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Sell before the Stock crash of 2025december-March 2026 Beware escalating war after that Beware rising inflation and rates after that Beware real estate poor performance and declines And when its all at its peak, remember to buy stocks at cheap Valuations!

@TheSwingTraderr well you timed that really well ! I hope you are brief enough to jump in, while everybody is scared like little bunnies 🤣 I am already in 80%

The last time I publicly went all cash, this is what followed: $SPY −21% $QQQ −25% $TSLA −55% $NVDA −43% $BTC −34% An even bigger buying opportunity is coming in 2026. Be ready.

@endless_frank interesting observation

🚨There is a massive divergence happening with $SPX making lower lows today while $VIX $VX and $VVIX are nowhere near their March 9th levels. If markets were going to crash through their 200 day moving averages and collapse, vol would be bid right now and it’s red today. There may just be a bottom signal in there…

Total insanity from the recent Dahn lab paper. Batteries that last 27,000 cycles, equivalent to 7.5M miles!!! Enough to go to the moon and back 15 times. In the future, literally everything in your car will break before your battery, including you. You'll pass down your battery to your kids and grandkids and great grandkids. And most surprisingly, these are NMC cells!

@ThierryBorgeat The community note is funny that they say that 2022 was not a recession, that's only because nominally the data was good but inflation adjusted. the data was absolutely horrible!!!

Every time oil prices surged 50%+ above trend, a recession followed. Every. Single. Time. We just crossed that threshold again. This isn't a prediction. It's history rhyming.

@balajis Don't worry, this will last for 6 years , with a nice recession in the middle,

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

@PTrubey My guess is that it will take another 2 years for AI to be really really good for most businesses

The original sin of OpenAI was to release ChatGPT as a consumer product with consumer pricing. Three years later, the models have gotten so good that the value they provide to business far exceeds what they pay for it. Claude Code is ridiculously cheap for what it does. The model companies are in a race to become net profitable before investors pull the plug on their valuations. At some point, the industry will have to have expensive business tier pricing. If they don't, someone's going to go bankrupt, forcing everyone to re-evaluate their pricing. So, will the AI industry pause their cut throat competition long enough to engender a soft landing with higher margins, or will someone have to crash and burn first?

@StealthQE4 actually I own many stocks that are working. maybe you just didn't pick the right ones. feel free to ask me if you even read the comments

There’s just nowhere to hide rn. Nothing is working. Not even gold or Bitcoin.

@sweatystartup they will be able to make it 10 times cheaper with the new Ruben Nvidia cards

AI about to get 20x expensive. These $200 / month claude subscriptions are burning $5,000 worth of credits. The bubble is going to pop and it will pop soon.

@DudeWhoInvests those are all just fairy tales and correlation but not causation

Makes LITERALLY ZERO sense. GOLD the hedge for geopolitical instability is crashing in the face of geopolitical instability. Can’t make this up.

🚨 BREAKING FED WILL MAKE AN EMERGENCY $8.071 BILLION INJECTION INTO THE MARKET TODAY AT 9 AM ET, RIGHT BEFORE THE U.S. MARKET OPEN. THE RISE IN INJECTIONS IS DIRECTLY TIED TO THE OIL CRISIS. SOMETHING EXTREMELY BAD IS COMING...

@rushicrypto 1930 germany said that they cannot pay their debt, 1931 all of europe defaulted under debt , thats when people got it (not 1933)

At what point after the 1929 crash did people realize they were in an economic depression?

@Brad08414464 Let's make one then should be easy

why isn’t there an underground research community for people to publish research outside of the system and outside of conventional channels? the world doesn’t have very good infrastructure to enable this

@Suryanshti777 @karpathy One token per second proves nothing, we need like 20 tokens per second for this to be useful and if it's a thinking model then even more than that.

🚨 Someone just did the “impossible”… They ran a ~400B parameter AI model on a laptop. No cloud No data center Just a 48GB MacBook 🤯 A dev fed Claude Code with: • @karpathy autoresearch repo • Apple’s LLM in a Flash paper • Goal: run Qwen3.5 397B locally And it actually worked. → ~1 token/sec → ~21GB RAM → Rest streamed from SSD This isn’t a flex This is a shift We’re entering a world where: Your laptop can run models that once needed entire server farms It’s not about more compute anymore It’s about smarter systems 🚀

@Liathetrader I totally agree. there's going to be a recession in 2027 and 2028 so you cannot just buy and hold through this.

This buy-and-hold crowd will not do well next year. I wrote about it in January. People who started investing then, and those starting now, will have a hard time. We're headed for a big mess. Lost decade? Bear market? You must trade and be selective. This is a trading environment, not an investing environment.

@nvidiaretail @The_AI_Investor i disagree microsoft istn undervalued. if it drops 30% then maby fairly valued

@The_AI_Investor MSFT seems undervalued. If IREN signs their deals in spring & summer it will do what NVDA did in 2024, quick 2-3X. What market does with NVDA is sad, should be $300+

Stock picking feels meaningless at certain points. This feels like one of those times. What’s the point of looking at any stock other than $NVDA? I can’t think of any. Sure, you can play small or mid caps for higher potential upside, but that comes with higher risk. Does anyone have any better stock than Nvidia at a similar risk profile ?

@sudoingX In my opinion even the spark is not enough vram for big LLMs and for Ai foto video you need Minimum 4090 ! And 24gb vram

local AI hardware tiers: $4,699 - DGX Spark (NVIDIA wants you here) $1,989 - RTX 4090 (overkill for most) $1000 - RTX 3090 used (sweet spot) $250 - RTX 3060 used (currently testing every model that fits 12GB) $0 - CPU only (it still works) jensen announced the top. i've been posting receipts from the bottom.

@wintonARK Just that the sun doesn't shine when i come home from work and winter time when i need the warmth of the oil. And batteries will not last 3 months over the winter.....

a barrel of oil can provide as much electricity as a 400W solar panel does annually. a barrel of oil runs $92 and comes with a few minor logistical complications. this year the solar panel should run less than $90; you can order online, ships in a week.

@MikeFritzell Reason being that price earnings has to be compared to growth rate

So where do you see opportunities right now?

@MikeFritzell Pe ratio alone like this is a very dumb lens to look through. The person who made this must not know anything about investing

@FattyNatsu I disagree with the scoring of the taxes

Best country to live in Asia? Thailand wins 🏆