$Trump HODLer
@TrumpHODLer
Followers
327
Following
7K
Statuses
5K
Trade ideas and hedging strategies for the the official reserve currency of the Milky Way galaxy.
Joined July 2023
Elon: fire this insubordinate drama queen and hire me. I know when to keep my mouth shut and not stir up drama and air dirty laundry on company time because my hiring manager asked me to delete a subjective tweet. There is no reason for anyone to go around speaking about unannounced company products and revealing that they believe they are inferior to a competitor’s offering. Just because it’s software doesn’t change anything. It hurts the business if employees are going around making pointless rankings instead of moving the xAi vision forward. This is no different than a Tesla employee ranking an announced successor to the Model X behind Toyota’s latest offerings. This guy should not be fired for the first tweet, but his second tweet shows that he makes bad decisions and takes bad risks. Maybe you keep him at xAi, but I wouldn’t let him anywhere near SpaceX.
@BenjaminDEKR That’s weird
1
0
0
@theresa_perrin This aged well:
Now regarding the non-existent Russian sanctions evasion: even if Hindenburg additional facts and layers of “evidence” and proceeded to obtain a zoom call with Charles Liang, the entire executive team and prove that E&Y notified the entire $SMCI Board, thereby definitely proving that everyone at the very least could suspect that $SMCI’s international customers were distributing to Russian companies, you still would have no evidence of malfeasance. Now let’s take this hypothetical a step further because it’s not difficult at all to tale Hindenburg’s fact pattern and add more circumstantial evidence that still doesn’t implicate anyone. The report says that SMCI cut ties and shipments with Russian customers the day Putin rolled into Ukraine. Now let’s say that 5 minutes after SMCI fully complied with sanctions — that I don’t believe Biden had even been implemented yet. But this is all hypothetical so let’s spice it up a little shall we: whether 10 minutes later, a week later or even instantaneously: suppose SMCI’s SE Asian distributor cuts POs that are identical to all the Russian orders SMCI just cancelled… ya still got nothing. And we can keep going: now let’s say we add to that previously mentioned hypothetical Zoom and say the SE Asian distributor maybe had a bad experience with one of the fired SMCI sales people — that clearly were still unemployed when Hindenburg contacted them, shocker I know, — and decided that because they had an emergency need for additional product that just for whatever reason happened to match the exact purchase orders SMCI just cancelled — but they email Charles Liang directly and say this is high priority, confidential and sensitive project and they want to bypass sales and talk to Liang directly via recorded Zoom and let’s he agreed. Still no sanctions evasion. Now let’s say on this call the SE Asian distributor has a new employee… or better he’s not an employee, he’s a “strategic business partner” and Zoom shows his name in Russian text as Sergei Mikailovich Federov. And his zoom background is giant picture of the Kremlin. So that’s gotta be proof Liang is guilty, right? No… ya still got nothing. Even if Sergei were state in a heavy Russian accent that his team is exclusively Russian speakers and ask Liang directly to please include accompanying marketing materials, instruction manuals and all literature in Russian, ya still got nothing. Even if at the end of the call Charles Liang was recorded saying: “tell our Russian friends hello and that we can’t wait until all of these geopolitical tensions are over.” You can guess what I’m going to say next and you’d be wrong because even if Charles Liang did that, that’s not nothing that shows Charles Liang exercised sound judgment and navigated a sensitive geopolitics gray area that affected his business. At the time, it was a calculated risk in the face of immense uncertainty. But yesterday, the new president of the United States has definitively vindicated Charles Liang. All that hypothetical shows is that he didn’t compromise his longstanding relationships because of some political pressure a now disgraced ex-president put on his shoulders. That’s a steward of shareholder value. Who do you think the Russians are going to buy from now? This is a decade long backlog now, $40B guidance is very reasonable.
0
0
0
@PK_Fund Mama Hindenburg’s wrroonnggg again!
TRUMP: I WOULD LOVE TO HAVE RUSSIA BACK IN THE G7. IT WAS A MISTAKE TO KICK RUSSIA OUT.
0
1
1
@TicTocTick I wrote a part 2 to this that’s aged even better… Trump wants Russia back in G7/8. So even if Liang did evade sanctions (he didn’t see below): two years later that’s now the right business decision.
Now regarding the non-existent Russian sanctions evasion: even if Hindenburg additional facts and layers of “evidence” and proceeded to obtain a zoom call with Charles Liang, the entire executive team and prove that E&Y notified the entire $SMCI Board, thereby definitely proving that everyone at the very least could suspect that $SMCI’s international customers were distributing to Russian companies, you still would have no evidence of malfeasance. Now let’s take this hypothetical a step further because it’s not difficult at all to tale Hindenburg’s fact pattern and add more circumstantial evidence that still doesn’t implicate anyone. The report says that SMCI cut ties and shipments with Russian customers the day Putin rolled into Ukraine. Now let’s say that 5 minutes after SMCI fully complied with sanctions — that I don’t believe Biden had even been implemented yet. But this is all hypothetical so let’s spice it up a little shall we: whether 10 minutes later, a week later or even instantaneously: suppose SMCI’s SE Asian distributor cuts POs that are identical to all the Russian orders SMCI just cancelled… ya still got nothing. And we can keep going: now let’s say we add to that previously mentioned hypothetical Zoom and say the SE Asian distributor maybe had a bad experience with one of the fired SMCI sales people — that clearly were still unemployed when Hindenburg contacted them, shocker I know, — and decided that because they had an emergency need for additional product that just for whatever reason happened to match the exact purchase orders SMCI just cancelled — but they email Charles Liang directly and say this is high priority, confidential and sensitive project and they want to bypass sales and talk to Liang directly via recorded Zoom and let’s he agreed. Still no sanctions evasion. Now let’s say on this call the SE Asian distributor has a new employee… or better he’s not an employee, he’s a “strategic business partner” and Zoom shows his name in Russian text as Sergei Mikailovich Federov. And his zoom background is giant picture of the Kremlin. So that’s gotta be proof Liang is guilty, right? No… ya still got nothing. Even if Sergei were state in a heavy Russian accent that his team is exclusively Russian speakers and ask Liang directly to please include accompanying marketing materials, instruction manuals and all literature in Russian, ya still got nothing. Even if at the end of the call Charles Liang was recorded saying: “tell our Russian friends hello and that we can’t wait until all of these geopolitical tensions are over.” You can guess what I’m going to say next and you’d be wrong because even if Charles Liang did that, that’s not nothing that shows Charles Liang exercised sound judgment and navigated a sensitive geopolitics gray area that affected his business. At the time, it was a calculated risk in the face of immense uncertainty. But yesterday, the new president of the United States has definitively vindicated Charles Liang. All that hypothetical shows is that he didn’t compromise his longstanding relationships because of some political pressure a now disgraced ex-president put on his shoulders. That’s a steward of shareholder value. Who do you think the Russians are going to buy from now? This is a decade long backlog now, $40B guidance is very reasonable.
2
0
0
This aged well.
Now regarding the non-existent Russian sanctions evasion: even if Hindenburg additional facts and layers of “evidence” and proceeded to obtain a zoom call with Charles Liang, the entire executive team and prove that E&Y notified the entire $SMCI Board, thereby definitely proving that everyone at the very least could suspect that $SMCI’s international customers were distributing to Russian companies, you still would have no evidence of malfeasance. Now let’s take this hypothetical a step further because it’s not difficult at all to tale Hindenburg’s fact pattern and add more circumstantial evidence that still doesn’t implicate anyone. The report says that SMCI cut ties and shipments with Russian customers the day Putin rolled into Ukraine. Now let’s say that 5 minutes after SMCI fully complied with sanctions — that I don’t believe Biden had even been implemented yet. But this is all hypothetical so let’s spice it up a little shall we: whether 10 minutes later, a week later or even instantaneously: suppose SMCI’s SE Asian distributor cuts POs that are identical to all the Russian orders SMCI just cancelled… ya still got nothing. And we can keep going: now let’s say we add to that previously mentioned hypothetical Zoom and say the SE Asian distributor maybe had a bad experience with one of the fired SMCI sales people — that clearly were still unemployed when Hindenburg contacted them, shocker I know, — and decided that because they had an emergency need for additional product that just for whatever reason happened to match the exact purchase orders SMCI just cancelled — but they email Charles Liang directly and say this is high priority, confidential and sensitive project and they want to bypass sales and talk to Liang directly via recorded Zoom and let’s he agreed. Still no sanctions evasion. Now let’s say on this call the SE Asian distributor has a new employee… or better he’s not an employee, he’s a “strategic business partner” and Zoom shows his name in Russian text as Sergei Mikailovich Federov. And his zoom background is giant picture of the Kremlin. So that’s gotta be proof Liang is guilty, right? No… ya still got nothing. Even if Sergei were state in a heavy Russian accent that his team is exclusively Russian speakers and ask Liang directly to please include accompanying marketing materials, instruction manuals and all literature in Russian, ya still got nothing. Even if at the end of the call Charles Liang was recorded saying: “tell our Russian friends hello and that we can’t wait until all of these geopolitical tensions are over.” You can guess what I’m going to say next and you’d be wrong because even if Charles Liang did that, that’s not nothing that shows Charles Liang exercised sound judgment and navigated a sensitive geopolitics gray area that affected his business. At the time, it was a calculated risk in the face of immense uncertainty. But yesterday, the new president of the United States has definitively vindicated Charles Liang. All that hypothetical shows is that he didn’t compromise his longstanding relationships because of some political pressure a now disgraced ex-president put on his shoulders. That’s a steward of shareholder value. Who do you think the Russians are going to buy from now? This is a decade long backlog now, $40B guidance is very reasonable.
0
0
0
RT @Polymarket: BREAKING: DOGE officials have just entered the IRS building. Odds @DOGE audits the IRS just shot up to 73%.
0
303
0
RT @TicTocTick: Pentagon paid around $10 million to the largest news aggregator Reuters to study “social deception techniques” 😹
0
7
0
You can tell by the body language he doesn’t look very comfortable saying this: easy to hate on the guy but the oligarchs are obviously threatening his family. They don’t just want to give up that $500 billion of rare earths and give back all those assets they bought with USAid funding.
And just like that, Zelensky turns into Anti-american leader: "American troops will die" More popcorn please. 🍿🍿🍿
0
0
1
Terminator 2: Judgment Day theme music starts to play.
🚨🇺🇸BREAKING: RFK JR. CONFIRMED AS HEALTH AND HUMAN SERVICES SECRETARY RFK Jr., a longtime critic of Big Pharma and government health policies, now leads the CDC, FDA, NIH, and Medicare/Medicaid. Trump vowed to let him "go wild" on reforming health, food, and medicine. The war on corporate-controlled healthcare begins now. Congratulations @RobertKennedyJr ! Source: WP
0
0
1
RT @TicTocTick: Obviously it’s a sad day for a war monger today because peace has been restored for millions.
0
8
0
Even if he did lie — and based on the replies below, it doesn’t appear that he lied at all — why wouldn’t the executive branch have that information readily accessible to calculate, sort and analyze? The government pays for software that helps track and alert fraud detection and money laundering. Why would bureaucrats be exempt from being searchable in these databases?
0
0
1
RT @TrumpHODLer: @PK_Fund Hindenburg were complete charlatans, but they were just one stupid cog, potentially even manipulated without real…
0
1
0
Hindenburg were complete charlatans, but they were just one stupid cog, potentially even manipulated without realizing it until the SEC and the DOJ came knocking on their door to shut them down. The focus on accounting is a red herring because the much bigger issue is that all of these $NVDA is Enron retards don’t know shit about engineering or supply chain. And this crowd doesn’t know shit about Audit or Accounting either, but this is much easier to bullshit, especially if your goal is to simply spook the Ivy League portfolio manager who also gets paid to pretend he knows what he’s talking about. Whoever their clients were or the bigger players involved in this scheme will continue to use these tactics and twist facts to parasitically feed on other businesses. $SMCI was just one of dozens of companies Hindenburg targeted over the years. The target here was Nvidia, and the peanut gallery failed to find a narrative that worked, so $SMCI was a soft target. If anything, Hindenburg’s focus on distorting the accounting was only a prelude to the Blackwell overheating disinformation. Anyone that’s studied engineering should be able to tell you that heat dissipation / cooling has historically been the central challenge in engineering. $SMCI’s competitive advantage is cooling, so Hindenburg’s systematic assault on the integrity of the executive team was only the beginning of the blitzkrieg. Hindenburg’s report by itself was lawfare. The goal wasn’t for it to work or expose any accounting irregularities because there were no accounting irregularities. The goal was to force $SMCI to delay their filings. Every single publicly traded company that’s ever been audited has ended up with a finding. It’s impossible for there not to be one, especially as you grow into a billion business and especially if you’re in tech with several verticals that your typical accountant has no understanding of. And mind you: audit findings can be challenged. And not only that, but the company has time to correct the finding. But this all requires time. In the case of $SMCI, the Hindenburg focused on a problem 100% of companies that produce anything have in some form: sales forecasting, shipments, and the use of third party vendors. Now the misconception among even the $SMCI believers is that the report alleges accounting manipulation and sanctions evasion, but then “fails to provide evidence.” The title of the report is just clickbait, it doesn’t allege anything: it just takes advantage of Wall Street’s and the general public’s ignorance of how a business actually operates. Even if you take everything in the report at face value and construe it in the most unfavorable light against $SMCI, there’s nothing there. Even if you made up additional facts to make it look worse for $SMCI, there would still be nothing illegal. By this, I mean that one critical detail to notice is that Hindenburg implies, but does not explicitly state that is that half the bullet points insinuate that $SMCI that continued business relationships with people who were let go as a result of the 2018 accounting issues because they became vendors instead of employees. Now even if those former-employees-turned-vendors were guilty as shit in 2018, not only is that changing their status to contractors NOT malfeasance, there’s a 99.99999% chance that it was the corrective action to the 2018 issues recommended by $SMCI’s auditor. All the dirt Hindenburg lists — including the Lambda sublease and Ablecom liquid cooling patents is not even dirt, it’s standard and arguably best practice. Subleasing space to a contractor or vendor is only “unusual” in the sense that you don’t do it every day. Charles Liang is a legendary engineer. His only crime is he speaks with an accent and has to explain to Wall Street retards — who studied engineering and supply chain at the Holiday inn Express they stayed in last night — that heat dissipation is neither a new nor transient phenomenon.
0
0
0
Well if the Russians do indeed attack Europe, then it sounds like it would be a great diversion to free Greenland from yolk of Danish tyranny.
🇺🇸🇩🇰🇺🇸 Danish Intelligence: “Don’t take Greenland from us, please focus on Russia. They want to start a war, trust me American bro!”
1
0
0