BJB

1.6K posts

BJB

BJB

@BJBobble

Katılım Temmuz 2025
225 Takip Edilen193 Takipçiler
Rob Smith
Rob Smith@Ausbobsmit·
It's been 3 years since aged pensioners were mentioned by the PM, Anthony Albanese. Albanese hates older Australians.
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BJB
BJB@BJBobble·
@oguzerkan That’s a large, deep inference from one days trading
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Oguz Erkan
Oguz Erkan@oguzerkan·
Both $CRWV and $NBIS held up strong yesterday, despite a bad day across the board. What does this mean? The market is about to process that the rise of cheaper models, open or closed, is bad for the frontier labs, but good for every other company in the ecosystem. Chinese labs are compute constrained and, even if they weren’t, Western enterprises would be highly skeptical using Chinese models hosted in Chinese servers. Instead, they are hosted in major American cloud providers, and enterprises can confidently use them. This shifts both demand and margins to hyperscalers. To cover the demand, they’ll keep buying more compute from neoclouds. This circle of demand will of course keep feeding semiconductors upstream. Still, I wouldn’t touch most of the semiconductors here as they are already overvalued except $NVDA, but it’s definitely the time to long hyperscalers and neoclouds. $MSFT $GOOG $AMZN $NBIS $CRWV
Oguz Erkan tweet mediaOguz Erkan tweet media
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Dave Portnoy
Dave Portnoy@stoolpresidente·
Everytime something happens with Bryson I go back to one of my fav golf clips of all time. When Bryson got attacked by the rope
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Rob Smith
Rob Smith@Ausbobsmit·
This lazy good for nothing career leech is taking us for mugs. Albanese is having today off. Not working. It's a 24 hour role being the PM. This weak bastard isn't up to the job. Albanese needs to go and go today. Clearly not up to it.
Rob Smith tweet mediaRob Smith tweet mediaRob Smith tweet mediaRob Smith tweet media
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Rob Smith
Rob Smith@Ausbobsmit·
Prime Minister Anthony Albanese argued that superannuation funds should be viewed as a national asset. He said that today. Never once did he mention the fact that it isn't his money or the governments money. This utter disgrace of a PM is coming for your dough via the super funds. Your money you worked bloody hard for will be pissed up the wall on Chinese made solar and wind junk that will see zero return.
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BJB
BJB@BJBobble·
@Ausbobsmit Sicily’s a strange destination for a so-called Aussie battler to be vacationing, isn’t it!? 😂
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Rob Smith
Rob Smith@Ausbobsmit·
The last supper
Rob Smith tweet media
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Shay Boloor
Shay Boloor@StockSavvyShay·
@VanquishTrader States and cities blocking data centers are sending future jobs and economic growth to regions willing to embrace the AI buildout.
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VanquishTrader
VanquishTrader@VanquishTrader·
Trump blasts New York’s data center freeze as a “terrible decision” and demands the state reverse course immediately.
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BJB
BJB@BJBobble·
@StockSavvyShay Where did musk’s doge cheques go? And what happened to that hospital ship on its way to Greenland? 🤔 😂
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Shay Boloor
Shay Boloor@StockSavvyShay·
President Trump is replacing the 20% U.S. reimbursement fee with trade and investment deals from Gulf states. He says the investments will be “massive” and beneficial for both the U.S. and the Gulf.
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Shay Boloor
Shay Boloor@StockSavvyShay·
President Trump says the Strait of Hormuz is open and declares the U.S. “the guardian of the Hormuz Strait.”
Shay Boloor tweet media
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Rob Smith
Rob Smith@Ausbobsmit·
Most prime ministers wake up at the crack of dawn. The stress of the job has them out of bed. Not Albanese. Sleeps like a log until woken by a staffer.
Rob Smith tweet media
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BJB
BJB@BJBobble·
@Ausbobsmit Likelihood of this actually happening ? lol 😂
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Rob Smith
Rob Smith@Ausbobsmit·
Ive been offered a job with a big newspaper in the city. Big dough, as a journalist. I knocked them back, told them to go fuck themselves
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BJB
BJB@BJBobble·
@realRick_AUS This post highlights the very low IQ of this person
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BroBro🇦🇺🏇🏻
BroBro🇦🇺🏇🏻@realRick_AUS·
Imagine using Fahrenheit, instead of Celsius to measure temperature Yeah bro, it’s -7 degrees Fahrenheit Yeah bro, it’s 97 degrees Fahrenheit
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BJB
BJB@BJBobble·
@andrewbogut Elon Musk says solar will be by far and away the most used energy source in the future. You can find such posts on his x profile. He prob knows a bit more than an ex-bballer on the matter.
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BJB
BJB@BJBobble·
@JEChalmers Thanks for increasing my taxes, Jim
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Jim Chalmers MP
Jim Chalmers MP@JEChalmers·
GET THE FACTS: Australia’s gross debt as a share of the economy is lower than any major advanced economy. Gross debt in the last financial year was almost $200 billion lower than what we inherited. We're not immune from global instability but we’re confronting these challenges from a position of genuine relative economic strength.
Jim Chalmers MP tweet media
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BJB
BJB@BJBobble·
@OneNationAus Get solar panels and a battery and you run your house and car for free. Pretty simple.
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One Nation Australia
One Nation Australia@OneNationAus·
Central to easing the cost of living for everyday Aussies is bringing down energy costs by scrapping net zero and using all the natural resources at our disposal to produce energy. Extortionate energy prices don’t just hit everyday Aussies directly through increased energy bills but indirectly too. They feed through into higher grocery bills and all manner of other costs. Right now, the government is pursuing a doomed energy strategy. Get energy policy right and you make a huge contribution to easing the cost of living.
One Nation Australia tweet media
Pauline Hanson 🇦🇺@PaulineHansonOz

One Nation will bring grocery prices down by cutting the energy costs built into every loaf of bread, carton of milk and bag of vegetables. That starts with ditching net-zero policies that make power more expensive, keeping reliable coal and gas in the system, developing nuclear power and ending subsidies that families ultimately pay for. Cheaper, reliable energy means cheaper groceries.

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BJB
BJB@BJBobble·
@Ausbobsmit And Pauline’s having beers with billionaires in London
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Rob Smith
Rob Smith@Ausbobsmit·
BREAKING NEWS Anthony Albanese will use taxpayers money to attend tonight's State of origin decider. This bloke takes us for fools.
Rob Smith tweet media
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NUCLR GOLF
NUCLR GOLF@NUCLRGOLF·
🚨🗣️🏴󠁧󠁢󠁳󠁣󠁴󠁿 #NEW — Speaking from The Genesis Scottish Open, Jon Rahm was asked if he would put up his own money to help fund LIV Golf. “Something I've learned in life, never say never. I'm not going to say absolutely no to anything that can happen in the future.” “I know Scott is doing a lot of work trying to find developers. And there's many ways around that, as far as putting my money into it, they have not asked me to do that yet.” “So I don't know if they will or not. It's not something that they have asked me but there has been many different avenues to try to make it different, what we've had till now. They haven't asked me to putt my money in yet.” @TrackingRahm
NUCLR GOLF tweet media
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