Essence_of_bitcoin
1.9K posts
Essence_of_bitcoin
@EssencefBitcoin
I stand with Iran!
Katılım Aralık 2024
27 Takip Edilen97 Takipçiler
$ORCL on paper looks oversold...
With a recent credit downgrade and OpenAI, their largest RPO counterparty getting hit with negative headlines, Oracle has been hit hard.
What could be an upward catalyst?
1. OpenAI newest model being a hit.
2. Oracle earnings reflect improving margins from cashflow.
3. Capex intensity reduction.
Any others?
TrendSpider@TrendSpider
Buy the blood or steer away for now? $ORCL
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@KrisPatel99 Are these cooked in Persian crude oil from Hormuz?
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Dinner tonight... cant wait...
Persian Food always hits the spot. Whats your favorite dish?
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@Globalflows No more CFDs then. They will be dead after this.
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You'll want to be on this and tracking it
CME Group@CMEGroup
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Every livestream this week will focus on the American Exceptionalism Trade
US dominance will only increase from here
It is the center of the world for tech, finance, defense, and culture
The US has a monopoly on AI, chips, data, software, and most importantly, memes
You can outsource aura
All of the links for the livestreams and connected reports will be sent to subscribers here: capitalflowsresearch.com/subscribe
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@DowdEdward That's good, he was an ultimate war monger.
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Senator Lindsey Graham has died after a brief illness, his office says cnbc.com/2026/07/12/sen…
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@King0ftheCharts I am not promoting iran agenda. When you look at who is causing the chaos in the world, its US government. Its obvious. Its a force behind so many wars.
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@EssencefBitcoin Stop promoting Iranian propaganda. Block coming.
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@BRICSinfo So if Israel has to destroy Iran, they need to secretly assassinate Trump and blame it on Iran.
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JUST IN: 🇺🇸🇮🇷 President Trump says he ordered the US military to "completely decimate and destroy all areas of Iran" if he is assassinated.
"1000 Missiles are Locked and Loaded and aimed at the Islamic Republic of Iran."
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@KrisPatel99 They don't want to be left behind by not associating the term "AI" in their business.
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Starbucks is taking a big gamble by trying to inhouse some of IBM and Microsoft SaaS offerings.
This is going to be a true test of how much SaaS revenue might be at risk in the future for companies like IBM, Salesforce, SAP, Microsoft etc...
I think it's a pretty big gamble to save 400M on a revenue base of $40B .
Cost of maintaining the code, disruption risk, retraining thousands of associates and the army of implementation and maintenance consultants will probably make the eventual payoff to 10... maybe 15 years.
I suspect this is probably a ploy to get a better discount on existing contracts.
Wall St Engine@wallstengine
Starbucks is reportedly using AI to build in-house software that could replace some Microsoft inventory and IBM maintenance tools. Some rollout could happen by end-2027 if testing works. $SBUX spends about $400M/year on software and is targeting $2B in cost cuts. Starbucks has also been working on a POS system that would replace Oracle Simphony. CTO Anand Varadarajan told employees: “There’s clear opportunities to reduce the spend in software.”
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@saylor What a clown, how does it add any shareholder value.
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We have published our own credit model, allowing anyone to input BTC price, volatility, and ARR assumptions to evaluate model-implied BTC Risk, BTC Credit spreads, BTC Years of Dividends, and BTC Breakeven ARR. strategy.com/credit
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Digital Credit is transparent because the principal market risk factor is Bitcoin, an observable, homogeneous asset. Analysts can assess BTC-related credit risk continuously, and investors can apply their own statistical models to inform valuation and trading decisions. $STRC
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@wallstengine Nobody wants a glass that needs to be charged. Already, everyone has enough on the plate from cellphone, to headphones etc.
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$META is reportedly working on “super sensing” smart glasses that could continuously record audio and take photos every few seconds.
Users could then ask Meta AI questions based on what the glasses captured.
Meta is reportedly considering a setup where raw audio and images are not directly stored or shown to users, but metadata is uploaded for AI queries.
The recording LED may stay off during “super sensing” mode, since Meta currently reserves the indicator for active photo or video capture.
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@KrisPatel99 There are bigger forces at play. If you notice, there is a strong trend of US (or right wing) undermining any state which has socialist or communist regime. Trump is following orders of his headmasters.
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Weaponizing trade is one of the worst policy decisions for the future.
While this is directed at Spain, its a warning to everyone else in the world that the US is no longer a reliable long term partner and they should be looking for alternative areas of trade.
Trump continues to be the great gift ever for the Chinese looking to supplant the US on the global stage.
amit@amitisinvesting
So, early this morning...Trump said he wants to stop any trade relations with Spain because of their unwillingness to help during the Iran conflict. The market ignored it as if it was another one of his truth social posts about Spain. Now...the WSJ is reporting: - Trump is asking his team for a list of Spanish goods to consider for embargo - Trump has officially asked his team at NATO to cut off trade with Spain - The US Treasury will be working with the USTR and Commerce department to provide Trump a menu of Spanish products that could be embargoed in the coming days. We do about $47 billion of trade with Spain. The US typically maintains a trade surplus with Spain, exporting around $26.5 billion in goods and importing roughly $21.3 billion. Feels like Trump is trying to get Spain to kiss the ring if they want to keep trade relations alive...
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@DeItaone Short on this news. If there if one profession AI cannot replace is trading, someone has to take other side of the trade.
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ROBINHOOD CEO: AI AGENTS TO RIVAL HUMAN TRADERS
Robinhood CEO Vlad Tenev said AI agents will soon match the capabilities of human traders as the company expands its AI-powered investing tools.
Tenev said the goal is to give retail investors institutional-grade trading capabilities. Robinhood recently launched AI trading tools and continues expanding its crypto business across Europe.
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Absolute abomination.
FinancialJuice@financialjuice
OpenAI suggests giving Trump administration 5% stake: FT
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🚨JUST IN: OPENAI OFFERS US GOVERNMENT A 5% STAKE WORTH $42.6 BILLION
OpenAI has discussed giving the US government a 5% stake in the company, worth roughly $42.6B based on its reported $852B valuation, per FT.
The idea is to seed a public wealth fund that could let Americans share in AI profits through dividend-style payouts.
It is modeled on Alaska’s oil fund, which has paid eligible residents annual checks since 1982.
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