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@blockchaingod69
you are now less valuable than the data you produce
North Korea Katılım Mart 2015
2K Takip Edilen11.6K Takipçiler
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Leaning bearish here. If this happens I could see spy -0.3% or possibly even -0.5%.
unusual_whales@unusual_whales
World Health Organization officials are preparing for a nuclear catastrophe if the U.S.-Israel war with Iran escalates further, per POLITICO
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Omg Albo is going to pussy out on tax reform. They’ll deserve everything they get if one nations vote keeps rising and they want to go down protecting property investors
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*TRUMP ASKED BY A REPORTER WHY JAPAN WAS NOT INFORMED ABOUT STARTING A WAR WITH IRAN
*TRUMP: WHO KNOWS BETTER ABOUT SURPRISE THAN JAPAN, WHY DIDN'T YOU TELL ME ABOUT PEARL HARBOR?
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EXCLUSIVE: JPMorgan notes Hyperliquid gaining traction as traders seek 24/7 oil trading theblock.co/post/394380/jp…
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@RageSheen @ideacasino Do you even know how to define productivity lol
You sound like you have no idea what you’re talking about
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@ideacasino Imagine the majority of a population being the most ‘unproductive part of the economy’.
The economy makes people stupid, dude.
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wait… we can “lift large numbers of Australians out poverty” by
*checks notes*
massively expanding public welfare spending while the most productive sectors of the economy get eviscerated which sets off a new persistent inflation doomcycle that the RBA will mishandle and inadvertently create yet another a capital flight into a highly protectionist & already insanely expensive property sector?
got it. great plan dude.
Henry Madison@RageSheen
Uh oh. Large numbers of Australians could be lifted out of poverty again. For the second time in their lives.
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@Zen_Trades1 Most people assume he has a plan but he might just be retarded anyways spy +0.3% today
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What are Trump's options? The longer the Straight stays shut, the worse things get. Time is against him. Once stocks start cracking lower the pressure goes up immensely
a) walk away and claim victory? Iran keeps Straight shut, oil prices keep mooning, US stocks keep crashing. Iran demands no US bases in Middle-East + full reparations for damages incurred during war + whatever else they want really
b) boots on ground military operation to secure the Straight? Clearly hasn't planned for this, military need months of prep, deeply unpopular, uncertain outcome
c) keep trying to bomb stuff from the air I guess? Assassinate enough new leaders that the regime eventually gives up? Doesn't seem to be achieving the desired outcome
He has no good options. What does he even do from here?
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@AestheticsMens *posts a picture of two young people*
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If you aren’t getting happier as you get older, you’re doing it wrong.
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@evrgn11112231 @StraightCap_ Think about how Bureaucratic corpos are to implement one single change to the workflow they probably have 50 meetings. Doubt big corps are gonna figure it all out soon
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@StraightCap_ The institutional imperative for action and production is extremely powerful and [I think] costly.
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@evrgn11112231 Even the bears admit it’s a remarkable business and want to own it but they always push back and say “not at this price”
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Surprising amount of pushback on here that essentially amounts to “yes but can’t own it (at least not in size) because it could be dead money or it could go lower before it goes higher because other investors might get scared (of the exact same things Zuck has already been doing for the entire existence of the company)”.
If that’s what any of you think, I don’t know how to break it to you, but every stock can go lower at any time, for any reason at all (this is doubly true for all your longs where you don’t think this is the case). And if the best negative argument you can make is that other investors may behave in ways that you strongly believe to be non fundamental and irrational, then the setup may be quite a bit better than you appreciate.
$META
Evergreen@evrgn11112231
$META check-in: - 20x GAAP PE - Growing revenue +30% yoy (engagement, CPM, then ad-load) [double the rate of $GOOGL on half the revenue base with a lower multiple] - User and engagement growth across all platforms - Reels engagement growing +30% - Threads and WhatsApp top 10 most downloaded apps (and WhatsApp #1 messaging platform globally) and both completely unmonetized - OpenAI pulling back on consumer (Meta won with impossible to replicate distribution) - All the costs of non-core AI in the financials with little of the benefit; 1B in AI DAUs and new team in place 8 months closing capability gap with frontier labs - 20% RIF (or more) likely coming soon worth likely HSD to mid/high teens % on EPS runrate [and most know they could probably double this and see no negative impact on operations] - Reality labs worth a few turns on the multiple and both masks underlying profitability while also providing substantial platform optionality from AR / AI agents - Building ahead on compute infra which means they will have by far the most 1P inference infra of anyone (and all of it will be pointed at the consumer)
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I'm not a real trader, I've never had an edge I just got lucky.
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I’d say this as well if I had no HYPE
contra@ezcontra
I love hyperliquid as much as the next guy, but what happens when tradfi enables 24/7 trading
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