PetalsInFlow @TestRunName

@cognackang Been applying for the same role since last year September😭 but I just realized they added new requirements and now I don't qualify anymore😅

@realroseceline I know the quality of the content will be topnotch but I also appreciate the graphics, it brings out a child like interest to want to see more👌🏾

Be especially careful of an old man in a young man’s game Leo had the craziest rise of all time. Like he was on limitless pills -Valedictorian of Columbia at age 19 -Joins OpenAI on 8 figure contract -Writes 165 page prediction about AI -Gets fired -Essay starts coming true -Raises $200m to invest in essay thesis -Turns it to $5.5b -Hottest fund on Wall Street -Leverage a little too high -Citadel notices -Citadel puts out fake rate hike story -Margin Call -Citadel absorbs him including private anthropic stock in his portfolio -Forced non-competes If Leo ever makes a trade again. Ken Griffin will be getting his taste

Wall Street Rollup @WallStRollup

3 weeks ago

BREAKING - it's been revealed that Citadel was the buyer of Situational Awareness's public book. Leopold Aschenbrenner has been beaten by Ken Griffin.

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The Korean analyst who nailed Q2 mechanics just raised his price target for SK Hynix sharply. THE AXE HAS SPOKEN.

Jukan @jukan05

3 weeks ago

KIS RAISES ITS PRICE TARGET FOR SK HYNIX BY 24% TO KRW 4.7 MILLION (TODAY’S CLOSING PRICE: KRW 1.41 MILLION).

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THIS IS ABSOLUTELY INSANE THE CEO OF THE WORLD’S LARGEST COMPANY JUST TOLD YOU WHAT STOCKS TO BUY TO GET RICH LARRY FINK JUST CALLED: - $BE AT $166.55 - $MU AT $763.46 - $TSLA AT $302.58 - $NVDA AT $191.18 DON'T FORGET TO SAVE IT TO LOOK BACK ON LATER… IF YOU ARE NOT FOLLOWING US WITH NOTIFICATIONS TURNED ON, YOU MIGHT MISS OUR NEXT ALERTS

This is the REAL reason the AI infra trade topped (Save This) It wasn't China, Korea or Michael Burry shorting On June 16 the market started pricing a Fed HIKE. Days later semis peaked and the whole capex trade rolled over When rates go higher, the market doesn't want long-term capital expenditures and negative cash flows. And it definitely doesn't like leverage and debt Long-term capex makes perfect sense when rates are low or falling. Distant cash flows are worth more today, and the debt you raise to build is cheap. But when the market starts pricing HIKES, that math runs in reverse. Future returns discount harder, and every dollar of financing costs more, right when these companies need to raise more than ever The market spent a year assuming easy money was coming back. The last six weeks repriced that completely: 24% odds of a hike TODAY, ~82% odds by September, two hikes now priced for 2026 And once you see it, the selloff stops looking so random Oracle, the most debt-dependent builder ($40B raise, negative $24B FCF), had its worst month since 1990. Galaxy had to price its datacenter notes at 9.875%. NVIDIA's credit default swaps widened on the OpenAI backstop news. Big Tech bond demand hit a record-low 1.7x cover. Google and Meta took buybacks to ZERO to fund capex Meanwhile the one megacap with no capex bill, Apple, sits at all-time highs with its best month vs the Nasdaq in 20 years The market isn't repricing AI demand. It's repricing the cost of capital for the builders Again, the order books didn't change: HBM is sold out through 2027, hyperscaler capex is $600B+ and likely gets RAISED again this week. What changed is what it costs to finance it all or at least, the market THINKS that is going to change. I don't think the FED will raise rates today nor do I think they will do it in 2026 at all, so I think the market is getting this wrong and that's why I think the dips are meant for buying. Follow me @kylereidhead for more insights on AI and markets and track my real-time portfolio inside Milk Road PRO to see what companies I'm buying (link in bio)

@MMdinginya28474 I think its all about the thesis... does your conviction still stand? Have the risks started to outweigh the rewards? Is it structural issues, internal issues or is the business model broken? I think that should help get to the answer

@realroseceline So glad days are going by fast cause the anticipation is real!!!😁

The Great Normalization Every investor loves finding extraordinary businesses. They search for rapidly growing industries, expanding margins, and companies producing record profits quarter after quarter. Most assume those economics are the result of an exceptional business. Sometimes they are, but just as often they are simply the result of an exceptional market environment. The market has a way of making temporary conditions feel permanent. When demand exceeds supply, prices rise, margins expand, and returns on capital reach levels that appear almost unbelievable. Investors begin extrapolating those results far into the future because it becomes difficult to imagine anything changing. Yet history suggests that change is not only possible, it is inevitable. Most investors spend their time studying demand. They analyze customer growth, adoption curves, and total addressable markets, believing that demand is what determines the future of a business. Demand certainly matters, but it only tells half the story. The other half is supply, and supply is often what determines how the story ends. Demand can change almost overnight, but supply can’t. A new technology can create millions of customers in months, while building factories, developing mines, constructing data centers, or manufacturing ships can take years. During that period, scarcity creates extraordinary economics that convince investors they have found something permanent. In many cases, they have simply found a temporary imbalance. This delay creates one of the greatest illusions in investing. Quarter after quarter, companies continue reporting exceptional results, reinforcing the belief that the shortage will last indefinitely. Analysts raise estimates, management teams become increasingly optimistic, and investors begin valuing the business as though today’s economics will continue forever. Meanwhile, supply is making its way toward the market. There is an irony that markets repeat over and over again. High prices are not just the result of scarcity, they are also the cure for scarcity. They encourage entrepreneurs to enter the industry, competitors to expand capacity, customers to conserve, and innovators to search for better solutions. The very thing investors celebrate becomes the force that eventually changes the economics. Capital behaves much like water. Water naturally flows downhill, while capital naturally flows toward the highest returns. The moment an industry begins earning extraordinary profits, capital starts moving toward it from every direction. It may arrive slowly, but it almost always arrives eventually. That is exactly how capitalism is supposed to work. Extraordinary returns send a signal that says, “Opportunity exists here.” New competitors are funded, new factories are built, new technologies are developed, and existing companies race to increase production. The higher the returns become, the stronger the signal grows. One of the biggest misconceptions in investing is believing that industries weaken because demand disappears. More often than not, demand continues growing for years. The problem is that supply grows even faster. Demand can double, but if supply triples, the economics of the industry deteriorate dramatically. What makes this even more fascinating is that supply rarely stops at equilibrium. Companies almost never build just enough capacity to satisfy demand. Instead, nearly everyone expands using the same optimistic assumptions and the same attractive economics. By the time that new capacity is finished, the industry often finds itself moving from shortage to surplus. 1/2👇

@FinanceGhost I think Toyota, Volkswagen and Suzuki

@realroseceline Thats so kind of you. Let me save up and then we'll see, thanks!!

Be careful listening to investors who have become emotionally attached to an idea. Conviction is valuable, but when it turns into certainty, it often becomes bias. The most valuable voices expand your thinking, the least valuable merely amplify your existing beliefs. 🌹

Once you learn how to shop directly from China, E.g Temù or shien your wardrobe changes completely. Call me cheap I don't care I ain't rich, I don't do fraud.😭 It's knowing what to search for. Here's my style after making plenty of mistakes. 1. T-shirts: Skip 100% polyester unless you're buying gym wear. Instead, search: • 100% Cotton • Combed Cotton • Heavyweight Cotton • 240-300 GSM Cotton • Premium Cotton • Mercerized Cotton The heavier the GSM, the thicker and more premium the shirt usually feels. 2. Jeans: Denim Jeans Temu is surprisingly good for denim if you know what to search. Search: • Denim Jeans • Cotton Denim • Raw Denim • Selvedge Denim (if available) • 98% Cotton + 2% Elastane • 99% Cotton Avoid jeans with high polyester content. The more cotton, the better they'll age and feel. 3. Body-hug clothing: Search: • Ribbed Knit • Modal • Viscose Blend • Cotton-Spandex Blend They hold their shape much better than cheap polyester. 4. Hoodies Search: • 400 GSM • French Terry • Cotton Fleece • Heavyweight Hoodie 5. Chains Search: • 316L Stainless Steel • Titanium Steel • PVD Gold Plated • Vacuum Plated These are far more resistant to fading than ordinary fashion jewelry. 6. Earrings Search: • 925 Sterling Silver • 316L Stainless Steel • Hypoallergenic • Moissanite (if you're buying stones) 7. Scarves Search: • Mulberry Silk • Silk Blend • Cashmere Blend • Wool Blend • Viscose Avoid the shiny, thin polyester scarves if you're after a premium look. 8. Loafers Search: • Genuine Leather • Cow Leather • Full Grain Leather (rare but worth looking for) • Rubber Outsole 9. Sneakers Search: • Rubber Outsole • EVA Midsole • Breathable Mesh • Leather Upper • Stitched Sole Pictures lie a lot The description usually tells the truth. Here's how I shop: 1. Read the material composition before anything else. 2. Sort by Most Orders or Best Selling, not cheapest. 3. Only buy products with lots of reviews or pictures or even better when a Nigerian has purchased it before they always tell the truth. 4. Read the 1-star reviews first. They'll tell you what the seller won't. 5. Look at customer photos, not the product photos. 6. Check the weight of the product. Better quality clothing is often heavier. 7. Read the size chart. Don't assume your Nigerian size matches. 8. If the title has words like "luxury," "premium," or "designer" but the material is 100% polyester, not everything but still move on. Your best friend isn't the product picture. It's the material, the reviews, and the customer photos. That's how you separate the gems from the junk. I hope this help. Things are to expensive for a country this poor.

Joseph Brendan @Joe_brendan_

a month ago

I think its Yahoo boys that's making some of you clowns You are a security man You see me 10 times, you beg and hail me 10 times You sell shoes 85k I can get on Temu for 50k with free delivery You open a restaurant and use plastic takeaway to sell one plate of Egusi soup for

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Or maybe she's just a good person doing what she believes is right🤷‍♀️

Mima @RealLifeGold

3 months ago

Khloe is obsessed with being the one that got away. She seems to extract a lot of value from the world knowing how good she was to these men — how she looked after Lamar, how she co-parents with Tristan and looks after his brother.

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Basically, Nike has lost business direction - they got a Tech guy to run the company, focused on online sales, neglected core sports, focused on lifestyle and lost share to Deckers, On Holding and the rest... now they are trying to fix all that, the share price says it

Lesilo Rula @kay_mahapa

4 months ago

Does anyone know what Nike’s plan is as a company? They’ve basically abandoned football, their shoe game is weak and limited in terms of availability, the merchandise is weak too, underwhelming ads and roll outs. What’s happening at Nike?

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Mzantsi could never....

Mothership @MothershipSG

5 months ago

Man beats wife, 25, to death in China after she finds out he was cheating, he gets executed after appeal fails bit.ly/4mdrXTO

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Aswath Damodaran on where your investment philosophy fits in the investment process "Even if you feel that you have an investment philosophy in place, I think being aware of how others approach markets and keeping an open mind, where you borrow parts of other philosophies and incorporate them into yours will make you a better investor."

I hate to be the bearer of bad news but if infrastructure like this 👇 gets blown up, as of this moment it will take at least a decade to recover from this war - and the truth is that the world's energy picture is probably changed forever. This single facility 👇produced roughly 20% of global LNG supply (aljazeera.com/news/2026/3/18…) and, as of 2011, had taken $70 billion to build (energyintel.com/0000017b-a7be-…). What makes this even worse is that Iran's strike on this was retaliation after Israel attacked their South Pars gas field which draws from the same natural gas reservoir, which is the world's largest by far (9,700 km² - about the size of Qatar itself). Heck, on the list of the 25 largest natural gas fields (en.wikipedia.org/wiki/List_of_n…) this single reservoir holds roughly 40% of their combined recoverable reserves - and is nearly 6 times bigger than the 2nd biggest field in the world. And, unlike many of the others on the list, it's only at 10% depletion (meaning 90% of the gas is still there). Which means that, probably for many years, a huge share of the gas from the world's largest reservoir simply won't be extractable, as infrastructure on both sides - Qatar's and Iran's - has now been blown up. From a global energy supply perspective, we're deep into worst-case scenario territory.

QatarEnergy @qatarenergy

5 months ago

QatarEnergy Statement on Missile Attacks on Ras Laffan Industrial City QatarEnergy confirms that Ras Laffan Industrial City this evening has been the subject of missile attacks. Emergency response teams were deployed immediately to contain the resulting fires, as extensive

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