Reposted by Bodhi
Reposted by Bodhi
when your 20 year old space company is valued at 800 billion dollars and you're still blowing out shares to keep the lights on (and pay employees), you don't have a real company. hth
this bubble popping will be spectacular
this bubble popping will be spectacular
SpaceX is kicking off a secondary share sale that would value it at $800 billion, surpassing OpenAI as the most valuable U.S. private company.
Exclusive | SpaceX in Talks for Share Sale That Would Boost Valuation to $800 Billion
The company’s CFO told investors about the transaction in recent days, sources say.
on.wsj.com
December 5, 2025 at 7:54 PM
when your 20 year old space company is valued at 800 billion dollars and you're still blowing out shares to keep the lights on (and pay employees), you don't have a real company. hth
this bubble popping will be spectacular
this bubble popping will be spectacular
Reposted by Bodhi
Tom Nichols on the Signalgate report: “Its conclusions are unequivocal and brutal: Pete Hegseth endangered the success of a U.S. military operation and put the lives of American military personnel at risk.”
@radiofreetom.bsky.social
www.theatlantic.com/ideas/2025/1...
@radiofreetom.bsky.social
www.theatlantic.com/ideas/2025/1...
Pete Hegseth’s Weak Excuses
His evasive responses to Signalgate are shameful nonsense.
www.theatlantic.com
December 5, 2025 at 6:13 PM
Tom Nichols on the Signalgate report: “Its conclusions are unequivocal and brutal: Pete Hegseth endangered the success of a U.S. military operation and put the lives of American military personnel at risk.”
@radiofreetom.bsky.social
www.theatlantic.com/ideas/2025/1...
@radiofreetom.bsky.social
www.theatlantic.com/ideas/2025/1...
Reposted by Bodhi
Reposted by Bodhi
8-year olds putting those Dell bucks to work:
December 2, 2025 at 3:18 PM
8-year olds putting those Dell bucks to work:
Why doesn‘t Saylor just pay dividends and interest in #bitcoin? Is this not the future with the dollar simply a fiat currency set to fail? Wouldn’t his cult following want #bitcoin payments instead of dollars? Nope, he is building a USD Reserve to give appearance of stability and slow the bleeding.
December 2, 2025 at 3:09 PM
Reposted by Bodhi
Crypto Leaders Call For Infusion Of 20 Million Dopes To Stabilize Market
Crypto Leaders Call For Infusion Of 20 Million Dopes To Stabilize Market
BOSTON—Stressing that the move would help keep digital currencies liquid through the coming year, crypto leaders called for an infusion of 20 million dopes Thursday to stabilize the market. “We’re cal...
theonion.com
December 1, 2025 at 9:00 PM
Crypto Leaders Call For Infusion Of 20 Million Dopes To Stabilize Market
Reposted by Bodhi
Reposted by Bodhi
The dividends that $MSTR owes total “over $640 million annually .. Bitcoin generates no cashflow. Nor does Strategy’s aging software business. ..
“.. A tragic spiral now seems possible.”
@reuters.com
“.. A tragic spiral now seems possible.”
@reuters.com
December 1, 2025 at 9:51 PM
The dividends that $MSTR owes total “over $640 million annually .. Bitcoin generates no cashflow. Nor does Strategy’s aging software business. ..
“.. A tragic spiral now seems possible.”
@reuters.com
“.. A tragic spiral now seems possible.”
@reuters.com
So to sum up:
Sold more common stock to pay the dividends on the preferred stock and pumped #Bitcoin as much as it could at the moment for about $89,500/coin which is now under water.
#genius #ponzi
Sold more common stock to pay the dividends on the preferred stock and pumped #Bitcoin as much as it could at the moment for about $89,500/coin which is now under water.
#genius #ponzi
Michael Saylor's Strategy creates a $1.44B cash reserve funded by stock sales after cutting full-year profit and BTC yield targets due to bitcoin price drops (Stephen Alpher/CoinDesk)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
December 1, 2025 at 8:27 PM
Reposted by Bodhi
When Trump says "I don't know what part of my body they scanned but it wasn't my brain," it's so stupidly childish and obvious that they did an MRI of his brain. It's like a kid saying "you can search my room but not my pillowcase!"
December 1, 2025 at 7:54 PM
When Trump says "I don't know what part of my body they scanned but it wasn't my brain," it's so stupidly childish and obvious that they did an MRI of his brain. It's like a kid saying "you can search my room but not my pillowcase!"
How long will Strategy and other #Bitcoin pumping machines be able to keep running? Working this hard to keep a floor from dropping is not sustainable.
December 1, 2025 at 2:41 PM
How long will Strategy and other #Bitcoin pumping machines be able to keep running? Working this hard to keep a floor from dropping is not sustainable.
Reposted by Bodhi
Why Oil could surprise investors next year the way Gold did in 2025. Our friend Peter Boockvar dropped by for a very special Thanksgiving edition of The Compound and Friends
YouTube
www.youtube.com/watch?v=aaCt...
Apple
podcasts.apple.com/us/podcast/w...
Spotify
open.spotify.com/episode/6XLe...
YouTube
www.youtube.com/watch?v=aaCt...
Apple
podcasts.apple.com/us/podcast/w...
Spotify
open.spotify.com/episode/6XLe...
November 28, 2025 at 2:30 PM
Why Oil could surprise investors next year the way Gold did in 2025. Our friend Peter Boockvar dropped by for a very special Thanksgiving edition of The Compound and Friends
YouTube
www.youtube.com/watch?v=aaCt...
Apple
podcasts.apple.com/us/podcast/w...
Spotify
open.spotify.com/episode/6XLe...
YouTube
www.youtube.com/watch?v=aaCt...
Apple
podcasts.apple.com/us/podcast/w...
Spotify
open.spotify.com/episode/6XLe...
Reposted by Bodhi
One of the best finance accounts is now on Bluesky:
Today's TSOH Investment Research
Disney: Rewiring The Earnings Engine
thescienceofhitting.com/p/disney-rew...
Disney: Rewiring The Earnings Engine
thescienceofhitting.com/p/disney-rew...
Disney: Rewiring The Earnings Engine
An update on The Walt Disney Company (DIS)
thescienceofhitting.com
November 25, 2025 at 4:34 PM
One of the best finance accounts is now on Bluesky:
Reposted by Bodhi
Crude oil is down 19.2% from last year.
A gallon of retail gasoline? Down 2 cents. ⛽️
A gallon of retail gasoline? Down 2 cents. ⛽️
November 25, 2025 at 9:22 PM
Crude oil is down 19.2% from last year.
A gallon of retail gasoline? Down 2 cents. ⛽️
A gallon of retail gasoline? Down 2 cents. ⛽️
Reposted by Bodhi
"Now, me to you, I know what it’s going to take to get a peace deal done: Donetsk and maybe a land swap somewhere."
-- Steve Witkoff, in his call to Putin aide Yuri Ushakov
Read the whole transcript of the Oct 14 call. It's amazing.
Gift link (for 7 days) ⤵️
www.bloomberg.com/news/article...
-- Steve Witkoff, in his call to Putin aide Yuri Ushakov
Read the whole transcript of the Oct 14 call. It's amazing.
Gift link (for 7 days) ⤵️
www.bloomberg.com/news/article...
Witkoff Discusses Ukraine Plans With Key Putin Aide: Transcript
The following is a transcript of an Oct. 14 phone call lasting just over 5 minutes between Steve Witkoff, Donald Trump’s special envoy for peace missions, and Yuri Ushakov, Vladimir Putin’s most senio...
www.bloomberg.com
November 25, 2025 at 8:17 PM
"Now, me to you, I know what it’s going to take to get a peace deal done: Donetsk and maybe a land swap somewhere."
-- Steve Witkoff, in his call to Putin aide Yuri Ushakov
Read the whole transcript of the Oct 14 call. It's amazing.
Gift link (for 7 days) ⤵️
www.bloomberg.com/news/article...
-- Steve Witkoff, in his call to Putin aide Yuri Ushakov
Read the whole transcript of the Oct 14 call. It's amazing.
Gift link (for 7 days) ⤵️
www.bloomberg.com/news/article...
Reposted by Bodhi
Wow
Three things about the Witkoff tapes:
1) It appears Western intelligence services have decided to let Witkoff (and Trump) know they have recordings of their traitorous conversations w/Russia.
2) This Ukraine "deal" was all Witkoff's idea.
3) Congressional leaders should demand he be fired.
1) It appears Western intelligence services have decided to let Witkoff (and Trump) know they have recordings of their traitorous conversations w/Russia.
2) This Ukraine "deal" was all Witkoff's idea.
3) Congressional leaders should demand he be fired.
EXCLUSIVE: US presidential envoy Steve Witkoff advised Russia on how to pitch Ukraine plans to Trump, in audio files reviewed by Bloomberg
November 25, 2025 at 11:09 PM
Wow
Reposted by Bodhi
"...Pushing against the consensus is fine; it’s often how progress happens. But doing it responsibly requires expertise. Yet in my experience the loudest anti-consensus voices—on vaccines, climate, macroeconomics, whatever—tend to be the least informed."
November 25, 2025 at 10:13 PM
"...Pushing against the consensus is fine; it’s often how progress happens. But doing it responsibly requires expertise. Yet in my experience the loudest anti-consensus voices—on vaccines, climate, macroeconomics, whatever—tend to be the least informed."
Reposted by Bodhi
dude built a 2 million units/year automotive business, and then leveraged it all into all-in bets on the fourth-ranked chatbot and a robot that will never work... when the AI bubble pops he'll be in the weakest position, without a source of cashflow to fall back on, and then the unwind will begin
November 25, 2025 at 3:41 PM
dude built a 2 million units/year automotive business, and then leveraged it all into all-in bets on the fourth-ranked chatbot and a robot that will never work... when the AI bubble pops he'll be in the weakest position, without a source of cashflow to fall back on, and then the unwind will begin
Reposted by Bodhi
this is your regular reminder that not only will the AI bubble pop at some point, it will take Elon Musk with it
November 25, 2025 at 3:38 PM
this is your regular reminder that not only will the AI bubble pop at some point, it will take Elon Musk with it
Reposted by Bodhi
Everything about this might be the saddest thing I’ve ever seen
November 24, 2025 at 1:07 PM
Everything about this might be the saddest thing I’ve ever seen
Reposted by Bodhi
Reposted by Bodhi
we'll probably never really know how much of a disaster DOGE was for our domestic freedoms and national security, but I'm gonna guess..."very significant"
November 23, 2025 at 11:50 PM
we'll probably never really know how much of a disaster DOGE was for our domestic freedoms and national security, but I'm gonna guess..."very significant"
Reposted by Bodhi
If you’re wondering why MTG is waiting for January 5 to resign….it’s always about the money
November 22, 2025 at 2:38 AM
If you’re wondering why MTG is waiting for January 5 to resign….it’s always about the money
Reposted by Bodhi
Tariffs “don’t raise prices.”
But now that we’re dropping them, they’ll lower prices. 🤡
@financialtimes.com
www.ft.com/content/4e55...
But now that we’re dropping them, they’ll lower prices. 🤡
@financialtimes.com
www.ft.com/content/4e55...
November 21, 2025 at 12:53 PM
Tariffs “don’t raise prices.”
But now that we’re dropping them, they’ll lower prices. 🤡
@financialtimes.com
www.ft.com/content/4e55...
But now that we’re dropping them, they’ll lower prices. 🤡
@financialtimes.com
www.ft.com/content/4e55...