Beltway Investor (@QuantvmBlaze) header
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🇺🇸🇫🇷, Geopolitics & Defense, PLTR, SOFI, ONDS & NBIS, polyglot

Manhattan, NY
Joined February 2014
Photo by Beltway Investor (@QuantvmBlaze)Photo by Beltway Investor (@QuantvmBlaze)Photo by Beltway Investor (@QuantvmBlaze)Photo by Beltway Investor (@QuantvmBlaze)Photo by Beltway Investor (@QuantvmBlaze)Photo by Beltway Investor (@QuantvmBlaze)Photo by Beltway Investor (@QuantvmBlaze)Photo by Beltway Investor (@QuantvmBlaze)Photo by Beltway Investor (@QuantvmBlaze)Photo by Beltway Investor (@QuantvmBlaze)
$NIO just smashed its previous daily swap record by over 11,000 swaps! Chinese New Year holiday continues to break records as swap infrastructure scales.
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7:15am, Union Station. Snow is picking in in DC as heavier snowbands roll in. Still entirely snow, the wind is also intensifying. #Snowstorm2026
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If Iran and Cuba fall, Russia and China are going to find it very difficult to sow chaos around the world. We are witnessing the biggest geopolitical realignment since the Soviet Union collapse. “There are decades where nothing happens; and there are weeks where decades happen”
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The National Guard is already deployed at Union Station, DC. I just passed a unit standing in the circle green, ironically right next to the Impeach Trump tent.
The U.S. military is preparing for the activation of hundreds of National Guard troops to Washington, D.C., per Reuters. NBC reports it could be as many as 1,000.
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With everyone celebrating the $SOFI earnings, here is an example of why I love their platform. For 2 years I’ve used all my SOFI credit card 3% cash back each month to buy $SOFI shares in SOFI Invest. Let’s see how much of a position I can generate just on free CC cash back.
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While most Iranians are praying for the IRGC's downfall, American leftists and isolationists continue to cheer for a Regime that oppresses its people and seeks to destroy the West. Fools. #IsraelIranConflict
It’s so weird being Iranian right now, scrolling through my feed and seeing all my fellow Iranians praying for freedom, and seeing every white leftist & terror sympathizer praying the oppressor wins… “for humanity.”
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Get rich then move to a country where they round up men at clubs and send them to #Ukraine? I just can’t with #cryptotwitter
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I was buying $PLTR all through 2022 and 2023. DD, conviction, understanding the vision, and most importantly trusting the leadership— all pays off. Craziest part? This journey is just beginning. Retail believes in Pili, long and strong. 🙏
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Finally got to 800, years of working towards this finally paid off in 2025 🙏
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The $NIO is definitely the most high tech and luxurious EV ever released. Not only does it look stunning, it's the world's first production car with active suspension. Wow
I ran into a $NIO ET9 at the hotel entrance. What do you think? 😍😉
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Palantir is a generational and transformative company. There is nothing like it. $PLTR
$PLTR Co-Founder @JTLonsdale on the @ShawnRyanShow answers the question: What is Palantir? “At a very high level, Palantir is an effort to take the very top technology culture in Silicon Valley, and apply it to solve the most important problems in these institutions that didn’t have tech culture—so the intelligence and defense world.” “What is it actually doing? There was really initially four pillars at Palantir: data integration, search discovery, knowledge management, and collaboration.”
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Number 3. Kamala has massive momentum in the Midwest #Selzer
Three options here: 1. Selzer is right and Harris wins in a massive landslide 2. This poll is just a bad poll (it happens, but it happens to Selzer less than others) 3. Harris isn’t really winning IA but the poll is capturing late stage momentum that bodes well for WI,MI,PA
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$PLTR This is one of the more bullish scenarios, but I’d have to agree that it aligns beautifully with my thesis of the company’s imminent AIP & ontology market success over the next 18-24 months. Long and strong since $8. Generational multi-bagger potential 💰
Some think that I'm crazy for making such comparison of #Palantir $PLTR monthly chart to #Bitcoin 2015-2017 bull market monthly chart But that's really what I saw in September, and what I keep seeing in October The same bullish escape velocity with lower Bollinger band expansion
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More immigrants the US from Nepal than France is an absolutely crazy stat! 191k🇳🇵 182k 🇫🇷
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A concise deconstruction of the four most prevalent anti-Israel arguments during the current conflict. As he summarized beautifully, they’re not rational or reasonable, just emotional appeals to justify brutal violence. Nothing new for those of us that have studied it for decades
Having listened to the arguments of both sides over the last year, I'm no longer on the fence about Israel's war. Here is why:
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No software, company or entreprise brings the amount of value $PLTR does to a business. The ontology is the key. Everyone else is playing catchup, or missing the big picture and focusing on building the best LLM instead of the infrastructure to leverage LLMs.
❗️ $PLTR Global Head of Energy just discussed the new $BP deal:
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Think what you may about the guy, but #Walz is posting the best favoribaility ratings of any nominee candidate in decades. That’s electorally significant.
Tim Walz Net Favorables: (Aug 15 ---> Aug 28) MN: +15 ---> +19 MI: +14 ---> +16 WI: +8 ---> +14 GA: +13 ---> +13 NV: +7 ---> +13 PA: +7 ---> +12 NM: +11 ---> +11 AZ: +9 ---> +8 NC: +4 ---> +8 FL: +10 ---> +7 Redfield / Aug 28, 2024
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☠️☠️
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As expected, $SOFI is being cautious and only taking customers with very high credit scores to mitigate risk in the event of a banking downturn this year or next. The key: demand is high.
"We have more demand than we are willing to fulfill right now." Chris Lapointe on the capital market demands for their loans $SOFI
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Are rare occurrence of Elon being 100% spot on.
The axiomatic error undermining much of Western Civilization is “weak makes right”. If someone accepts, explicitly or implicitly, that the oppressed are always the good guys, then the natural conclusion is that the strong are the bad guys.
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