iphawk

It’s simple. In June 2025 we bombed Iran and obliterated their nuclear capability. But, magically, in February 2026, the nuclear grew back so we had to bomb again. We have been bombing for eight months, and we will find the nuclear any day now. This is a great pitch.

Need some help. Not sure who it was within the last 5 or so days (maybe @peark.es ) had a table showing AI impact on different sectors and companies with specific cases. Can anyone point me to that table?

i am inviting anyone from a legacy media organization to explain to me why the house judiciary dems report on trump’s epstein’s ties and multiple allegations of rape isn’t worthy of extensively reporting on. i’m serious. i want to understand.

I also didn't want to play this stupid game where I am trying to get allocations from Schwab or buying it at a $2T valuation. Went through an Interval Fund with 1.5% of the fund invested into Anthropic at a $180B valuation.

Anthropic S-1 and hearing Fable 5.5 going to be released this morning. Should be fun.

Funny watching the son play of a coup candidate getting cooked in an election.

A very funny thing will eventually happen.

Oil, Bonds, and Gold acting like another Iran strike is coming.

A lot of people still buying the dip. Yesterday's Equity ETF Flows: claude.ai/artifact/1YP...

That is pretty good. We will see if the bond boyz hate it. US S&P MANUFACTURING PMI FLASH ACTUAL 56 (FORECAST 55.5, PREVIOUS 55.9) US S&P SERVICES PMI FLASH ACTUAL 57.9 (FORECAST 58, PREVIOUS 58.8)

Flash PMI data should be interesting at 9:45.

Sixers are fun.

Why aren't these freaks at work?

Things must be going well at Opendoor.

Now that is an ETF! Defiance AI Infrastructure Bond ETF just launched. What could go wrong? www.defianceetfs.com/aibn/

That is a lot of earnings beats and news flow.

Imagine all of the advertising I could have been served over the last hour (no I don't stare at this screen while its running). $100B per year should be no problem. Also I will believe in the AI bubble when there is still being $100s of billions spent and these tasks get ran in under a minute.

Nice Semis stick save by Elon last night. Cousin Mark probably going to help as well with another CAPEX increase, which is why the stock has been off the last 2 weeks or so.

LeBron in a sixers uniform is crazy. Embiid noticeably lost weight and looks in good shape.

It’s like in the movie sixth sense

Will it roll down a hill?

Nothing cures sentiment like price!

Let’s check in on The Free State of Florida, where the GOP is pursuing criminal prosecution of anyone who mentions a grand jury investigation that implicates the governor’s wife and a sitting US senator www.miamiherald.com/news/article...

Pretty cool project. www.citriniresearch.com/p/citrini-th...

I’ll take the other side. The market has done an excellent job policing the IPOs and SPACs. All of this stuff would have 5xed in 2021 and 50xed in 1999. Instead everything is getting chopped apart. OpenAI already delayed. Anthropic who knows. Even SpaceX has gone nowhere & indices didn’t bite.

Active ETFs making a lot of the same moves. Not in them but I thought the JUSA and JAVA presentations were very good last week.

ETF Fixed Income Report 10-19-2026 claude.ai/artifact/Nb2...

Boomers going to Boom.

SCOOP: 'Tommy' from the now-viral exchange with Abdul El-Sayed is Thomas Teepell, a former staffer for Republican Senator Josh Hawley with close ties to Christian Nationalist Sean Feucht. He's the son of a former Bobby Jindal staffer whose consultant work was instrumental in getting Hawley elected.

Hedging equity with equity up another .6%.

called it baby