends to mean-revert fast once the stock consolidates. entering DC long-vega right after a vol spike is buying at the top of the IV range. the setup where DCs actually shine: IV is low, you expect a binary move in either direction (earnings, FDA), and you're genuinely uncertain which way. trending + already high IV is basically the opposite of the ideal entry.
Youd make a loss - the amount depends on how wide your strikes are, and how far away your expiries are. For DC's you want the stock to remain fairly stable.
“It is wrong” authority speaking without a single explanation Why. I have fee poitnts why you are wrong :/ 1) this is not cyclical because replacement of burn out chips will support 20-30% revenue base, 3) non AI categories demand keeps growing - another 30% 3) we have not even see country government expenditure (non commercial). Could be another 500-1000b. It is not a lot really even if 100 countries will build small AI DC ewch
President. Washington DC
If you had enough money to buy a house (under $2m) in DC, would it be better to finance it? On one hand we don't want to pay an exorbitant mortgage because the interest rates are so high. On the other hand, I worry Trump is going to make DC an unlivable place for a myriad of reasons, and the price of the house would potentially plummet and we paid for it in cash. What do you think?
I mean you could directly short, less liquidity needed and less timing risk than options. I did similar when DC had a "crypto week" and MSTR was near ATHs.
Washington DC workers are gonna be devastated. All you see are those shoes on the metro.
I’m with you. I use to invest all and hold no cash. As of today, I am at 23% cash and little interest investing until we get some sanity coming out of DC. Things are getting weirder by the day.
TMZ has officially started an office in DC with the intention of covering congress. This should be interesting.
I’m all calls, LETFe and put credit spreads my guy 😎just because I know this is retarded doesn’t mean I’m not playing it. DC the capital?? Next time we crash hope to see you here again vs hiding in your cubby hole
(gestures towards all of Washington DC)
Eh? For security, you can do encrypted tunnels, it’s not like Amazon owns the entire link between their data centers. For latency, I’m sure SoaceX will drop ground stations next to all the big DC hubs.
A second US/Iran negotiation is in the works according to sources, Israel and Lebanon also had their first direct diplomatic talks (in decades) today in Washington DC.
Would be pretty hard to hold talks in Islamabad on Thursday when it’s already Wednesday there and the flight from DC is 17 hours. Alas, who cares about facts.
Lol someone bought PUTs cause they're scared of DC
Waiting outside Gottheimer's DC office like it's 1964 and he's a Beatle
Do you think these DC guys run a train behind the scenes on Sara when she does down there to suck them off.
china putting barbed wire around DC embassy https://x.com/isaacstonefish/status/2043790733656698914
I'm agreed with this being the reason behind the why, and investment bankers have essentially agreed with this. They can see that the sentiment in DC is to exit this as fast as possible. For all of his bloviating I think Trump just doesn't care about this whole thing and only sees that its doing more harm to his image than good. He was only in it for the quick W. The blockade likely doesn't last through next week. If boots go on the ground I think the calculus changes immensely. Serious attacks on infrastructure likely change things quite a bit as well. So keep an eye on major terrorist attacks. But I don't see Trump doing any bombings on major bridges, refineries, or power plants despite his rhetoric.
Trump is currently in DC. But that doesn’t mean that’s where his account was logged in when this post was made. Real tinfoil hat moment. If his account is logged in somewhere - let’s say Russia - where the local time is 4:23 PM. Would his post reflect that?
Hand shake promises for purchase of compute are being rolled back all over the place, the PE firms like Blue Owl, who are huge players in the neocloud market, are already starting to buckle, and all the big players have switched to using their own chips instead of Nvidia meaning billions of dollars of forward looking DC deals are going to become unnecessary. I actually think we are gonna see some really troubling numbers from Coreweave and their master Nvidia this next earnings cycle. And it's gonna cause a ripple of failures that start at Nvidia's circular investments creating their wild explosion in demand, and end with private equity firms that have been bundling that bad debt into investments for life insurance and pensions. I wrote about it a bit on my Substack, it's in my profile if you're interested.
Where are you seeing that terrestrial DC needs are massively overestimated?
> Mohammad Bagher Ghalibaf, the Iranian parliamentary speaker who led negotiations in Islamabad, has mocked Donald Trump in a post on X referencing US plans to blockade the Strait of Hormuz. > > "Enjoy the current pump figures. With the so-called 'blockade', Soon you'll be nostalgic for $4–$5 gas," the post says, accompanied by a map appearing to show petrol prices around Washington DC. The Iranian troll game is on point, between their tweets and their lego memes you have to give them credit, usually Trump is the one memeing on people and this conflict he's getting his ass handed to him.
Is there any chance this new Arch in DC they have planned won’t be named the Arch of Trump
Lol the leader of I-ranian regime just posted about gas prices in DC area: [https://x.com/mb\_ghalibaf/status/2043425869570416802](https://x.com/mb_ghalibaf/status/2043425869570416802)
Brother, I just filled up my lifted F-450 for $190. Will have to do it again Thursday due to this commute into the office in DC. Wouldn’t be able to haul my golf clubs around without it though, best money I ever spent brother.
I more than understand the science. And the question boils down to no pun intended is it cost effective to have a DC in space at scale relative to building it on earth. The science isn’t the issue, it always comes down to economics, hence why the idea is being explored. Come now impossible? This doesn’t delve anywhere into the realm or even get remotely close to science level impossibilities. FTL now that’s a challenge, you getting up and walking through the wall, not impossible but highly unlikely… my point this is simply a question of if it’s worth it or not.
I offer DC and Florida even if it’s just for practice. Any country considering should google states that have banned abortions, after DC and Florida have been wiped out of course
> We have a war going on so we can't have an election... This is such a silly talking point. Elections are run by states. If Trump declares "No Elections because WAR", blue states can still hold elections and send reps to DC. There's not enough bodies in ICE or DHS to monitor all polling stations and harass voters. If red states go along with his insanity, then those red states lose the ability to send people to DC. If they don't go along with his insanity they undermine him. The only way for Trump or his festering clump of hangers on can "stop elections" is to literally start arresting and executing Democratic politicians and that's not "stopping elections", that's a violent coup. A violent coup is an entirely different ball of wax.
They won't be able to afford gas to drive their trucks to DC this time.
Is this… is this from the Marvel or DC universe?
They paid out and/or blackmailed 99% of DC. The public isn't with them, it's the politicians.
This is a really good breakdown. You're right that the AC/DC split would naturally reflect the character of the underlying stock, and the buyback point is quite interesting - that's the kind of event that becomes much more visible when the components are separated. Your edit about the Verizon AC becoming high beta is a great observation. When you strip out the dividend stream from a stock that's primarily held for income, whatever's left on the capital appreciation side becomes a very different risk profile than the whole share. That could create some interesting opportunities for people who want exposure to specific risk characteristics without the full package. It's worth looking at what Permuto has published about how the trusts are structured. They're starting with MSFT, then expanding to AVGO and AAPL. I'd imagine the balance between AC and DC would look quite different across those three, which might be part of why they picked that lineup.
What a weird little innovation. OK ... so AC + DC = SP The asset certificate price plus the dividend certificate price has to equal the share price of the stock. Because that's what the share price buys you - capital appreciation and dividends. For high beta growth stocks AC = SP. Or close to it. For something like Verizon DC = SP or close to it. Something like MSFT would see more of a balance. Announced stock buyback programs would be big events for this sort of asset - increasing AC and decreasing DC immediately.
I started to respond then said let’s see where we are with research, and it is actively being pursued. The question always boils down to is it actually cheaper than running a DC on earth. But we certainly have the technology to create a space DC.