Civil engineer retired 70 years old from Holland trading in options is mechanic so as a engineer can use my skills in trading options
Netherlands
Joined June 2011
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Kees van der Burgt retweeted
Masa's $3.7 Billion Bonfire: SoftBank Posts $7 Billion Loss After Torching Deposits On AI Power Gear As Interest Costs Double zerohedge.com/markets/masas-…
Kees van der Burgt retweeted
BREAKING: $NVDA has erased its entire 2026 gain and is now down 10% for the year
It's crashed 31% from its October high of $243, wiping out roughly $1.82 trillion in market cap.
Down another 6% today.
Kees van der Burgt retweeted
Worst Since COVID: Morgan Stanley Sifts Through A Record 70% Tech Momentum Crash, Rock-Bottom Hedge Fund Nets And "Deep Fear" zerohedge.com/markets/worst-…
Kees van der Burgt retweeted
Nvidia CEO Huang faces congressional scrutiny over reported China spy link
cnbc.com/2026/11/08/jensen-h…
Kees van der Burgt retweeted
The Incoming Democrat Governor Of Texas Is Already Going After Elon Musk zerohedge.com/political/inco…
Kees van der Burgt retweeted
🚨 GOVERNOR GINA HINOJOSA GIVES ELON MUSK UNTIL DECEMBER TO PAY ALL OUTSTANDING TAXES OWED IN TEXAS OR FACE SERIOUS LEGAL CONSEQUENCES.
Texas Governor-elect Gina Hinojosa has reportedly issued a December deadline to Elon Musk, demanding that Tesla and his other companies operating in Texas fully comply with applicable state tax obligations or face potential legal and regulatory action.
The development could open another major political confrontation between the Democrats and Republicans, particularly as Donald Trump and several Republican allies have maintained close political ties with Elon Musk.
Hinojosa, a Democrat, is making it clear that her incoming administration will not give special treatment to billionaires or major corporations. She reportedly wants Tesla and other Musk-owned businesses to meet their tax responsibilities rather than benefit from political connections.
The situation could further intensify the growing divide between Democrats and Republicans, with Trump’s relationship with Musk potentially becoming another talking point in the battle over corporate taxation, economic policy and political influence in Texas.
The controversy also raises questions about the future of Tesla’s operations in Texas, considering the company’s significant manufacturing presence in the state. Any proposed changes to corporate taxation could have implications for Tesla’s business plans, investment decisions and relationship with the incoming Democratic administration.
Meanwhile, Republicans close to Donald Trump could find themselves under pressure to respond, especially given Musk’s public support for Trump and his involvement in Republican political circles. Democrats, on the other hand, could use the controversy to reignite discussions about billionaire wealth, corporate accountability and whether major companies should receive preferential treatment.
With December approaching, all eyes would be on Elon Musk, Tesla, Donald Trump and the Republican leadership to see how they respond to the proposed ultimatum.
Readers added context they thought people might want to know
Gina Hinojosa has issued no December deadline or ultimatum to Elon Musk or Tesla on taxes. As Governor-elect she takes office January 19 2027; recent comments address data center regulations not specific tax demands.
huffpost.com/entry/gina-hin…
fox4news.com/news/here-is-c…
Kees van der Burgt retweeted
You halt credit, the entire AI supercycle collapses, end of story. Read this for the definitive snapshot of the AI credit market
Credit Crunch Imminent: Hyperscalers Blow Past Full-Year Debt Forecast As AI Bond Concessions Soar zerohedge.com/markets/credit…
Kees van der Burgt retweeted
We gaan beginnen
Nederland is kabinet-Jetten spuugzat. De nieuwe peiling van Maurice de Hond laat weinig heel van de coalitie. D66, VVD en CDA zijn samen teruggevallen naar slechts 38 zetels. Nog maar 10% van de kiezers wil doorgaan met de huidige minderheidsregering. Maar liefst 40% wil nieuwe verkiezingen. Ook het vertrouwen in premier Rob Jetten, minister Dilan Yeşilgöz en de regering als geheel is opvallend laag.
Ondertussen loopt de kabinetscrisis rond het belastingplan verder op. D66 en CDA zoeken over links naar meerderheden, terwijl de VVD zich aan het pluche vastklampt. Is er eigenlijk nog wel een kabinet als de VVD zich zo buitenspel laat zetten?
dwarsnieuws.nl/nieuwe-peilin…
Kees van der Burgt retweeted
🚨 THE WORLD'S BIGGEST COMPANIES ARE GETTING DESTROYED!!
47 OF THE WORLD'S TOP 100 STOCKS ARE NOW IN A BEAR MARKET!
→ NVIDIA: -21.0%
→ ALPHABET: -28.1%
→ TSMC: -22.5%
→ SPACEX: -38.0%
→ META: -20.2%
→ TESLA: -20.1%
→ BROADCOM: -38.3%
→ SAMSUNG: -44.4%
→ MICRON: -42.5%
→ AMD: -31.7%
→ SK HYNIX: -56.7%
→ ASML: -28.3%
→ ORACLE: -53.1%
→ INTEL: -60.3%
→ ARM: -60.4%
NEARLY $15,000,000,000,000.00 HAS BEEN WIPED OUT FROM THE TOP 100 GLOBAL STOCKS SINCE THEIR 2026 HIGHS!
THE SAME COMPANIES THAT PUSHED GLOBAL MARKETS TO RECORD HIGHS ARE NOW LEADING THE COLLAPSE!
Kees van der Burgt retweeted
🚨 SPX CRASH IS JUST GETTING STARTED 🚨
Jesse Livermore mapped out this market structure over a 100 years ago
And look where we are now
The S&P 500 has been following the same rising channel
We are topped at step 6
And now we’re watching Step 7 - the correction
That drop of the index we’ve seen in recent days is just the beginning
The projected target for Step 7 is $6,400
After that, I see the following path:
Step 8: A relief rally that makes investors think the danger is over
Steps 9-10: One final push to new all-time highs
Steps 11-14: The structure breaks down, eventually targeting the 5,200 area
The most dangerous part?
That final rally could convince investors that the bull market is stronger than ever - right before the major reversal
I’m watching this structure very closely
FOLLOW + NOTIFS ON!
🚨 STOP AND LOOK AT THIS CHART 🚨
The AI bubble is following the Dot-com playbook almost candle for candle
White candles represent the full Dot-com cycle of 2000
Colored candles show what's happening with the semiconductor index NOW
I wrote about this comparison a few months ago
And the longer I watch it, the more interesting it gets
Here's why this comparison matters
Back in 2000, the INTERNET was the future
Everyone wanted exposure to it
Companies poured money into infrastructure, rushed to expand capacity and ordered as many chips as they could
Cisco and Intel were among the biggest beneficiaries
But eventually, the infrastructure buildout outpaced actual demand
Orders started drying up, growth expectations collapsed, and semiconductor stocks got hit hard
Now replace the internet with AI
NVIDIA is at the center of a similar investment boom
Big Tech companies are committing hundreds of billions to AI infrastructure
Data centers are being built at an incredible pace, and chip demand has become one of the main drivers of market growth
But what happens when this spending slows down?
If AI companies start questioning their returns, reduce capital expenditure or delay infrastructure projects, the impact could spread across the entire semiconductor supply chain
And the market is already showing signs of a major repricing
Look at the chart
The Dot-com cycle didn't end when everyone stopped believing in the internet
It ended when expectations became impossible to justify
AI may change the world
That doesn't mean every AI stock is worth its current price
I believe this historical comparison deserves serious attention
The next phase could be very painful for investors who still think this rally can only go higher
FOLLOW + NOTIFS ON!
Kees van der Burgt retweeted
🧵Vladimir Putin stripped air defenses from Russia's strategic factories to stack dozens of Pantsir missile systems around his private palace.
Friday night, Ukraine exploited the gap, blowing up the plant building the "brain chips" for those exact guns. 1/🧵
Kees van der Burgt retweeted
🚨 THIS S&P 500 CHART IS REALLY SCARY
I compared today’s S&P 500 with the Dot-Com Bubble.
The structure is almost identical.
I wrote about this comparison a few months ago.
And the longer I watch it, the more terrifyingly accurate it becomes.
Here's why this comparison matters:
Back in 2000, the INTERNET was the future.
Everyone wanted exposure to it.
Companies poured billions into infrastructure.
And one company sold the shovels for that entire boom.
Cisco became the "god of the internet" dominating routers, switches, and network gear.
Then the spending stopped.
The stock crashed 90% and never fully recovered.
Now replace the internet with AI.
Nvidia is the "god of AI" with chips, data centers, infrastructure.
Big Tech companies committed hundreds of billions to AI infrastructure.
Data centers were built at an incredible pace, and chip demand carried the entire market.
Back then, I warned what would happen once companies started questioning returns and delaying projects.
Now, the consequences are already here.
The crash has officially started.
Since October's highs, Nvidia has already plunged over 23%, wiping out $1.4 trillion in market cap.
And because of today’s extreme concentration, it's dragging the entire index down with it:
The S&P 500 has already dropped ~6%.
Look at the chart.
The Dot-com cycle didn't end when everyone stopped believing in the internet.
It ended when expectations became impossible to justify.
AI may change the world.
That didn't stop a 23% wipeout in its biggest leader.
And if 2000 is any guide, this repricing is far from over.
Remember, I called the tops in Gold and Silver.
And the Bitcoin top at $126,000.
My next call will be more important. I’ll post it here publicly like I always do.
Stay close.
🚨 WARNING: SOMETHING VERY BAD IS HAPPENING RIGHT NOW
Nvidia just pumped +7% in a single day, pushing the stock market to new all-time highs.
Media are calling it a historic rally.
But almost nobody is paying attention to the real problem:
A massive AI bubble is inflating at an incredible speed and it's about to pop.
This has happened before.
2000: Cisco was the "god of the internet" with routers, switches, infrastructure.
Then the bubble burst.
The stock crashed 90% and took 25 years just to recover.
Today: Nvidia is the "god of AI" with chips, data centers, infrastructure.
Same role. Same script. But the risk is much bigger.
Let me explain why.
Market concentration just hit an all-time high.
The "Magnificent 7" now accounts for over 34% of the entire S&P 500.
And that's not the worst part.
Big Tech CapEx is exploding: Over $650 billion in 2026 alone.
But where is the ROI? Nobody knows.
If Microsoft and Google don't show real revenue, they will cut chip orders.
Then Nvidia collapses, and the entire index follows.
Meanwhile, Japan, holding trillions in U.S. Treasuries, is preparing to hike rates.
When they unwind, global liquidity evaporates, and risk assets get crushed first.
This isn't just 2000.
This is 2000 with historical leverage, record concentration, and a liquidity shock loading.
Remember, I've called every major turn for the last 10 years, including the Bitcoin crash from $111K and the SpaceX drop from $220.
When the bubble bursts, I'll call it here publicly like I always do.
Stay close.
Kees van der Burgt retweeted
🇷🇺 Economist Vyacheslav Shiryaev:
If Ukraine decides to finish the job, russia’s oil refining can be wiped out in 2 to 3 weeks.
Not years.
WEEKS.
Over the past 5 days, 3 russian refineries have been completely shut down.
Ten major refineries left.
One a day.
Gasoline production → zero.
russia cannot import 100,000 tonnes of fuel a day.
It doesn’t have the currency.
It doesn’t have the options.
Ukraine holds the switch.
And once the refineries are gone, the war economy runs on fumes.