B. Funk

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B. Funk

B. Funk

@B_Funk_

stocks, options (none of it is advice), I’m an expert at knowing experts are rarely right. However, I stayed at a Holiday Inn Express last night

Katılım Ağustos 2020
435 Takip Edilen2.2K Takipçiler
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B. Funk
B. Funk@B_Funk_·
I feel like 2026 will be a lot like 2025. AI will continue to grow, while bottlenecks in power and chips continue. Everyone will scream bubble, but there isn’t one. Lots of volatility, so no need to chase. My horses are: Tier 1 $CRCL $NBIS $AMZN $MELI Tier 2 $PCT $PATH $TE $RH Tier 3 $MSOS $SUUN $RDW $ASPI Shorts, if I shorted $SLV Just like always…I won’t own these all year, I’ll trade in and out, but if I couldn’t trade, I’d hold these all year.
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EHX
EHX@SpaceBebop0·
@deltaozzimo @mtntallpaul Boomers have 3 houses and then raise kids that can’t own anything and then take zero responsibility.
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B. Funk
B. Funk@B_Funk_·
Hate to break it to Singular Bank, but the AI trade has powered higher because earnings keep going higher…the AI trade could care less about Iran and oil. What will happen is the AI trade probably takes a breather and the other stocks play catch up, keeping the index at or close to ATH’s.
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zerohedge
zerohedge@zerohedge·
“After today’s market moves, the most likely scenario already appears to be largely priced in. Therefore expect some ‘sell the news’ dynamics once a deal is finally reached, and I would refrain from adding exposure to equities until yield curves move lower.” - Singular Bank
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B. Funk
B. Funk@B_Funk_·
@gurgavin Ok…. $AMZN $MSFT $TSLA $GOOGL $META New definition is start up company I guess.
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GURGAVIN
GURGAVIN@gurgavin·
DURING THE DOT COM BUBBLE EVERYONE CALLED YAHOO THE SAFE BET WHAT THEY MISSED YAHOO’S CLIENTS WERE THE DOT COM COMPANIES. THE ONES WITH NO PATH TO PROFITABILITY THEY COLLAPSED, YAHOO COLLAPSED WITH THEM SAME THING IS HAPPENING IN AI. EVERYONE RUSHING TO THE ‘SAFE’ INFRASTRUCTURE PLAYS. GPUS, CLOUD, APIS BUT WHO’S PAYING THOSE BILLS? AI STARTUPS WITH NO REAL REVENUE, NO PROFITABILITY, AND A VC CHECK THAT WON’T LAST FOREVER. FUNDING DRIES UP. DOMINOES FALL. SO WHO ALL IS YAHOO THIS TIME? (YOU ALREADY KNOW)
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Londonman
Londonman@Londonman90·
@B_Funk_ @AskYoshik @zerohedge The most expensive and societally-hated facilities in history, for a product that isn't designed yet, that they promise will be useful and in demand. That is a projection, not a certainty.
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Yoshik
Yoshik@AskYoshik·
The AI bubble math doesn't add up. Anthropic spends $3 to make $1 and that’s before you include any and all other costs like staff or electricity. Microsoft dumped $300B in capex, made ~$18B in AI revenue. OpenAI and Anthropic alone make up 43-54% of Microsoft, Google, Amazon and Oracle's entire revenue backlogs. Enterprises are burning through annual AI budgets in 4 months with zero measurable ROI. This is the most expensive science experiment in history, funded by your SaaS subscriptions.
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B. Funk
B. Funk@B_Funk_·
When you stop drinking and/or start eating healthy, and then you deviate…even for a short period of time, your body lets you know. The way I phrase it…”your body becomes a snob” So, I know what he’s feeling is real, and if you haven’t stopped drinking or eat like most do, you’ll never know the feeling.
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Swan
Swan@AndySwan·
@CoachDanGo We also get the strong sense that he allows his Whoop scores to dictate how he's going to feel.
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Dan Go
Dan Go@CoachDanGo·
When you stop drinking, something happens that most people never get to experience: You find out what good health actually feels like. You have sharper mornings, better energy, and a body that talks to you instead of screaming at you. When you drink again after a long break, the hangover is a signal. You’re feeling the real cost for the first time because your standard of health has elevated. Everyone is dunking on Steven for “being soft” but he’s just found a new ceiling for his health and he wants to keep it.
Mikli@CryptoMikli

Steven Bartlett says a few glasses of wine ruined the next 3 days of his life “It's one of those areas where you don't understand the hidden cost until you really give it up for a while. I stopped drinking at 30 years old. I'm now 33. When I was 31, I thought, I'll have a drink again because now I could really A/B test it. I had a year of not drinking, decided to have a drink again” “It ruined three days of my life. I had a couple of glasses of wine, didn't get drunk. It ruined three days of my life because of the domino effect it caused” “I got worse sleep that night, and then because I got worse sleep that night, I ate more poorly the next day because my dopamine system or whatever, the cortisol system was all messed up. I podcasted worse. I didn't go to the gym that day or the day after because I felt really bad. I then slept worse, and I could track all of this on my Whoop”

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B. Funk
B. Funk@B_Funk_·
Obviously gotta wait for the final text (if it happens), but if it does happen, all the oil bros and doomers are going to find all the flaws in the MOU and why we are all still screwed come July. When in actuality, we are not doomed in July, oil will go back below $80 over the summer, and energy stocks will follow. Everyone knows the straight will take time to get back to somewhat normal levels, and the market will look through it. Rates will go down and Fed hikes will quickly get priced out and cuts priced in. And most importantly, the doomers and oil bros will be wrong…again.
Jim Bianco@biancoresearch

Seems the Iranians' definition of the Strait of Hormuz as "open" is not the world's definition of "open."

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Kyle Ray
Kyle Ray@realkpr16·
@B_Funk_ @theandering @AcquiredFM @grok Sure. But I mean, they don’t even need to do that. If we are going to ignore all marginal benefits (tax efficiency, risk preferences, tastes, etc.), they can just buy a single low-cost balanced fund or target-date fund like the one in most 401k plans.
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Acquired Podcast
Acquired Podcast@AcquiredFM·
1% of assets sounds small. But if you're compounding at 7% per year, a 1% fee actually costs you 14.3% of your returns each year. Here's a chart illustrating the idea we talked about on our Vanguard episode.
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Kyle Ray
Kyle Ray@realkpr16·
@theandering @B_Funk_ @AcquiredFM I agree. Hourly is best economically, as you pay for just what you need. But that relies on some self-awareness and self-implementation for the portfolio, and the salience of the fee itself is a deterrent for seeking guidance. I believe a flat fee with bundled management is best.
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B. Funk
B. Funk@B_Funk_·
@BluEvntHorizon @AskYoshik @zerohedge It’s very different from the tech bubble…and they were right about the internet. This may be different because there are less companies chasing the dream this time and most of those companies already have tremendous businesses with huge FCF.
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B. Funk
B. Funk@B_Funk_·
@JeffRiems @AskYoshik @zerohedge I get it…it’s nuanced. But to say that these hyperscalers are burning money that will never provide a meaningful ROU, is shortsighted.
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Jeffrey Riems
Jeffrey Riems@JeffRiems·
@B_Funk_ @AskYoshik @zerohedge What does the facility make? Is the facility just so efficient it needs no people to run it? Tell me who buys the products that come out the end. And why they buy them?
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B. Funk
B. Funk@B_Funk_·
@realkpr16 @mikejarrell @AcquiredFM That’s why advisors should get paid flat fees for what they do provide. But you’re correct, advisors are terrible at creating alpha and an ETF portfolio will never do that.
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Kyle Ray
Kyle Ray@realkpr16·
@mikejarrell @B_Funk_ @AcquiredFM Because they provide other services beyond selecting an ETF(s). But it’s a good question, most should not attempt to hire an advisor for portfolio alpha.
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Davis
Davis@theandering·
@B_Funk_ @realkpr16 @AcquiredFM Of course they need to if directed to sell. But even just the last 1.5 years, as someone who has had about 40 conversations with people panicking ready to sell out completely during tariffs in 25 or recent Iran stuff, not a single one did. That advice paid for 20 yrs of fees
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Kyle Ray
Kyle Ray@realkpr16·
@B_Funk_ @theandering @AcquiredFM Exactly. I’m not sure we have anything more than guesses about the efficacy of advisors getting clients to better behave. It may just self select for better behavior because they are willing to hire and receive advice in the first place.
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B. Funk
B. Funk@B_Funk_·
@realkpr16 @theandering @AcquiredFM ☝️ - the advisor has to do what the client wants…they can just make it more diffusing. But if someone is hell bent on selling, it’ll get sold.
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Kyle Ray
Kyle Ray@realkpr16·
@theandering @B_Funk_ @AcquiredFM Although, if someone calls their advisor in a state of panic, they can just fire the advisor if they don't execute on their behalf. Advisors probably serve as a useful barrier to protect from client emotions, but there's limits.
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B. Funk
B. Funk@B_Funk_·
@theandering @AcquiredFM That’s why I said they pay a CFP or advisor a flat fee to keep them from jumping…not 1%.
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Davis
Davis@theandering·
@B_Funk_ @AcquiredFM None of what you said has anything to do with advisors claims of panic selling. Someone will panic sell index funds the same as anything else. And people don’t act rationally and decide to hire a CFP when panicking
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B. Funk retweetledi
LibertyJ
LibertyJ@LibertyJen·
Baby boomers are 62-80 years old. It would be cool if the people screaming “BOOMER” at everyone on line knew how wrong they are.
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Prepared Remarks
Prepared Remarks@P_Remarks·
Name a compelling non AI long that’s <$10B mkt cap but has 100%+ upside (aka shitco)
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Keşfet

@SpaceBebop0 @deltaozzimo @mtntallpaul @gurgavin @Londonman90 @AskYoshik @zerohedge @CoachDanGo