Credit Squisse 🍿 🎮

perhaps.

Moments like these...

Finally, this is where we are. We are in lower highs territory and the SOS and LPS on the back up is low relative to 2021-2022. So, a very long way to go. But if you are open to some risk and want some upside, it might be a place to buy.

You may remember this post. If you don't have a look at the chart and the down trend. x.com/defiantvc/stat…

This is more something to think about and monitor than anything else. If you have every followed Wyckoff accumulation patterns, this will look familiar to you.

Nevermind. I got something.

i got nothing.

It sure feels like we (USA) are going for the lets starve China of oil and bring them to the table on rare earth materials strategy. ✅ Venezuela ✅ Iran ？Nigeria ？Russia

@Christo62628594 you're living the new world order shift in real time. the purpose of the epstein thing is to build up power that can be torn down. as it has been for 800 years. its more about post-industrialism that any one person. Focus on the actors, miss the message.

I'll put it this way. If we don't act now, what comes next will make the COVID checks look link chump change. I would much rather companies leveraging AI to improve margins act responsibly than tax dollars have to clean up some of the mess. Even if my stock portfolio benefits

@_kas_t_ I am ok with that as it at least provides some sort of plan. What I am not ok with is no plan at all.

@defiantvc Unfortunately, they will gladly pay those taxes.

I'm going to sound the alarm on something. And this far beyond what I would normally recommend, but we are straight up starring into the abyss. The US government has 3 to 6 months max to put regulations in place that tie AI related layoffs to future corporate taxes.

@StewrighSteve It is that gap between offsetting humans and creating new value that leads to this grave risk to our economy. Without AI reaching new efficiencies that make taxing corporations to the effect of human units lost, we have a nasty gap to fill.

@StewrighSteve Current assessment of most of the industry experts, the thing they say in private is productivity from 40-50% of white collar workers can be absorbed by AI in the next year to two years. The constraint is going to be on the expansion of productivity that creates new yield.

A guy like me will be just fine. In fact, it I would probably double or triple new worth when this happened. But for millions, this will break them.

When high earners suddenly are no longer reliable consumers, everything suffers. So, we need an off ramp quickly. Ideally something that limits workforce reduction to 7% annually. This would make corporations prioritize pairing AI with workers vs. just replacing the worker.

@MoonDog52707023 Only a relisting or changing of ticker, or change of the approved float creates the alternate ticker scenario that you are worried about. At-the-market offerings will not do that. So, the 150m share sale is an ATM offering. A reverse split will create these alt tickers like AMC1

@defiantvc I have a question. The 150 million thing A.A. working on. When it takes place, will it mess up options into some bastardized AMC1 or AMC2 or AMC3 type thing??? I want to buy calls with some time on them/ but am nervous without knowing.

*bing*