SOBX
77 posts



This is more than a heist of invaluable American Intellectual Property. It is an assault on every economy that prizes the entrepreneur, rewards private capital, and relies on fair and honest competition. Lying, cheating, and stealing is not innovation or “win-win”. It’s corrosive to productive economic activity and to the healthy economic development of nations.







Risk/reward seems attractive again. Lots of cheap stocks with durable competitive advantages that are going to crush numbers for the next 6-12 quarters. Time will tell!



CNN: Democrats now prefer socialism over capitalism Favorable Rating Among Democrats: 2010: 🔵 Socialism: 50% 🟡 Capitalism: 51% 2025: 🔵 Socialism: 66% (+16) 🟡 Capitalism: 42% (-9)

This is the next ticking time bomb...



CATHIE WOOD SAYS DEFLATION IS COMING - Truflation at 0.8% and “resolving to the downside” - Pepsi cutting prices 15%, home price inflation at 0.9% - AI training costs down 75%/yr, inference down 85–98% She says both consumer prices and AI costs are collapsing at the same time.













