@Jack_McClendon @NewsFinOil How kind of Ukraine to give him some cards
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Michael C
951 posts
@ecommerceshares @kamendc1 That's because the labs are underpricing their tokens. I think AI is amazing, but wonder what the true cost of the tokens are and what demand will be at the true cost.
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@kamendc1 Every single hardware supplier to the sector has a record margins. Every single one.
The same goes for all the cloud vendors. Record margins across the board.
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I don’t actually think most investors realise how much AI usage is exploding. It’s starting to hit that early exponential part of the curve.
Every top model has been massively nerfed compared to a month ago simply because there’s just not enough compute for all the new demand.
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@WarMonitor3 No shit! It's what surrender looks like. It happens when you got no cards man.
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This ceasefire deal at the moment only looks to have benefited the regime in Iran…
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@WarMonitor3 Maybe Trump knows he has lost and this is his surrender. I agree it doesn't make sense to end a war of choice worse off than where you start...but here we are.
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It just makes no sense to me Iran is still not budging on negations, pulling out now would leave Iran still with enriched uranium and control of the strait of Hormuz generating them hundreds of billions more a year to pour into more weapons with an even more extreme leadership.
WarMonitor🇺🇦🇬🇧@WarMonitor3
I may be wrong I am really starting to doubt if this Iran conflict is over...
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@realKunalAShah @Jack_McClendon What makes u think that's feasible? Haven't read any military experts say this is a realistic solution.
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@cmhk258 @Jack_McClendon Choking off Irans oil imports while continuing to hit their missile and drone capabilities, all the while working to open the strait which can be done but will take time.
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I have a question to everyone questioning Trump’s initial intent to go to war and success of the ceasefire.
If we get a ceasefire with
1) Complete end to nuclear program for Iran
2) Dramatic reduction in Iranian support of proxies
3) Dramatic reduction in drone and missile capabilities
4) No frictions in the SoH
In exchange for sanctions relief
Isn’t this a big win?
I agree that allowing them to restrict access to the SoH is a major failure if allowed to stand…
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@realKunalAShah @Jack_McClendon At what cost though to see this through? Massive ground operations, tons of casualties, even less appetite for overseas "adventures" which ultimately greatly strengthens CCP's hand.
Mind you conceding SoH also strengthens CCP's hand.
Trump's got no cards.
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@Jack_McClendon I agree then- it is weakness and failure of myopia, lack of resilience and strength and see this thing through
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@realKunalAShah Yes indeed that's a big win. He's basically got everything other than regime change, but who needs that if u have the points u outlined.
But that doesn't look like it's happening though no?
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@dampedspring And in the meantime he also managed to wreck the western alliance. Probably a W in his mind
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@DsrPrivate Market is also ignoring his BS tantrums and watching what he does instead
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@lucien19671 @NikLentz Just play some 8D chess and you will see otherwise!
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Well... well... well... I guess it can open itself. 🤷♂️
Michael Brown@MrMBrown
*IRAN: DRAFTING PROTOCOL WITH OMAN FOR HORMUZ STRAIT TRAFFIC
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@timdayipper @kjoules Well there's at least 10 countries on the list. You don't expect the authors to have filled gas up in all of them.
This is not a case of "gwailos writing articles ant HK when they don't know what they're talking abt"
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@realKunalAShah Under Trump's leadership, that's indeed a huge possibility. It was clear when he was first elected the risks of having a child as president.
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If China blockades Taiwan, and the US intervenes- I’m guessing the Europeans will tell the Americans that’s not their war, just like this time?
And yet Ukraine was more Europe’s war, not America- and yet America acted in. Way to safeguard European interests…
I do think there is a problem with the one-sided nature of this agreement- and while like Sec Rubio I am a believer in why NATO matters- I am growing more and more skeptical
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@NikLentz @BlacklionCTA Is it? As things stand it looks way more likely that IRGC remains in power in Iran and they control the strait.
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@BlacklionCTA If doing some heavy lifting in that sentence.
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Who knew winning a war meant:
- Lose your entire navy
- Lose your nuclear capability
- Burn through most of your ballistic missiles
- Get leadership taken out en masse
- Air defense decimated
- Missile launch capacity cut in half
- Make enemies of neighbors
#Winning!
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@LongShortTrader You're spot on. Worrying thing is that Trump (and a lot of others) don't see these losses as actual losses.
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Respectfully, I see it differently: Trump may be trying to take a “stop loss”.
By definition, that’s still realizing a net loss.
Yes, it’s better than realizing a bigger loss later, for sure.
But I wouldn’t confuse a stop loss with a gain.
IMO this has not been a gain.
The Long View@HayekAndKeynes
For the life of me I do not understand the people who want to define victory as an unwinnable ground war yet keep calling Trump the moron. He ended Afghanistan, he’s not going to kick off a similar operation next door. The dude literally erased the leadership (twice), the military, and the US has come out completely unscathed. They have already killed all the staff involved with the nuclear program. Iran’s only response has been to take hostage global oil flows and bomb innocent third parties - even then Trump has not taken the bait. He did as much as he could without causing WWIII and is now leaving without a scratch. If that is not victory, I do not know what is.
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@HayekAndKeynes @BlairBarley Wrong. He shouldn’t have gone in the first place.
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Mission Accomplished ✅
TRUMP ANNOUNCES HE IS LEAVING IRAN IN 2-3 WEEKS
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