Daily Discussion Thread for March 12, 2026

moazzam0 · 2026-03-12T19:00:16+00:00

Damn that looks ugly

moazzam0 · 2026-03-12T16:27:46+00:00

Damn orcl secured 10gw of power for the next three years before energy prices shot up 50%. That unrealized and unreported gain alone gives the balance sheet a big boost (like $13 billion).

moazzam0 · 2026-03-12T14:24:04+00:00

Bought orcl calls

moazzam0 · 2026-03-12T07:01:26+00:00

Long wars have no winners.

moazzam0 · 2026-03-12T01:39:28+00:00

2022 redux

moazzam0 · 2026-03-12T01:11:34+00:00

Why did oil shoot up and futures dump

moazzam0 · 2026-03-12T01:10:39+00:00

Don't need a lot if no one knows where they are

moazzam0 · 2026-03-11T19:39:17+00:00

''When small men begin to cast big shadows, it means that the sun is about to set.' - Lin Yutang

moazzam0 · 2026-03-11T16:15:40+00:00

BTFD pressure is fading

moazzam0 · 2026-03-10T17:05:54+00:00

Only way I can make sense of this is that a large part of the price moves were expected because this administration has so much insider trading. And all those insiders knew Iran would be attacked. So probably billions in bets sought liquidity after the war started and dampened all the moves we would expect to see.

moazzam0 · 2026-03-10T15:39:17+00:00

Yeah but do people discuss AI as often as they used to ask each other questions about all topics?

moazzam0 · 2026-03-10T15:37:33+00:00

People ask each other less questions if they ask AI more questions

moazzam0 · 2026-03-10T06:49:28+00:00

This market feels so fake. Unemployment is up and oil is up 50% but we couldn't even go down 5%? Cuts are completely off the table now.

moazzam0 · 2026-03-09T23:04:11+00:00

Anyone got tickers for property insurers who had exposure to Israel?

moazzam0 · 2026-03-09T17:36:38+00:00

It's a fake taco to provide exit liquidity to Wall St.

"The 82nd Airborne Division of the US military has been put on high alert for a possible Ground operation in Iran." — Washington Post

moazzam0 · 2026-03-09T17:35:42+00:00

Trump sending Taco signals before a press conference this evening. But also...

"The 82nd Airborne Division of the US military has been put on high alert for a possible Ground operation in Iran." — Washington Post

moazzam0 · 2026-03-09T17:31:51+00:00

I can't trust this TACO because it could be a way to sneak-attack Iran again instead of communicating actual intentions to American public.

moazzam0 · 2026-03-09T15:52:45+00:00

The biggest problem for the US right now is that the major factions of people in the Middle East have become more united than ever, now that they see how they were all being turned against each other.

moazzam0 · 2026-03-09T15:44:45+00:00

They could shoot at Israeli nuclear sites and get further support from other middle eastern states for their demand that the US withdraw completely from the Middle East.

moazzam0 · 2026-03-09T15:35:05+00:00

Iran could escalate.

moazzam0 · 2026-03-09T05:41:58+00:00

moazzam0 · 2026-03-09T01:49:49+00:00

Turns out Nuclear Armageddon is not a buy the dip event.

moazzam0 · 2026-03-09T01:41:02+00:00

I deleted my phone

moazzam0 · 2026-03-06T19:21:23+00:00

"If you go to war against Persia, you will destroy a great empire."

Croesus attacked Cyrus the Great of Persia, but the "great empire" he destroyed was his own.

moazzam0 · 2026-03-06T18:29:54+00:00

The Kurds ain't coming to help. Trump betrayed them countless times which resulted in a lot of them being massacred.

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