Full Time Trader, INTP, NHI, UAP, Mathematics, Psychology
VA
Joined December 2017
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BM retweeted
Iran's Rezaei Says Iran Laid Down Seven Conditions And Awaits US Response - Al Mayadeen
- All US Claims Regarding Continuation Of Negotiations With Iran Are 'Pure Lies And Fabrications'
- US Claims Of Continued Iran Talks Aim To Ease Oil Prices
BM retweeted
Fed's Waller: Fed staff analyses suggest more producer price increases ahead, and potential for energy price shock to be more persistent.
BM retweeted
Rubio on the status of negotiations:
"They're demanding pallets of cash, which the president made clear is not going to happen...We're not going to pay.
Iran is demanding reparations. They should be the ones paying reparations because they're the ones that have destabilized the region."
BM retweeted
IRAN'S FOREIGN MINISTER: CLAIMS ABOUT MEETING BETWEEN SECURITY CHIEF REZAEI AND VANCE ARE 'BASELESS MEDIA SPECULATION'
BM retweeted
لافروف: لن نوافق على وقف النار أثناء المفاوضات #العربية_عاجل
BM retweeted
Where art thou, forward guidance? Here you are (an excerpt from Governor Chris Waller's speech today):
BM retweeted
President Trump will meet on Monday with the Prime Minister of Qatar who is the key mediator between the U.S. and Iran, the White House says
BM retweeted
Nvidia CEO Jensen Huang admits to affair with China spy who ran Megaspeed, which diverted Nvidia chips to China.
Culper Research nailed it back in May:
“$NVDA vouches for Megaspeed - its largest SEA chip buyer, under U.S. and Singapore investigation - as having no Chinese ownership and free of diversion concerns.”
“$NVDA claims its China business went to "zero" after April 2025 U.S. trade restrictions. We believe that in reality, over 20% of Nvidia's FY 2026 compute revenues remained driven by China via illegal GPU diversion and Southeast Asian intermediaries.” xitter.gq/CulperResearch/status/…
NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.
BM retweeted
President Trump called a U.S. return to war with Iran "highly unlikely" as long as negotiations keep advancing.
BM retweeted
ترمب: إن استمرت المفاوضات مع إيران بالتقدم فمن غير المرجح أن آمر بعودة الحرب #العربية_عاجل
BM retweeted
*BIPARTISAN SENATE BILL COULD FAST-TRACK AI DATA CENTER EXPANSION AND POWER INFRASTRUCTURE, POTENTIALLY EASING MAJOR DEVELOPMENT BOTTLENECKS; VOTE POSSIBLE AS EARLY AS NEXT WEEK — THE VERGE
🇺🇸🇺🇸
BM retweeted
בכירים אמריקנים לפוקס ניוז: ב-9 בנובמבר יחול במולד הירח במזרח התיכון – תנאים של אור ירח מועט עד אפסי שעשויים להיות נוחים לפעולות צבאיות.
נשיא ארה"ב טראמפ נפגש בימי ד' וה' עם צוות הביטחון הלאומי כדי לדון באפשרות לחדש פעילות צבאית נגד איראן.
BM retweeted
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
