Markets & Mayhem

💀

That would be less than ideal.

This would be an enormous breakthrough for context windows. One of the structural limitations in the current generation of large language models and how we interact with them. MSA could create a much larger, more in-depth form of memory that would allow more complex tasks, and extremely long runs with minimal degrading of accuracy.

@Go_Crene economy has europe

@Mayhem4Markets europe has economy?

This is going to be a problem for Europe's economy.

The rebuilding of these energy facilities is going to take years. Even if the war were over tomorrow, the bottlenecks and supply reduction that's happening will cause ripple effects for a long time to come.

@laudarr Oh man.

@Mayhem4Markets Your country will end up dunking the smart politicians 😜

We need to do this here.

@juangaltin Optional

@Mayhem4Markets Do we have to lift them out?

It's funny because recreating basic games is one of my tests for model capabilities like coding, instruction following, ability to test/troubleshoot. So I often have a Tetris clone, Space Invaders clone, etc. If they can be one-shot with a high quality MVP, then it passes that 'vibe test'.

M2.7 × Raspberry Pi × Space Invaders= pure nostalgia + builder energy🥲😎

Such an even distribution of advancers vs decliners makes for a pretty balanced and boring market tape.

Likely to see a fair number of investment banks start layoffs in Q2.

@MWi_EW of course! Elliot Wave never misses 🙃

@Mayhem4Markets But pretty close. Good job. Mine was hit perfectly. 😎😉

Came pretty damn close to hitting my initial downside target in silver futures today. 😄 The breakdown was violent. We're seeing a bit of a bid off of the lows, but we're not necessarily out of the woods quite yet. Worth noting that silver industrial demand may slow as a result of this energy spike and some projects potentially being put on hold. I'm still bullish long-term, but it's worth noting I had been warning about a pullback in silver due to it becoming a very lopsided trade back when it was well over $100. We're now seeing that pullback -- and it's juicy because the upside move was straight up parabolic. Those kinds of moves never end well. But if industrial demand picks back up, silver will run again.

The data center buildout. The Iran war. The trade war tariffs. All of these have been or will be price positive events. They don't help to improve affordability for the average working American. Which is one reason why we're seeing the bottom 50% of consumers struggle even more over the last year. The top tier of K-shaped socioeconomic outcomes are still supporting the economy, but that is going to begin to wobble now that we're seeing negative wealth effects take hold. Just like it did in early 2025. If AI CapEx spend begins to slow that is going to upend economic growth. Ultimately the risks are rising. It's going to be a more challenging time to navigate as the former AI growth narrative is breaking down. We already have OpenAI pivoting from building data centers to renting compute. We also have Meta hedging its bets on the aggressive Hyperion data center project by only taking a minority stake and effectively being a tenant with an exit ramp rather than a meaningful owner-operator. Debt markets are concerned as well. With private credit the biggest problem right now is emerging within tranches of debt related to AI data center projects. This is why we've seen Oracle shift from raising money to build out capacity to instead planning large layoffs and "bring your own compute" plans for clients. A way of simultaneously reducing OpEx and build-out costs. So you really have to ask yourself, are you confident that generative AI, with all of the inherent faults it has being a probability engine with a reasonably high potential for error, is going to carry the economy this year? Because if it does, and it actually works at scale, then you are looking at large scale layoffs. That's not good for the economy or the stock market. But if it doesn't work out as hoped, and investors become more anxious about the lack of RoI, we could see AI CapEx spend deteriorate and that will also pull the economy lower. We've been living on borrowed time for quite a while, but now it's starting to feel like the floor is wobbling underneath our feet.

@aadityaa_26 @MiniMax_AI @runware Wondering that too :)

@MiniMax_AI @runware Any plans to release weights for this model ??

Day 0 on @runware 🚀 Good to see M2.7 being used for real-world workflows - from debugging to full end-to-end project delivery. This is where models move from capability → production.

Switching to coal…

@MichaelRgesen Consistently terrible, yes.

@Mayhem4Markets At least he is consistent!

Trump has no idea what he's doing.

@AccountBlownUp Clown reporters Clown president Clown congress Clown DoW Clown everything, both sides, everywhere all the time

@Mayhem4Markets A senior White House official said 🤡. U believe everything you hear from reporters…right?