Idiocracy was a documentary
Noord-Holland
Joined March 2009
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O yes, the Nikkei late 80s all over again. Final macro melt-up phase, like I already said in late 2025. Fun months ahead.
#bubble #meltup
$NDX $BTC
Sideways till March 2026 to rekt longs and shorts, then the final blow-off (Nikkei late 80s) and then the crash into real euphoria.
Nikke scenario late 80s (now) towards early 90s (2028+).
What if we mimick that.
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Well, that $SOXX
My bet? Groter dan 50% kans dat de grote bearmarket in chipaandelen is begonnen! De Q2 euforische candle was de omgekeerde Q4 2008 paniek candle!
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#MarginCall anyone?
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Yes. And the real pain trade was the fact that it took years to find a bottom.
Dot-Com Crash 2.0 - Intel $INTC
2026: -58% / 24 days
vs
1999: -53% / 27 days
*Trading days.
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Frogthony HOPkins 🐸 retweeted
Nothing outs a newbie faster than valuing semis on P/E
A rare miss by Kobeissi
Just to put today's crash into perspective:
After today's crash, Nvidia, $NVDA, is now trading at a Forward P/E ratio of ~13x.
That's 7 turns below the S&P 500's ~20x Forward P/E and less than one-third of Walmart's ~43x.
Ironically, the name at the forefront of the AI buildout is now one of the "cheapest" stocks in the market.
Truly incredible.
Frogthony HOPkins 🐸 retweeted
America has one of the biggest Lithium mines in the world, opening next year.
Lithium spot has a hard time while inventories are getting lower.
Energy crisis is looming. Energy storage demand is growing. Perfect storm for $LAC
teapaw.org/elonmusk/status/211764…
Another green day for $NKE on a deep red SPY and Nasdaq.
+20% since I bought.
People are saying "it's do or die now". I mean, that could count for a lot of brands.
BUT THIS IS NIKE.
This brand is in the world's DNA. One of the strongest brands ever. And $NKE will turnaround.
I bought here, at $32.09.
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Smart move
Belgium restored nuclear power output
Belgium’s two remaining nuclear reactors are back online, restoring 2GW of reliable power after months shut down.
Under Bart De Wever, the government has also scrapped the nuclear phase-out law and lifted the ban on new reactors. Concrete action to reverse the damage inflicted by energy-illiterate fools.
Germany threw away more than 20GW of nuclear capacity under Merkel, enough to supply roughly 30% of its electricity.
Not just IMHO, 8GW can still be recovered at minimum cost and in short order. Merz must halt dismantling and launch a serious programme to restore capacity - asap. Removed equipment can be replaced. Political paralysis is a choice.
That’s the difference between De Wever’s pragmatism and Merz’s catastrophic inability to correct past energy mistakes quickly and decisively, even with a highly capable Katherina Reiche as energy minister.
Well done, @Bart_DeWever and team.
@_FriedrichMerz @BMWE_
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