Jay Cee

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Jay Cee

Jay Cee

@JCVan64

Equity investor for over 20 yrs. Student of the markets and human psychology. Common sense believer.

Katılım Ocak 2012
233 Takip Edilen639 Takipçiler
Jay Cee
Jay Cee@JCVan64·
When $TSLA investor heard about Terafab or whatever, most just roll their eyes. Myself included. Where is Optimus V3? Where is robotaxi fleet without monitors that was promised over and over? Seems to me theres been one stumble after another for @elonmusk ever since the election. Now he posts AI slops while being completely silent on the Iran war. Which means he is probably just as compromised as everyone else. Make no mistake. People are losing confidence in Elon.
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Caryn Ann Harlos
Caryn Ann Harlos@carynannharlos·
Jimmy Kimmel: “The only war Trump had an exit plan for was Vietnam.”
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amit
amit@amitisinvesting·
TRUMP: - ISRAEL ATTACKED AN IRANIAN GAS FIELD OUT OF ANGER - NO MORE ATTACKS WILL BE DONE BY THEM Anything effecting oil prices is just not tolerable after the inflation print we got today. Trump knows that. He also seems upset.
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Wall Street Mav
Wall Street Mav@WallStreetMav·
Which sectors of the stock market are you avoiding now with Ai seeming to nuke companies on a weekly basis? I am trying to figure out which stocks will be poised to survive and thrive in the Ai world. Which stocks I should add to my watchlist, and why? Criteria that I am seeking: 1) will it survive Ai and why? 2) within it's own market, why is it the best one to own? Thanks.
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Shibetoshi Nakamoto
Shibetoshi Nakamoto@BillyM2k·
i keep hearing that we'll be in an "age of abundance" / utopia state, and that's pretty much the least likely thing to happen, to me everyone who says that sounds like they're taking crazy pills humans aren't built for a world like that, never have been, never will be
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Jay Cee
Jay Cee@JCVan64·
People bickering about market manipulation are the ones that’s been losing their ass in $msos sector. People who made money are just waiting. There is nothing else to do that will help your bottom line.
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CooperBaggs 💰🍞
CooperBaggs 💰🍞@edgaralandough·
Drama is a poverty indicator. If you look at the daily routine of a millionaire, it is incredibly boring. If you look at the daily routine of a broke person, it is a thriller movie. You are not "living life to the fullest." You are addicted to chaos. Here is why you must embrace "Boring" to escape the rat race:
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Jay Cee
Jay Cee@JCVan64·
@Cernovich Trump coin was the perfect sign of what was to come
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Cernovich
Cernovich@Cernovich·
The greed of people close to the administration will be its downfall.
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Jay Cee
Jay Cee@JCVan64·
People are realizing, just like crypto bros did much earlier on that Trump doesn't give a shit about his voter base.
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celebs files
celebs files@celebsfiles·
omg anna hathaway, her LEGS
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Right Angle News Network
Right Angle News Network@Rightanglenews·
BREAKING - Malaysian immigrant and Hollywood actress Michelle Yeoh is going viral after refusing to be drawn into U.S. politics at the 2026 Berlin International Film Festival, saying she lacks the knowledge to weigh in and that her job is to focus on “cinema.”
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Wei Wu 吴伟
Wei Wu 吴伟@WuWei113·
Small number of peoples control how things work. This alway true for all human history. Rest of you only have rights because you provide value for the small number of people. Soon AI remove your value. Then there be no justification why you should have any rights.
zek@Azziielle

Hit me with the harshest reality truth.

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Jay Cee
Jay Cee@JCVan64·
@greggertruck Cybertruck's fate was kinda sealed when it became THE lightening rod of the Left.
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Greggertruck
Greggertruck@greggertruck·
Elon was actually right about the Cybertruck production forecast of 250k per year. If it started at $39,990 Tesla would absolutely sale 250k+ annually. The $49,990 dual motor would have been the lions share of sales. If they delivered a $69,990 500 mile range tri motor, that would be been ludicrous. This would actually be the best selling truck in the world. How do we make this a reality @elonmusk
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Jay Cee
Jay Cee@JCVan64·
@TomBilyeu @PeterZeihan I listened to this guy on Joe Rogan and it was a complete waste of 30mins. Nothing this guy said ever remotely came true.
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Tom Bilyeu
Tom Bilyeu@TomBilyeu·
"The US could end Chinese civilization in 2 years without firing a shot." - @PeterZeihan Just park 2-3 destroyers near Singapore to cut off oil. Half of China's population would be dead within 24 months. But here's the problem: Trump has no strategy to prepare for what comes next. Watch the full clip for Peter's take:
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Jay Cee
Jay Cee@JCVan64·
@wintonARK Complete wrong. If Taiwan is a swamp devoid of anything of value that does not change Chinas interest one bit
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Brett Winton
Brett Winton@wintonARK·
some probably too simple thoughts on Taiwan x China Taiwan is only strategically useful to China if they can take control of the island while keeping the fabs running. If by invading they destroy the fabs then they have cut themselves off from the US (and perhaps more importantly) European markets, at great military cost, taking on ongoing political liability (since the Taiwanese are likely to remain quite restive), all for a relatively small island that is no longer geostrategically important. If they could take the island and keep the fabs going then they would win an important geostrategic chip, that they could use in all sorts of useful leveragable ways against Western governments. But it's much easier to destroy the fabs than keep them running. Even just cutting off power for any prolonged period would probably cause irreversible damage. A rational Taiwan, knowing this, would signal (and has signalled) that an invasion would destroy the fabs (and if imminent would probably commit to destroying the fabs themselves conditional on an invasion, so as to forestall the attempt.) It's difficult to conduct a kinetic war, without disrupting underlying infrastructure, and Taiwan may even site its military assets alongside the fabs to make it impossible for China to win without losing. Net, a Taiwan invasion for China probably poisons the entire geostrategic logic of doing so. They get all of the downside without materially improving their position. Compare to the Hong Kong strategy--the slow choking embrace--which provides a much cleaner path to winning control of the assets. It's clearly the more strategically optimal path. So then, why all the noise about invading or preparing for an invasion of Taiwan? Three interpretations: 1) the strategically optimal path is not the politically optimal path for Xi vis a vis retaining power. This is the darkest interpretation. A political leader, backed into a corner, makes a move that is disastrous for himself and for the world, because he thinks it will narrowly bridge his way across eroding support. It's hard to see, however, how even an irrational actor would perceive benefit in violently grappling for a chalice that will surely spill in the attempt to wrest it. 2) China thinks it can kinetically occupy Taiwan without disrupting the fabs. I suppose this is a perhaps more catastrophically likely interpretation of their stance, and would be consistent with other vainglorious military interventions that have run against the rocks of reality throughout history. That Taiwan, as a rational actor (or even a minority within Taiwan) could credibly threaten to pre-emptively destroy the fabs before they are taken, seems like it should dampen whatever optimism there is tho. 3) China is posturing for invasion to increase its negotiating leverage on other vectors as well as for internal domestic signalling of strength. Isn't this far and away the most economical explanation for all of the noise? What am I missing?
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Brattani
Brattani@Bratt_world·
Please pray for little Maya from tumbler ridge BC. She is 12 and fighting for her life at children’s hospital tonight in Vancouver, far away from her hometown. If you’re in the area near children’s please speak positive energy towards her, and keep her family in your thoughts
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Jay Cee
Jay Cee@JCVan64·
@MrPitbull07 There are almost no security cameras in public in Tokyo. That says a lot
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Mr PitBull
Mr PitBull@MrPitbull07·
I was in Tokyo recently on a business trip. I accidentally left my brand new MacBook on a park bench in Tokyo. I realized it 3 hours later. I sprinted back, panic mode fully engaged, assuming it was gone forever. It wasn't there. I asked a nearby shopkeeper. He pointed to the bench. Someone had placed my laptop inside a plastic grocery bag and taped it to the bench so it wouldn't get wet in the drizzle. They didn't take it. They protected it. Culture is what you do when no one is watching. What do you think would happen in your country if the same thing happened?
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Jay Cee
Jay Cee@JCVan64·
@newstart_2024 Rotate sleep. Don't all sleep together. If it's something one parent can handle there is no need to wake up both.
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Camus
Camus@newstart_2024·
Most marriages break up ~2 years after having a child — and Erica Komisar explains exactly why in this 59-second clip. Parenting isn’t a gentle Yorkshire hill walk. It’s Mount Everest — brutal, relentless, and breathtaking. If couples expect postcard bliss, they collapse under the real weight: exhaustion, fights, no sleep. But when they’re told the full truth upfront — the brutal lows and the soul-deep highs of love you’ve never felt before — they train, they prepare, they climb together, and they make it. The Instagram lie (“all joy, no struggle”) is what breaks people. The raw reality is what builds unbreakable partnerships. If you’ve lived (or are living) the post-baby climb, how did your expectations match the reality? What surprised you most — the hardship or the view?
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𝖦𝗋𝗂𝗆𝖾𝗌 ⏳
Canadians are very underrated we just had a long stretch of bad leadership. When I was a teenager Vancouver had a devastating city wide riot with burning cop cars and stuff (i think because of hockey) and in the morning the rioters got up early and cleaned it up
𝔗𝔯𝔲𝔱𝔥 𝔐𝔞𝔱𝔱𝔢𝔯𝔰@politicsusa46

For anyone who would like to hear Mark Carney’s outstanding Davos speech in full here it is. This is what true global leadership looks like. Canada should be immensely proud today, because they are leading the fight back when others dare not. 🎥 TikTok - vm.tiktok.com/ZNRBDT4mB/

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