iFinance: Independent Finance Intelligence.

New York, NY
Joined August 2012
iFinance retweeted
JD Vance: “I’ve never met Putin in person. I’ve spoken to him on the phone. He was calmer than you might expect. The American media has a stereotype of him. He’s very deliberate and measured in his words.”I’ve never met Hitler, Mussolini, Castro, or Putin, but their actions tell me they represent the worst of humanity. A calm voice does not make a brutal leader any less brutal.
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June 18: Trump buys $500K in $BA Boeing. Same day: $880M Navy contract. June 24: Trump buys $250K in $PLTR Palantir. Same day: $45.8M gov contract. Textbook corruption. 🚨 Warren Buffett was right in 1991: "The big problem with Donald Trump was he never went right."
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iFinance retweeted
BREAKING: Elon Musk, Tesla, and SpaceX are facing a brand and reputational crisis. Could this even prevent Trump from completing his presidential term? According to The Telegraph, Musk proposed to Donald Trump that Starlink services in Ukraine be slowed down. Four people familiar with the matter said the billionaire tech entrepreneur suggested the slowdown to Trump, then serving as U.S. president, hampering Ukraine’s drone defense operations. Musk later distanced himself from the move over concerns about lost revenue for his companies in Europe. Such behavior is appalling. Killing civilians is acceptable, but losing revenue is not… Trump is now directly implicated in service disruptions that led to Ukrainian civilian deaths. This goes far beyond an energy deal. It is more than betrayal: he and his administration have effectively become complicit in war crimes and the killing of civilians in Ukraine.
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iFinance retweeted
Tesla’s flying Roadster blends engineering showmanship, brand marketing, and Musk’s personal passion. Cold-gas thrusters are old technology; putting them in a car is hard. Practical value seems limited, and safety comes first. For Tesla, the buzz may matter more to its stock than car sales.
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iFinance retweeted
JUST IN: Is Musk actually building a rival e-commerce brand, or just throwing a tantrum because Amazon blocked SpaceX’s Grok Bot? Elon reacted with: "Maybe we should start a competitor to Amazon." Good luck disrupting an e-commerce juggernaut over a bot dispute. As Bezos said in 2023: "I don’t really know Elon very well. I know his public persona." That public persona is back at it again. HUGE claim, if real.
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10Y Treasury Auction: High yield printed at 5.300% vs. 5.317% WI—a 1.7 bps stop-through, marking the highest yield since April '25 and the 5th consecutive stop-through. Dealer Participation: Primary dealers took a record-low 2.5% (lowest share for a 10Y since data began in 2008).
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BREAKING: Trump announces a call with Putin to discuss the plague outbreak in Russia. The world economy and its people have not even recovered from the COVID-19 pandemic; if Putin unleashes another virus, the consequences will undoubtedly be catastrophic.
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Superbrand Stocks Trading Near Their 52-Week Lows: Walmart $WMT: -22%; PepsiCo $PEP: -25%; American Express $AXP: -27%; McDonald's $MCD: -32%; MGM Resorts $MGM: -40%; LVMH $LVMUY: -40%; Netflix $NFLX: -45%; Nike $NKE: -52%; AppLovin $APP: -60%; Fair Isaac $FICO: -62%
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iFinance retweeted
Warren Buffett once asked: "Can you name me one super-wealthy economist who's ever made money out of securities?"Yes, easily: John Maynard Keynes consistently outperformed the market. David Ricardo, pioneer of comparative advantage, became the equivalent of a modern billionaire. Buffett's claim misses the mark. Furthermore, his own empire was built less on pure economics and more on insider connections, elite networks, and regulatory access. Ultimately, his carefully curated personal brand may well collapse after his passing.
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iFinance retweeted
This clearly shows that 'losing at the starting line' is a false premise. It also proves that as long as you work hard to catch up, you still have a chance. In Silicon Valley today, the competition among major AI models like Anthropic, OpenAI, Gemini, and Grok has only just begun, making it hard to tell who will ultimately come out behind.
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Big tech has never been bigger. Nvidia $NVDA and Apple $AAPL, now account for 15% of the index market cap, an all-time high. By comparison: 2011: Exxon Mobil $XOM and Apple $AAPL peaked at ~8%. 1999 (Dot-Com Bubble): Microsoft $MSFT and General Electric $GE topped at ~9%.
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Bitcoin $BTC is testing key resistance at $80k. A breakout confirms a double bottom targeting $100k. If $80k holds, any dip stays in the mid-$70ks. Strong bullish metrics are locked in, and with selling limited to short-term holders, this forms a durable base for higher targets.
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$TLT’s 1.5% drop since inception and negative total return since 2012 prove long bonds have been wealth destroyers. With yields this high, the 40-year bond bull market is dead. $TLT is now testing key multi-decade support.
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$CRWV up 5.4% today (+$2.6B cap) • First Nvidia Vera Rubin NVL72 cluster live; non-GPU rev >$400M • Squeezing past Rothschild Redburn’s Sell ($54 PT) • ARK Invest bought $19.9M shares Thursday • Leopold Aschenbrenner bought calls on Sept 10
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RUMOR: Unconfirmed reports claim Huawei founder Ren Zhengfei (任正非) and his family fled China ahead of new entry-exit restrictions taking effect Sept. 15—possibly by sea from Dapeng. Other reports cite heavy police presence at Huawei HQ. #Huawei has yet to respond publicly.
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BREAKING: U.S. diesel prices have topped $6 per gallon for the first time, up 74% in nine months, with some states nearing $8. Oil is approaching $105 a barrel as the Iran war escalates, intensifying supply fears and inflationary pressure. Tomorrow’s CPI is the key market test.
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iFinance retweeted
On the left is Apple iPhone Duo, on the right is Xiaomi 18 Fold. Both are foldables, and judging purely by appearance, the difference is indeed minimal now. Previously, Xiaomi's cars also sparked heated discussions due to their resemblance to Porsche. In the end, the choice still comes down to ecosystem and actual performance, returning to the age-old debate of Android vs. iOS.
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BREAKING: Michael Burry has revealed his latest portfolio moves. His largest short positions, ranked by size, are: $ORCL, $PLTR, $NBIS, $NVDA, $SOXX, $MU, $CAT, and $CRWV .Burry says he has trimmed every position and fully exited his December puts on Nvidia and Palantir.
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WOW: Nike learned a brutal “Go woke, go broke” lesson. From the 2021 peak, $NKE plunged ~78%, erased $220B+, hit a 12-year low and lost its S&P 100 spot. Kaepernick, DEI and Dylan Mulvaney turned a sports icon into politics. Brand aura takes decades to build, years to destroy.
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BREAKING: Pelosi bought 10,000 Bloom Energy $BE shares and 100 long-dated $100 calls on July 24, shortly before its S&P 500 inclusion was announced.Critics allege insider trading, but Paul Pelosi routinely makes costly, long-dated bets. Coincidence or foresight?
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