Eric Williams

@zerohedge Can this guy get any creepier?

*OPENAI PLANS TO RELEASE HOME SPEAKER AS FIRST HARDWARE PRODUCT

@John__Ferguson That is Chad, freight sales extraordinaire

@BeaglTech That looks more like Gavin Newsom

I am officially a cringy AI bro.

@John__Ferguson Capacity is still exiting and, at least some, brokers are migrating load postings to TFX.

@BeaglTech True. But over the past month and a half, volume drops, rate drops follow quickly behind. This is all new territory for me watching the live volumes.

We are currently in a “vibes market”. What is a “vibes market” (I just made this up)? It’s a market that is contrary to data sets. Volume down. Rejections down. Rates should be down. Yet they are still holding high. Either someone out there is paying a ton of money eating up trucks, Operation Safe Driver Week is a real thing, or diesel is having a major effect on rates. Or a combination of all. Either way. We are going to continue pre-booking as much as possible at higher rates and press through this current market. Data says there should be some relief coming. Whether that actually happens we will see in the coming days.

@SemiconductorsX price gouging 101

AI memory boom has flipped margins higher than Nvidia. - Micron: 80.4% - SK Hynix: 71.5% - Sandisk: 69.1% - Nvidia: 65.6% HBM and DRAM demand is ferocious. Memory makers are turning 70-80 cents of every revenue dollar into operating profit. AI training clusters are memory-hungry, and supply constraints are delivering strong pricing power. The 2x leveraged SK Hynix ETF $SKHY starts trading today, offering amplified exposure. #AI #Semiconductors #MU #NVDA #SKHynix

Wait so we aren't really able to take a 20% fee for Hormuz transit?

@supertrucker @ArthurMacwaters @thomasbsauer you mean Elon's robots won't actually be doing heart transplants?

@ArthurMacwaters @thomasbsauer Deregulation would have a larger impact on healthcare costs than AI. All AI will enable under the current system is more useless billing software.

AI is the only realistic deflationary lever (makes prices go down) in healthcare If done according to first principles, healthcare will be higher quality than anyone has today and a few dollars for most things

@ConnorJBates_ Explain this to retail

Semiconductor stocks are now cheaper on a PE basis than they were at the start of the year. Not saying it's time to sell, but for cyclical stocks you sell at the lowest PE and buy when it's high.

Ignore Warsh's testimony, because he is Trump's guy (so was J Pow), at your own peril

@sanglucci K Dub gonna pull the rug out today

After this #CPI report all you need is a Trump taco and we at all time highs

Inflation is sticky

@alienmilian @dartinguphill Doing it right, sir

@dartinguphill @BeaglTech I do that everyday.

if you are a trucker you should be trolling brokers in their comments section. if you are a broker you should be trolling truckers in their comment section this is the ONLY WAY we can unite the industry

@zerohedge With the chips as the collateral...

It appears hyperscaler creditors figured out they are lending our hundreds of billions over a decade plus to buy rapidly depreciating memory chips.

@TimothyDooner If done right, no can defend

@BeaglTech That only worked because it was a points match.

Connor should have used the Crane Technique...

@zerohedge Did everyone agree to this fee, or is bro just showing that he truly is an extortion gangster?

Trump: "We are reinstating the THE IRANIAN BLOCKADE, so named because it is only stopping Iran’s ships or customers from entering or leaving. All other countries will have fair and open use of the Strait. The U.S.A. will be, from this point forward, known as “THE GUARDIAN OF THE HORMUZ STRAIT,” but as such, and as a matter of FAIRNESS, will be reimbursed, at the rate of 20% on all cargo shipped"

The CEO of StubHub exposed in SEC documents to own a hedge fund thats scalping millions of tickets on StubHub making a fortune Everything is a scam “StubHub bills itself as an online marketplace for fans where they can buy and sell tickets, but it turns out that StubHub CEO himself also has a hedge fund that is scalping millions of dollars worth of its own tickets” “The company went public on the New York Stock Exchange last fall. They had to file documents to the Securities and Exchange Commission, and in those SEC filings, we find some interesting information. The CEO, Eric Baker, actually owns and manages a hedge fund by the name of Andro Capital. Its business: selling millions of dollars worth of tickets on StubHub — So essentially, StubHub and its CEO are in the business of mass scalping” Here’s a step by step of how the scam works - StubHub CEO’s Andro Capital buys large numbers of tickets, sometimes in bulk from primary sellers, other brokers and events - They then list and sell those same tickets on StubHub at much higher prices - When fans buy the tickets, Andro makes a profit on the price difference, this is the scalping markup - StubHub helps them by handling the listing, pricing and delivery of the tickets, sometimes with special arrangements or lower fees for Andro The result is millions of dollars in ticket sales flow through Andro on StubHub, and the profits go back to the hedge fund that StubHub CEO Baker owns and manages It means with his big money and influence he can move in early, gets the tickets for events, then mark them and rob everyone blind

@John__Ferguson Step 6) Beagl helps with most of this ;)

If you are getting in with an enterprise client, lots of volume, and spot opportunities, but you know nothing about the account, this is for you. 1) Don’t go crazy on contracted volume. Remember you know nothing about the shippers, receivers etc. it can quickly turn the account into one you wish you never had. 2) Target lanes where you feel confident you can cover for the duration on the award period. 3) Don’t be afraid to take losses. The biggest killer with new accounts is indecisiveness. Not every load has to be a profit. This is freight brokering, and the same goes when you trade stocks, some decisions are bad ones. 4) Over communicate with the client. Ask questions. Pick up the phone. Call them. On all of my new accounts I request weekly meetings until we figure it out. If the client is coming to you, it’s a problem. No matter how big or small, take it serious because it is 100% a problem no matter what anyone says. 5) Figure out how they gauge success. Is it a scorecard? If so you MUST learn it immediately. And I am talking about being proficient.