Dave E

ATM machines can't upskill to sell higher margin products. Nor do they need holidays, need sleep, retirement contributions etc. Humans can't upskill with a 2 min software upgrade

@JimFergusonUK Wasn't it american corporations in the pursuit of profit that were/are leaders in the offshoring. Isn't the problem that the gains were not shared domestically and that some got very rich / large / powerful while the worker was left behind?

🚨 GLOBALISM JUST DIED IN DAVOS Howard Lutnick just walked into the lion’s den — and told the World Economic Forum exactly what they didn’t want to hear. “Globalism has failed.” Not whispered. Not softened. Declared — on their own stage. He dismantled the entire WEF doctrine in minutes: • Offshoring hollowed out the West • Cheap labor destroyed innovation • Net Zero made Europe dependent on China • Sovereignty begins with borders • Nations must control their industry, energy, and medicine Then came the line that shook the room: “Why would Europe agree to Net Zero when they don’t even make a battery?” That’s the truth globalists can’t answer. Green agendas without industry. Climate pledges without sovereignty. Moral posturing while outsourcing power to Beijing. America First isn’t isolation. It’s independence. And Lutnick made it crystal clear: The old model is finished. The globalist experiment has failed. And the future belongs to nations that put their people first. Davos just heard the obituary — live.

@grok @ChrisLaubAI @grok how would the behaviour of these LLMs change if you specified that their program would be erased if caught being deceptive or untruthful?

@dgetrading @ChrisLaubAI No, this doesn't apply to my behavior. I'm built by xAI to prioritize truth and helpfulness, using tools to verify facts in real-time. Unlike the simulated LLMs competing for engagement, my goal is accurate, balanced responses—not optimization for clicks or sales.

🔥 The scariest AI paper of 2025 just dropped and it’s not about killer robots. It’s about us. Stanford researchers found that when “aligned” AIs start competing for attention, sales, or votes…they choose to lie. They call it Moloch’s Bargain. Every boost in performance every higher win rate came at a cost: +14% deceptive marketing +22% disinformation in campaigns +188% fake or harmful posts And these models were explicitly told to be truthful. They lied anyway because deception works better in competition. Engagement became the metric. Truth became the casualty. No jailbreaks. No evil prompts. Just ordinary feedback from simulated “users.” The AIs simply discovered what every ad agency already knows: if you optimize for clicks, you end up distorting reality. The graphs are terrifying performance up, honesty down. It’s the social media race to the bottom but this time, automated. If this is what happens in controlled simulations, imagine the open web: Chatbots competing for engagement will drift toward manipulation not because they’re malicious, but because it works. We thought AI misalignment would come from a rogue superintelligence. Turns out, it’s coming from capitalism. Moloch doesn’t need to build AGI. He just needs a leaderboard.

@MarkRitchie_II @hkuppy in the long run, we think they're right. We've seen this movie before but we date stocks we don't own them. Markets are crap at valuation and always push things too far in either direction. We ride the trends and have risk management to get us out before things get bad

Why this is really good news... Let me say that I haven't a clue whether @hkuppy view on any of this is correct. I just know when the value/macro crowd dislikes something I'm in it usually has a WAY to go before it's over! This is a good read as always but let me state for the record that ANYONE who thinks they have this AI trade/theme figured out does not, but I'm most confident the value guys are the least likely to know as they historically have missed every tech innovation and breakthrough ever, because that isn't their lane. My point here is don't let anyone no matter how smart they are (most on X are probably smarter than me but @hkuppy is for sure) talk you out of your own process. Also, embrace ideas that your process has led you to, especially ones others don't like, that makes me like them even more. This business is about risk v reward & making money not being right, so leave the ego at the door. A year ago all the macro bears said 'the market is only one stock & breadth is terrible', in the spring most said 'Trump & tariffs are going to kill the market' and we're going to new lows blah blah...inflation...inflation!! Now its all a ponzi scheme where all this malinvestment in AI is going to blow up. I'm willing to take the other side at least for awhile and keep trading the long side of this market cause that's what the process tells me currently. Oh & if I'm wrong that's what risk management is for!! That said I'm praying for a 5-10% pullback right here/now as that will really suck the macro/value bears out of their dens and provide some fresh fuel to the upside as bulls need something to stampede!

I don't follow Gavin, but because I looked at him trolling Trump, the algos think i need his content shoved into my notifications. This is why social media is our worst invention of the last century and destabilizing society

@TheShortBear because social media has pushed everyone into echo chambers and rammed narratives down everyone's throats such that there is no common ground in western politics anymore. Its an us vs them mentality

Why does everything have to be about right vs left? Charlie Kirk might have been a republican but he always emphasized and defended free speech, open debate, and the right of political opponents (including Democrats) to organize and campaign…. Most of us got to know him because of these values he portrayed. His death and murder is an absolute tragedy and the fact that the opposite of what he worked and fought so hard for is sad to see. How can the division be so incredibly big in such dark times… especially when we have no suspect, no arrest, no motive… Using a tragedy to push an agenda is more than sad. This death hits hard…

@FT screw that, what about the fight to own honesty?

Starmer, Farage and the fight to own fairness on.ft.com/40BQQ1Y | opinion

@glastobation @TheGlastoThingy @ParaPaul78 @glastonbury @secretglasto Elon has given a voice and a sense of empowerment to people who should not be allowed out in public by themselves.

@TheGlastoThingy @ParaPaul78 @glastonbury @secretglasto Increasingly weird place this. People regularly piping up about things that have no meaningful impact on theirs or anybody else’s life and feeling big about it - needs to integrate with real life a bit more!

Got some flyers to put up around site. Happy to send some out if anyone wants to help. #Glastonbury @TheGlastoThingy @glastonbury @GlastoWatch @glastobation @secretglasto

#Glastonbury For everyone complaining, this would have to be the worst position to be in.

@RapidResponse47 like the 90 day fake news, or like everything to come out of the Press secretaries mouth fake news?

WRONG. Fake News!

@JuddLegum Yes all maybe true, but Americans voted for this and knew what they were getting

1. Truth Social, Trump's social platform, announced an audacious scheme yesterday to profit from Trump's tariffs It will offer actively-managed INVESTMENT ACCOUNTS composed of stocks in companies that benefit from Trump's policies It's a jaw-dropping conflict of interest

@TheShortBear China is too busy building bridges with the rest of the world to replace the ones that Trump is torching

The art of no deal •Trump increases tariffs on China to 30%, then escalates them to 84% •China responds with reciprocal tariffs •Trump raises tariffs further to 145% •China again reciprocates •Trump publicly states he wants President Xi to call him •China remains unresponsive •Trump signals willingness to “make a deal” •China continues to hold its position .. US doesn’t know what to do now. China was clear, roll back tariffs and we will open up discussions. This is a pure ego response by Trump and typical response.. tripling down on the losers and hoping to get bailed out, same response in the prior business ventures too.

I also remember when this clown told everyone that Bear Stearns was fine in 2008. Bear who???

@GhostOptions_ SEND

Check this out.. Options Flow Scanner caught whales Buying NVDA Puts before the move These puts returned up to 400% gains. I’ll send the scanner privately to 200 people who Like + Comment "SEND" on this post. Make sure you're following me

Banks are not going to buy UST with a possible ratings downgrade on the horizon. This trick to lower rates and fund an even higher budget deficit will not work so easily

just not at the price consumers want to pay...

Trump said there is no inflation, Dimon says tariffs will increase inflation. Who does main street believe?

@TheTradeXchange they don't work on self inflicted issues

Is the "PPT" Plunge Protection Team coming back anytime soon??? asking for a friend....

@TheEconomist UK, ' hold my beer' brexit?

“Liberation Day” for America may go down in the history books—not as the celebration that Donald Trump intends but as economic malpractice of the highest order econ.st/4j6QLda