BostonRob81

@809trader @realgerhardtvdm What they’d rather not have is Russia feeling like they can take whatever land they want, without a fight

@Rob81Boston @realgerhardtvdm Ukraine getting lit. Can’t ended when the Europeans clowns want more war

🇷🇺🇺🇦 MASSIVE WAR UPDATE: RUSSIA TELLS CIVILIANS TO LEAVE KIEV IMMEDIATELY!!! (GAME OVER)

@809trader @realgerhardtvdm Didn’t we end that war on day 1?

@realgerhardtvdm @Rob81Boston

@809trader @MarioNawfal Never? Still waiting for that hyper loop And His March 2020 prediction that the United States would have "close to zero new cases" of COVID-19 by the end of April. 🤣

@Rob81Boston @MarioNawfal And he never being wrong.

🇺🇸 SpaceX says its total addressable market, meaning the maximum revenue it could theoretically capture, is $28.5 trillion. That's roughly the size of the entire U.S. economy. The bulk of it, $26.5 trillion, comes from AI. The Mars colonization revenue potential wasn't even included. To be fair, SpaceX operates across 164 countries and is building markets that didn't exist a decade ago. Starlink alone rewrote what satellite internet could be. For comparison, Uber claimed $5.7 trillion in ride-hailing and WeWork claimed $1.6 trillion in office space. @elonmusk thinks bigger than anyone. Source: Axios

@809trader @MarioNawfal Elon says a lot of stuff

@MarioNawfal @Rob81Boston

@Polymarket @809trader 🤣

JUST IN: Iran declares it will not charge tolls in the Strait of Hormuz, will instead charge “environmental protection fees”

@DeItaone @809trader that’ll cause some continued disruptions in oil

🚨 IRAN TO OPEN HORMUZ 30 DAYS AFTER US DEAL TO END FIGHTING - NIKKEI CITING SOURCE

@809trader @SJosephBurns Which is an overwhelming majority of the population

@SJosephBurns That’s what most wall-street people don’t get. Diversification is for people that doesn’t know what they are doing.

“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.” — Stanley Druckenmiller.

@LeadingReport Of course he does

JUST IN: Trump blames conflict in Iran on Obama, says he funded Iran.

@kevinxu Terrible take And if it goes down 30% and you have everything in it, you’ll be even more pissed

when a stock doubles and you only have 5% in, you will have major regrets. this is why i always go all in

@809trader @zerohedge I do too

@Rob81Boston @zerohedge I agree. The risk is definitely to the downside in the short term. But I think we end the year higher.

“After today’s market moves, the most likely scenario already appears to be largely priced in. Therefore expect some ‘sell the news’ dynamics once a deal is finally reached, and I would refrain from adding exposure to equities until yield curves move lower.” - Singular Bank

@809trader @JosephJacks_ 400 billion to “trillions” in 4 years means these companies 5x’d in 3 years from nosebleed valuations already Anything can happen, but I’d bet against it

@Rob81Boston @JosephJacks_ If in 3 years they are not worth trillions then the AI never reach AGI. Place your bets. I’m in the AGI camp and think we will get there this year.

Google will own $300B worth of Anthropic and $100B of SpaceX … by the end of this year. Those stakes will be valued in the several trillions within 3 years.

@GOP__Ls Damn!

🚨Trump is now single handedly responsible for 27.7% of the national debt. This is dramatically more than any President in American history.

@HedgieMarkets @809trader

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

@unusual_whales @809trader expenses running rampant

Microsoft, $MSFT, has started canceling Claude Code licenses, per the Verge

@809trader @JosephJacks_ If those are the stakes when it goes public, they ain’t worth trillions in a few years Amazon also has a healthy stake in Anthropic

@JosephJacks_ Buy Google @Rob81Boston

Megyn Kelly, who endorsed and campaigned for Trump in the 2024 election: “I didn’t expect the corruption to be quite as widespread as it has been. The self-dealing, the lining of his and his family’s pockets. It’s shocking… You look across the board at the Trump family, I’ve never seen a family get so rich off the presidency.”

@Basssem666 Sell the news!

$SPY Gap up is holding so far despite Donnie flip flopping. Nice.

@cryptorover @zerohedge @809trader damn

🚨 THE AI COST CRISIS HAS STARTED. Microsoft reportedly told engineers to stop using Claude because AI bills were exploding, while Uber says its entire yearly AI budget was already destroyed by April.

@kevinxu Why? It’s the seventh time that we’re “close to a deal”

the gap up on tuesday is gonna make gen z fall to their knees