So, there you have it, the meeting went well, most points were agreed to, but the only point that really mattered, NUCLEAR, was not. Effective immediately, the United States Navy, the finest in the world, will begin the process of BLOCKADING any and all ships trying to enter, or leave, the Strait of... Vis flere Oversett
🚨 JD Vance:
“The bad news is that we have not reached an agreement. And I think that is much worse news for Iran than it is for the United States of America. So, once again, the United States has not reached an agreement. They have chosen not to accept our terms.”
$OIL$BTC$GOLD$NSDQ100$SPX500... Vis flere Oversett
We’re moving toward a world where no one wants to depend on a single provider at any layer.
And this applies across all three layers at the same time:
Multicloud
A few years ago, companies would choose one cloud (AWS, Azure, or Google) and put everything there. Now large enterprises distribute workloads... Vis flere Oversett
“The United States will work closely with Iran, which we have determined has undergone what will be a very productive regime change. There will be no uranium enrichment, and the United States, working with Iran, will excavate and remove all deeply buried nuclear material (B-2 bombers’ ‘dust’). It is... Vis flere Oversett
Congratulations to all copiers who added capital and stayed strong through the drawdowns. +4% today.
We remain patient, invested in the best businesses in the world and the highest-quality assets. We’ve taken advantage of the opportunity to buy great companies at a discount, and now it’s just a matter... Vis flere Oversett
🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢
Based on conversations with Prime Minister Shehbaz Sharif and Field Marshal Asim Munir of Pakistan, in which they requested that I hold off the destructive force being sent tonight to Iran, and subject to the Islamic Republic of Iran agreeing to the complete, immediate,... Vis flere Oversett
📝 Netflix at $100 Netflix
As you all know, back in December I shared that I had initiated a position in Netflix. Between December, January, and February, I built it up to around 5% of my portfolio, taking advantage of the drop into the $75 range, in a context driven by concerns around the Warner... Vis flere Oversett
🚨 The Trump Show
Before Trump spoke, this showed up:
$1.5M into SPY puts.
This is options flow a large bearish bet on the market.
Someone positioning for a drop.
Maybe it’s a hedge.
Maybe it’s a trade.
Or maybe some people always seem to be positioned before the move.
Trump moves markets. Up and... Vis flere Oversett
💼 Hello investors and eToro copiers,
Yesterday we had a very positive session in the markets, and the iran also signaled its willingness to move towards an agreement with the United States. These types of developments help reduce uncertainty and, as we’ve seen many times, markets tend to react quickly... Vis flere Oversett
📝 Microsoft has 450 million M365 seats.
Copilot has 15 million paid users. $MSFT (Microsoft)
That’s 3.3% penetration. 96.7% untapped.
This is not a weakness. It’s the setup.
M365 revenue grew 17% while seats grew only 6%.
The gap is pricing power. Microsoft doesn’t need new customers it needs existing... Vis flere Oversett
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