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Black Swan, Crossing Over Into the Banana Zone
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Black Swan, Crossing Over Into the Banana Zone
@MarketsPuke
The lunatic is on the grass The lunatic is on the grass Remembering games and daisy chains and laughs Got to keep the loonies on the path
United States Katılım Şubat 2021
319 Takip Edilen2.9K Takipçiler
🚨BREAKING: President Trump says the U.S. and Israel will hold off on additional strikes against Iran, but only if negotiations produce a rapid deal to end the months-long conflict.
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@nickgiva1 If you have any semblance of pride you're dead on this shithole.
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The more outrageously stupid your takes, the more followers you get on X. The algo is a reverse Darwin.
Shay Boloor@StockSavvyShay
THIS HAS TO BE THE STORY OF 2026 Ken Griffin’s Citadel was pushing surprise-rate-hike fears just days before the AI trade collapsed and forced 4x-levered Leopold Aschenbrenner's Situational Awareness to unload its book near the lows. Citadel then reportedly bought most of those assets at significantly lower prices knowing that if sentiment deteriorated enough the fund could be forced to sell which makes the entire sequence look absolutely ruthless. This is why the stock market is the greatest game on Earth.
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The EU Commission under Ursula von der Leyen went from turning Europe into “the first climate-neutral” continent back in 2019 to turning Europe into the first “AI continent” in 2026.
€30 trillion for green transition vs €200 billion for AI transformation.
You can’t make it up!
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Elon Musk has said that in 2036, money won't matter.
He said artificial intelligence and humanoid robots will create a post-scarcity society, producing more goods and services than humanity can consume and making traditional currency obsolete
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@bryce_spalding They're going to fuck this up, aren't they?
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Not saying he’s 100% traded but I do think he’s still “available”
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I don’t think this is correct.
Underdog MLB@UnderdogMLB
Nightengale: Reds are telling teams that Hunter Greene is not available.
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GIF
QME
GIF
QME
The US National Debt has increased by over $400 billion since July 1st.
The Federal Government continues to borrow from our future to spend money like drunken sailors today.
Everything they said about "balancing the budget" was a lie.
Next stop: $40 trillion...
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🇰🇷📈KOSPI jumps as much as 14% in record intraday gain
South Korea stocks rebounded on Friday as large tech capex plans rekindled AI-driven buying. The benchmark KOSPI rose as much as 14% intraday, its largest single-day intraday gain on record. SK Hynix surged up to 28% after SK Group chairman Choi Tae-won made an unusual direct share purchase; Samsung Electronics climbed as much as 26%. The KOSPI had fallen 17% over the prior three sessions amid concerns about rising leverage at major global tech firms. The AI-led rally, which accelerated after leveraged products launched in May, has become highly volatile. NH Investment & Securities head of Korea cash equities Shawn Oh said recent AI tech sell-offs driven by deleveraging, risk reduction, liquidations and other liquidity factors may be stabilizing. Japan’s Nikkei 225 also gained around 4% in early trade, breaking above 64,000. (mktnews.com/flashDetail.ht…)
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@dotsonc “Could” being the important word here.
With Krall and his 🤡 cadre I’m skeptical.
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Italy says Spain should be suspended from Schengen zone - AFP
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@bryce_spalding He’s a 30M guy easily. If we move him we better get that value and I’m skeptical we do with the 🤡 cadre running the show.
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“Given the salary”
Mf he’d make $30M as a free agent, even with the injury history and he’s locked in for $15.5M, $16.5M & $21M the 3 years after this.
He’s an incredible bargain.
Gingersaurus Rex@HeyGingersaurus
What could the #Reds get in return for Greene? “Given the salary and injury history, I think two Top 100 guys plus a third piece sounds about right,” an NL executive said.
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The part of the cycle where hyperscalers rally on improving ROI & semis rally alongside as spend keeps going up while everyone is still constrained
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@SwichLabs Lot's of idiotic reactionary takes that wind up being absolutely wrong and then forgotten.
That in and of itself is what it is... whatever.
But then they do the exact same thing again, and we have to go through this entire idiotic cycle.
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Update: I was right and now you idiots are doing the same thing with Kimi.
This site sometimes makes me lose faith because a lot of you are just really dumb.
Navid@SwichLabs
The amount of insane takes around DeepSeek is amazing. I don’t think people realize how fast AI moves. Comparing open source models to something like o1 is fine, but you have to realize you’re comparing it to OpenAI’s capabilities from almost a year ago. I guess this one gets so much attention because it’s Chinese. This same pattern is going to keep repeating whether it’s a Chinese model or a western one. These models from companies like OpenAI go through months of “safety” testing and tweaking before releasing. The open source ones don’t do the same. So every time Anthropic or OpenAI release something, a few months later there will be an open source model that is seemingly “as good” and cheaper. This has already been happening, but because DeepSeek is Chinese it’s getting a lot more attention.
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@AndreasSteno But why would they buy ai infrastructure plays or memory when we are at the end of the ai cycle? Lol.
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So Citadel pushed a rate hike to liquidate Leopold, just for them to buy his bag at a discount?
Did I get that right?
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"Someone forgot to give thanks"
It baffles me why someone would use leverage after such a massive run. One possible explanation is that Leopold has Korean DNA, in which case he should change his name to Lee Pol! One thing’s for sure:
"Someone forgot to give thanks!"
🌳🙏
shrubstack.com/p/someone-forg…
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