xxbums

@MurrayWatt Yeh, what did you get done fucknuckle? Same as most days I imagine.

Happy birthday Pauline. While you’re partying with another billionaire buddy, the rest of us showed up to Parliament to work for Australians.

@WR4NYGov @levelsio Yeh if you believe the CUDA moat can be broken.

@levelsio Do you think it makes sense that the P/E ratio is five times the P/E ratio of Nvidia?

Congrats everyone who participated $500! $AMD

@DrCameronMurray Another good survey would be, "Are you an idiot if you pay the same valuation today as pre-NG entitlement?"

Can home prices fall while construction costs rise?

@MarioNawfal Protect yourself at all times. It was a fair sucker punch.

Who was in the wrong here? The guy who disrespectfully pushed his opponent’s head down, or the guy who retaliated?

@zebralife2002 @TheJoeySwoll He wasn't using it to film himself though. That's just the ploy to capture other men in undress, then he go's home and beats off to it.

@TheJoeySwoll It's not illegal to film YOURSELF in a locker room, it's illegal to film others. So check yourself. Also the man walking past has NO right to touch another persons property. People have a right to defend property. I'll put my hands on anybody who puts their hands on my property

No, he should NOT touch your phone but you shouldn’t be filming in the first place and it’s NEVER ok to put your hands on someone.

@MilkRoadMacro This requires massive pricing power to way overpay for silicon. Only takes a breakthrough / the Chinese to dent that confidence.

@MilkRoadMacro Literally the exact reason why the bubble will crash.

Gavin Baker is one of the best tech investors alive and he explains why the AI cycle might actually avoid a bubble. Every major technology in history ended in a bubble. Railroads, canals, the internet and even the PC. Every single one. The pattern is always the same: 1. Investors get excited about a genuine breakthrough 2. Diversity of opinion breaks down 3. Everyone converges on the same thesis 4. Valuations disconnect from reality and then it collapses. But Baker thinks AI is different this time and that's because of a physical constraint that no past technology ever had: Watts and wafers. TSMC is run by what he calls "flinty old men and women" who view themselves as the guardians of the most important institution in Taiwan. Jensen Huang flies to Taipei every three months and pushes them to double or triple capacity. They expand about 5%. Here's Baker's math: If TSMC actually gave Jensen what he wanted, Nvidia could probably sell $1.5 to $2 trillion worth of chips next year. He really believes that. The demand is there. But a boom that size would almost certainly end in a bust. And a bust is catastrophic for TSMC. So TSMC's conservatism isn't a bottleneck. It's a release valve. A real-world physical constraint that enforces discipline on the whole cycle and prevents the kind of overbuilding that turned the internet boom into the dot-com crash. Baker believes TSMC is the key reason why we won't have an AI bubble.

@Emilie_Dye Totally incompetent.

Banning Airbnb doesn’t increase the overall supply of housing; it just shifts how the existing housing stock is used. Ultimately, calls for short-term letting bans distract from the real issue: we need to build more homes where people want to live. 1/

@TheKouk UpOnly under Albo.

Govt debt update: $969.2 billion as of today. $3.0 billion of new borrowing next week, with no maturities

@RealJimChanos They keep mucking around with plan pricing.

So is Starlink March ARR actually below that of December….?! $SPCX

@stan100x What kind of margins after paying for energy & depreciation on GPU hardware?

1.75T to $2T IPO could be justified if the Anthropic deal holds We do agree that the ~$1B/month are to be added to the current $22B-$30B revenue projections from space related businesses right ? Let’s say they make $30B from space, a base $12B from data centers with one customer Add just one more customer ? +$12B/year That’s ~$50B of revenue within 2 years Okay, why not I guess

@stats_feed How much energy do they produce?

🇦🇺🔋 Boom! Australia just installed 400,000 home batteries in just over 10 months, delivering a massive 11.2 GWh of storage capacity. That’s ~1,250 systems per day under the Cheaper Home Batteries program.

@LouiChristopher Victoria who has already leaned on Land Tax?

There hasn't been much reporting of this issue. But I think it's a big issue. Some states (such as Victoria) will likely go back into the red again after initially projecting a surplus for '27. afr.com/policy/economy…

@elonmusk Just light the rockets, black bottom guaranteed.

The all black paint on the base looks cool

@Dannythe_Degen That person very likely isn't even on our shores yet.

The Australian government is going to take 47% of my income and my capital gains and give it to someone who doesn’t want to work. And this will make it easier for me to buy a house.

@MichaelMi39403 @MarioNawfal I love Starlink, have a hard time seeing how Starlink gets there.

@MarioNawfal Ron Baron predicts SpaceX could reach $10-30T valuation in 10-15 years via Starlink growth and innovation; urges ownership.

🇺🇸 Ron Baron predicts massive 20-30x surge in the value of SpaceX "You should try to figure out for your families how you can get to own some SpaceX."

@matt_barrie @TruthFairy131 India.

@TruthFairy131 where are the 70 million people going to come from

‘BIG AUSTRALIA’ 🇦🇺 🥀☠️ Jewish immigrant Billionaire property developer & Meriton founder Harry Triguboff has been lobbying for a ‘Big Australia’. Mr Triguboff says that the economy will stall without massive population growth. "I'd like to see the population in Australia reach 100 million by 2050, because I believe we will have many things to do here besides drilling holes and selling coal," he said. Big Rich Jewish Real Estate developers want a Big Australia NOT Australians. NO-ONE WANTS THIS 🤨

@ClareONeilMP Only complex if you are a Woman who has no experience in home building. Dropping immigration, drops demand for new housing. This also lowers how many people have to suicide when they can't get into stable accommodation/lose their long-term rental.

Housing is a complex and difficult problem that's been building for 40 years. The idea that you can solve it quickly and easily - it's just disingenous. But we’re focused on a comprehensive approach that is tackling the problem from every single angle.

@alluringmedia It's interesting how his drug habit turned him into a very effective person. But others get reduced to useless liberals who can't think for themselves.

Take it from me, as someone who did COPIOUS amounts of Ketamine in my 20s, that is not all he is on.

@keithw61 @lomaxx @IFM_Economist But for every one of them that go's tit's up, it opens the market for many more to get into the market. The more that go tit's up, the more affordable it becomes for the many.

@bumskinsx @lomaxx @IFM_Economist Tell that to the young couples who will owe more than their house is worth. Especially if future interest rate rises push them over the edge. There has to be a correction but enticing young couples into the market like that is cruel.

If dwelling prices fell 10% nationally we'd fall back to a level seen in early 2025, a fall of 20% would be early 2023, Dwelling prices rose 48% since 2020. So what is the big deal? Unless someone can show me that this near 50% gain brought Australia unmatched prosperity that offsets the societal and economic damage that making household formation so difficult for FHBs why does it matter so much. It would actually be the one thing that unambiguously improves housing affordability. It might also discourage negative gearing and make more space for FHB in the market.