@RealJimChanos Big difference: during 1999-2000, money was spent laying fiber that wasn't needed for yrs. Today, money is spent on data ctrs that are struggling the to keep up with endless demand for more compute.
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Doug Mazanec
2.6K posts
Doug Mazanec
@infoman
Word wrangler, info hunter, edge seeker, stock trader, trail hiker
Katılım Şubat 2008
1.5K Takip Edilen1.1K Takipçiler
Gotta love the talking heads on FinTV claiming the current market is different from 1999-2000 because unlike then, there is real earnings growth now. (S&P Operating EPS were up 30% from mid-1998 to mid-2000 because, you know, the Internet buildout!)
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@JC_ParetsX Depends on the nature of the bet. Some are predictions of what a stock will do in the next few days or weeks, so about as much of a gamble as playing the stock market. Others, are wagers on the weather or a political outcome, and to me, more pure gambling. So pick your poison.
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The only people pretending this isn't gambling are the ones getting paid by the gambling companies. They're not here to help you. They are specifically designing your "investment" apps to take all your money. It's just math.
Phil Rosen@philrosenn
Unreal math behind prediction markets. 100,000+ Polymarket accounts have LOST nearly $1,000 in the last year. That is almost 2x the amount that MADE $1,000. Tiny group of winners take all the profits. Insane to pretend this isn't "gambling." (h/t @denitsa_tsekova)
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“Let’s add gambling to the app and call it ‘prediction markets.’ No one will notice.”
The Kobeissi Letter@KobeissiLetter
BREAKING: Robinhood stock, $HOOD, extends losses to -12% on the day after posting weaker than expected earnings results.
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@TheFoxRadar Good find -- Outside the U.S., Humacyte will pay Fresenius only low‑single‑digit royalties on Symvess net sales, with a two‑year royalty‑free period after launch in each country
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Fresenius maintains its full stake in $HUMA: 18.3M shares (8.4%) unchanged. Amended Symvess deal gives Humacyte full ex-US rights. Strong partner stays committed!
sec.gov/Archives/edgar…
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Finger reattachment week 3 … healing fast now
Amazing surgeon… pain almost gone and almost full sensation
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@VanquishTrader Don't forget $AMPX which is key provider of next gen drone batteries
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TOP 10 NAMES TO WATCH IF YOU’RE BULLISH ON DRONES
1. $ONDS | Ondas
2. $DPRO | Draganfly
3. $KTOS | Kratos Defense
4. $RCAT | Red Cat
5. $AIRO | AIRO Group
6. $AVAV | AeroVironment
7. $JOBY | Joby Aviation
8. $ACHR | Archer Aviation
9. $PDYN | Palladyne AI
10. $EH | EHang
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@ReeferMadam @Wake_Setter and Canopy and Tilray are big parts of MSOS ... so rising tide lifts all these boats
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@Wake_Setter Simple reply. Institutional money will go to Canopy and Tilray. Not a cannabis ETF $MSOS.
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@JC_ParetsX To get comfortable with using AI agents. Will be part of any future job interview.
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I'm giving a talk to college students tonight. What should I tell them?
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$PCT Purecycle
Don't see any news. What is this drop about? Someone liquidating?
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