@GrindeOptions If it take "months" for the macroeconomic situation to clear up, then the goose is already cooked.
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TheStockoLator
3.3K posts
TheStockoLator
@Stockolator
Tech junkie. Stock junkie. Film junkie. Strategizing out loud. Not investment or trading advice.
Colorado Katılım Ocak 2024
265 Takip Edilen373 Takipçiler
Listen, if you’re not investing in HIGH BETA stocks right now, you’re going to miss a BIG OPPORTUNITY in the coming months as the macroeconomic situation clears up and the new BULL market reignites.
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@GrindeOptions That is quite far in the future. They can't build enough AI6 chips yet. So TSLA is stalled out until they can fabricate these - what do you think the Terafab announcement was about? None of the other builders are standing still while this happens.
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Do you think $UBER will survive once $TSLA fully ramps the Cybercab for autonomous use? 👀
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@elonmusk Is this how we all receive our Universal High Income?
🤣🤣🤣🤣🤣🤣🤣
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This will be big
Teslaconomics@Teslaconomics
I don’t think people truly understand what’s about to happen with 𝕏 Money. This is Elon going back to his roots - back to x.com - and building what he always wanted in the first place: one place that runs your entire financial life. When he rebranded Twitter to 𝕏 in 2023, he said straight up that we’re adding the ability to conduct your entire financial world. He even said you may not even need a traditional bank account. Most people brushed that off. And now it’s becoming real. 𝕏 Money has already been live in closed beta internally within the company. A limited external beta is expected soon, and they’ve already secured money transmitter licenses in over 40 states plus DC. 𝕏 Payments is registered with FinCEN. Visa is officially partnered. You’ll be able to fund your wallet instantly, send peer-to-peer payments, move money to your bank, and eventually use a debit card. And I think this is just the beginning. This will probably start as a simple wallet where you can send money as easily as sending a DM. With this technology, you can pay creators, pay subscriptions, pay whatever bills, shop inside the app, get paid inside the app, and much more. Then, there will be high-yield savings, you can invest, you can get loans, have money market accounts, maybe even treasury access, cool smart cashtags that let you see live stock prices in your timeline and execute trades seamlessly, crypto integration, potentially full asset management… the list goes on and on… Elon literally said this is meant to be the central source of ALL monetary transactions. Bro… think about that for a sec. Your 𝕏 profile becomes your financial identity. Everyone you follow is already there. Everyone you interact with is already there. That social graph becomes your distribution engine. Like, you won’t need a separate banking app, no need for a separate investing app, no need for a separate payment app… this all lives where you already spend your time. Right here on 𝕏. Look at WeChat in China, which Elon always alluded to. Payments, messaging, shopping, investing - all integrated in one app. It handles $ trillions in volume and became deeply embedded in everyone’s daily life. Now 𝕏 is building the Western version of that, but with a more global reach, and xAI’s AI layered on top of all this. Before you call me crazy, you have to understand how big this opportunity is. Digital payments globally are measured in the tens of $ trillions of dollars annually. Even just capturing a small slice of that across hundreds of millions, and eventually a billion, users can change everything. 𝕏 already has the audience. That lowers customer acquisition costs significantly. Add fintech revenue on top of ads, plus float, plus lending, plus investing tools, and we’re talking about a completely different valuation profile. Now, $44B for this company looks like the bargain of the decade… this was one of the main reasons I invested in 𝕏. And if they execute the way they’ve executed at Tesla and SpaceX, this could truly fundamentally redefine how people handle $ . Most people today still see 𝕏 as just a social media app. I see it as the foundation of a financial system layered on top of a global network. Ultimately becoming the “everything” app. And this I believe is a once-in-a-generation opportunity. Elon is calling this a game-changer. I believe him.
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Recipe for disaster: Initiate an illegal war by implementing first strike without Congressional authority. After the fact, cook up some verbiage to pretend you didn't start a war, and peddle it to the sheeple.
The first war is the war that these bozos started with Iran. The second war we are fighting is the propaganda war - these same bozos spinning hard to deceive their own citizens.
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Speaker Johnson: "They [Iran] have declared war on us. I don't believe in the semantics... We're not at war right now. We're four days in to a very specific, clear mission, an operation, Operation Epic Fury."
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INFLATION/DEFLATION:
The thing holding down inflation has been lower oil & gas prices, which masked inflation in consumer goods and mitigated the impact of tariffs. What's next, now that oil is shooting higher?
AI is deflationary but also on the verge of creating massive job losses. Which force prevails?
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$NVDA finally catching a bid after the post-earnings sell-off. Pricing became pretty irresistible. I'm a buyer.
Not a very original idea but a worthy one. Its investment announcement in photonics is intriguing and good for $GLW, $COHR, and $LITE. I'll probably start picking up these as well, but they're all substantially more expensive than Nvidia itself so will leg into some more $NVDA and be patient with pricing on the others.
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Futures are bright red but no worse than most of the recent pullbacks we have seen, tbh.
The real problem is not what markets do tomorrow - it's that we are now entering what is sure to be a protracted period of global uncertainty, instability, and realignment with no timeline or clarity for its resolution. While job losses continue to mount.
We will all be tested.
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@sama Dude, you aren't exactly known for your refined moral compass. LOL. A perfect fit with this Department Formerly Known as Defense, I guess.
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Tonight, we reached an agreement with the Department of War to deploy our models in their classified network.
In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome.
AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement.
We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only.
We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements.
We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.
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@TroofTellah @drinkonsaturday You're funny. The bits I'm describing could be carried in a yeti cup. Whereas the tools to fry shown here are considerably more weighty and cumbersome. But to each their own, kid. Just voicing an easy and delicious alternative here....
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@Stockolator @drinkonsaturday Think with your brain, kid. He's out near Catalina Island, riding on a jet ski. That takes a while to get to. Do you really think he has enough space to carry a bunch of ice to keep butter cold enough to not melt? Especially when he has all of that other gear.
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You tell me, does it get any fresher than that?
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Good read. I trust Amodei way more than I trust the creepy and unethical tool who wants to use AI for morally bankrupt surveillance of its citizens or to train AI to make independent decisions about killing humans. No good comes from either of these practices. What a slippery slope. What an abuse of a nascent intelligence.
The world has gone utterly and irretrievably mad.
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The Pentagon just gave one of the most powerful AI companies on Earth an ultimatum.
Agree to our terms by Friday or we will force you.
Here's what's happening behind closed doors and why it matters for every American.
This is not about a business deal.
This is about whether the US military gets unrestricted access to the most advanced AI system ever deployed on classified networks.
The company is Anthropic.
The AI is Claude and its CEO just stared down the Secretary of Defense.
Defense Secretary Pete Hegseth sat across from Anthropic CEO Dario Amodei at the Pentagon on Tuesday.
The meeting started friendly but it did not end that way.
Hegseth told Amodei: sign a document giving the military full access to Claude for "all lawful purposes."
The deadline: Friday at 5:01 PM.
If Anthropic refuses, three things happen.
None of them are good.
First, the Pentagon kills Anthropic's $200 million military contract.
Second, Hegseth labels the company a "supply chain risk", a designation normally reserved for Chinese firms.
Third and this is the big one Hegseth invokes the Defense Production Act.
The Defense Production Act is a Cold War era law designed to force factories to build tanks and ammunition.
It has never been used to force a tech company to strip safety features from an AI model.
Until now.
What is Anthropic refusing to do? Two things.
It will not let its AI make kill decisions without a human in the loop.
It will not let its AI be used for mass surveillance of American citizens.
That's it and those are the red lines.
Amodei himself said it plainly: "These red lines are fairly important for making sure that AI is used in a way that's compatible with democracy."
The Pentagon says this is about "all lawful use."
Anthropic says the law is not the same as a safeguard.
Amodei told the Pentagon his guardrails have not "hindered operations or caused any complications for personnel in the field."
But the Pentagon doesn't want conditions, it wants control.
This started with Venezuela.
In January, US special forces captured President Maduro in Caracas. Claude was reportedly used during the operation.
When Anthropic found out and asked questions, the Pentagon called it a betrayal.
Amodei denied it. Anthropic called the Pentagon's claims "patently false."
A senior Pentagon official said: "We need to reconsider our partnership with any company that could compromise the operational effectiveness of our personnel."
Translation: Don't ask how we use your weapons.
Anthropic is not a small startup begging for government scraps.
It's valued at $380 billion and its revenue is $14 billion and growing.
The $200 million contract is less than 2% of annual revenue.
This is not about money. Amodei said it himself: "The whole point is to defend democracy."
Here is what makes this a turning point.
If the government can invoke a 1950s factory law to force an AI company to remove safety features...
Then no AI company's safety commitments mean anything.
Not OpenAI's, not Google's, not anyone's.
There's a deeper issue no one is talking about.
As Amodei Roth warned: "The constitutional protections in our military structures depend on the idea that there are humans who would disobey illegal orders."
Autonomous weapons remove that protection.
Drones don't refuse, AI doesn't refuse.
And surveillance powered by AI doesn't just record you.
It transcribes every conversation, correlates every movement and maps every relationship.
Not for one person. For a hundred million.
He called it "making a mockery of the Fourth Amendment."
He's right and Anthropic has just over 24 hours.
If it caves, the precedent is set. AI safety is optional when the government says so.
If it holds the line, it faces the full weight of the US Defense Department.
Either way, this is a defining moment.
The clock is running.
The Kobeissi Letter@KobeissiLetter
BREAKING: The US Pentagon has made a "final offer" to Anthropic seeking unrestricted military use of its AI capabilities ahead of a Friday deadline. Details include: 1. Pete Hegseth threatening to label Anthropic as a "supply chain risk" 2. Anthropic is resisting use of its AI capabilities to surveil Americans 3. Anthropic is resisting use of its AI capabilities for lethal military missions 4. Anthropic was recently awarded a $200 million government contract 5. Anthropic now has just over 24 hours to respond This is a pivotal moment for AI warfare and surveillance.
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All you dividend investors out there, what’s the best dividend stock you could own that combines growth and income?
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I hope a few of you enjoyed the $KXIAY rocket ride this morning. While the rest of tech is floundering, the memory and storage trade zoomed higher. I closed out my $KXIAY position today on the big move but am still holding $SNDK and $MU.
It is pretty typical for investors and traders to "hide out" in the corners of a theme that is working, but that also fails eventually. I may regret dropping $KXIAY, but I'll take a double that moved this fast any day, all day. I won't be chasing it higher, I don't think.
With increasing volatility, it could easily make a trip back to $120, at which point I would consider re-entry. I don't think a full round-trip back to the $80 zone is in the cards.
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@RobinhoodApp Does this mean I'm finally getting a gold card? LOL.
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@jvisserlabs AI autonomy seems pretty dependent on whichever hyperscaler leads the pack - Anthropic for the moment - so I'd be hesitant to short Google or Amazon. Sure, send the other two.
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This is one of my favorite trades for the rest of 2026. Long Tesla, short equal weight of the hyperscaler spenders (AMZN, GOOGL, MSFT, META) as we transition from the deflation of LLM models with their data center bottlenecks and enter the age of AI autonomy.
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OpenClaw hit 145K GitHub stars and became the fastest-growing open-source AI project in history.
But 90% of people installing it have no idea how to set it up safely.
That's why I built the OpenClaw Starter Guide. It covers:
→ Full architecture breakdown (Gateway, Agent, Skills, Memory)
→ 30-minute setup walkthrough for any hardware
→ Security hardening so you don't end up on Shodan
→ Memory upgrade prompt that makes your agent actually remember you
If you want a personal AI assistant that actually does things, not another chatbot, this is the guide.
Comment "Claw" and I'll DM it to you.
(Must be following me to receive it)
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