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Jefe

@JefeXCoach

Worldwide Katılım Aralık 2024
2.2K Takip Edilen1.7K Takipçiler
Jefe
Jefe@JefeXCoach·
@_antonico @0x_DISSENT @Steelminion69 @TheGalox_ They both use custom-made chips. Both Samsung and Google have to optimize for it. Samsung has been making phones and their own chips for a long time. This is the part where experience is relevant. What part doesn't make sense to you?
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Anthony
Anthony@TheGalox_·
It’s incredible how bad Google is at optimizing their processors Battery lasts 3 hours less than a phone with almost a 1,000mah smaller battery
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Jefe
Jefe@JefeXCoach·
@0x_DISSENT Still got time, but something has to happen sooner than later.
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Alphatica
Alphatica@alphaticaio·
Respect for Burry, but this comparison has holes. Motorola in 1997 was a hardware company betting on a single product cycle. When Nokia and then iPhone disrupted handsets, they had nothing else. Alphabet in 2026: Search: 90% market share, $175B/year YouTube: $60B annual revenue Cloud: +48% YoY, fastest growing hyperscaler Android: 3B+ devices Waymo, DeepMind, Gemini Motorola had one moat. Alphabet has five. The 100-year bond isn't hubris. It's locking in cheap capital while they can. With $100B+ cash on hand, they don't need the money. They're arbitraging rates. Is Alphabet vulnerable to disruption? Every company is. But the "single product company issues long bond before collapse" pattern doesn't fit a diversified cash machine. The better question: What disrupts Search, Cloud, AND YouTube simultaneously? I don't see it yet. $GOOGL $SPY $QQQ
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Cassandra Unchained
Cassandra Unchained@michaeljburry·
Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in 1997, which was the last year Motorola was considered a big deal. At the start of 1997, Motorola was a top 25 market cap and top 25 revenue corporation in America. Never again. The Motorola corporate brand in 1997 was ranked #1 in the US, ahead of Microsoft. In 1998, Nokia overtook Motorola in cell phones, and after the iPhone it fell out of the consumer eye. Today Motorola is the 232nd largest market cap with only $11 billion in sales.
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Jefe
Jefe@JefeXCoach·
@michaeljburry They have $126B cash in hand and a $240B backlog in future revenue. This is an offensive move that takes advantage of their credit rating to finance the AI war upfront. They're gonna be fine.
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Jefe
Jefe@JefeXCoach·
Should $NVDA be worth more than the entire GDP of India and Japan? For context, NVIDIA has 36,000 employees. India has 1.46 billion people producing economic activity and Japan is the most technologically disciplined nation on Earth. @michaeljburry I need answers.
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Jefe
Jefe@JefeXCoach·
@IvanBullish I was shocked after plotting the data on the chart. Visually stunning.
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Jefe
Jefe@JefeXCoach·
We have officially entered the Caesar Phase of the American experiment. I ran the data going back to George Washington, expecting a trend. Instead, I found a regime change. The Republic is gone. The Elective Monarchy is here. Here is the undeniable proof in one chart. 🧵👇
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The White House
The White House@WhiteHouse·
MORE JOBS, BETTER WAGES, AND HIGHER INCOME FOR AMERICAN CITIZENS, NOT FOR ILLEGAL ALIENS!
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JD Vance
JD Vance@JDVance·
Joe Biden's insane policies left American families unable to afford a decent living in their own country. Through tax cuts, better paying jobs, and investment in American industry, President Trump is making America affordable again for working families one step at a time.
Rapid Response 47@RapidResponse47

.@POTUS: "Under Biden, real wages plummeted by $3,000 a year. Under Trump, the typical factory worker has seen their wages increase by more than $1,300... For construction workers, it’s $1,800 up... For miners, their wages went up $3,300."

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America
America@america·
Elon Musk: “There are massive transfer payments going to illegal immigrants. We're paying people to come here from somewhere else in vast numbers… flying them in then fast tracking them to citizenship and making them beholden to government payments and voting hard left… It's like voter importation.”
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Leading Report
Leading Report@LeadingReport·
BREAKING: Trump policies to come in 2026: - No tax on tips - No tax on overtime - Social Security deduction - No tax on American-made car loan interest - ‘Green New Scam’ regulations cut, lowering cost of cars by $1K-$2k - Child tax credit expansion to $2,200, indexed to inflation
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: The Trump administration plans to require all foreign tourists to provide their social media histories from the last five years to enter the country, per NBC
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The White House
The White House@WhiteHouse·
President Trump is repairing 4 years of Radical Left DISASTER by unleashing the greatest economic comeback in history — American jobs increasing, wages up, inflation down, America DOMINATING again! 🇺🇸 More work to be done… but President Trump is JUST GETTING STARTED🔥
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Jefe
Jefe@JefeXCoach·
Caesar didn't kill the Republic. The Republic died the moment the people authorized him to override a broken Senate. We traded the slow deliberation of a Republic for the instant gratification of a King. And we are probably never going back. Hail to the King! 👑
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Jefe
Jefe@JefeXCoach·
Just like the late Roman Republic, the public stopped believing the Senate could solve problems. They stopped looking for a Legislator and started looking for a Tribune. Someone to bypass the system and just get it done.
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Jefe
Jefe@JefeXCoach·
@EruhWest GM Smart! Have a great day
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ST O IC
ST O IC@_StoicProfits_·
Gm to the Gm crew ☕️☀️ Today, we get to celebrate Thanksgiving 🤲 Wish you all a blessed day 🌎🧡
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Jefe
Jefe@JefeXCoach·
@mooncall Happy Thanksgiving 🦃
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Moon
Moon@MoonCall·
GM & gobble tov 👌 Happy Thanksgiving
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