Matt Welsh

3.4K posts

Matt Welsh

Matt Welsh

@MattWelsh18

Katılım Kasım 2017
136 Takip Edilen55 Takipçiler
Matt Welsh
Matt Welsh@MattWelsh18·
@GaryMarcus Always ask who is saying this. Uber is getting replaced by AI, in short order. Waymo has already proven the model.
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Matt Welsh
Matt Welsh@MattWelsh18·
@ceomnsr I use it as a loan truly. If a stock I like hits a buy point for me, but I don’t have enough cash I’ll buy on margin and just pay it back over the next paycheck or two.
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Ceomnsr
Ceomnsr@ceomnsr·
Is using margin worth the risk in today's market? Yes or no?
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Matt Welsh
Matt Welsh@MattWelsh18·
@TylerGill27 @DevineGospel I could not agree more. I’m literally having bad nights sleeping over Machado. I just can’t even fathom that we have this asshole for another 8 years at this price.
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Tyler Gilliland
Tyler Gilliland@TylerGill27·
Im sick and tired of Tatis getting all this heat for no homeruns. But he has a higher BA and ops then both Merril and Machado. Im done giving these guys a free pass because Nando hasnt hit a long ball yet. @DevineGospel #freetatis
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Matt Welsh
Matt Welsh@MattWelsh18·
@expobear1 You people are such dumb fucks. Name one god damn thing your beloved blue party has done for homelessness. I will wait. This isn’t even a shot this is just a dumbass statement by a dumbass person who somehow influences other dumbass people.
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expobear
expobear@expobear1·
If you really wanted to deal with homelessness, you would never vote for a republican. Pratt's just going to kick that shit down the road and he's not going to have any solutions for it.
Eli Steele@Hebro_Steele

The reason why I'm voting for @spencerpratt is simple. My two children are teenagers. For their entire lives, I've driven them past homeless encampments in West LA, Skid Row in DTLA, and tent cities in the valley. They've seen homeless people poop on the shoulder of the 405 freeway and people shooting up in front of houses. Like a broken record, I repeat the same story over and over. "It wasn't like this when I was growing up in the 80s and 90s." But for my kids, this is their "normal." If it got this bad from my time to their time, then what is it going to be like when they're my age?

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Matt Welsh
Matt Welsh@MattWelsh18·
@itsbighonkin Lol, you won’t make me feel bad in the slightest. I have not tipped for a coffee in years and I never will again.
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Joe 2.0🎙️
Joe 2.0🎙️@joe4deadcat·
Millenials grew up in a booming economy with plenty of safe non-manual labor paper shuffling jobs. Collectively, they said “I’m too good for work!” and instead opted for 7 years of college & six figure debt. Now $6 coffee addictions prevent them from owning homes. 🤷🏻‍♂️
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Matt Welsh
Matt Welsh@MattWelsh18·
@hashjenni Marketing, from a marketer. Most fake it until you make it career available.
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Jenni
Jenni@hashjenni·
I need a job where I can make six figures but I have no skills and I’m not very bright. What field is this?
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Matt Welsh
Matt Welsh@MattWelsh18·
@adgirlMM Shit is genuinely funny. Bass just literally watched you burn but yes, Pratt is so much worse.
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MM 
MM @adgirlMM·
Dear Los Angeles, See what's going on in Garden Grove? This is the type of crisis situation mayors (and governors) have to deal with. It's very serious, and requires an understanding of how to work with authorities and the ability to make informed decisions quickly - because people's lives are at stake. Sure, it's Orange County. But LA is always one earthquake, one terror attack, one violent riot, or one uncontained wildfire away from the next crisis. Choose someone with more experience than being on a reality tv show, and selling crystals.
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Matt Welsh
Matt Welsh@MattWelsh18·
@homahoops Huh? Who the fuck said they wanted this shit? Shut up kid.
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Matt Welsh
Matt Welsh@MattWelsh18·
@AndrewDBailey This was my last watch of the season. I was expecting some kind of correction after how awful game 2 was, nothing has changed. I’m out.
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Andy Bailey
Andy Bailey@AndrewDBailey·
Im surprised teams don’t lose their cool against the Thunder more often. The way they defend, combined with the way they game officials, has to drive every opponent bonkers. Can’t remember the last team that was this unapologetically dirty.
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Matt Welsh
Matt Welsh@MattWelsh18·
@NineCato Nah McDonald’s will just speed up automation so they don’t have to hire people lol. The jobs will simply disappear.
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Matt Welsh
Matt Welsh@MattWelsh18·
@SMHighlights1 This is called copy catting because for some reason this bullshit works and they want to win.
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SM Highlights
SM Highlights@SMHighlights1·
I don’t ever want to hear a thing about Shai, genuinely what the hell is this??
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Matt Welsh
Matt Welsh@MattWelsh18·
@danielnewmanUV I honestly feel bad for people that don’t know how to think for themselves and follow garbage like this.
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Daniel Newman
Daniel Newman@danielnewmanUV·
Why do people continue to share this garbage. 5 consecutive years of screaming fire in a public movie theater. 😬😮‍💨
Bull Theory@BullTheoryio

🚨 MICHAEL BURRY JUST WARNED THE ENTIRE AI BOOM MAY BE BUILT ON TEMPORARY DEMAND. He published a post today calling Nvidia "the North Star, Orion, the whole Milky Way" and explaining why that makes it the most dangerous stock in the market right now. His core argument is: Nvidia is selling into a concentrated group of buyers Microsoft, Google, Amazon, Meta who are all racing to buy chips not because they need them for real revenue generating products right now, but because they are in a training and benchmarking phase that will not last forever. Hyperscalers currently account for approximately 50% of all Nvidia data center revenue. When the training phase ends and these companies shift from building AI to deploying it, the demand profile changes completely. Burry calls this the "bullwhip effect." When the buyers at the end of a supply chain over order because they are afraid of missing out, the distortion amplifies all the way back through the chain. Nvidia sees record demand. Nvidia locks in massive custom supply commitments. Data center financing expands to accommodate the buildout. Everyone bets the demand is permanent. Nvidia just reported $81.6 billion in quarterly revenue, up 85% year over year. Data center revenue alone was $75.2 billion, up 92%. The numbers are real but the question Burry is asking is whether the demand behind those numbers is structural or temporary. He calls it the "bezzle." A term coined by economist John Kenneth Galbraith to describe the gap between what people think they own and what actually exists. In a bezzle, the money feels real, the assets feel real, and everything looks fine until the moment it does not. Historically the semiconductor industry is highly cyclical. The persistent fear among analysts is that the current build out phase of AI will eventually lead to oversupply of computing power and when that happens the whiplash into Nvidia's revenue could be severe. Burry has been wrong on timing before. He called the market a sell in 2023 and it went up 131% since then. But the 2008 mortgage crisis he predicted also looked like a timing mistake for two years before it was not. The difference this time is that he is not just making a macro call. He is pointing to a specific mechanism, concentrated buyers, a temporary demand phase, and custom supply commitments that create obligations on both sides and saying the math only works until the training phase ends. Nvidia trades at 33 times forward earnings on $81 billion in quarterly revenue. If hyperscaler capex slows even 20%, that math changes very fast.

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Matt Welsh
Matt Welsh@MattWelsh18·
@BreTweetz Well, the stats say that baby will be a criminal and on welfare because they stood no chance being born into poverty. So, is that what you prefer then? No moral high ground bullshit. That’s what stats say. So choose.
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Matt Welsh
Matt Welsh@MattWelsh18·
@ma1ybe The funniest part about these comments is they never read the extensive research that shows what happens to these kids when born into poverty. You want to see real sad? Let these poor kids live instead.
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BuddyFoxx
BuddyFoxx@Buddy_FoxxV·
@MattWelsh18 @KrisPatel99 Look at NVDA’s split history, there’s a peak in every stock, hence then it turns into a value and legacy stock. The dividend is another indicator of its transition into value stock territory.
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Kris Patel 🇺🇸
Kris Patel 🇺🇸@KrisPatel99·
$NVDA going down 8% from revenge trading on a crazy beat while the market buys up unprofitable, cyclical and low margin semi conductor suppliers and low to no margin Neo Clouds… This is a reminder that sometimes the market is more psychology than it is numbers.
Kris Patel 🇺🇸 tweet media
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Matt Welsh
Matt Welsh@MattWelsh18·
@Buddy_FoxxV @KrisPatel99 …and trust bro if China could buy their best chips, they would, because there is none better. They’re smuggling them instead. That’s how good they are.
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Matt Welsh
Matt Welsh@MattWelsh18·
@Buddy_FoxxV @KrisPatel99 I value a balanced risk adjusted portfolio. Nvidia has much room to run, every ratio shows that. Nvidia is the center of the chip universe for the foreseeable future. No one is close and I say that as an AMD and MRVL investor.
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Matt Welsh
Matt Welsh@MattWelsh18·
@Buddy_FoxxV @KrisPatel99 Except it’s not at all. They just raised guidance by $3B and did a buyback. They are also still showing zeros for China which at one point was nearly 25% of their rev. People can keep gambling. This will be a $1000 stock again by 2030.
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BuddyFoxx
BuddyFoxx@Buddy_FoxxV·
@KrisPatel99 $NVDA has crossed over into a value stock, it is no longer a growth stock, i guess it will take time for most to figure this out. The ones that will grow the most are all the smaller companies associated with $NVDA.
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Matt Welsh
Matt Welsh@MattWelsh18·
@degenalt1 @JCrossover @Doubleoo4ever Let me be clear bro. I hate it all. Is OkC the worst offender? Yes. But this is absolutely 💯 a basketball problem. They are all doing this because there is no risk and only reward. It’s a problem w the rules and officiating. I hope that makes you feel better. I love this sport.
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degenalt
degenalt@degenalt1·
@MattWelsh18 @JCrossover @Doubleoo4ever wembanyama has had multiple flops and foul-baits in these first 2 games of this series. if i were to take a page out of your book, i’d hyper-fixate on those moments and overlook all the amazing plays he made in both games. but i’m not personally interested in that
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