MOASS on a Boat retweeted
@colin_gladman is a longtime trader, mentor and educator I discovered on X that is worthy of a follow.
He makes his case, is right mostly, and most honorably raises his hand when he's wrong.
Read his posts. Decide for yourself.
MOASS on a Boat retweeted
I will be filing suit against Jeremy B in Chicago.
Also known as @FartieFrenchie_ on here. Yesterday he went on a tirade about me and my team spewing lies.
I originally got the notification on Sunday when I was in Vegas. I thought the comment was “off” since he has been in the discord for many years and always seemed to “have my back”.
I confronted him about it privately in the discord to give him a chance to explain what was going on. He immediately denied it was him and started saying I was using AI to “frame him” because he had a different view on a stock than me. That’s ridiculous. People and my analyst disagree with me all the time.
I told him I was sent a message from another member about someone talking bad about me in another room who had said they had been in there for 3 years. I offered Jeremy the chance to come clean and prove it with his email he signed up with. Again he refused and denied.
When he reached out for a refund for this past month, because he has no job, he had to provide it. That’s when he was caught and in written proof.
“JB” in another room is also Jeremy B who I will be suing.
Few months ago, more pictures and proof in comments, he was raving about all the money he had made and how I am “the best coach he’s had in his life”.
I don’t know if he blew his port up, or what happened, I don’t manage anyones port but my own, but I certainly would have never wanted this.
One thing I do know is I don’t tolerate threats or slander. He and anyone who blatantly lies about me and my team will share the same fate.
I have nothing to hide and all the proof.
The large accounts who shared these lies will also be sued. Time to find out who really has FU money and who doesn’t.
-Colin
MOASS on a Boat retweeted
I’m getting those 2007/8 vibes again
🦔Oracle sent a force majeure notice on Project Jupiter, its AI data center in New Mexico built for the $400 billion Stargate deal with OpenAI. The campus needs a 17-mile gas pipeline to power its Bloom Energy fuel cells. New Mexico denied the pipeline permits twice. Oracle wants the right to delay payments if the site misses its 2028 opening. $18 billion in project loans are at 89 to 91 cents on the dollar. ORCL fell 5%.
My Take
Force majeure is for earthquakes and wars. Oracle filed one over a gas permit they got denied twice. A company with $167 billion in debt and a junk-adjacent credit rating just told its development partner it might not pay on time. I think Oracle's balance sheet is worse than the market has priced in, and this notice is the first public admission.
Twenty banks lent $18 billion for this project and they can't move the debt. Santander and Jefferies are stuck with more than they planned to hold. That loan assumed Oracle's backlog converts to revenue on schedule, but half the backlog is OpenAI, a company that burns cash faster than it earns it. SemiAnalysis has first power at this site in 2029. The banks underwrote 2028. I think the AI infrastructure bet cracks here first, in the loan market, before it ever shows up in stock prices, and the banks who funded the construction are the ones left with the bill.
Hedgie🤗
MOASS on a Boat retweeted
All gave some.
Some gave all.
Eternally grateful to the brave men and women who selflessly ran into harm’s way 25 years ago today.
We all like to think we’d have the courage to do the same if we ever found ourselves in that horrific situation.
These heroes did.
They represent the very best of what it means to be a New Yorker and an American. 🇺🇸
We will never forget. 💔
MOASS on a Boat retweeted
25 years ago I was sitting in Coach Kirpatrick’s Economics class when word started quickly spreading a plane hit the World Trade Center.
He turned on the small TV in the corner of the classroom just slightly before the second plane hit.
We then watched in silence as both towers fell.
A lot of wrong happened on 9/11 and the years after, but I have never seen a more united, patriotic, and God fearing United States than when 9/11 happened.
I certainly miss those days.
Never forget. 🇺🇸
MOASS on a Boat retweeted
Handed you the playbook to make a ton of money.
Hope it helped.
$TSLA
youtu.be/vwuQZHSeU9k?is=eOJo…
$TSLA update.
If you don’t take the time to watch this, you’re stupid. Just being honest.
Probably the best free video I’ve ever put out.
MOASS on a Boat retweeted
youtu.be/vwuQZHSeU9k?is=eOJo…
$TSLA update.
If you don’t take the time to watch this, you’re stupid. Just being honest.
Probably the best free video I’ve ever put out.
MOASS on a Boat retweeted
Alerted @CTGcapita1 to $META last week to the entry to wait on. Entry hit. And 4 days later it’s up 10%. Our team kicks out gems every week. @colin_gladman @TheBronxViking
