Ferrous (@FerrousFriend) header
Ferrous (@FerrousFriend) profile picture

commodity trader, enjoy selling big boats full of grain

Joined September 2020
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THE WORLD WILL END IF NVIDIA MISSES EARNINGS Just a quick FYI from your favorite "doomer". I'd like to think I'm being hyperbolic with my title...but at this point...who knows... 📌 My latest, 100% free read: quoththeraven.substack.com/p…
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i stand by this statement
$GOOG CFO deserves a most based CFO award after dumping 80bn of equity on retail at the tippy top
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$MIN.ax Not a lot of wiggle room to be a hero, Fe 62% at $80 USD and these guys are losing money across both assets (they are already losing money on Pilbara Hub). Freight to Qingdao has exploded this year with bunker costs so these guys are cooked again.
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$SMCI is an absolute dog and going to $10
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metal bulls especially in Australia really need to take a strong look under the hood of the chinese economy and then balance that against the economies of their export markets. There is no bullish story for copper, lithium or iron ore.
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the most hated rally will be the melt up in hardware we will see over the next few weeks as all the retards that thought they were the next Michael Burry for thinking they understand coreweave CDS get fleeced for everything
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now hardware is in the toilet, let the SaaStober begin
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Guy Ritchie the GOAT by the way
This quoted post is unavailable.
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Christopher Moltisantimaxxing (wasting my potential, zero impulse control, searching for my arc, overthinking, quick to anger, taking everything personally)
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real
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$GOOG CFO deserves a most based CFO award after dumping 80bn of equity on retail at the tippy top
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guys the consumer is fine!
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*DATABRICKS TO LAUNCH TOOL TO HELP COMPANIES CAP AI COSTS: AXIOS
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Tanker bulls aren't even making arguments anymore they just look at you like this
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rotation into software begins..
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