iphawk
iphawk.bsky.social
iphawk
@iphawk.bsky.social
Fintwit refugee
Pinned
Liberation Day 2.0 is going to be electric!
Nvidia buying Groq is fun.
December 24, 2025 at 9:26 PM
Reposted by iphawk
Alright, I've been on the fence for quite awhile now, but I think it is time to give Substack a try....

First post is a more fleshed-out writeup on Taitron Components ($TAIT)

nocalledstrikesinvesting.substack.com/p/taitron-co...
Taitron Components
A net-net with a real business and valuable real estate
nocalledstrikesinvesting.substack.com
December 24, 2025 at 3:03 PM
Stolen from Twitter:

The S&P500 Value Index (IVE) reconstituted and swapped out BRK for TSLA.
December 24, 2025 at 2:28 PM
It would be nice if Blue states would grow a spine and stop the socialism to Red states.
Sean Duffy on blue states: "What I can do is I can pull their money. That's the leverage I do have ... I guarantee you that the federal taxpayer is not going to fund their roads and bridges and their systems when they are putting illegals on the roads."
December 24, 2025 at 12:15 AM
Its very obvious, whatever is in the full Epstein files is really bad for rich and powerful people. The fbi and doj are covering up and protecting pedo guys.

Just release it all unredacted minus victim names.
December 23, 2025 at 3:47 PM
Reposted by iphawk
Alan Dershowitz, Mr “I kept my underwear on” is not going to be happy about this.
The redacted document says he negotiated the Epstein agreement in order to protect himself.
More generally, Epstein’s buddies are not going to be happy,
as there seems to be a way to see behind the redactions …
It is. You can actually search visible text on the redacted documents and the completely UNredacted document appears in the results 😭
December 23, 2025 at 12:49 PM
What a call. They messed up the redactions on a lot of the files.
The funniest scenario by far:

Epstein files are heavily redacted, but they give the redacting duties to a bunch of doge interns who use a pdf black highlighter instead of the redaction tool.

Everyone can just select over the "redacted" text and read what they were trying to cover up.
Trump signs a bill releasing all unclassified Epstein documents within 30 days.
Bondi still has ample discretion to decide what exactly to release, including any she deems as possibly compromising federal investigations.
www.nbcnews.com/politics/whi...
December 23, 2025 at 12:05 PM
Reposted by iphawk
Trump's in the Epstein files over 600 times.
December 22, 2025 at 12:00 AM
Its weird how so much of professional finance is sales.
December 21, 2025 at 6:06 PM
Reposted by iphawk
🚨 The DOJ appears to have redacted Donald Trump’s name from the allegations made in this exhibit in the Epstein files.

Trump’s name was in the original release. Now, it’s blacked out.

See for yourself.
December 21, 2025 at 4:56 AM
Reposted by iphawk
WELKER: Why was this photo of a desk with a drawer open containing photos of Trump taken down?

BLANCHE: You can see in that photo there are photos of women. We learned there were concerns about them.

W: Are you saying those women are victims of Epstein?

B: No, that's not what I'm saying.
December 21, 2025 at 2:51 PM
Assuming there is a new virus going around the last six weeks giving everyone lingering sinus colds and coughs that never fully go away.
December 21, 2025 at 3:55 AM
Reposted by iphawk
December 19, 2025 at 11:24 PM
Reposted by iphawk
December 19, 2025 at 11:12 PM
Infoysys just mooned and halted. US must be close to cutting the India deal.
December 19, 2025 at 3:22 PM
The Dem 2026 and 2028 campaign writes itself.

2026: Stopping the Congress/Senate Republican rubber stamp.

2028: Shredding all of the executive orders Day 1. Investigate and Prosecute all of the grift and illegal stuff.
December 18, 2025 at 6:33 PM
November CPI = Softening

CPI (Y/Y) Nov: 2.7% (est 3.1%)
CPI Core (Y/Y): 2.6% (est 3.0%)
CPI (Nov), 0.2% Vs. 0.3% Est. (prev. 0.3%)
Core CPI, 0.2% Vs. 0.3% Est. (prev. 0.2%)
December 18, 2025 at 1:35 PM
Filling the SPR with oil under $60 should be a very easy bipartisan thing to do.
December 18, 2025 at 2:03 AM
My 97yo grandmother received a jury duty notification for February. I think she should do it.
December 18, 2025 at 1:40 AM
Some big time Micron numbers coming in. If the stock pukes on that, look out below everything AI.
December 17, 2025 at 9:03 PM
Turns out I was able to get it free if I downloaded on a Samsung device and logged in. Winning.
AI finally got me. Paid for Perplexity Pro.
December 17, 2025 at 8:48 PM
AI finally got me. Paid for Perplexity Pro.
December 17, 2025 at 5:47 PM
Dalio now joining Dell to fund new baby accounts.

Billionaires trying to keep up with the other Billionaire Jones to fund these things is pretty interesting.
December 17, 2025 at 3:23 PM
House Republicans backstabbing Johnson and forcing an ACA subsidy extension vote is pretty funny.
December 17, 2025 at 3:17 PM
Software stocks has been smacked around due to the AI theme for the last 2 years or so. Wonder if the category is a major buy if AI continues to roll over.
December 17, 2025 at 2:51 PM