54th Parallel

The plan? Enroll at the University of Tehran and befriend a geology professor. Eventually he mentions a weirdly hollow mountain

why dont you post a follow up when things go the other way

it's foreign adversary propaganda trying to drive a different narrative. Your post really helps to fight it, thank you for posting

FUD click baiting for engagement Just start a polymarket that says NVDA is a ponzi if we want to have a serious discussion

you should create a polymarket making your claim otherwise you're just baiting retail investors for subscription money

Dylan, I am going through the note and I can't help but wonder if parts of this graphic are wrong or if I a missing something? I like to understand things from first principles and I love the work that you do, thanks See image @SemiAnalysis_ @fabknowledge

Tech investor 1: Man, everything starting to look expensive. Hard to find value at these levels Tech investor 2: That stock over there looks cheap *The stock over there*

These charts are just too coincidental with price action to believe it's fast money. Fast money are just the suckerfish attached to the whales (i.e. the sovereigns) imo

Much better lobbying Should still launch an iPhone in “Mar-a-Lago gold” tho $AAPL

YTD all-time high