Thomas G @CompoundFI
Norway Joined March 2012-
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TESLA DELIVERIES Tesla Third Quarter 2025 Production, Deliveries & Deployments - produced over 447,000 vehicles, delivered over 497,000 vehicles and deployed 12.5 GWh of energy storage products – a record for both deliveries and deployments. $TSLA
Uptober started with a bang yesterday - rotation from Gold, +90% rate cut in October, market structure bill, SBR´s next year !
🔥 Tesla is up 104.420% in just 114 days. That’s not a stock… that’s a SpaceX rocket 🚀 And now? A GOLDEN CROSS to boot. #POMO $TSLA
As with anything disruptive, calls for an "AI bubble" are here. But, we believe AI is still early, with many large tech companies becoming cheaper on a forward multiple basis. The AI revolution is heating up. Follow us @KobeissiLetter for real time analysis as this develops.
NEW: 🇳🇴 Norway’s $1.9T sovereign wealth fund, managed by Norges Bank Investment Management, boosted its indirect Bitcoin exposure to 7,161 BTC in Q2 2025, up 192% from 2,446 BTC a year ago.
Well expectations are definitely set for this one.....SP500 next?
We're excited to announce that leading Bitcoin analysts will be joining the live Q&A of our Q2 earnings call tomorrow at 5 PM ET: @LynAldenContact, @PrestonPysh, @Excellion, and @PunterJeff.
$2,5 Billion upsized offering - more than all other preferred´s combined !! THESIS: STRC IS MONETARY INFRASTRUCTURE STRC is a Trojan Horse for monetary rearchitecture. BTC becomes the reserve asset. STRC the debt instrument. MSTR the issuer. If this works, every nation, corp,…
$2,5 Billion upsized offering - more than all other preferred´s combined !! THESIS: STRC IS MONETARY INFRASTRUCTURE STRC is a Trojan Horse for monetary rearchitecture. BTC becomes the reserve asset. STRC the debt instrument. MSTR the issuer. If this works, every nation, corp,…
$IBIT blew through the $80b mark last night, fastest ETF to get there in 374 days, about 5x faster than the previous record, held by $VOO, which did it in 1,814 days. Also at $83b it's now 21st biggest ETF overall.. via @JackiWang17
Well - congratulations Blackrock. I lost track of how many conversations I had with "experts" saying BTC is not going to be significant.......energy converting fiat
Well - congratulations Blackrock. I lost track of how many conversations I had with "experts" saying BTC is not going to be significant.......energy converting fiat
Now we're torque-ing.
With Bitcoin at $108,000, $MSTR is sitting on a $14.2B gain from their Bitcoin in Q2 This equates to roughly ~ $11.2B Net Income ~ $40.10 Earnings Per Share $11.2B Net Income is $100 Million dollars 112 times That's a lot of fuckin money Wall street WILL BE Bewildered 🟩👆🏼
When rates inevitably come down with Bitcoin backed lending, it will be the initiation of the death spiral of the fiat system. Just wait until you can take your Bitcoin, use it as collateral to get a loan paying 5% interest, and then buy $STRF paying you an effective ~10% yield.…

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