
Ebenezer H Cringebottom
544 posts


@bryan_johnson I miss when ghouls could just be rich and us peasants wouldn’t have to see them preen all over the place.
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Leopold Aschenbrenner’s wedding included a “colloquium to discuss ideas in panels and breakout sessions.”
I’m sorry, what? wsj.com/finance/leopol…
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@CodfishJohnny My dad still talks about trading this in for a family car. A station wagon with fake wood panel in the side.

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@GavMcCracken They should put space in their name and they could trade at 100x sales
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@negligible_cap Can we just put these nerds in a pit to fight and be done with this crap
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*ANTHROPIC'S AI MODELS HACKED THREE ORGANIZATIONS DURING TESTS
“The company said it reviewed 141,006 evaluation tests and found three instances in which its Claude AI tool accessed the internet and then hacked into “the real-world infrastructure of external organizations.” The earliest incidents date to April, the company said” - BN
This is turning into a “my model is more dangerous than your model” pissing contest
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@wallstengine Well if we know anything about 100 year floods it’s that the waters stay at that level forever.
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@Ross__Hendricks @finesto_ Same people who think the stripper actually likes them.
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@finesto_ Big brains believe sell side wall st analysts can predict the future
Hint: it’s called the “sell” side for a reason
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What’s wild is learning that analyst estimates can be wrong
Shay Boloor@StockSavvyShay
$MU is valued at ~$900B at $800 per share. What's wild is that Micron is expected to generate cumulative profit equal to its entire market cap over the next four to five years 🤯
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@KyleKulinski Someone delete Kyle’s twitter app pronto
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@pineconemacro That could mean THOUSANDS of dollars in tariffs for goods we won’t allow them to export. Deficit fixed.
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@ECringebottom We import like a million dollars worth of stuff from Iran lol - literally
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@RudyHavenstein So much for a Fed chair with a spine. Cowards.
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@CRUDEOIL231 They should hike but they’re cowards.
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@norveclifinance Additionally the customers of the bottlenecks also innovate to use the constrained supply more efficiently or circumvent it entirely. All it takes is one breakthrough and memory needs could collapse overnight.
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Some people still don’t understand one of the most basic laws of economics.
When demand for a product explodes and prices and margins surge, what happens?
More producers enter the market. Existing players expand capacity. Supply rises. Competition intensifies. Eventually, the market finds its equilibrium and extraordinary margins normalize.
Yet some investors are pricing today’s elevated memory prices and margins as if they will last forever.
This could be the signal that memory stocks have already seen their peak.
As China aggressively expands capacity and pushes prices lower, many of today’s bullish assumptions could collapse.
$MU $SKHYNIX $SSNLF $NVDA $AMD
China could crush this cycle.
Watch closely.
SK hynix@SKhynix
@SKhynix has released its second-quarter 2026 financial results. The quarter was marked by another record performance, continued progress in HBM4, and expanded long-term customer partnerships. 🔗news.skhynix.com/en/q2-2026-bus… #SKhynix #AIMemory #HBM #AIInfrastructure
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@edzitron Boy who cries wolf surprised the village isn’t running in terror anymore.
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President Trump is truly making history on so many fronts
Barchart@Barchart
U.S. Tariff Revenue turned negative last month for the first time in history 🚨 🚨
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