Vickie

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Vickie

Vickie

@MacroVickie

Lover of everything macro and stocks.

Canada Katılım Temmuz 2022
866 Takip Edilen442 Takipçiler
Vickie retweetledi
Don Vandenbord
Don Vandenbord@dvandenbord·
AI SECTOR BREAKDOWN - 65 STOCKS, 4 ETFs MANY HAVE A PRESENCE ACROSS MULTIPLE SECTORS WHAT'S MISSING?
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Vickie
Vickie@MacroVickie·
@OHare888 Is this the pump and dump being promoted on WOLF financial spaces. Caught some of the scandal on spaces last night. They are being paid to promote this ticker. Not even a real company?
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Vickie retweetledi
fin
fin@fi56622380·
One quarter ago: AMD said CPU TAM could reach $60B by 2030, or 18% CAGR. One month ago: AMD/Arm double the number to $120B by 2030, or roughly 35% CAGR. This week: Nvidia is doubling again at $200B CPU TAM by 2030, or roughly 50% CAGR. So makes people curious: how long before Intel, Nvidia, AMD, or Arm double the TAM number again? If CPU TAM doubles once more to $400B by 2030E, that implies roughly 72% CAGR. significantly higher than DRAM ~40% CAGR, NAND ~30% CAGR given the CPU TAM CAGR update to 50%, plus DRAM per server CPU core is rising from 4GB to ~16GB or even 32GB in the future, DRAM CAGR is definitely going to be re-evaluated.
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Vickie
Vickie@MacroVickie·
@alphacharts365 I bought some leaps on this Hard to believe it won't perk back up.
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Jack
Jack@alphacharts365·
Nasty weekly bar for $WMT Walmart after earnings
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Vickie
Vickie@MacroVickie·
@alphacharts365 Understandable considering it was the most hated rally ever. Took me a bit to believe it.
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Axios
Axios@axios·
Never in 250 years has America witnessed a sitting president shield himself and his family from tax scrutiny, after leveraging policies that benefit his own businesses and personal portfolios, as Donald J. Trump has done. axios.com/2026/05/22/tru…
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Axios
Axios@axios·
BEHIND THE CURTAIN: TRUMP'S UNPRECEDENTED PROFIT AND PROTECTION 🗳️ Imagine America put these questions to a public referendum: 1. Presidents and their family members, unlike other U.S. citizens, shall be granted lifetime immunity from federal audits and criminal investigations of their past tax returns. 2. Presidents and their family members can maintain active ownership of global business empires, profiting when government decisions directly benefit those specific businesses. 3. Presidents, while in office, can maintain massive personal crypto and stock portfolios that buy and sell hundreds of millions of dollars in industries directly regulated by their own administration. How would you vote? It's hard to imagine more than single-digit support for any of these. Yet Trump is doing all three and paving the way for future presidents to do the same. axios.com/2026/05/22/tru…
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Serenity
Serenity@aleabitoreddit·
Feels like $FUTU and $TIGR are kinda screwed? The Chinese Gov is going after their historical revenues. There's basically no fair law in China (esp. with IP), so if Gov wants something done, courts will be rigged against them. So no chance of an appeal, unless they make a hidden deal. Also don't think the brokerages are able to pull a $GOOGL like their 20 decillion fine, given local operations So TLDR: Good lesson learned to avoid Chinese exposure from $BABA to $PDD as much as possible... And (as seen with $META + Manus + this case), even if something looks cheap. There's a reason why all the US equities have premiums, even if a little high.
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Vickie
Vickie@MacroVickie·
@piyascode9 @WorldStrategist I'd be happy if it was correct though You would want to double check numbers. These AI models love to make stuff up.
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Ai With Piyas
Ai With Piyas@piyascode9·
🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free). Here are 10 insane Gemini prompts that replace $4,000/month Bloomberg terminals: (Save this 🔖 you’ll need it later)
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Vickie
Vickie@MacroVickie·
@davevermilion @ArturoVandelayI I asked something similar with Gemini and it literally left out some of the big ones like $SNDK etc. I literally spend my time asking why you didn't include this or telling it is incorrect about something else. I don't trust it.
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David Nicoski CMT
David Nicoski CMT@davevermilion·
@ArturoVandelayI Let alone I was missing like 188 other names that I would never know of if I used claude. It would take me 10x the amount of time to determine if the list were actually right?
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David Nicoski CMT
David Nicoski CMT@davevermilion·
I am going to guess that 85-90% of LLM are just outliers and only 10-15% of the information is reliable in the least bit. Why do I say that? Age is experience, I may say a hundred words in an hour, I assure you only 15 words were necessary, I listen to spaces, do spaces, and honestly if you dismiss 90% of what is said, and only listen to 10% your much better off.
Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸@jimstewartson

It’s upsetting to watch so many people be led to believe a software feature created from human exhaust is an alien intelligence. It’s a psyop. LLMs are a clever way to compress and search large databases with patterns. They have now inhaled effectively all of human knowledge. From this point, there will be spikes of improvement in narrow areas, but the big models are already collapsing from inhaling their own exhaust. The core technology is at least 40 years old. Neural networks are nothing new. We’re just attaching obscene amounts of computing and data to them. The physical nature of an LLM is literally just a database of tokens (word parts) and weights (relationships) that can be queried. It is not magic. It can be made deterministic by setting the entropy aka temperature to zero. It is a clever way to store an immense amount of data and retrieve it through token predicting. “Agents” are just LLMs being queried in a loop. They take exponentially more energy and suffer the same problems as chatbots—hallucinations and sycophancy—but exponentially more complicated to solve. In reality, it’s all a category error. It’s a mirage created by the desire of a small group of elites to build a technological and financial moat around themselves. “AGI” is the McGuffin, the plot device, to serve as the messiah that will deliver people from the toils of everyday life. The broligarchs are trying to sell us our own replacements. According to them, we won’t have to drive, or work, or think anymore. The robots and AI will all do it for us. It’s the oldest con there is: magic beans. Your chatbot is not your Jesus or your girlfriend. Your Claude instance is not intelligent. It’s a search engine for human knowledge stolen from the internet and the destruction of physical books. So please understand. You are witnessing the biggest financial bubble in all of human history based on deceptive marketing, astroturfing, and cult dynamics. You are not witnessing the birth of a new intelligence. Unfortunately, that’s a battle we’re losing.

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bubble boi
bubble boi@bubbleboi·
My prediction is September but he’s not wrong
britton winterrose@Winterrose

I love @bubbleboi as a friend he is right that we’re beyond the present economic equilibrium the problem is it’s going to take the market till October to correct reminds me of when @MartinShkreli was going after the irrational quantum folks. never underestimate irrationality

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