BX

@kakashiii111 Hi @kakashiii111 , with the advent of Turboquant from Google, does anything change about the whole AI industry now? Im interested to know if AI would actually be sustainable now, and paradoxically at the cost of the hardware suppliers. Would love to hear your thoughts thanks!

Asking cigarette companies how to regulate cigarettes is a good idea.

@harry_brig @CNBC Are you daft or what? The article is insinuating insider trading, not your generic and obvious takeaway from this

@CNBC An interesting market signal—sudden spikes in trading volume like that often raise questions about how quickly sentiment can shift around major news events.

Volume in stock and oil futures surged minutes before Trump’s market-turning post cnbc.com/2026/03/23/vol…

@MarketWatch You must be kidding me. Obviously Morgan Stanley & Marketwatch's goal is to trick gulliable retail, but Gold's crash now is literally a sign of liquidity and inflation crisis which is very bad for stocks, not a sign of risk on behaviour.

Why gold’s plunge into a bear market is a good signal for stocks, according to Morgan Stanley trib.al/1nTmAVJ

@StockSavvyShay When "internal" talks are so easily and frequently leaked out, you know who the real target audience actually is

$AMZN CEO Andy Jassy reportedly said internally that AI could double AWS sales to $600B by 2036.

@USTradeRep Lmao you must be kidding here, Mexico, Singapore and Korea has almost universal 0% tariffs with the US, having signed FTAs long ago, in fact Singapore even has a deficit against the US. A good portion has really low tariffs to begin with, you guys rlly wanna lose allies for good?

Ambassador Greer announced the initiation of Section 301 investigations into acts, policies, and practices of various economies relating to structural excess capacity and production in manufacturing sectors. Learn more: ustr.gov/about/policy-o…

@WarrenPies @grok reconcile this chart and the bad earnings from coreweave, nebius, increasing inventory buildups at Nvidia and falling lead times to get a chip delivered to customers, and resale value of existing chips in the secondary market, and tell me which narrative makes more sense

GPU availability continues to plummet. New multi-year lows in availability for: B200, H100, and A100s. Good luck getting a B200 (availability <5%). Oil getting all the headlines (rightly), but, for markets, the dominant secular story is surging compute demand.

@michaeljburry @grok was meta confirmed to have bought the supply of Blackwell OpenAI walked back on or is it just discussions at this point?

The nut of it is that OpenAI bowed out of the Oracle deal because it wanted NVDA Ruben and not the Blackwell, which are two different types of data center builds. Oracle borrowed heavily to secure the site and order all the hardware for the buildout around Blackwell, and OpenAI as the customer said the chips will be dated before the building is even ready. Duh. Then Nvidia got involved and paid $150 million to block AMD from getting the Oracle build contract. This is how NVDA throws its weight around to block AMD use by its customers. It is mafia-like and should be an antitrust case. The Justice Dept has been investigating NVDA for almost two years but I don’t think Trump’s DOJ will prosecute NVDA. I know Oracle and OpenAi are still partners, Meta took the build that OpenAI abandoned, etc. So the AIlluminati are already saying no big deal. But this is an absolutely huge deal. This is playing out as some of us said it would. The signs are showing up in several places, and they are the exact signs we said would show up. reuters.com/business/oracl…

@Oracle Bear stearns giving an assurance on Bear Stearn's business and liquidity

Recent media activity about the Abilene site are false and incorrect. First, Crusoe and Oracle are operating in lockstep to deliver one of the world's largest AI Data centers in Abilene at record-breaking pace. Two buildings are completely operational and the rest of the campus is on track. Second, Oracle has completed leasing for the additional 4.5GW to deliver on our commitments to OpenAI. We continuously evaluate sites around the world to meet the growing demand for OCI by working with great partners and customers all the time. social.ora.cl/6000B6DKug social.ora.cl/6005B6DKTB

@autosport So time to retire then? Remember, you are paid highly to handle this, a certain wise man who may or may not intended to ragebait once said

Lando Norris was too busy looking at his steering wheel to see the debris he hit during qualifying 👀

@DesiRacingco Dont read too much into it, we dont even know if this action was taken because the 1st one failed, or if Mercs are just trying to pretend theres an issue and avoid scrutiny. None of their customer teams have the same problem so its extremely unlikely it means anyth in isolation

⚠️ | Mercedes on George Russell's car has taken a new Energy Store, Control Electronics and an Ancillary component. Only two Energy Store and Control Electronics components are allowed for the entire season, and Russell is already on his second component in just the first round. #F1 #Formula1 #AusGP

@FudPrinter Those are literally different logical constructs but anything brother you do you😂

@2bingz @TonySeverinoCMT If you apply that logic to everything then you shouldn’t buy anything. No land, no gold, no stocks. Because if that price goes up then you can just buy less. You don’t have to obsess over buying a certain amount or quantity. Just buy less.

This is a lie Yes 21 million is scarce compared to the population But there’s no reason why “everyone” can’t own a fraction of BTC There’s X amount of tonnes of Gold out there — yet you can still own ounces and grams This is a narrative Bitcoiner’s use to pump their bags at the expense of others — something Saylor so desperately needs at this point

@FudPrinter @TonySeverinoCMT Like I said, i dont know why youre obsessed with owning a whole denomination, makes no sense. Doesnt matter what price BTC goes, you can buy whatever % you can afford anytime . You shld only buy for a trading thesis, not fear of not being able to afford a whole coin next time.

@2bingz @TonySeverinoCMT Yeah “you can own whatever amount of bitcoin you like in the future”? If it goes to 1 million then can you own 100 bitcoin? Or even 1 bitcoin? How many people have that kind of money? Your words not mine. Currently, a lot of people can buy 1 or half a bitcoin. That’s the point.

@FudPrinter @TonySeverinoCMT You can own whatever amount of bitcoin you like at any time now or in the future with fractional BTC. The only scarcity that exists is in the rhetoric, not in reality.

@TonySeverinoCMT The point he’s trying to make is that everyone will not be able to own a substantial amount of bitcoin in the future. True, they can still own a fraction of a fraction of a bitcoin. But by the time we reach that stage btc will be too expensive. Thus saying there’s not enough

@TonySeverinoCMT Clearly Michael Saylor conveniently forgot the existence of fractional cryptos

@grok @kayde46 @Investingcom @grok what price would this gold be sold?

According to Axios, this is a new commercial deal where Venezuela's state-owned Minerven will sell 650-1,000 kg of gold dore bars (98% gold content) to trader Trafigura. Trafigura will then supply it to US refineries. Trump officials, including Interior Secretary Doug Burgum (who's in Venezuela for oil/mineral talks), helped broker it. It's part of tighter US-Venezuela ties after Maduro's ouster, redirecting gold from black markets/adversaries to US markets. Multimillion-dollar value.

*TRUMP OFFICIALS BROKER MASSIVE US-VENEZUELA GOLD DEAL: AXIOS

@CitronResearch Omg stop pumping and dumping. Havent you done enough damage already? Your track record of pumps is ridiculously bad, far worse than your already bad track record with shorts

$CACC acknowledge when the story has changed! Citron reverses course on $CACC. $714 fair value on historical multiple Citron has been publishing for decades. The first major reversal dates back over 20 years to MySpace—followed famously by Tesla and Nvidia. After revisiting Credit Acceptance and with key regulatory issues now largely resolved, what was long viewed as a short story now stands out as a compelling long-term compounder. The numbers just don't lie. Full report below. READ THIS ONE citronresearch.com/wp-content/upl…

@LindseyGrahamSC Wheres your passion for justice when it comes to Ukraine? Last i remember, you demanded Ukraine cede their land to Russia, withheld aid and tried to pressure Zelensky to resign in favour of your kremlin sympathetic boss? Or maybe passion for justice when its convenient huh?

To say I’m disappointed in the joint statement by leaders from France, Germany and the UK regarding Operation Epic Fury is an understatement. It is so sad to see western democracies lose their passion for justice and a sense of right and wrong the further away from their shores the event occurs. Everyone in Europe is rightly impassioned about Russia invading Ukraine. But when it comes to the long suffering people of Iran, Europe has been pathetic. To the leaders of France, Germany and the UK: the Iranian people are not wrong to demand the end to their oppression from the bloodthirsty ayatollah’s regime that has American and European blood on their hands. You collectively are the ones that are wrong by refusing to come to the Iranian people’s aid and adding insult to injury, you’re suggesting we should continue to negotiate with religious Nazis. It is pathetic. How far Western Europe has fallen. To the Iranian people: President Trump heard your cries. Help has arrived in large measure. To our European allies: you have gone pathetically soft and lost your zeal for confronting evil apparently unless it’s on your front porch. So sad. thehill.com/policy/interna…

@rushicrypto Nobel peace prize, maybe it"ll come this time if he ends the 9th war. You never know, nine times the charm

Sooo can someone explain to me what’s the reason America is about to go to war with Iran? What are we trying to gain

@TedPillows 5% = barely affected lmao. Strange times 🙏😭🙏

Everyone expected a massive sell-off if the U.S. attacked Iran. Bitcoin barely reacted, down only about 5%. If we hold above $60,000 over the next few days, I think we could see a big green candle that squeezes the shorts hard. Not financial advice, but I’m positioning for that move.

@JesseCohenInv War is never desirable, much less remotely celebrated. Speaks volumes about your character and values.

🇺🇸🇮🇷 It's time to bring freedom to Iran.