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@Mtrader5250

Stocks & Geopolitics (otherwise known as half of twitter)

Katılım Nisan 2009
388 Takip Edilen126 Takipçiler
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M@Mtrader5250·
@iruletheworldmo Simply put they are either lying or naive.
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🍓🍓🍓
🍓🍓🍓@iruletheworldmo·
i just don’t understand people that claim asi is coming but there’ll be more jobs. can someone explain to me how trillions of digital beings that don’t sleep and can do all digital work better than all of humanity combined won’t just end the need for human work?
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M@Mtrader5250·
@minordissent @planert41 All because we created policies where money supply concentrates to entities that gobble up the money supply. Either alter policies to optimize wealth distribution or print to infinity
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Max@minordissent·
This question misunderstand the situation. SP500 is basically just M2. maybe 2%, max 3%, of real growth. The rest is just the devaluation of dollars. There is no “exit liquidity”, the price of everything just goes up in perpetuity as more dollars added to the system chase the same amount of goods and services.
Reflection🪩@0xReflection

Only one question: who’s the exit liquidity?

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M@Mtrader5250·
@GokuKingChad @Cokech @BrentAWilliams2 Right. Everyone in knowledge work who spent 6 figures on a college education is blue going to become a plumber or electrician! We can all plunge each others toilets!!
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Goku
Goku@GokuKingChad·
@Cokech @BrentAWilliams2 Tell your son to start a union apprenticeship as a pipe fitter or electrician.
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Brent A. Williams, MD
Brent A. Williams, MD@BrentAWilliams2·
One of my daughter's biggest concerns right now is "will there be any jobs left by the time I get done with college", and it seems like no one has a cogent answer.
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M@Mtrader5250·
@Cokech @BrentAWilliams2 Oh and don’t worry the techies are even try to get robots to do the DoorDash as well. It’s never enough for them
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Cindy O ☮️
Cindy O ☮️@Cokech·
@BrentAWilliams2 My son graduated with a BS in sports marketing & management. Did an internship with a WNBA team and was a student athlete. Countless applications no interviews. He is doing DoorDash for now and will be doing maintenance work at the state park this summer.
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M@Mtrader5250·
@MelMattison1 FUCK AI and FUCK the TECHNOCRATS!
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M@Mtrader5250·
@chamath All pulling away from human capital….. yay!
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Chamath Palihapitiya
Money is starting to flow downhill - a critical observation for the next few years. The Mags may make all the money but they are spending it faster than they can make it. Their free cash flows are cratering. Best to follow the money and see who’s getting it. In this case, it’s following the AI trade and, more specifically, the data center and power economies. Make money from capital light business models like ads and software, then redirect it to asset heavy, traditional infrastructure companies. A complete reversal from the last 20 years is underway.
Chamath Palihapitiya@chamath

Blockbuster earnings from the Mags…BUT the equal weight is massively outperforming the weighted index today. 🤔

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M@Mtrader5250·
@financialjuice right, with the goal of reducing labor wages for knowledge work. cool
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FinancialJuice
FinancialJuice@financialjuice·
WH Sr. Adviser Hassett: The GDP report was strong due to massive capital spending.
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M@Mtrader5250·
@Norseman1 lol. So everyone got this music video in their algo today
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Norseman Market Timing
Were you cool as a cucumber on our first test of the 10dma’s?
Norseman Market Timing tweet media
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M@Mtrader5250·
@Dearme2_ Advocating for AI
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Dear Self.
Dear Self.@Dearme2_·
What's a sign of a very low intelligence?
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M@Mtrader5250·
@ChrisCamillo NO ONE WANTS AI DUDE! Except autists and people who already have a net worth over $5m
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Chris Camillo@ChrisCamillo·
Just when you think this market can’t get any dumber, $AMZN gets hit on foreign exchange rate noise. Can’t make this stuff up
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M@Mtrader5250·
@jam_croissant What do people think is going to happen when the only innovation from the rich anymore is to reduce wages. All the meanwhile products are inflating in price! How can both be true?! Fuck AI
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M@Mtrader5250·
@wallstengine Pictures of the happy family... maybe update it to the family who just lost their livelihoods because META laid them off
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Wall St Engine
Wall St Engine@wallstengine·
$META launched a new Instagram app called Instants in Italy that lets users send disappearing photos to friends. Images stay up for 24 hours and can only be viewed once, in a format that looks like a mix of Snapchat and BeReal. Source: Business Insider
Wall St Engine tweet media
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Ren@Ren_aramb·
NVIDIA just allegedly visited Korean power firms asking them to design data centers around 800V DC. Power semis could be the next big thing to rip. In taking a closer look at: $NVTS: already has a production-ready 800V-to-6V GaN board that eliminates the entire 48V conversion stage. Showcased it at NVIDIA GTC in March. $AOSL: SiC and GaN portfolio directly supporting 800 VDC conversion, from 13.8kV AC grid input all the way down to the GPU. APEC 2026 confirmed the roadmap. $POWI: Collaborating directly with NVIDIA on 800V DC transition using 1250V and 1700V PowiGaN devices claiming 98%+ efficiency, specifically designed for the conversion losses problem. The shift from 54V to 800V is a full infrastructure rebuild.
Jukan@jukan05

NVIDIA has reportedly visited Korean power equipment companies and asked them to design data center infrastructure around an 800V-class DC architecture, according to Korean media. This is being interpreted as an effort to minimize power conversion losses in order to handle the explosive growth in AI server power consumption. The era of power semiconductors is arriving. This is only the beginning.

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M@Mtrader5250·
@TimJDillon Spot the fuck on! Fuck AI. Fuck the Technocrats!
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M@Mtrader5250·
@EconstratPB @Michael52682075 People throughout history are known for dying for their belief system and don’t care about wut gun you hold to their head.
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EconstratPB@EconstratPB·
What gets lost is that this is not an argument with a regime. It’s an argument with ideology. A belief system. People throughout history are known for dying for their belief system and don’t care about wut gun you hold to their head. That nihilism is lost here.
Javier Blas@JavierBlas

The key known unknown (to me) to analyse oil is the true state of the Iranian economy: jobs and inflation. I hear lots of tales, but I have little confidence on any. Reporting from inside Iran is extremely difficult. Economic damage is key for Iran’s incentive to compromise.

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M@Mtrader5250·
@Lizette_DK @cnnbrk for every 1% unemployment goes up, 40,000 people die is a long-standing economic estimation frequently cited to highlight the human cost of economic downturns
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CNN Breaking News
CNN Breaking News@cnnbrk·
A 20-year-old man has been arrested after a Molotov cocktail was thrown at OpenAI CEO Sam Altman's home. cnn.it/4dGAkVD
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M@Mtrader5250·
@Investingcom Heard they wouldn’t…
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Investing.com
Investing.com@Investingcom·
*IRAN THREATENS "COMPLETE AND UTTER ANNIHILATION" OF OPENAI'S $30BN STARGATE DATA CENTER IN ABU DHABI
Investing.com tweet media
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Tech Layoff Tracker
Tech Layoff Tracker@TechLayoffLover·
Oracle executives are getting DEATH THREATS after that 6 AM email massacre and Larry Ellison just hired Blackwater-level private security 30,000 workers butchered via automated email while Oracle posts $6.13 BILLION in quarterly profits I'm hearing Oracle leadership is now working from "undisclosed locations" because former employees are showing up at headquarters with printed copies of their termination emails Sources saying the Redwood City campus looks like a military compound. Armed guards checking IDs. Parking garage access restricted. Executive floor completely locked down. Oracle spent more on executive protection this quarter than they'll pay in severance to 30,000 families The same company that automates human termination emails can't automate executive safety Larry Ellison's yacht has three security boats following it. Safra Catz hasn't been photographed in public since the bloodbath. Meanwhile former Oracle workers are posting TikToks outside Ellison's $300 million Malibu compound One terminated engineer drove 800 miles from Austin just to stand at the gate with a sign reading "I BUILT YOUR CLOUD INFRASTRUCTURE FOR 12 YEARS" Oracle's AI algorithms can eliminate 30,000 jobs in milliseconds but can't predict when desperate people stop playing by corporate rules If you're still at Oracle, your executives are literally hiding from you behind armed security while counting the money they made from destroying your career The revolution isn't coming through the front door anymore. It's coming through the fucking walls.
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M@Mtrader5250·
@amasad @galligator Yeah until they made glp 1s illegal to compound…
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