@rubicon59 So you want USA to kill millions of Iranians or you want the USA troops to get killed in war or what exactly do y'all want
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zakaria
1.2K posts
Trump on Iran:
I want to thank China, President Xi, I was with him, and he stayed neutral, totally neutral, and I appreciate it.
And I would want to thank Vladimir Putin, he was very neutral.
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@ariaradnia also not sure if Google AI mode counts towards Gemini here...
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I wonder how this chart would look based off usage rather than presumably users?
I suspect Gemini is less, Claude more and ChatGPT around the same?
Dividendology@dividendology
Google's Gemini has taken significant market share from ChatGPT over the last 2 years. Meanwhile, Meta AI and Microsoft Copilot continue to see very little user adoption. There's a reason Google is up over 100% in the last year.
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@clashreport Just know china will never choose Iran over the USA or isreal
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Iran's Ghalibaf on China & others:
We need some blocs. I'm saying clearly, these blocs must be formed. And in a way, they are already formed.
Whatever bloc is formed, there are two definite countries in it; don't doubt it: China and Iran.
I am moving along this path with strength. In all its dimensions. In terms of technology, economy, and politics.
It is us who must make China believe, which it will, that we are not a customer or just a business partner. We are truly a partner to them. A partner in every sense.
We must carefully recognize our friends and enemies, and move forward.
Of course, we have our dignity, our independence, our perspective. We know our friends well.
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Insomnia is a special kind of torture.
You are exhausted, your body wants sleep, you mind wants sleep, yet somehow your brain refuses to cooperate.
A few hours can feel like an eternity when you’re staring at the ceiling waiting for unconsciousness to arrive. Nothing makes you appreciate a good night’s sleep more than a night without one.
🌹
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@zikooo06 I took 5, it doesnt fix it for me unfortunately
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@BrianTycangco And 200b at least wasted on weapons defending Israel and gulf
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So the potential ultimate outcome is basically whatever the situation was before February 28 plus $300B for reconstruction and lifting all sanctions on Iran.
First Squawk@FirstSquawk
BREAKING: US–IRAN DRAFT DEAL FRAMEWORK REVEALED • IRAN AGREES NOT TO DEVELOP OR ACQUIRE NUCLEAR WEAPONS • US AND IRAN AGREE TO HALT HOSTILITIES ACROSS THE REGION, INCLUDING IN LEBANON • IRAN TO GUARANTEE FREE AND SAFE COMMERCIAL SHIPPING THROUGH THE STRAIT OF HORMUZ FOR 60 DAYS • US TO RELEASE FROZEN IRANIAN ASSETS ONCE THE AGREEMENT TAKES EFFECT • US TO GRANT TEMPORARY SANCTIONS WAIVERS ALLOWING IRAN TO EXPORT OIL DURING NEGOTIATIONS • IRAN TO MAINTAIN ITS CURRENT NUCLEAR PROGRAM WHILE TALKS CONTINUE • BOTH SIDES TO ADDRESS IRAN'S ENRICHED URANIUM STOCKPILE IN FUTURE NEGOTIATIONS • US TO AVOID NEW SANCTIONS AND MAJOR MILITARY BUILDUPS IN THE REGION DURING TALKS • 60 DAYS OF NEGOTIATIONS PLANNED TO REACH A FINAL AGREEMENT • OMAN AND GULF STATES TO PARTICIPATE IN TALKS ON MARITIME SECURITY AND SHIPPING ARRANGEMENTS • FINAL DEAL COULD SEE THE US WITHDRAW ITS FORCES WITHIN 30 DAYS • FINAL DEAL COULD RESULT IN THE LIFTING OF ALL US SANCTIONS ON IRAN • PROPOSED FINAL AGREEMENT INCLUDES A $300 BILLION RECONSTRUCTION FUND FOR IRAN • POTENTIAL DEAL WOULD REPRESENT ONE OF THE MOST SIGNIFICANT US–IRAN DIPLOMATIC BREAKTHROUGHS IN DECADES SOURCE: N12 NEWS
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Why is $NFLX down with AI stocks...?
If anything, shouldn't it be UP?
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$SPCX ACQUIRES CURSOR FOR $60B.
Months ago, Jensen Huang $NVDA said:
"My favorite enterprise AI service is Cursor. Cursor is an AI coder. Every one of our engineers is now assisted by Cursor, and our productivity has gone up incredibly."
Elon is playing to win.
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Axios reports that Microsoft is considering a Microsoft-hosted version of DeepSeek V4 as a cheaper model option for Copilot Cowork.
Microsoft says Copilot Cowork can’t work on unlimited pricing.
“We have users who do hundreds of tasks a week… but the consequence is the costs can go very high,” Charles Lamanna told Axios.
So Microsoft is moving Copilot Cowork to usage-based pricing, and exploring cheaper open-source model options.
If Microsoft really goes with DeepSeek, it would be optional, fine-tuned, safeguarded, and hosted fully on Azure.
Still: Microsoft adding a Chinese AI model to an enterprise Copilot product would be huge.
Ina Fried@inafried
New @axios: Microsoft eyes DeepSeek for Copilot Cowork as it also joins the shift to usage based pricing. Says final decision TK but it has already fine-tuned a model that it could use.
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$CRWV discount relative to $NBIS looks increasingly ridiculous.
Just updated my $CRWV model to reflect their 8GW deployed capacity target.
If they can pull this off, interest expense as a share of revenue will decline from ~22% this year to ~8% in 2030.
$CRWV is currently valued at 0.7x 2030 sales, while $NBIS is at 1.3x, as analysts expect $NBIS to generate near $50 billion in revenue in 2030.
If $CRWV's financials de-risk the way this model implies, there's no world where it deserves a 45% discount to $NBIS.
If the demand holds up, long $CRWV will work very well from here.
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@AverageDipBuyer Smci had fraud allegations and was about to get delisted from nasdaq. Doesn't seem likely to happen to sandesk
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Do you remember what happened to $SMCI?
NoLimit@NoLimitGains
THIS IS ABSOLUTELY INSANE. SNDK just became the most overbought stock in the history of the US stock market. Monthly RSI: 99.19.
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@optionscjp It's a surrender by the USA. Trump saw that it's not worth it to send troops to die or to kill millions of Iranians or for the gulf countries' oil infra to be destroyed which takes years to rebuild.
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@zerohedge I have a dumb question but why not wait for rates to be cut, or there will be no demand for bonds then
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A little more AI debt
*NVIDIA PLANS TO RAISE AT LEAST $20B FROM HIGH-GRADE BOND SALE
zerohedge@zerohedge
How fast is AI debt rising? In Q3 '25 total hyperscaler IG leverage was 0.9x. 6 months later it is 1.8x, bigger than all of Energy. It is rising at more than 0.3x turns per quarter (and that excludes SPVs). In one year, hyperscalers will have the highest leverage ex utilities
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Running for political office with only one platform position:
Companies who make it impossible to reach a real human for tech support get taxed at 99%
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@Midnight_Captl It's not that they know better. It's that it's a fact that there will be 0 cash flow for the next decade.
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AI CapEx bears really think they know better than Andy Jassy, Larry Ellison, Elon Musk, Sundar Pichai, Satya Nadella, Mark Zuckerberg, CC Wei, Dario Amodei, Sam Altman, and Jensen Huang
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Adobe is an important cautionary tale for three reasons:
1. You are likely underestimating how cheap things can get. Fundamentals. Will. Not. Save. You.
2. Reflexivity is real. Adobe has a permanent talent problem now.
3. You can’t fix a terminal value debate with buybacks
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