hdog @hingdog

Lurker Joined October 2014

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hdog @hingdog

4 days ago

@rationalaussie @mattjcan If they crash the market even 50% the only people who'll be able to afford to buy are cashed up investors, everyone else will be out of work. Careful what you wish for

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@Lehman_Bro @Crowded_Mkt_Rpt For bitcoin he has data going back to April 2018 around when futures started for BTC according to my chart. If you join up his chart membership you get all his COT data through tradingview charts

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hdog @hingdog

5 days ago

@Crowded_Mkt_Rpt as in people finally getting bullish on the dip?

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hdog @hingdog

2 weeks ago

@Crowded_Mkt_Rpt Thanks for sharing, just finished listening to Webby and Minervini, now I have another listen for my afternoon dog walk :) cheers

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hdog @hingdog

3 weeks ago

@rationalaussie I'm not into crypto(24/7 trading is too much for me) but this is an interesting chart nonetheless, so $500k or the start of the run to it a 2027 thing? x.com/mark_ungewitte…

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BinTheWindmills @liber8SA

a month ago

The fact that the government is retaining the 50% CGT discount for foreign renewable energy investors means that they know full well that their CGT changes are a great big tax grab and a drag on investment. What a bunch of dishonest, ideological clowns they are.

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hdog @hingdog

a month ago

@markminervini Can't always be on a real track though, even the F1 drivers race on iRacing. Nice work with the real racing, it'd be a blast. I have to satisfy myself with a few track days for now haha.

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Equus Energy @EquusEnergy

a month ago

WA's ageing LNG infrastructure needs new gas. As North West Shelf fields decline, $EQU's pre-FEED work has confirmed two tie-back routes for its 1.7Tcf resource — through Woodside's Pluto/Karratha network and Santos' Varanus Island system. @StockheadAU🔗stockhead.com.au/energy/the-equ…

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hdog @hingdog

a month ago

@onmywaytooblivi @cfellas70 and that is just more proof of how unfair it is, you take all the risk, the govt takes half the reward

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hdog @hingdog

a month ago

@CuriousPolite @melbheritagee @AusPoll6 have you even read their policies? Going back to a gold standard??? LOL Choose your own currency, how's that going to work? Like I said, they need to dial it back to sensible if they want to get mainstream voter attention libertarians.org.au/money

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hdog @hingdog

a month ago

@CuriousPolite @melbheritagee @AusPoll6 I partly agree, the problem with the Libertarian party right now is they are extremist, they need to dial it back to sensible levels. The "ideology" is great but when you read their policies, they'll never get traction with voters because their policies simply wouldn't work

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Aakash Gupta @aakashgupta

2 months ago

Anthropic's growth rate is accelerating at $14 billion of scale. The chart is on a log scale. A straight line on log means constant percentage growth. The curve above is bending up. Dec 2022 to Jan 2025 was 10x per year, twice. Dec 2025 to May 2026 was 5x in five months. The annualized rate at $14B exceeds the rate at $1B. That isn't supposed to happen. Percentage growth decays as software companies scale. The largest software businesses have never sustained 50%+ YoY at $10B+ ARR, let alone accelerated. Slack held the record for fastest SaaS company to $1B ARR. It took five years. Anthropic went from $1B to $44B in seventeen months. Salesforce did $37.9B in revenue across all of fiscal 2025. Anthropic's run rate now exceeds Salesforce. Salesforce was founded in 1999. The most aggressive analyst projection from August 2025 had Anthropic hitting $30B ARR by August 2026. They beat the bull case by four months. The acceleration is Claude Code. Launched May 2025. $2.5B in run-rate revenue by February 2026. Weekly active users doubled since January. Enterprise customers spending over $1M per year went from 500 to 1,000 in two months. That's where the curve comes from. The check size is compounding. The user count is secondary. The last ninety days added more ARR than the entire seventeen-month climb to $14B. There is no comparable curve in software history.

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hdog @hingdog

2 months ago

@hidflect That little US company called Microsoft was 36% or so high to low in 5 months, Netflix 44% etc etc it ain't an ASX specific thing, stonks go down too sometimes

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hdog @hingdog

3 months ago

@Jkoozi1 💯 These are the times when people should be excited and doubling down on the work, some of the new leading stocks are already moving

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Crowded Market Report @Crowded_Mkt_Rpt

3 months ago

It's Monday which means a new episode of Markets Unscripted. If you enjoy this episode, please do me a favor and retweet. Thanks. Why 'Smart' Traders Fail: The Harvard MBA Trap youtu.be/h61li_Xvuv4?si…