Captain Invest

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Captain Invest

Captain Invest

@CapitaineInvest

West Coast Katılım Aralık 2019
145 Takip Edilen843 Takipçiler
Jack Farley
Jack Farley@JackFarley96·
Mojtaba Khamenei, son of Ali Khamenei (killed Satuday), now elected as Supreme Leader of Iran
Jack Farley tweet media
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Captain Invest
Captain Invest@CapitaineInvest·
@zerohedge Karma is a bitch Or maybe Software CEOs have been pulling strings
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zerohedge
zerohedge@zerohedge·
PENTAGON NAMES ANTHROPIC A SUPPLY-CHAIN RISK
Secretary of War Pete Hegseth@SecWar

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our position has never wavered and will never waver: the Department of War must have full, unrestricted access to Anthropic’s models for every LAWFUL purpose in defense of the Republic. Instead, @AnthropicAI and its CEO @DarioAmodei, have chosen duplicity. Cloaked in the sanctimonious rhetoric of “effective altruism,” they have attempted to strong-arm the United States military into submission - a cowardly act of corporate virtue-signaling that places Silicon Valley ideology above American lives. The Terms of Service of Anthropic’s defective altruism will never outweigh the safety, the readiness, or the lives of American troops on the battlefield. Their true objective is unmistakable: to seize veto power over the operational decisions of the United States military. That is unacceptable. As President Trump stated on Truth Social, the Commander-in-Chief and the American people alone will determine the destiny of our armed forces, not unelected tech executives. Anthropic’s stance is fundamentally incompatible with American principles. Their relationship with the United States Armed Forces and the Federal Government has therefore been permanently altered. In conjunction with the President's directive for the Federal Government to cease all use of Anthropic's technology, I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic. Anthropic will continue to provide the Department of War its services for a period of no more than six months to allow for a seamless transition to a better and more patriotic service. America’s warfighters will never be held hostage by the ideological whims of Big Tech. This decision is final.

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Captain Invest
Captain Invest@CapitaineInvest·
On one hand the market is selling sectors disrupted by AI because "AI is real". On the other, it's selling the sectors that build AI because CAPEX is too risky if "AI isn't real". AND it's also selling the recievers of CAPEX that don't spend the CAPEX nor get disrupted by AI.
GIF
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Lyn Alden
Lyn Alden@LynAldenContact·
Lyn Alden tweet media
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Captain Invest
Captain Invest@CapitaineInvest·
Who's buying nvidia before earnings ? $nvda
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Captain Invest
Captain Invest@CapitaineInvest·
THIS IS INSANE. How many subscriptions does OpenAI need to be profitable ?
Captain Invest tweet media
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Douglas A. Boneparth
Douglas A. Boneparth@dougboneparth·
Not only is AI doing my taxes this year, but here's a list of other tasks it's doing for me in 2026: 1. Raising my children 2. Making coffee 3. Exercising 4. Breathing
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zerohedge
zerohedge@zerohedge·
WDAY down 10% to $118 after disappointing earnings, it was first here in 2018
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Captain Invest
Captain Invest@CapitaineInvest·
@fejau_inc Maybe, but for now data is completely opposite to narrative !
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fejau
fejau@fejau_inc·
Coincident and leading economic data continues to improve and reaccelerate
fejau tweet media
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Captain Invest
Captain Invest@CapitaineInvest·
Will nvidia's earnings reverse this crappy market for tech tomorrow ?
GIF
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Captain Invest
Captain Invest@CapitaineInvest·
AI Bubble ➡️ AI Trouble.
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Joseph Carlson
Joseph Carlson@joecarlsonshow·
DoorDash just posted possibly their best quarter ever, with a 32% increase in order volume. Yet the stock is down 6% today because a popular substack author published a detailed post on how agentic technology will drive down food delivery margins (amongst other things). I'm not sure we've seen a bigger bifurcation between the online investing world and the fundamental business world.
Joseph Carlson tweet mediaJoseph Carlson tweet media
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Captain Invest
Captain Invest@CapitaineInvest·
Claude is so good that each time they announce a product in a vertical, all incumbents crash. A private company is causing heavy damage to public markets.
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