Markus Braun CFA

Achtung ESG Fund Managers! Could everyone just allocate their 1% crypto fun money to “Markus Fund”? We will fight climate change, gender and racial inequality and food, drug, porn and drug poverty in Bavarian prisons conditions this Xmas Stop measuring your returns in numbers

@AndreasSteno geopolitical steno genius

The dated oil market is better balanced than a month ago. Iran needs to strike a deal while they still have some leverage

@HyperTechInvest looks like a gaylord

Leopold is what Cathie Wood wanted to be in 2021

@JaimeP250 if he was ukrainian trump would be going mad at the lack of respect

Solo hay un traje bien hecho y por el corte seguramente lo haya hecho un sastre de Londres. El nivel de la sastrería americana es lamentable.

@UTDMael it was david luis

CHELSEA 2012 UCL FINAL LINEUP. 99% OF GENZ WONT ATTEMPT THIS, GUESS THE MISSING PLAYER💨💨 LEVEL=PRO

@plur_daddy lol

Can Trump save the day on Iran with a China deal? Posting about geopolitics is the easiest way to instantly look like a moron but I will throw out a highly bullish scenario that has been coalescing for me. 1. Over the weekend we got a surprisingly hardline counter from Iran, seemingly walking back weeks of progress in the talks. This was chalked up to the split camps with Iran (IRGC vs. civilian gov). What if this was Iran doing China's bidding, to maximize Xi's leverage into the talks? The timing is uncanny. If I were China, this is exactly what I would do. There was no cost to Iran since clearly there were not going to be any attacks right before the Xi summit. 2. Yesterday we got an article in Reuters that the US and China have agreed that transit through Hormuz should be free and open. Most notably, the US statement was affirmed by the Chinese. This is strong signal on what the Chinese are thinking. 3. What do the Chinese want? You can make a strong case either way. The bearish view is that China wants Iran to control Hormuz because then they have de facto control over it. They can use that to isolate countries diplomatically. Iran controlling Hormuz represents a massive weakening of the US naval guarantee and imperial prestige. And if it spirals out into a full on ground war, that massively sucks US resources and opens up The bullish view is that China needs the spice to flow, and anything that negatively impacts global growth is bad for them as the world's factory. The damage to the US interests has already been done but a spiraling energy crisis could get very bad for China. Also Iran's geopolitical priorities (such as isolating Israel) are different from China's. 4. Overall I've come to the conclusion that China prefers for Hormuz to be open and free, but they want to max extract from Trump in exchange for helping out. Xi gets to tout a big diplomatic win. Of course China doesn't have infinite leverage over Iran, but they have meaningful influence given they are the main buyer of their crude oil and thus the source of funds, and also of key goods and military hardware, and other forms of support. 5. You can see the contours of a deal here. China helps with Iran, and throws in other token issues like rare earths. US drops tariffs (which have been weakened by the SCOTUS anyways), gives them NVDA chips, and perhaps some subtle shifts on Taiwan. Note that Jensen was not going on the trip, and then was added at the last minute. This is signal that his presence was specifically requested by China. 6. If this deal comes together, we have the combination of 3 bullish events for the equity index at once. We have Hormuz reopening. We have tariffs being dropped. We have NVDA expanding sales into China. Put the geopolitics of the AI race aside, because clearly this is a massive own goal from that perspective, but I'm focusing on how the market is going to respond. This is a scenario, not a certainty, but there is a lot of logic to it. It's a win-win on both sides. It would be tremendously bullish.

@LegacySiu jasom sancho

Guess the player Very Hard

@ATLiverpool_ not living in a scouse shitehole has some merit

IF Xabi takes that Chelsea job, lets get a few things clear... • They miss out on UCL, maybe all European spots - the best they can get is Europa. • If Brighton & Bournemouth win 1 more game, they miss ALL European comps • Both top end Talent & Youth talent will need to be sold to supplement the loss in income • Your transfer incomings will be limited by this • You're cut off at the knees with squad building ability If THAT is what Alonso sees promise in... I'm not sure he's this genius people seem to make him out to be 😂 #LFC

@DivesTech when did you go colour blind ?

Great to be in London discussing tech stocks and the AI Revolution 🔥🎯🇬🇧💂🐂🍿🏆

@MrsBr0wn_82 Joey Deacon for Scottish PM

What a depressing sight A dark day for Scotland and the Scottish people

@ShemouelNtabala why didn’t he put his foot down ?

Just look at the fox’s 🦊 reaction after that man in the car made it miss its launch 😱😳😳

@TradexWhisperer anyone solvent paying for this ?

$MU $DRAM $SNDK Let me break this Morgan Stanley's chart precisely. The blue bar is what the industry can produce by 2027 at current trajectory. The tan/beige bar on top is the incremental DRAM demand that Agentic AI specifically adds by 2030 on top of that 2027 supply baseline. Lower bound: Agentic AI adds 26% more DRAM demand on top of 2027 supply. Meaning even in the conservative scenario the industry needs to produce roughly a quarter more than everything it can make by 2027 just to meet the additional Agentic AI driven demand by 2030. Upper bound: AI adds 77% more DRAM demand on top of 2027 supply. Meaning in the bull case the industry needs to produce nearly double what it can make by 2027 just to meet AI demand by 2030. Mind the mid-point: ~52%. That's huge in just a few years. This is incremental demand on top of everything already projected. Morgan Stanley is not replacing the existing DRAM demand forecast for 2030. They are saying Agentic AI creates an additional 15 to 45 exabytes of demand that did not exist in prior models. Extraordinary. Why? The industry cannot simply flip a switch and produce 77% more DRAM by 2030. HBM alone consumes 3 to 4 times more wafer space than standard DRAM per gigabyte. Supply takes years to build. Fabs take 3 to 5 years to come online. Morgan Stanley is essentially saying it is a structural gap that widens every year through 2030. 2031 to 2040 is the decade that matters most to me. The race for Artificial General Intelligence. Think about what AGI actually means. Not a smarter chatbot. Not a faster agent. A system that thinks the way humans think. Learns the way humans learn. Remembers the way the best human minds remember. A true AGI does not forget your conversation from yesterday. It does not lose context from a week ago. It builds on every interaction. Every piece of information. Every relationship between ideas. Continuously. Permanently. That is near infinite context. And near infinite context requires near infinite memory. The 15 to 45 exabyte DRAM demand Morgan Stanley projects for 2030 is the appetizer. AGI is the main course.

@tnewtondunn you would need referendum

There is an escape route for Labour from certain disaster at the general election: use their Commons majority to ram through PR. It’s cynical, + they’d never govern alone again, but it locks Reform out of No10. The left (Lab, Gr, LD) still have a majority over the right in the UK

@ZackPolanski also in islamabad

It's early yet, but for the Greens to be beating Labour in the popular vote in places like Reading is remarkable! We've gained seats across the country and an increase in our vote share almost everywhere we've stood. All over the UK people are voting to end Rip Off Britain.

@oelma__ you

Women deal with periods, pregnancy, menopause wtf do men deal with ?

@hmajd @BarakRavid barak doth protest too much

This is not cool. Barak was for a long time a correspondent for Haaretz--considered by some in the right in Israel as traitorous--and has been critical of the Netanyahu government. You may not like that he speaks to Trump, or that other US officials will take his calls. But this is beyond criticism.

@ahmjaf @BarakRavid barak takes a bung

This is the price top journalists pay for breaking major scoops.. When you become No.1 in the Middle East, the smear campaigns and antisemitic attacks follow. Decent people should speak out against this hate..

@AfraMalHameli @BarakRavid the world also needs more honesty

@BarakRavid Whether we agree with journalists or not, their personal lives and backgrounds should never become a space for attacks or targeting. Our world needs more tolerance, coexistence, and humanity- and far more truth, honesty, and authenticity. All the support, my friend.

It was just a matter of time until the Antisemites come out of their filthy holes and join the campaign of lies against me. The classic tropes: Mossad, controlling the world, trying to make money. Decent people here should come out publicly against this kind of hate

@rimaanabtawi @BarakRavid playing the race card

This is despicable.

@runews @elonmusk he was kinda “national socialist”?

Elon Musk like a spoiled rich kid throwing around historical slogans without understanding their context. Adolf Hitler was not a socialist. He was a fascist. @elonmusk

@AndreasSteno the fact that you are still an unemployed grifter is also a tell

The fact that so many still hate on this rally and claim that Axios is a “market manipulator” and all that bullshit tells me that we have further to go