ThomasMoroder's profile picture. ROMO (Relief of Missing Out) 😅 always beats FOMO in investing.

Thomas Moroder 👁️^👁️=e^(-🥟/2)

@ThomasMoroder

ROMO (Relief of Missing Out) 😅 always beats FOMO in investing.

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Publicly traded airport operators. Airports are unique infrastructure investments with pricing power, barriers to entry, and non-aero revenue. Here’s a global list of listed players you can actually buy: 🧵👇


Thomas Moroder 👁️^👁️=e^(-🥟/2) reposted

The story of Abivax ( $ABVX ) told by lead investors @SofinnovaVC (Kinam Hong) and CEO Marc de Garidel. They were 3 hrs from bankruptcy in 2022 and now have an $8bn market cap! #BioEurope25

drrichjlaw's tweet image. The story of Abivax ( $ABVX ) told by lead investors @SofinnovaVC (Kinam Hong) and CEO Marc de Garidel. They were 3 hrs from bankruptcy in 2022 and now have an $8bn market cap! #BioEurope25

Thomas Moroder 👁️^👁️=e^(-🥟/2) reposted

Now I get the hype behind $QBTS 's 11 billion valuation, their 100% y/y revenue growth of 3.7m this quarter is crushing it. That 650 P/S is going to get cheap pretty fast at this rate


Thomas Moroder 👁️^👁️=e^(-🥟/2) reposted

An open letter to the Hon. Dr Jim Chalmers MP. $MYX.AX harvestlaneam.com.au/wp-content/upl…


Thomas Moroder 👁️^👁️=e^(-🥟/2) reposted

"A U.S. Commerce official told Reuters in an emailed statement that the department is not currently negotiating with any of the companies." $IONQ $RGTI $QBTS $QUBT

wallstengine's tweet image. "A U.S. Commerce official told Reuters in an emailed statement that the department is not currently negotiating with any of the companies."

$IONQ $RGTI $QBTS $QUBT

The Trump administration is in talks with quantum-computing firms to exchange federal funding for equity stakes, per WSJ. Companies like $IONQ, $RGTI, $QBTS, and $QUBT are discussing government ownership stakes via the Commerce Department, with proposed minimum funding of $10…

wallstengine's tweet image. The Trump administration is in talks with quantum-computing firms to exchange federal funding for equity stakes, per WSJ.

Companies like $IONQ, $RGTI, $QBTS, and $QUBT are discussing government ownership stakes via the Commerce Department, with proposed minimum funding of $10…


Time for a gold treasury co.. oh wait!? 🤭

Since 33 AD.



Thomas Moroder 👁️^👁️=e^(-🥟/2) reposted

In Gold Oz's: 1. The 1929 high took 30 years to recover. 2. The 1966 high took 32 years to recover. 3. The 1999 high will be unlikely to recover in even in 50+ years All other equity crises were relatively insignificant in XAU oz's and were just part of the far large cycle up's…

themarketsniper's tweet image. In Gold Oz's:
1. The 1929 high took 30 years to recover.
2. The 1966 high took 32 years to recover.
3. The 1999 high will be unlikely to recover in even in 50+ years 

All other equity crises were relatively insignificant in XAU oz's and were just part of the far large cycle up's…

How long it really takes to recover from crashes: 1907 Panic: –48% … 10 years to make new highs. 1929 Great Depression: –89% … 25 years to recover. 1973 Oil Shock: –45% … 9 years to recover. 1987 Black Monday: –36% … 2 years. 2000 Dot-com Bust: –78% Nasdaq … 15 years to…



Who could have predicted this!?

I guess we're conveniently forgetting about this thing called selling puts....



Yes, the weird portfolio is low-cost and low-maint to implement and extremely close to the Efficient Frontier and what my wife's portfolio runs (so that I can make my degen investments). Investment advisors will need to incorporate gold in their "standard" portfolio.

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Every Wall Street legend has a burner account on X 😜

ThomasMoroder's tweet image. Every Wall Street legend has a burner account on X 😜

Finally - an important first step to normalization!

It’s flowing…



Thomas Moroder 👁️^👁️=e^(-🥟/2) reposted

I’m not sure if people realize how rare and fuking bearish this is

PauloMacro's tweet image. I’m not sure if people realize how rare and fuking bearish this is

Thomas Moroder 👁️^👁️=e^(-🥟/2) reposted

Amanj Raheem, Secretary of the Kurdistan Regional Government (KRG) Council of Ministers: It has been decided that at 6:00 AM on Saturday, September 27, 2025, oil from the Kurdistan Region will be exported to the global market via the Kurdistan-Ceyhan oil pipeline and will be…

Channel8English's tweet image. Amanj Raheem, Secretary of the Kurdistan Regional Government (KRG) Council of Ministers: It has been decided that at 6:00 AM on Saturday, September 27, 2025, oil from the Kurdistan Region will be exported to the global market via the Kurdistan-Ceyhan oil pipeline and will be…

Thomas Moroder 👁️^👁️=e^(-🥟/2) reposted

How $rig investors are born.

Tintincapital's tweet image. How $rig investors are born.

Why are the Greek mezzanine plays up ~6-10% today!? Cairo Mezz $CAIROMEZ Galaxy Cosmos Mezz $GCMEZZ Phoenix Vega Mezz $PVMEZZ Sunrisemezz $SUNMEZZ #Greek #RealEstate

ThomasMoroder's tweet image. Why are the Greek mezzanine plays up ~6-10% today!?

Cairo Mezz $CAIROMEZ Galaxy Cosmos Mezz $GCMEZZ Phoenix Vega Mezz $PVMEZZ Sunrisemezz $SUNMEZZ #Greek #RealEstate

Thomas Moroder 👁️^👁️=e^(-🥟/2) reposted

Freeport has declared force majeure at Grasberg — and with good reason. This will shake both copper and gold balances. Let me explain why. Grasberg is a giant. One of the largest mines on earth, producing ~1.7bn pounds of copper (≈2% of global supply) and ~1.6Moz of gold pa…

BurggrabenH's tweet image. Freeport has declared force majeure at Grasberg — and with good reason. 

This will shake both copper and gold balances. Let me explain why.

Grasberg is a giant. One of the largest mines on earth, producing ~1.7bn pounds of copper (≈2% of global supply) and ~1.6Moz of gold pa…

Residential or other RE!?

That’s why I prefer owning real estate in markets where the vast majority do not have mortgage debt✌️

MacroJason's tweet image. That’s why I prefer owning real estate in markets where the vast majority do not have mortgage debt✌️


Thomas Moroder 👁️^👁️=e^(-🥟/2) reposted

Litigation update on Panthera Resources $PAT.L. The RNS is complicated to read but this note by @VSACapital makes it a lot clearer. No bifurcation which saves 6-12 months. Insightful one-page read & good news for PAT shareholders.

lorenz_swen's tweet image. Litigation update on Panthera Resources $PAT.L. The RNS is complicated to read but this note by @VSACapital makes it a lot clearer. No bifurcation which saves 6-12 months. Insightful one-page read & good news for PAT shareholders.

Taleb @nntaleb and @grok giving away all the black edge for free on X.. 😎

I am monstrously impressed! Unlike your finance idiot, Grok gets the nuances!



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