CoquinZ

@shortbelly Wait until earnings! All misses will be crucified!

@StockMarketNerd Probably because Zuck said that in 5 years 95% of his content will be AI generated. Human experience sharing was the previous value add. Advertising, both direct and subliminal, aren't worth the valuation. A good metric is if you use a $META product, you aren't discerning.

Crazy that $META gets the most negativity here when they’re the mega-cap already using AI to drive the most tangibly positive impact on their core business. No GPU renting tailwind here. They’re using compute to boost engagement & monetization. Every Q. Listen to a call.

@theallinpod @Jason @elonmusk America's so lucky to have a jester!

Jason Calacanis on SpaceX's Unknown Origin Story: Elon Wanted to Back Up the Biosphere in Space! @Jason: “Most people don't remember this, but when @elonmusk was starting SpaceX, the original idea when he was running around with Adeo and they were looking at some rockets and getting carriage from Russian rockets was to back up the biosphere.” “And he came back from that trip and I remember talking to him about it and he said, ‘I think I just have to make my own rockets because that's actually where the problem is, and it would be easier just to make my own rocket to back up the biosphere.’ And he wanted to put geo-domes, like geodesic domes in space, with all the plants, wildlife, and creatures. What incredible vision. And then there was the necessity of actually getting that up into space, and that's the unknown origin story.”

@B_radRiffs Interesting perspective. First to get wiped out in the AI onslaught will be small and mid caps. Micros will exist, but not flourish. Easier to start a more efficient business using AI to wipe out the small and mid cap incumbents.

LFG! Small/micro caps for the win!

@sparkle6193920 Like watching Detroit Pistons! Ha ha

The craziest shit is how people watch futures when it doesn’t fukn matter 😂😂😂

@sparkle6193920 It's the NBA! Entertainment, not a sport!

I could drop baskets better than those losers tonight. Something isn’t adding up

@elonmusk Algo seems wrong lately

Only 𝕏 is open, the other social media companies manipulate the results behind closed doors

@UnicusResearch Soon to come US, China and Russia alliance. .... everyone else get it line. That will be globalization, not from Belgium.

Peachy. Does Iran know this?

@yieldsearcher Highly affluent could still be highly leversged

My friend in Westchester is telling me that he is definitely noticing that his neighbors and kids’ circles are starting to meet up less at sit-down restaurants and switching to Chipotle. This is Westchester we are talking here (highly affluent NYC professional class).

@HealthRanger Are you using deep seek?

This valuation seems insane to me. I've been a fan of Anthropic for quite a while, but now 90% of tasks that Claude used to do for me, I can do with China-based models for about 1% of the cost. Including coding, debugging, researching, etc.

@buccocapital Armstrong is a 🤡

Got a chuckle out of reading Brian’s Coinbase layoff memo where he says every manager will have 15 direct reports and also be an IC This is what I mean when I say that every tech executive has AI psychosis

@yieldsearcher Your shitpaosting is GOLD! I remember living in NYC around 2000, and getting stock advice from cabbies! It was a great time....until it wasn't!

This is clearly a shitpost to be taken as a lighthearted joke. Relax folks!

The US stock market is nowhere near the top until we see this here.

@elonmusk Sundar is trying to keep his job by telling people he is a visionary. VWR - Visionary Without Rockets!

True

@PeterDiamandis @elonmusk Do solar flares mean data loss?

Sundar Pichai just said data centers in space will be "the new normal" within a decade. @elonmusk has been saying this for years. When the CEO of Google starts agreeing with Elon, pay attention. The orbital compute era is closer than you think.

@EndWokeness They all vote dem ticket, so it is simply reinforcing a decade old trend. Only county that votes Rep is Orange County. One of the highest net worth per household as well as significant RE value. When that county votes Dem, those housing values will get crushed.

And so it begins… LA City Councilmen Hugo Soto Martinez & Ysabel Jurado have unveiled a plan to let "noncitizens" VOTE in LA elections There are 1.5 million noncitizens in LA 15% of their entire population

@nequalonetrader This is the story of inflation. They give you things that aren't with anything, but once were. Imagine it being dollars.

Recession signal

@yieldsearcher It's a debt thing

There is one thing that triggers Twitter more than calls for deflation. Being bullish on the US.

@Samlester609 @yieldsearcher It's definitely a mid to long term perspective. We will have a ton of issues domestically, and we will need to restructure the non-US revenues for our corporates. Very long road ahead to get to that point!

@yieldsearcher Can someone explain why equities will keep rising? What am I missing?

Imagine… But the path we are taking will have an even greater upside despite the pain in the interim.

@Sh1tUShouldKno @TechLayoffLover Nothing but truth. Product degrades. User experience is shit.

@TechLayoffLover This is why most CEOs are fucking retarded If you think Rajesh from Bangladesh with Claude will out perform a principal US engineer with decades of experience... well sir enjoy the quality and uptime degradation

Every CFO in America just opened the same Excel file this morning Column A: Senior Software Engineer, Austin TX, $340,000 fully loaded Column B: Senior Software Engineer, Bangalore IN, $31,000 fully loaded Column C: Feature velocity with Claude API access - IDENTICAL Column D: Cost reduction - 91% The formula that's about to murder American tech: =1-(B2/A2) I'm hearing from three different Fortune 500s they're running these exact calculations Replace one $340k American with one $31k Indian who has Claude Premium Same GitHub commits, same sprint velocity, same code quality But $309,000 straight to the bottom line per swap The beautiful cruelty is the Americans trained the AI that made this possible Every Stack Overflow answer, every code review, every debugging session Fed directly into the models that proved offshore + AI = domestic worker execution Sources saying Goldman's models show 2.7 million American engineering jobs can be "optimized" this way That's $837 billion in labor cost elimination The spreadsheet that ends the American dream is already open on every executive's screen If your manager is asking about "knowledge transfer documentation," you're already dead

@SwingTraderQ The IWM thesis makes no sense to me. When AI comes for companies, the Russell will be toast.

when inflation hit 8% before middle term, we, the market, all of us can just eat $NVDA chips 🍟🥔🍠for lunch and dinner right? brent up 2-4% everyday. this is fun. $iwm going side ways for day 8 now. $spy $qqq

@catturd2 He's on the toilet?

😂😂😂😂😂😂the gayest pose in the history of X. 😂😂😂