Driven Sports
15.5K posts
Driven Sports
@DrivenSports
Driven Sports provides sports supplements that you can believe in.
New York, USA Beigetreten Haziran 2010
604 Folgt3.1K Follower
@WallStreetApes Remember what’s they said about @Apple iPhone and the virtual keyboard? How did that work out?
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CEO of Citadel Ken Griffin says that Data Center spend this year alone is set to be half a trillion dollars, $500 billion
He says that AI is useful in some areas but it’s not worth the investment, he says a lot of what it produces “It’s all garbage”
“Data center spent in the United States this year, over half a trillion dollars, like over $500 billion. You're not gonna generate this kind of spend unless you're gonna make a promise. You're gonna profoundly change the world. So is it hype? Of course
— In certain areas, we know it's gonna be profound, whether it's call centers, whether it's helping to improve the productivity of software engineers, but in a number of white collar jobs, you know, there was a, there was a recent Harvard paper on this, they called it AI work Slop, that it looks good, but if you sort of peel back the onion, the substance isn't there.
I was with one of my colleagues who runs our commodities business and they, he handed a report on that we were generated with an AI engine. Doesn't matter what the topic was, the first few sentences, like, wow, that's, that's really insightful. And then you go down below that and it's all garbage.”
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@earthcurated Thank you Oceana St. Thomas for an excellent 24 hour flight (@Delta) just for dinner! Everything was amazing!
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@DrivenSports @zerohedge Private credit isn't publicly traded, so no direct short on the GS fund. But GS and JPM now offer hedge funds custom baskets/indexes of listed proxies like BDCs and alt managers with heavy private credit exposure—perfect for betting against the sector as a whole.
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@GrantCardone @JakeGagain It’s like comparing tee ball to swimming under water without needing to come up for air…ever…but you’re not a fish.
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This is the problem with opinions if you don’t have the experience thru the levels you’re just opining, which is fine…. But $2-3m and a house paid for compared to Elon is like comparing tee ball to Major League Baseball. Or paper planes to space travel Elon has helped thousands of families become millionaires. the millionaire next door you describe will struggle funding their parents assisted living. One major health problem can Bankrupt a 3m household. None lasui. One divorce. No offense but you’re being very naive
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Here is a secret for you.
After you make your first $2-3 million, pay off your home & have a nice car to drive, there is no difference in the quality of life between you & Elon Musk.
Both of you have a limited amount of time on Earth. You have twice if not more than Elon, so you're technically richer than him.
A pizza is a pizza whether a billionaire eats it or you do.
Money is nothing but digital numbers on a screen.
Real life is outdoors.
Spending quality time with your family & friends.
Become financially independent; that's usually 2-3mil.
Have good food. Enjoy friendships. Workout. Relax.
That's all there is to life.
Greed has no end.
Repeat after me: Time is the currency of life.
Money is not.
The sooner you figure this out, the happier you will be.
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@WOLF_Financial Buffett and Munger essentially said the same thing.
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STANLEY DRUCKENMILLER AVERAGED 30% RETURNS FOR 30 YEARS WITH ZERO LOSING YEARS
His approach to risk: "I like putting all my eggs in one basket and then watching the basket very carefully."
"Most people make 70-80% of their money on 2 or 3 ideas, even though they have 30 or 40 things in their portfolio. My concept was to put into those 2 or 3 ideas I had the most conviction in."
"Too many investors look at the present. The present is already in the price. You have to visualize 18 to 24 months from now what the world is going to be."
"What a company's been earning is ridiculous. It doesn't mean anything. If you can see something 2 years out that's entirely different than the conventional wisdom, that's how you make money."
"My first boss used to say: the obvious is obviously wrong."
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Remember that time when $META paid $20,000,000,000.00 for a messaging company and said the end to end encryption was free and they didn’t try to sell you anything ??!!!! Lmaoooo @elonmusk @michaeljburry @grok
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WhatsApp’s “encryption” may be the biggest consumer fraud in history — deceiving billions of users. Despite its claims, it reads users’ messages and shares them with third parties. Telegram has never done this — and never will 🤝
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@burrytracker @michaeljburry should have tagged you just in case this is 90% of the time.
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@burrytracker Hate all you want but 90% of the time hes right every time.
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Update: It's now been 158 days since Michael Burry publicly went bearish on Palantir $PLTR
It's down ~36% since
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Driven Sports retweetet
Use 𝕏 Chat for messaging and voice/video calls.
Comes with this great benefit of actual privacy.
DogeDesigner@cb_doge
🚨 WhatsApp’s “end-to-end encrypted” privacy is a total lie. New class-action lawsuit just dropped: Meta secretly let employees, contractors like Accenture, and third parties read, intercept, and store your private messages WITHOUT consent. All while marketing it as “only you and the recipient can read it.” Zuck lied to billions. Your chats were never safe.
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@elonmusk Didn’t $META buy them for like $20b? The company that gives a free virus that infects everything you own and spies on your total life called Facebook? Is this mic on?? And people thought they were encrypted end to end for free…lmfaoooooooooo!!!!
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@wobblymami Hey siri does my dog judge me when I stumble in Friday morning with one shoe, a bag from Taco Bell and 1 set of fake eye lashes on?
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Hey siri do dogs feel complex emotion and if they do does mine get mad at me when I go out drinking on a Thursday
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@aleabitoreddit I missed the initial buy in on your post but sold puts the following day and it’s worked out perfectly!
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Woah, $AEHR almost triple digit return in 1 week.
This is speed running “Escape the Permanent Underclass with Serenity 101”.
That aside, it helps to understand qualification cycles when you look at stocks or ER.
A lot of retail investors went short after ER by looking at current revenue rather than volume ramp + all ongoing hyperscalers testing out orders.
Serenity@aleabitoreddit
$AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated customers: Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN, $META). - Probably Google? Aehr bought Incal, who was speculated to be used by Google for their TPUs. Feb 26th: $14 million from AI lead customer (likely $AMD, $NVDA) - Probably $AMD here for Instinct MI300/MI400. March 3rd: Lead silicon photonics customer for one FOX-XP system (likely $INTC siph) - Very likely $INTC has been their lead customer. March 31st: Initial order from major new silicon photonics customer (likely $AVGO, $MRVL, $CSCO ) - New customer (rules out Intel), prob one of these transitioning to 800G/1.6T silicon photonics transceivers (All speculative, very confidential BOM) Regardless. This timeline is just bottling up for $AEHR. Could be next earnings. Or two quarters from now. But feels like a matter of time before we see mass orders.
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@mistressdivy TBH you take a break from dating apps and get a puppy. And when you get to see your kids you make them feed and walk the puppy to teach them responsibilities in life. And when they go home to their mom, you talk to the puppy out loud like a psycho lmao. 😜
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Single men: how do you handle coming home to a completely silent home/apartment after work?
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