Z. @applelinux
Tesla fan Joined June 2009-
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@jack_diglet @BLKMDL3 @Invader4life phantom braking occurs to my MY 2021 on some roads where tree branches are extending a little over to the road. It only happens at certain locations but consistently. Hope the new v14 lite fixes it. Would love to give it a try as soon as I get it on my car.
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@DelB0yTr0tter Silver just broke 50WMA, more downside in the summer before it heads up imho.
@teslascope Got it on my MY 2021. Looks like security update. Wen FSD 14 lite?
@lovemesexy8 @DataCenterTOG @DaveHcontrarian @Gustav_Prevail He has been consistently moving his goalposts and people following him back in 2022 knew his targets were all missed.
@investinguab Exactly. The tricky part is mapping $150 oil into actual upside for BNO/USO vs XLE/XOP/OIH/PBR. Crude ETPs are mostly beta + roll, but equities depend on margins, capex response, dividends, politics, and how long $150 lasts.
@ActuallyClimber @Teslaconomics Yeah, they need higher price to unlock more float and ensure the index inclusions.
@ActuallyClimber It has been becoming a clown show tbh.
@ActuallyClimber @bitcoin77780 How did you get them filled? FANG liquidity for the Jan 2027 is so small.
@ActuallyClimber @bitcoin77780 My napkin math shows FANG may hit 288 using historical beta 0.75 to WTI if it hits around 150. If supply under stress, it could overshoot to 300.
@ActuallyClimber @bitcoin77780 Oil equities reprice to tight physical-market stress. Are you looking at FANG only or USO as well?
@ActuallyClimber I think the question is the timing of this 2nd wave. It might take a couple of more weeks or months. What do you think the trigger would be? What I find quite interesting is the MSM appears to be muted on the possibility of huge shortage on the way, feeling like COVID in 2020.
@clanofthehawk @KobeissiLetter Interesting that I also see they may want to pump it to form a double top and may roll over in the summer. Probably another ATH by end of year.
@clanofthehawk @Saint_pablo123 Picking up some cheap IBIT leap calls would be nice in October
@DelB0yTr0tter XLE is holding strong among all reds. long $XLE now feels like long SILJ or SLV last October.
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Mr musk🚀🗽🤖 @Mrmusk6w
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