First Level Thinker

@theAZtrader These guys buy fertilizers to resell. Isn’t that a problem for their margins?

$RLF right place, right time, looks like it’s gonna rip

@jsin_59 Happy to come together and battle the GOT stans when they arrive.

@1stlevelthinker Succession is at the head of the kids table sorry

Imagine putting GOT or Succession alongside The Sopranos and The Wire

me finally doing DD on a company now that i’m bagged as shit

@mondyinvest Booking.com might end up just fine but it definitely won’t be because of their customer service.

@mondyinvest lol at the idea you can speak to someone at booking.com and get a solution

Some form of hopium for anyone still long $SDR $SDR.AX (-61% last 6M) which looks to be one of the more #AI-exposed #ASX tech names.

@_Pancaku_ @ShitValueFund Shares were up 10% of five year lows so naturally it is time for a windfall gas tax.

@1stlevelthinker @ShitValueFund It is the hope that kills you.

If you want a translation... That's +100% on pre-war prices. Take off 30% for tax... That's 70% straight to bottom lines....

@ignore89039500 @Ric_RTP I only use following tab now which cuts it down a lot. For you is just endless slop.

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.

@pussyisalive Real life? Sorry mate if true.

@BollingerBanter I reckon not a bad idea

@1stlevelthinker Thought I'd buy the red!

Dipped the toe on some smaller #Energy names. Not a great deal of DD done - chart plays with nice RR. Something of a gamble. DYOR

20% of global LNG capacity removed from the market for several years and $BPT.AX is still trading below where it was in November.

@Alonzo_CTHG I need to listen to the market more closely

@1stlevelthinker Normally when I travel I sell down. This time the market kicked me out.

Not much for me in this market, just watching on. A little oil exposure and I’m going on holidays next week. Please fix the market by my return. THANK YOU FOR YOUR ATTENTION TO THIS MATTER.

@Justin_K000 $AUE got one in

Not a single trading halt. REKT.

@respeculator @costanzakapital They said buy in a 2:1 ratio (VEA as a satellite)

@1stlevelthinker @costanzakapital Think the sub said by Ampol not Viva

@ShowerCapAM @ImmaYieldGuy @respeculator Classic

@ImmaYieldGuy @respeculator $SBM already exists

Righto… done a bitta armchair expert research to share… 1. In 2020 the Covid year - where everything shutdown in Aus and the economy came to a standstill (especially Victoria).. diesel demand dropped a measly 5%. Petrol a bit more (~15%)… diesel is transport, agriculture, mining, heavy industry.. and the hilux tradie who cannot “work from home”.. 2. You can switch some refineries to do more diesel vs petrol/jet fuel but most of those complex refineries sit in Asian countries.. and diesel needs heavy sour crude.. ie the stuff from the Gulf (petrol is the light stuff) Conclusion: Diesel is fuct

@steve_platz @respeculator Les goh

Looks like it's finally time for Beach Energy $BPT.AX to break out. Stuck in sideways purgatory this year while the rest of the energy sector has been running.